2024 Annual Check-In Report

The Annual Check-In Report is a health checkpoint of the chapter’s or region’s governance and business practices and allows CSI National to confirm that the chapter or region is in good standing with the elements of the Affiliation Agreement.  

If the chapter or region is unable to meet one or more of the obligations on the report, the Chapter, Region, and National/Institute will work collaboratively to create a plan so that the chapter or region can work towards compliance with the Affiliation Agreement.  

Please be prepared to complete the form as progress cannot be saved or the link shared with multiple leaders; Proof is not required, your attestation is enough.

This report is the starting point for our conversations to support you and is due by September 30, 2024.  

Note: There are two certification prep questions that do not relate to compliance with the affiliation agreement. These are for information gathering as we seek to understand what certification preparation courses are or may become available to the AECO community.  

Please reach out to chapterrelations@csinet.org with any questions or concerns.

Submitting Leader Information

First Name *

Last Name *

Email Address *

Chapter Information

Select your chapter/region * 🛈

Please attest the following for the chapter and any subsidiary or related entities (i.e., foundation)

Is your chapter recognized as a current, valid, legal entity in the state in which you are incorporated? *

A good place to start is with the Secretary of State’s Office in the state where the chapter was incorporated. Please thoroughly research requirements as laws differ from state to state and regularly change.

Optional Comment (State Incorporation)

Is your chapter recognized as exempt from federal tax under Section 501(c) of the Internal Revenue Code per IRS.gov *

Check the IRS Tax Exempt Organization database for an overview of steps that may need to be taken to remedy your status.

Optional Comment (IRS)

Does your chapter have D&O insurance in place? *

Check out CSI National’s Insurance Programs here.

Optional Comment (D&O)

Does your chapter have General Liability insurance in place? *

Check out CSI National’s Insurance Programs here.

Optional Comment (General Liability)

Has each officer on your chapter’s or region’s Board of Directors reviewed a copy of the Affiliation Agreement?

Did the chapter or region hold any certification preparation coursework in FY23-24? *

Does the chapter or region plan to hold certification preparation coursework in FY24-25? *

Please send all details on your chapter or region’s offering to education@csinet.org to be featured on our Preparation Offerings page.

Enabling Documents

For reference: Enabling documents include the Bylaws, Articles of Incorporation or business license, and IRS determination letter of tax-exempt status.

Have any of the chapter’s or region’s enabling document changed in previous fiscal year? *

Yes

No

Yes

No

Please confirm that they were reviewed by independent legal counsel experienced in non-profit law prior to adoption * 🛈

Please upload all documents that have changed in the last year *

Optional Comment (Enabling Documents)

Do you have financial documents from the last fiscal year to provide? * 🛈

Yes

No

Financial documents from previous fiscal year * 🛈

Do you have a non-member recruitment list to provide? * 🛈

Yes

No

Optional Comment (Non-member Recruitment)

Non-member recruitment lists * 🛈