Treasurer

Role Summary

The Treasurer owns Pack 232’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. The Treasurer also manages the pack’s financial accounts (Broadview Credit Union, PayPal, Square, Venmo, WooCommerce) and processes all reimbursements.


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 (Broadview Credit Union); access to PayPal, Square, Venmo, WooCommerce

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

  • Help the committee and Cubmaster establish a sound financial program with a budget plan
  • Maintain the pack’s Broadview Credit Union bank account; arrange for all disbursements to be approved by two authorized signatories (Cubmaster, Committee Chair, Secretary, or Treasurer)
  • Approve all budget expenditures; check disbursements against budget allowances; pay bills by check (Committee Chair approves before payment)
  • 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

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)

Current Holder

Bob Baldwin treasurer@pack232.com rcbaldwinjr@gmail.com (518) 469-3678

(Note: Bob Baldwin also serves as Charter Org Rep)


Coordinator Positions

Position File Current Holder
Accounts Receivable Coordinator accounts-receivable-coordinator.md [vacant]
Accounts Payable Coordinator accounts-payable-coordinator.md [vacant]

Key Resources

Resource Location
Budget planning budget.md
Accounts guide accounts.md
Dues and fees dues-and-fees.md
Reimbursements reimbursements.md
Agent support agent/README.md
Pack 232 Treasurer Guide docs/Training/Positions/Treasurer/PACK 232 TREASURER GUIDE.md
Broadview account guide docs/Training/Positions/Treasurer/Pack 232 Treasurer Resources/Guides/Pack 232 Treasurer Guide to Broadview.md
WooCommerce guide docs/Training/Positions/Treasurer/Pack 232 Treasurer Resources/Guides/Pack 232 Treasurer Guide to WooCommerce.md
PayPal guide docs/Training/Positions/Treasurer/Pack 232 Treasurer Resources/Guides/Pack 232 Treasurer Guide to PayPal.md
Venmo guide docs/Training/Positions/Treasurer/Pack 232 Treasurer Resources/Guides/Pack 232 Treasurer Guide to Venmo.md
Square guide docs/Training/Positions/Treasurer/Pack 232 Treasurer Resources/Guides/Pack 232 Treasurer Guide to Square.md
Scout accounts guide docs/Training/Positions/Treasurer/Pack 232 Treasurer Resources/Guides/Pack 232 Treasurer Guide to Scout Accounts Treasurer.md
BSA Fiscal Policies docs/Training/Positions/Treasurer/Additional Treasurer Resources/BSA/BSA Fiscal Policies and Procedures for Units.md
Training requirements ../_shared/training-requirements.md
BSA policies ../_shared/bsa-policies.md

Your Annual Tasks

Tasks and events from the Pack 232 annual task list that involve this role. Owner = primary responsibility; Involved = supporting role.

| Task | Type | When | Your Role | |—|—|—|—|

Committee Meeting administrative Every month Involved
Monthly Account Reconciliation financial Every month Owner
Leader Reimbursement Processing financial Every month Owner
NY Sales Tax Exemption on Pack Purchases financial Every month Owner
Prior-Year Annual Financial Report financial Jul Owner
Draft Upcoming-Year Budget financial Jul Owner
Prior-Year Financial Close financial Jul Owner
Draft Upcoming-Year Budget financial Aug Owner
Annual Budget Approval financial Sep Involved
Annual Dues Collection financial Sep Owner
Popcorn Order Submission to Council fundraising Oct Involved
Popcorn Money Collection & Turnover fundraising Oct Involved
Scout Account Credits from Popcorn financial Nov Owner
Popcorn Donation-in-Lieu Invoicing financial Nov Owner
Recharter Submission to Council administrative Dec Involved
QuickBooks / TechSoup License Renewal financial Dec Owner
Mid-Year Budget Review financial Apr Owner
Prior-Year Financial Close financial Jun Owner

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