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Treasurer

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.


  • 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

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

  • 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

RelationshipRole
Reports toCommittee Chair
Partners withCommittee Chair, Cubmaster
Coordinates withPopcorn Coordinator (popcorn accounting), Advancement Chair (awards purchases), Program Chair (event fees)

PositionGuide
Accounts Receivable Coordinatoraccounts-receivable-coordinator/
Accounts Payable Coordinatoraccounts-payable-coordinator/

Resource
Pack Budget Planning
Pack Dues and Fees
Pack Reimbursements
Scout Accounts
Treasurer Accounts Guide
Unit Annual Rechartering Process
TaskCategory
Mid-Year Budget ReviewFinancial
Draft Upcoming-Year BudgetFinancial
Annual Dues CollectionFinancial
Prior-Year Financial CloseFinancial
NY Sales Tax Exemption on Pack PurchasesFinancial
Popcorn Donation-in-Lieu InvoicingFinancial
Prior-Year Annual Financial ReportFinancial
QuickBooks / TechSoup License RenewalFinancial
Leader Reimbursement ProcessingFinancial
Scout Account Credits from PopcornFinancial
Monthly Account ReconciliationFinancial
TaskCategory
Annual Budget ApprovalFinancial
Committee MeetingAdministrative
Popcorn Money Collection & TurnoverFundraising
Popcorn Order Submission to CouncilFundraising
Recharter Submission to CouncilAdministrative
Event
Annual Popcorn Sale