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Annual Report Info 2021

REMINDER—When contacting Juli or I about annual report questions, please copy both of us on the email. This will allow us to respond as quickly as possible to your questions. 

Letter from John, Jan 26, 2021

Annual report time is here and Juli and I wanted to share the schedule/timeline to ensure submission by the mandatory deadline. You should have received notification via email on 1/26/2021 that the electronic form is now available.  If you did not receive the email please check your spam folder and general library email account to see if it was sent to that account.  The email would have come from WI@countingopinions.com

The Annual Report Instructions and Worksheets have been updated for 2020.  They can be found either at the DPI site https://dpi.wi.gov/pld/data-reports/annual-report.  Additional IFLS specific information and additional updates will be shared via email

We will be sharing additional Annual Report updates as needed.

Please let us know if you have any questions.

Thanks, John and Juli



IFLS Staff has compiled some of the information to prefill annual report data.  This data will primarily be MORE collection, patron and circulation related data.

The 2020 Annual Report Financial Data Spreadsheet for expenditures/revenues from IFLS was sent by email.

January 26 Receive notification via email from the State that the electronic form site is open. Your ID and Password will be included in that email or one prior from the State.  IFLS will send out an email letting you know that you should have received that email.


February 1 — 1:00pm – 2:30pm  – Virtual Annual Report Workshop. Registration and additional information is available on the IFLS Calendar https://iflsweb.org/calendar/

IFLS Director John Thompson and Business Manager Juli Button will take you through the Annual Report step-by-step to make sure you understand all of the questions. For one-on-one help, check out the Zoom Office Hours on February 3 and February 9 from 1-3 pm.

February 12, 2021 – Deadline to have the Annual Report Data entered and the form locked for review by Juli Button and John Thompson. Juli and I will be reviewing reports as they are completed.  Please email both Juli and I when you are ready for us to review your reports.  We will review and contact you if we have questions about the report.  We will let you know that is okay for you to print the report and have approved and signed by the library board president. 

February 24, 2021—Signed print copies must be received via email at the IFLS office. This year you can send signed, scanned PDF’s to Joanne Gardner at gardner@ifls.lib.wi.us. The PDF file name should be “2020 City Name” like 2020 Ladysmith.   IFLS needs them by the 24th to make sure forms are properly and signed and me can send them to the DPI by the State Statute deadline of March 1st. If you don’t have the ability the scan and email the report, you can send the report via courier, so it arrives in the office by the 24th.