Wisconsin Charitable Annual Financial Report Form
This document provides essential information for charitable organizations in Wisconsin regarding the filing of their annual financial report. It outlines the necessary forms, eligibility criteria, and instructions to ensure compliance. Nonprofits can utilize this simplified report to effectively communicate their contributions and operational transparency.
Edit, Download, and Sign the Wisconsin Charitable Annual Financial Report Form
Form
eSign
Add Annotation
Share Form
How do I fill this out?
To fill out this form, begin by entering the organization's name and registration details. Follow with the contact information for your organization's offices and key personnel. Finally, provide insights into your charitable purpose and any fundraising activities conducted.

How to fill out the Wisconsin Charitable Annual Financial Report Form?
1
Enter the organization's official name and registration number.
2
Fill in the contact details for the main office and the Wisconsin office if applicable.
3
List individuals responsible for financial records and contributions.
4
Describe the charitable purpose and previous fundraising activities.
5
Provide any changes to previously submitted information if applicable.
Who needs the Wisconsin Charitable Annual Financial Report Form?
1
Charitable organizations that need to report annual contributions.
2
Nonprofits under the Division of Banking requiring filing compliance.
3
Fundraising coordinators aiming to validate their financial activities.
4
Local community groups seeking transparency in operations.
5
Regulatory authorities reviewing financial reports of registered charities.
How PrintFriendly Works
At PrintFriendly.com, you can edit, sign, share, and download the Wisconsin Charitable Annual Financial Report Form along with hundreds of thousands of other documents. Our platform helps you seamlessly edit PDFs and other documents online. You can edit our large library of pre-existing files and upload your own documents. Managing PDFs has never been easier.

Edit your Wisconsin Charitable Annual Financial Report Form online.
With the new editing feature on PrintFriendly, you can modify the content of your PDF easily. Simply upload your file and use the intuitive editor to make necessary changes. Save your updated document quickly for effective communication or record-keeping.

Add your legally-binding signature.
Now you can sign your PDF directly on PrintFriendly. With our easy-to-use signing feature, ensuring your documents are officially recognized has never been simpler. Just upload, sign, and download your signed PDF effortlessly.

Share your form instantly.
Sharing your PDF is made easy with PrintFriendly. You can quickly distribute your document through email or share a direct link. This feature facilitates seamless collaboration and information dissemination.
How do I edit the Wisconsin Charitable Annual Financial Report Form online?
With the new editing feature on PrintFriendly, you can modify the content of your PDF easily. Simply upload your file and use the intuitive editor to make necessary changes. Save your updated document quickly for effective communication or record-keeping.
1
Upload your PDF file onto the PrintFriendly platform.
2
Select the areas you want to edit and make necessary changes.
3
Utilize the annotation tools to highlight important points if needed.
4
Save your edited document to your device.
5
Download the final version for distribution or submission.

What are the instructions for submitting this form?
To submit this form, organizations should mail the completed document to the Department of Financial Institutions at PO Box 7876, Madison, WI 53707-7876. Alternatively, you may submit via fax at (608) 267-6889 or contact the division at (608) 267-1711 for online submission options. Ensure all required documentation is included with your submission.
What are the important dates for this form in 2024 and 2025?
For 2024, the annual financial report for organizations whose fiscal year ends on December 31 must be submitted by September 30. For those with different year-ends, submissions are due within 9 months after the fiscal year-end. Keep track of or note the timelines to ensure compliance.

What is the purpose of this form?
The purpose of this form is to fulfill the state requirement for charitable organizations to report their annual financial contributions. It serves as a transparent mechanism for nonprofits to disclose their financial activities to the Department of Financial Institutions. By providing necessary information and documentation, organizations can maintain good standing and demonstrate accountability to stakeholders.

Tell me about this form and its components and fields line-by-line.

- 1. Organization Name: The official name of the charitable organization including any trade names.
- 2. Registration Number: The Wisconsin Charitable Organization Registration Number.
- 3. Federal Employer ID Number: The organization’s Federal Employer Identification Number.
- 4. Headquarters Address: Contact information for the main office including street, city, state, and zip code.
- 5. Wisconsin Office: Details for the Wisconsin office if applicable, including additional addresses.
- 6. Person Custody of Records: Contact information for the person or persons in charge of financial records.
- 7. Charitable Purpose: Description of how contributions will be utilized.
- 8. Fund-Raising Activities: Disclosure of any professional fund-raisers or counsel used.
What happens if I fail to submit this form?
Failure to submit this form may result in penalties or loss of registration status with the Division of Banking. Organizations could face enforcement actions and be denied the ability to solicit donations legally.
- Loss of Registration: Organizations may risk losing their charitable registration status.
- Penalties: Failure to comply with submission timelines can lead to monetary penalties.
- Public Scrutiny: Non-compliance can trigger public scrutiny and reduce donor trust.
How do I know when to use this form?

- 1. Annual Reporting: Used for annual financial disclosures to comply with state regulations.
- 2. Audit Preparation: Helpful for preparing for audits and assessing financial health.
- 3. Transparency Assurance: Ensures that organizations maintain transparency with their stakeholders.
Frequently Asked Questions
How can I fill out this financial report?
You can fill out the financial report by typing directly into the document using the PrintFriendly PDF editor.
Can I edit my PDF after saving it?
Yes, the PrintFriendly platform allows you to edit your PDF any time before the final download.
Is it easy to share my completed PDF?
Absolutely! You can share your PDF via email or get a shareable link directly from PrintFriendly.
Do I need to create an account to use PrintFriendly?
No, you can use PrintFriendly's features without creating an account.
What if I made a mistake on the form?
You can easily edit any field on the form until you’re satisfied with the result.
Can I print the PDF directly from PrintFriendly?
Yes, once your edits are complete, you can print the PDF directly from the editor.
What types of files can I edit on PrintFriendly?
You can edit various forms of PDF documents, including financial reports and applications.
How do I contact support if I need help?
For assistance, you can reach out through the contact options on the PrintFriendly website.
Is my information secure when using the editor?
Your information remains secure while using the PrintFriendly PDF editor.
Can I edit multiple PDFs at once?
Currently, each PDF must be edited individually on the PrintFriendly platform.
Related Documents - WI Charitable Financial Report

Blackbaud Online Express Overview
Blackbaud Online Express is a cloud-based online fundraising and marketing tool integrated with The Raiser's Edge. It offers features like online fundraising, email marketing, and dashboard metrics to help nonprofits. The tool is user-friendly with pre-designed templates and a drag-and-drop editor.

ISA 28th Session Administrative Note 2023
This file contains administrative notes for the 28th session of the International Seabed Authority held in 2023. It includes contact information, travel guidelines, transportation services, and lunch options. Delegates are provided with essential details to facilitate their participation.

Fundraising Wholesale Order Form for Pinecrest Tree Farm
This PDF file is used for placing wholesale fundraising orders at Pinecrest Tree Farm. It includes sections for contact information, product order quantities, and pricing details. Suitable for managing wreath and swag orders.

TMRE Onsite Contact Form: Acknowledgement and Contact Info
This file is used for acknowledging receipt of the service kit and providing on-site contact information for The Mirage event in November 2019. It ensures that the event management can reach the booth representative in case of emergencies and confirms that the exhibitor has successfully received the service kit.

Wonderfly Events Planning Agreement
This file is an Event Planning Agreement between a client and Wonderfly Events LLC for planning and hosting an event. It outlines the duties of Wonderfly, payment terms, rescheduling and cancellation policies, and use of property. It also includes important details for both parties to adhere to.

Annual Gift Basket Drive Volunteer Information
This file provides details and instructions about volunteering for the Annual Gift Basket Drive, including the required skills, time commitment, and how to get involved. It covers the event's purpose, location, and contact information for prospective volunteers. Perfect for anyone looking to contribute to a good cause during the holiday season.

Wayne County Fair Board Meeting and Accounts Payable Details
This document includes the details of the Wayne County Fair Board of Directors Regular Monthly Meeting on June 13, 2019, and the accounts payable records. It also contains the minutes of the Regular Monthly Directors Meeting on May 9, 2019.

Mr. Omelette Menu Packages for Special Events
This file contains detailed information about Mr. Omelette's menu packages, including various omelette selections, salads, breads, and optional services to enhance your party. It provides pricing details and additional services available for an unforgettable event.

New and Returning Member Progress Form
This file helps the bishop and ward council to monitor and guide the progress of new or returning members from baptism to temple endowment. It includes instructions and fields for various stages of spiritual growth and activity in the church. Essential information and dates are recorded to ensure proper fellowship and support.

TGIF Raffle Ticket Tracking Sheet - Detailed Instructions & Information
The TGIF Raffle Ticket Tracking Sheet is designed to help you keep track of raffle ticket sales and participant information. It includes sections for recording ticket purchases, drawing dates, and winner announcements. Use this sheet to ensure all entries are accurately recorded and easily accessible.

Event RSVP using Google Forms
Create your event RSVP using Google Forms with this simple guide. Edit sections, add questions, change the background color, and send the form effortlessly. Receive email notifications for responses.

Examples of Wedding Vows and Promises
This file contains various examples of wedding vows and promises for partners to use as inspiration for their own ceremony. These examples can help couples express their love, commitment, and support for each other. Ideal for anyone planning a wedding and looking for meaningful vows.