Chartered Unit Checklists

ADMINISTRATIVE (Start-up)

• Identify Board members, minimum of 6
• Develop By-laws, contact info@iopp.org for samples
• File forms with the IRS
  • Form SS-4: Application for Employer Identification Number
  • Form 1023EZ: Application for Recognition of Exemption, Instructions - $275 is required
• Establish a bank account
  • The account must be issued in the full legal name of the Chartered Unit and must reference the Unit's EIN.
  • All checks, drafts, statements, etc... must reflect the full legal name of the Chartered Unit.
  • Checks drawn on accounts bearing the name "IOPP" or "Institute of Packaging Professionals" may not be issued by any Chartered Unit.
  • A Chartered Unit's funds may not be co-mingled with any personal or corporate account.
  • The Chartered Unit's account shall not bear the name of any individual, or be issued using an individual or corporation's tax ID number of than the Chartered Unit's EIN.
• Purchase insurance policies (recommended)
  • Directors & Officers (approx. $500/year)
  • Event Insurance - if the chartered unit is producing an expo or conference type event at a hotel, not necessary for plant tours or other events hosted by a company 

ADMINISTRATION (Ongoing)

• Annual tax return
  • Form 990-N: If annual gross receipts are normally $50,000 or less
  • Form 990 or 990-EZ

EVENT PROMOTION

• Post event to Chapter PackChat Community, which will be visible to anyone (member & non-member)
• Contact IoPP National with event details
  • Info will be included in upcoming IoPP National newsletter, if time permits
  • Info will be posted to IoPP National social media, if time permits