Difference between revisions of "Treasurer"
From Makers Local 256
m (→Monthly) |
m (added link to company matching) |
||
| Line 33: | Line 33: | ||
* Obtain Makers Local 256 bank account | * Obtain Makers Local 256 bank account | ||
* File for 501c3 Status | * File for 501c3 Status | ||
| + | |||
| + | =Tools= | ||
| + | * [[Company Matching]] page for donation matching | ||
Revision as of 13:44, 26 March 2009
Contents
[hide]Description
See Bylaws.
Duties
Continuous
- Writing Receipts
- Ensure 501c3 Compliance is being Followed.
- Collaborate with those doing fund raising for the organization.
- Uphold Makers Local 256 Financial Policies
Monthly
- Collect Membership Dues
- Pay Bills
- Record transactions in Ledger
- Mark member donations in Donations WebApp
Quarterly
- Prepare Treasurer's report for Board meeting
- Report should consist of, or include figures from the Ledger
Annually
- Prepare Treasurer's report for Member's Meeting
- File Tax Forms (990-N)
Action Items
Current
See Action Items
Past
- Acquire Non-Profit Status
- Obtain EIN from IRS
- Obtain Makers Local 256 bank account
- File for 501c3 Status
Tools
- Company Matching page for donation matching
