Treasurer
From Makers Local 256
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
- Prepare Treasurer's report for Board meeting
- Report should consist of, or include figures from the Ledger
- Report should mention if we cannot make our next months immediate bills
- Report should include a list of delinquent members
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
- Treasurer/Transition Checklist page for transitioning office of Treasurer