Treasurer
Treasurer
Section titled “Treasurer”Role Summary
Section titled “Role Summary”The Treasurer owns the pack’s financial health. This means maintaining accurate, up-to-date financial records across all the pack’s accounts, reporting regularly to the committee, driving the annual budget process, and ensuring that every family understands how the pack raises and spends its money.
Requirements
Section titled “Requirements”- Age: 21 years or older
- Registration: Must be a registered adult leader of BSA (must submit adult application)
- Selection: Selected by the Pack Committee, approved by the Charter Organization
- Required Training:
- Youth Protection Training (YPT) — renew every 2 years
- Pack Committee Challenge (online at my.Scouting.org)
- Access: Full access to the pack’s bank account; access to PayPal, Square, Venmo, WooCommerce
Owned Outcomes
Section titled “Owned Outcomes”The Treasurer is accountable for these outcomes:
- Financial records are preserved and kept up to date
- Accounts receivable and payable are kept current
- The Pack Committee is informed about financial health and risks at every meeting
- The pack plans its year based on a budget and adheres to it throughout the year
- Parents understand how the pack raises and spends its money
Core Responsibilities
Section titled “Core Responsibilities”- Help the committee and Cubmaster establish a sound financial program with a budget plan
- Maintain the pack’s bank account; arrange for all disbursements to be approved by two authorized signatories
- Approve all budget expenditures; check disbursements against budget allowances; pay bills
- Collect dues, outing fees, and popcorn proceeds from Scouts/families
- Keep up-to-date financial records in QuickBooks Online; reconcile all accounts monthly
- Credit each Scout with payment of dues; maintain individual Scout accounts
- Report on the pack’s financial condition at every monthly committee meeting
- Provide petty cash/debit card for leader expenses; track expenditures
- Coordinate with Popcorn Coordinator on popcorn sale accounting (September–November)
- Seek and prepare grant applications for large pack purchases
- Ensure pack purchases are exempt from New York sales tax
- Sign tax donation receipt forms
- Guide the pack in council-approved money-earning projects
Reports To / Works With
Section titled “Reports To / Works With”| Relationship | Role |
|---|---|
| Reports to | Committee Chair |
| Partners with | Committee Chair, Cubmaster |
| Coordinates with | Popcorn Coordinator (popcorn accounting), Advancement Chair (awards purchases), Program Chair (event fees) |
Coordinator Positions
Section titled “Coordinator Positions”| Position | Guide |
|---|---|
| Accounts Receivable Coordinator | accounts-receivable-coordinator/ |
| Accounts Payable Coordinator | accounts-payable-coordinator/ |
Key Resources
Section titled “Key Resources”| Resource |
|---|
| Pack Budget Planning |
| Pack Dues and Fees |
| Pack Reimbursements |
| Scout Accounts |
| Treasurer Accounts Guide |
| Unit Annual Rechartering Process |
Key Tasks
Section titled “Key Tasks”| Task | Category |
|---|---|
| Mid-Year Budget Review | Financial |
| Draft Upcoming-Year Budget | Financial |
| Annual Dues Collection | Financial |
| Prior-Year Financial Close | Financial |
| NY Sales Tax Exemption on Pack Purchases | Financial |
| Popcorn Donation-in-Lieu Invoicing | Financial |
| Prior-Year Annual Financial Report | Financial |
| QuickBooks / TechSoup License Renewal | Financial |
| Leader Reimbursement Processing | Financial |
| Scout Account Credits from Popcorn | Financial |
| Monthly Account Reconciliation | Financial |
Supports
Section titled “Supports”| Task | Category |
|---|---|
| Annual Budget Approval | Financial |
| Committee Meeting | Administrative |
| Popcorn Money Collection & Turnover | Fundraising |
| Popcorn Order Submission to Council | Fundraising |
| Recharter Submission to Council | Administrative |
Key Events
Section titled “Key Events”Supports
Section titled “Supports”| Event |
|---|
| Annual Popcorn Sale |