In 2019, the House of Delegates unanimously voted to accept a policy requiring State Societies to triennially verify their state and federal non-for-profit status. The information on this page will help you comply with this policy.
Reporting Groups
State Societies have been divided into three reporting groups. The first group will verify their status in the first quarter of 2022, the second group in 2023 and the third group in 2024. The process will start over with group 1 in 2025.
| Group 1 | Group 2 | Group 3 |
|---|---|---|
| Verification Due Q1 of 2025 | Verification Due Q1 of 2023 | Verification Due Q1 of 2024 |
| Massachusetts Society | Arkansas Society | Indiana Society |
| Connecticut Society | Delaware Society | Kansas Society |
| North Dakota Society | Mississippi Society | Wyoming Society |
| North Carolina Society | Washington Society | New Hampshire/Vermont Society |
| Oregon Society | New Jersey Society | Colorado Society |
| Maine Society | West Virginia Society | Florida Society |
| Pennsylvania Society | Illinois Society | Georgia Society |
| Missouri Society | Minnesota Society | Hawaii Society |
| Ohio Society | Nevada Society | Idaho Society |
| DC/Maryland Society | Iowa Society | Kentucky Society |
| Montana Society | Rhode Island Society | Michigan Society |
| South Dakota Society | Tennessee Society | South Carolina Society |
| Alaska Society | New York Society | Utah Society |
| Alabama Society | Louisiana Society | Virginia Society |
| New Mexico Society | Arizona Society | Wisconsin Society |
| Texas Society | Nebraska Society | Oklahoma Society |
| California Society | Puerto Rico Society |
Good Financial Practices
The House of Delegates State Societies Committee has created the documents and videos below to establish best practices for managing society finances.
State Society Reporting Checklist
The Financial Reporting Policy
The policy is included in the Chartered Affiliates Handbook under Policy HD016 — Chartered Affiliates’ Financial Reporting Obligations.
Heather Willden, director of governance and strategic initiatives, is the House of Delegates liaison. Connect with her via email or by phone at (972) 406-4657 for HOD and state society questions.
