New Officer Starter Kit
Treasurer: where to start
You safeguard the money and make it legible. None of this needs an accounting degree — it needs a sequence.
Not your role? Pick a different one.
Week 1 — the paperwork hunt
- □ Find the EIN letter, determination letter, bylaws, and last 990 confirmation. First 30 days, in order →
- □ EIN letter lost? One phone call gets a replacement. Recover your EIN →
Weeks 2–3 — protect yourself, get access
- □ Insist on a financial review before you accept the books — it draws the line between your stewardship and your predecessor's. Why it matters →
- □ Change the bank signers in one branch visit. The resolution + checklist →
- □ Kill any personal-Venmo money flow; move to an account in the group's name. Why it can't wait →
- □ Pick the right collection platform for your group. Platform Chooser →
Week 4 — build the rhythm
- □ Build the budget from how real groups split their money, and get it adopted. Budget Builder →
- □ Set the one-page monthly report and reconcile the week the statement lands. The real numbers →
- □ Calendar the deadlines: 990 by Nov 15, 1099s by Jan 31. Your treasurer year →
The New Officer Starter Course
Want it walked with you, one email a week?
A short weekly email that walks your role's checklist with you — one doable step at a time, timed to the school year. We'll start you on the treasurer track.
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