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. A one-time 1% fee will apply to grants and holdings for major building/maintenance projects. No fee will be assessed for endowments or scholarships.

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

Complete Year-end Financial Summary (YEFS) Report

Eachclub(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 all 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.