2024-2025 Club & Group Financial Reports

1. Due August 15, 2025
2. 4-H Clubs and Groups that have a checking and/or savings account must annually complete and submit the following documents to the 4-H Program Educator:
3. Wisconsin 4-H Clubs & Groups Annual Financial Report (Fillable PDF); Annual Financial Report (Printable PDF)
4. Wisconsin 4-H Clubs & GroupsAudit Checklist
5. A copy of the checkbook and/or savings registry covering July 1 – June 30
6. 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.
7. A current inventory of land, buildings, property, or project equipment with individual values of $1,000 or greater.
8. Monthly Treasurer’s Reports for 4-H Clubs or Groups with annual income greater or equal to $20,000.

We have a volunteer who is willing to audit/review your records.  Let Rachel know if you want to use this service.

Remember, the fiscal year for this report runs from July 1, 2024-June 30, 2025.

Failure to submit a completed Wisconsin 4-H Clubs & Groups Annual Financial Report and supporting documents by the due date could result in loss of tax-exempt status and forfeiture of all financial assets.

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.  All this information and more can be found on the Wisconsin 4-H Charter Application webpage.  Any club or group that has a checkbook must submit this paperwork.