Financial Controls and Reporting

TU is a publicly supported 501(c)(3) organized under a group exemption and because of this the IRS requires that each chapter and council under the exemption have its own employer identification number (EIN) and file its own tax forms with the IRS.

Chapter and council volunteers work hard to raise funds for conservation and related purposes, and one of the most important responsibilities of chapter and council officers is to safeguard and protect those funds so they are used for the purposes for which they were raised. The resources in this section are designed to help you set up systems to safeguard those funds and other chapter and council assets, and ensure your chapter or council is in compliance with TU and IRS reporting regulations.

Financial and Property Controls Policy

Personal Property Inventory Sample Spreadsheet

Filing the TU Annual Activity Report

Securely Processing Credit Cards

Federal Tax Filing Requirements

State Filing Requirements


TU Volunteer Leaders trainings are a powerful way to connect with resources, learn from fellow volunteers and grow your impact locally. Join us for the following events:

In-Person Trainings:

2021 Annual Meeting
Due to increasing COVID-19 concerns and projections, the 2021 Annual Meeting is cancelled.

2021 Regional Rendezvous
Due to increasing COVID-19 concerns and projections, the 2021 Regional Rendezvous are postponed.

Online Trainings:

View past training recordings or join an upcoming live, online webinar, held at 8 p.m. EST unless otherwise noted.

February 23 — Virtual Advocacy: Using Online Petitions to Grow Impact (8PM)

March 4 — Filing the NEW Annual Activity Report & IRS Reporting Requirements (8PM)

March 15 — Embrace A Stream Grant Training (8PM)

March 29 — Effective Digital Communications During COVID (8PM)

April 8 — TU Event Registration Tools to Better Manage and Promote Your Activities (8PM)


Your Volunteer Operations Staff is here to help! 

Nick Halle
Volunteer Operations Coordinator
(703) 284-9425
Contact Nick for:

  • Volunteer Leader Login Issues
  • Insurance Requests / Questions
  • Fundraising Program & Support
  • Membership Recruitment Tools
  • L.L. Bean Rod Donations

Lisa Beranek

Leadership Development Manager
(907) 205-0974
Contact Lisa for:

  • Leadership Recruitment & Development
  • Embrace A Stream Grants Program
  • Strategic Planning Support
  • Diversity Event Planning