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4-H Charter and Annual Renewal Process
4-H Charter and AFR Information
To be authorized to use the 4‑H Name and Emblem and retain tax exempt status, all 4‑H Clubs and Groups must complete both a Charter and Annual Financial Report each year.
Charter Application
The 4-H Charter indicates that a 4-H Club or Group is organized in accordance with the objectives of the Wisconsin 4-H program. The University of Wisconsin-Madison, Division of Extension grants 4-H Charters which formally authorizes a Wisconsin 4-H Club or Group to use the 4-H Name and Emblem for educational purposes in accordance with laws and regulations established by Congress and the U.S. Department of Agriculture.
New and returning 4-H Clubs and Groups required to submit annually.
Online charter submission is due November 1st.
- A printable Charter worksheet is available as a resource you can use with your club or group before completing the online application.
- Online Charter application will be posted Sept. 1 and must be completed online by November 1.
Annual Financial Report (AFR)
This process allows the 4-H Club or Group to qualify for federal tax-exempt status under the University of Wisconsin Board of Regents General Exemption Number (GEN) for Wisconsin 4-H Clubs and Groups.
AFR submission is due September 1st to Extension office.
- The following 6 items are required for AFR:
- Wisconsin 4-H Clubs & Groups Annual Financial Report
- Wisconsin 4-H Clubs & Groups Audit Checklist
- A copy of the checkbook and/or savings registry covering July 1 – June 30
- A copy of the bank statement ending June 30 or July 1 for each account. Any differences between the bank statement(s) and the ending balance reported must be reconciled and the reconciliation must be uploaded with the Annual Financial Report.
- A current inventory of land, buildings, property, or project equipment with individual values of $2,000 or greater.
- Monthly Treasurer’s Reports for 4-H Clubs or Groups with annual income greater or equal to $20,000.
Resources
- 4-H Charter Volunteer Resource Webpage
- SMART Goals Resource Guide– Resource for selecting and completing annual SMART Goals
- The IRS GEN Determination Letter outlines the accountability, responsibilities, and reporting requirements to maintain the Group Exemption Number.
- How to Save a Fillable PDF Form