Treasurer
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. 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
Coordinator Positions
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 |
| the pack 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 |