NCNARFE Chapter Secretary & Secretary/Treasurer Training February 1, 2016 @ 1:30pm and February 3, 2016 @ 9:30am

Important “To Do’s” 1. Update Your Chapter Officers Roster 2. Report the Deaths of Chapter Members – Report deaths between April 1, 2015 – March 31, 2016 for inclusion in the Memorial Book at the NCNARFE Convention. 3. Prepare an On-Line Tax Return by May 15 each year 4. Place names of delegates to the NCNARFE Convention on the NCNARFE Website.

Updating Your Chapter Officers Roster 1. Log on to ncnarfe.info. Log in as a chapter officer Select Chapter Activities from the bar at the top of the page. Our Newspaper   Convention   Chapter Activities   Federation Activities   Welcome Visitors Enter Your LAST Name, Your Member Number as Password and Chapter Number (4 digits)

Your Chapter's Bylaws and Minutes CHAPTER INFORMATION Your Chapter's Bylaws and Minutes Upload Chapter Minutes(Format Chapter Number space Date as 0720 2010-10-5 Minutes) Upload Chapter Bylaws(Format Chapter Number space Date as 0720 2010-10-5 Bylaws) Current National OAM Roster of Chapter Officers Input for Chapter Officers (F-7) Click on This

YOU ARE ABOUT TO CHANGE YOUR CHAPTER'S ROSTER OF OFFICERS FORM F-7 720 Chapter Number: 0192

After you have updated all of the officers, enter your name in the block at the bottom of the sheet and select “Click here to update your F-7”. The updates will go to the web master and he will forward them on to the National NARFE Office. You will receive an e-mail from the National Office when they have been updated.

Inputting Names of Delegates/Alternates for NCNARFE Convention Move down one row to Convention Activities CONVENTION ACTIVITIES OPEN Secretaries - File Convention Credentials Here Review Convention Documents, Call Letters,etc. Review Your Chapter's Convention Registrations Each chapter is allowed 1 delegate for each 25 members or fraction thereof. The number of delegates will be at the top of the page.

Reporting Deaths of Chapter Members Log into the Chapter Secretary’s Work Area. Scroll down to Libraries: LIBRARIES Public Library Members Library Service Officer's Public Library Membership Officer's Public Library Legislative Officer's Public Library Federation Bylaws Library GEMS Notices NARFE FORMS Library Click on NARFE Forms Library

Scroll Down to Chapter Materials and Select F-9, Notification of a Member Death. Chapter Materials: F-3a, Proposed Convention Resolution F-3c, Proposed Bylaw/Standing Rule Amendment F-7, Chapter Office Roster F-9, Notification of Member Death F-16, Dues Transmittal Sheet: New Members F-16r, Dues Transmittal Sheet: Renewals

NOTIFICATION OF DEATH OF A MEMBER — Please print information about deceased member __________________________________________________________ Last First M.I. Date of death __________________________________________________________ Street Address _____________________________________________________________ City State Zip NARFE Membership Number Surviving Spouse Information __________________________________________________________________Last First M.I. __________________________________________________________________Street Address ______________________________________________________ _________________________________________________________________ City State Zip ______________________ _________________________________ _____Chapter Number ______________Signature of Chapter Officer ____Date F-9 (03/06 This card is mailed directly to NARFE. There is a section with the address. Postage is pre-paid.

NCNARFE Notification of Member Deaths NCNARFE may be notified of a member’s death but it is a good idea to let the NCNARFE secretary know too. Members that die between April 1 of the previous year and March 31 of the current year are memorialized at the NCNARFE convention. The Federation Secretary should be notified of all names to be include in the memorial service by March 31. Names submitted after that date my not be recognized until the next year.

The only sure thing in life is death and taxes The only sure thing in life is death and taxes! Notification of IRS of Non-Profit Tax Status The 990 filing thresholds for the 2015 tax year are: 1. File Form 990-N, Electronic Notice for Tax-Exempt Organizations (e-Postcard), which is only available on the Internet at http://epostcard.form990.org, if your federation’s or chapter’s gross receipts in 2014 were $50,000 or less. 2. File a Form 990, “Return of Organization Exempt from Income Tax” (or the short form, 990-EZ) if your organization had gross receipts greater than $50,000 but less than $200,000 and total assets of less than $500,000. Organizations with gross receipts of $200,000 or more, or total assets of $500,000 or more, must file Form 990 and not the 990-EZ. 3. File a Form 990-T, “Exempt Organization Business Income Tax Return” with the IRS if, in 2014, your federation or chapter had income (revenue less cost of goods sold) of $1,000 or more derived from an activity that was substantially unrelated to the main purpose of your federation or chapter. Membership dues, interest on dues, bake sales, white elephant sales, etc., are excluded, but revenues from advertising are included.

The filing deadline for all IRS forms is the 15th day of the 5th month following the end of your fiscal year; therefore, if your fiscal year ends on December 31, 2015, you must file by May 15, 2016. NOTE: NARFE is a 501(c)(5) organization and is exempt from federal income taxes. However, NARFE and its subordinate units are not exempt from state and local sales taxes

Useful Resource 01_NARFE_Chapter_Closing_Procedures.doc 19_OAM_Access.doc 2008 v2 Secretary’s Workshop.ppt 2010_v3_Secretary’s_duties_and_responsibilities[1].ppt 2014 Secretary Workshop Convention.ppt 2015 Example of Minutes Ch. 781.pdf k20_Going-Paperless-Handboo_2012 - Copy.pdf Discussion.txt Display.txt f-55.pdf F-7 and F-7A Report 1-23-12v2.ppt F-7 Help on Website.pdf How to Handle Special Purpose Funds.doc

NARFE Going Paperless Handbook 8/20/2012 Page 2 Contents Page Section 1. How to Log In to the NARFE HQ Webpage ..............................................................3 Section 2. Online Reports......................................................................................................... ..6 Section 3. Online Activities Module (OAM) ............................................................................10 OAM Officer Roster............................................................................................................. .12 OAM Member Roster........................................................................................................... .13 OAM Activity Reports ......................................................................................................... .14 Section 4. OAM F-7 Chapter Officers Roster Update ...............................................................16 Section 5. How to Set Up Direct Deposit from National ...........................................................20 Section 6. When and How to File Your IRS 990-N................................................................... 22 Section 7. How to Access the TFC Webpage and Newspaper ...................................................25 Section 8. Resources ............................................................................................................... .26

Thank you Questions?