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Districts & Chapters:
Chapter Finances and Legal Issues

Your chapter is a component of the national organization, but it operates independently and must manage its own finances. This section provides information and templates to assist you in managing an effective chapter.

Chapter Incentives

ASDA and ADA offer various incentive programs throughout the year for chapters to take advantage of.


Many chapters raise funds through sponsorship of their activities, websites and newsletters. Download sample sponsorship forms that chapters can use when contacting potential sponsors. Check out the how-to guides on fundraising and vendor fairs for additional ideas for raising money.

Chapter Constitution and Bylaws

All chapters are required to have a current set of constitution and bylaws. ASDA has a template that chapters can use as a reference. All updated versions should be sent to Danielle Bauer, director of membership, in our central office for our records.

Affiliation Agreements

All chapters are required to have a signed copy of their affiliation agreement on file with the ASDA central office.

Chapter Waiver

When holding chapter events that hold high risk, such as ski outings, participants should sign a waiver to prevent liability against your ASDA chapter or national ASDA. This template can be used for this purpose.

Chapter Exemption

Filing for group exemption with ASDA is the easiest way for chapters to obtain tax-exempt status from the federal government. ASDA chapters that have been granted a Group Tax Exemption by the Internal Revenue Service do not have to pay tax on income that is related to its tax exempt purpose. Check here to see if your chapter is already part of National ASDA’s group exemption. If your chapter is not part of the group exemption but would like to be, please submit the following documents to Ellen Ryan. Chapters who submit the documents by Aug. 30 will be included in the group exemption for the current tax year.

  • Chapter Affiliation Agreement signed by chapter officer
  • Consent form  to be included in Group Exemption
  • Form SS-4 is the application for Employer Identification Number, if your chapter does not have a Federal Tax ID # (visit the IRS website at to download an SS-4 form)
  • Updated copy of your chapter's constitution and bylaws

Important IRS tax forms for chapters

ASDA chapters that are part of the ASDA group exemption have tax exempt status with the Internal Revenue Service (IRS). The IRS requires that your chapter submit a Form 990 by May 15 every year. Letters and authorization forms will be sent to the first and second delegates as well as to treasurers of the participating chapters included in the ASDA group exemption.

  • If your chapter has $50,000 or less in annual gross receipts for the 2015 calendar year, submit Form 990-N. ASDA can complete this form for your chapter, as long as you provide written consent by completing the authorization form that will be sent to you in March. The deadline to return your form is April 15, 2016.
  • If your chapter has more than $50,000 in annual gross receipts for the 2015 calendar year, your chapter must submit Form 990 or 990-EZ to the IRS. Your chapter is responsible for completing these forms on its own.

These rules apply to all chapters-and all exempt organizations-whether or not they are part of a group exemption. The group exemption only granted tax-exempt status on a group basis. It does not in any way change the IRS filing requirements for chapters. Questions? Contact Ellen Ryan, director of finance and administration, at

Chapter Bank Account

Chapters are encouraged to open a checking account for expenses such as event costs and office supplies and for depositing revenue from chapter dues, fundraisers, and sponsors. To open a bank account, you will need a Federal tax ID # (see SS-4 form above for obtaining this number) and a form with authorized signatures for the account. It is recommended that two signatures be required and can be the delegates, treasurer or chapter advisor.

Direct Deposit:

ASDA offers chapters the opportunity to sign up for direct deposit for their local dues and incentive checks from ASDA. To participate, an ACH form and copy of a voided check must be sent to Ellen Ryan in the central office.

Sample Budget Spreadsheets

It is important for your chapter to track your annual revenues and expenses. There are sample spreadsheets to use as templates:

Pacific Dental Services ADA Members Insurance- Great West


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