Each club (and all other chartered 4-H group) must complete the following at the end of each 4-H year. The 4-H year runs October 1 - September 30.

Complete Year-end Financial Summary (YEFS) Report

  • Download YEFS
  • Fill out completely and accurately.
  • Verify the club/group's EIN number.
  • Verify that the required signatures are included (instructions given on form).
  • Submit COMPETE and ACCURATE YEFS form to the MSU EXtension county office.

If your club does not have any financial accounts, you must still complete a YEFS report showing that you have a zero balance. All forms must still be signed. This certifies that your club does not have any accounts.

If your club has multiple financial accounts (ie: checking, savings, CD’s) under one EIN, you can either:

  • add all balances together and fill out one report,

or 

  • fill out separate YEFS reports for each

File with the IRS

(unless your county files for you) MUST BE COMPLETED BY FEBRUARY 15, 2020.

  • Save the receipt from the 990, 990-EZ, or 990E-Postcard. The receipt must state the results of the filing.
  • Submit a copy of the receipt to the county

Pay 1% fee to the county

(for Option 2 clubs only) If you are not sure if you need to do this, please contact your county Extensaion office. 

  • The fee is calculated automatically on the YEFS report and is 1% of your year end balance of all club funds. 
  • Each club should make their check payable to the COUNTY office.

 

Submit appropriate items to the county office

  1. YEFS
  2. IRS filing receipt
  3. 1% payment, made payable to the county office (for Option 2 clubs only).

Please remember that clubs are to submit their items to their county, not to the Montana 4-H Center. The deadline for the county office to submit information to the Montana 4-H Center is March 1, 2020. Please plan accordingly.

If you have any questions, please contact Anne Wassan at 994-3501 or anne.wassan@montana.edu.