Chapters which are not integrated with a parent organization need the basic corporate documents listed below. This list is intended as a starting point. Visit the IRS web site to walk through the process of starting up a non-profit organization.

Chapters - and all associations - should protect themselves by carrying adequate insurance to cover professional liability, crime, property, and disasters. For small chapters with occasional events, the need is smaller. For more information on insurance, click here.

• Articles of Incorporation accomplished by filing articles or certification of incorporation with secretary of state of your jurisdiction.
• Bylaws containing rules for the organization.
• Annual Corporate Report filed with your state to continue to function and qualify for tax-exempt status; requirements vary by state.
• Tax Exempt Status if the organization qualified under Section 501(c)(6) or (c)(3). The first is an IRS code for business leagues, trade associations and professional societies. A 501(c)(3) is for charitable and educational organizations. Chapters file for exempt status using IRS Form 1024 for Section 501(c)(6) or Form 1023 for Section 501(c)(3). For some chapters this is available through your national office.
• Employer Identification Number accomplished by filing IRS Form SS-4.
• Annual Electronic Filing is required for most small non-profits. There are three forms from IRS Form 990, Form 990-EZ and the new 990-N E-postcard. The 990 and 990-EZ are for those with annual gross income exceeding $25,000 while the 990N is for those under that threshold. Most groups are advised to file regardless of size; visit Form 990 Electronic Filing.