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.

What Is The Annual 1% Fee?

The 1% is an annual fee of a county’s total monetary assets at the end of a fiscal year, in regard to their Montana 4-H Clubs and Councils, that fall under the umbrella of the Montana 4-H Foundation GEN (Group Exemption Number). The GEN indicates source of nonprofit status. This includes activity and event funds, as well as Managed Agency Accts held with M4HF. No fee will be assessed for endowments, grants, livestock sales, capital investments or scholarships.

This annual fee supports clubs and councils in maintaining nonprofit status through Montana 4-H. 

Complete Year-end Financial Summary (YEFS) Report

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.

 

Training: How to Fill Out The YEFS Report

Guidelines for Submitting Your YEFS Report:

Financial Accounts and Zero-Balance Certification

  • 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 add the savinfs, CD balances together and fill out one report

Paying the 1% Fee to Your County (Option 2 Only)

  • Who Needs to Pay?
    If you're unsure whether this applies to your club, please contact your county Extension office for clarification.

  • How is the Fee Calculated?
    The fee, 1% of the year-end balance of all club funds, is calculated on the YEFS report.

  • Payment Instructions:

    • Make checks payable to your Extension Office (not the Montana 4-H Center).
    • Submit the payment along with the required items to your county office.

  • Submission Reminder:
    Clubs must submit their materials to the county office, not directly to the Montana 4-H Center. Plan accordingly to meet any deadlines.