In accordance with Professional Chapter Operating Standards, chapters are required to report information to the AMA Support Center annually.
Annual Reporting
FY26 Annual Reporting Submission Form
- Submit annual strategic plan and budget (due August 15).
- You may resubmit your strategic plan throughout the year up until February 28, 2026.
- Year-end financials (due August 15):
- Submit income statement.
- Submit balance sheet.
- Date indicating when you submitted your chapters tax return to IRS (U.S. Chapters – due November 15):
- This is information is entered on your chapters Chapter Health Reporting Google Sheet, not on the Annual Reporting Chapter Form.
The mid-year process will include:
- Financial Snapshot from the last 6 months (July 2025- December 2025)
- Financial Snapshot is specifically:
Income Statement (July – Dec ’25)
Balance Sheet (July – Dec ’25)
There are also optional questions as well that we hope you’d consider submitting as well.
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Status on FY26 Strategic Goals
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Update on FY26 Board Role Vacancies
- Status Update on FY27 Succession Planning
- Status Update on Membership Efforts
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Status Update on Collegiate Engagement Efforts
Board elections (due March 1):
- Incoming officers identified in a national database (submit president, president-elect, secretary, treasurer via your Chapter Health Form.
Review Constitution and Bylaws (due June 30):
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- Enter the date the bylaws were reviewed on your Chapter Reporting Form.
- If your chapter has made updates to your bylaws or constitution, email those updates to membersupport@ama.org.
Downloadable Calendar: