In accordance with Professional Chapter Operating Standards, chapters are required to report information to the AMA Support Center monthly and annually.
Annual Reporting
FY23 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, 2023
- 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
- 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)
- Enter the date the bylaws were reviewed in your Chapter Heath Form
- If your chapter has made updates to your bylaws or constitution, email those updates to membersupport@ama.org
Monthly Reporting
(due the last day of the following month)
- Monthly Board Management
- Indicate the required board position(s) not filled (President, President-Elect, Treasurer, and Secretary)
- Indicate other board position(s) not filled (DEI, Membership, Programming, Sponsorship, Communications/Marketing, Collegiate)
- Monthly Programming
- Number of the in-person event(s)
- Number of people and members who attended your in-person event(s)
- Indicating if there was a hybrid component to the in-person event(s)
- Number of the virtual events (s)
- Number of people and members who attended your virtual event(s)
- Monthly Diversity, Equity, and Inclusion (DEI) Programming & Operations
- Open-ended question on how your chapter has incorporated DEI
- Monthly Financials (This is your chapter’s Year-to-Date budget and actual, not the individual months)
- Total revenue budget amount
- Total revenue actual amount
- Total expenses budget amount
- Total expenses actual amount
There are also 5 optional questions as well that we hope you’d consider submitting as well.
Downloadable Calendar