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Local Chapter Annual Reports

APHON Local Chapters must submit specific annual reports on January 16 and on February 28 to inform the Local Chapter committee about chapter activities and standing during the year. The financial reports due on January 16 are a requirement from the IRS for all corporations involved in specific business transactions.

Reports may be uploaded online by selecting clicking on the link under the section for each report. Submitters will be required to choose the appropriate chapter from the drop-down menu.

January 19 reports include:

IRS Form 1099 Miscellaneous

This form reports taxable compensation to an individual or business for amounts of $600 or more. Certain trades/services are reportable.

IRS Form W-9 — Request for Tax ID Number and Certification

A completed W-9 is required for each individual or business that the chapter paid $600 or more for trades/services. This form requests a taxpayer’s identification number for those engaged in certain trades/services with the Chapter. The details provided will be used to prepare the 1099-Miscellaneous on behalf of individual chapters.

Download the reporting form Submit report

February 28 reports include:

Chapter Activity Report

The chapter activity report provides a summary of the chapter activities over the past year.

Download reporting form Submit Report

Chapter Membership Roster

The chapter membership roster provides a list of current members of the local chapter. All pediatric hematology/oncology RN's must be members of APHON National to be considered a member of a local chapter. Non-pediatric hematology/oncology RN's or other disciplinary professionals may be associate members of the local chapter. Associate members are not required to be a member of APHON National. Any pediatric hematology/oncology RN that is not a member of APHON National is considered guest participants of the chapter. Guests are not entitled to member benefits of the local chapter.

Download reporting form Submit Report

Financial Reports

The financial reports provide a year-end summary of the chapter's financial transactions. Financial reports must be submitted in the Excel document. PDF files or handwritten forms will not be accepted. The balance sheet and statement of activities are required for all chapters.

Reporting form for annual receipts less than $50 thousand 

Reporting form for annual receipts greater than $50 thousand

Submit Report

December Bank Statement

Each chapter is required to submit the prior year's December bank statement.

Submit bank statement

Reviewed/Updated Bylaws

Each chapter is required to review the bylaws of the chapter every two years. Bylaw updates must be first approved by APHON National and then approved by a majority vote of the members of the local chapter. APHON National will review the proposed changes and provide approval or recommended revisions. If no revisions are required, the chapter should submit a statement indicating that the bylaws have been reviewed and no changes were necessary.

Submit bylaws

Officers' Report

Local chapters are required to provide an updated report following the election of a new board of directors. While submission of this report is required during the February 28 reporting cycle, it may also be re-submitted anytime throughout the year when there is a change in the chapter leadership. 

Download reporting form Submit Report

Authorization Form

All chapters must sign (digital signature required) the authorization to be included in the group exemption form—this form grants APHON permission to include the chapter in the IRS group 990 tax return. APHON will not be able to process the chapter's tax return without the form being submitted.

Submit Form

Release Form

Local chapters that do not wish to be included in the APHON National group 990 tax return filing must submit a signed release form. This form states that the chapter plans to file the tax return independently.

Submit Form

Group Exemption Filing Fee

Any chapter that fails to submit all annual reports by the February 28 due date will be assessed a $50 administrative fee. 

Instructions on completing these forms are available in the Chapter Annual Report Manual.