Treasurer’s Corner

California State Treasurer 2024-2026

Virginia Williamson, Beta Kappa
22586 5th Street
Hayward, CA  94541
(510) 604-1744                                                                                                 http://ginnydon@pacbell.net

ePostcards:  As of June 1, all chapter treasurers are able to file their state and federal e-postcards. Look for the directions below.  Be sure to send copies of your confirmations to Virginia Williamson.  Do not attempt to file before June 1.  Due by July 31, 2024.

NEW – Financial Summary (Formerly Cash Flow Statement or C-1):  Chapter treasurers also need to file their chapter Financial Summary statement.  This statement should be completed online.   If mailed, it must be sent to Alpha Delta Kappa, 1615 W. 92nd Street, Kansas City, MO 64114.  Due by July 31, 2024, but must be completed by August 30, 2024.  See details in the NEW Financial Guide for Treasurers.2023 available at the bottom of this page.

New chapter bank account:  If you are opening a new chapter bank account, the bank may require an “Articles of Incorporation” letter, included below on this web page.  You will also need to provide your California chapter EIN number, a copy of your chapter’s most recent CA ePostcard, and a copy of your chapter minutes indicating your election as Chapter Treasurer.  You may need a copy of your chapter’s bylaws, which may be found on this website under Bylaws.

Raffle Update:  If you plan to hold a raffle, please complete the required registration form and submit it to the CA Department of Justice.  Updated Directions and the forms are included below.  Raffle fee is now $30.00.

 Important information about chapter raffles and opportunity drawings:

 


2024 CA 199N Epostcard Directions

Finance Guide for Treasurers.2023NEW – Refer to this document for updated information for the Treasurers for 2024 including IRS 990N ePostcard filing.

Articles of Incorporation

Bank Verification Letter Rev. 2022  (Click to download and save to your computer.  You can type right on the template.)