T ROOP T REASURER Online Training W ELCOME ! Thank you for taking the time to learn about this...
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Transcript of T ROOP T REASURER Online Training W ELCOME ! Thank you for taking the time to learn about this...
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TROOP TREASURER Online Training
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WELCOME!Thank you for taking
the time to learn about this important
role in the troop!
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ROLE OF TROOP TREASURER
Keeping accurate financial records for the troop
Ensuring that the troop is following the financial guidelines
Records submitted annually to council Have records available to any leader,
parent of a troop member, service unit team, or council representative
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WHO CAN BE A TROOP TREASURER?
Adult volunteerCurrently registered member of Girl Scouts
Current background screening
Signed volunteer agreement
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RECORD KEEPING
Keep accurate and up to date records for the troop
Keep receipts and troop check book register, as well as copies of the bank statements
Turned in annually, but keep up to date throughout the year
Utilize the Detailed Cash Record All troop records kept for 4 years
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FINANCIAL REPORTING
Financial report is turned in annually and contains three parts
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DETAILED CASH RECORD
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ANNUAL TROOP FINANCIAL REPORT
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CURRENT BANK STATEMENT
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FINANCIAL REPORTS
The Detailed Cash Record and Annual Financial Report and instructional video at sdgirlscouts.org/forms
Excel forms will complete the math and transfer the shared information between the two forms.
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DETAILED CASH RECORD
Accounting of all income and expenses
Input dates, details, and categorize transactions
Similar to check registerInstructions can be found at
sdgirlscouts.org/forms
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ANNUAL FINANCIAL REPORT & EQUIPMENT INVENTORY
Additional troop informationBank account informationAccount signersEquipment listing
Forms and bank statement turned into service unit treasurer annually
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TROOP BANK ACCOUNT – WELLS FARGO
Girl Scouts partnership with Wells FargoNo fee accountDebit cardFree checks
Contact your local service unit treasurer to get the steps to open account
Cannot go into any branch to open, must go through representative
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ACCOUNT DETAILS - SIGNERS
Two unrelated adult signers Person receiving statements should
not be holding checkbook When statement arrives, review and
then give to person with the checkbook to reconcile
No minimum to open account Accounts must be opened before
participating in council sponsored sales
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ACCOUNT DETAILS – BANK ACCOUNT INFORMATION FORM
Complete Bank Account Information Form when account opened
Resubmit when there are any changes to the troop account
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TROOP MONEY EARNING PROJECTS
Troop money earning project:Any activities following a planned
budget and carried out by the girls and adults to earn money for the troop treasury
Council sponsored product sale:Council wide sales of authorized
products, such as Girl Scout cookies or nuts
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TROOP MONEY EARNING
All troops must participate in the annual cookie program to be eligible to do additional money earning projects
Troop money earning projects may not be held while council sponsored sales are occurring
Approval for money earning projects given by the service unit team or volunteer support coordinator
Recycling can be done anytime
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MONEY EARNING BY AGE LEVEL
Kindergarten DaisyNo money earning projects outside of
council sponsored salesAll money transactions should occur
between leaders and parents First Grade Daisy
One money earning project in addition to council sponsored sales & recycling
BrowniesOne money earning project in addition to
council sponsored sales & recycling
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MONEY EARNING BY AGE LEVEL Juniors
Two money earning projects in addition to council sponsored sales and recycling
Cadette, Senior, and Ambassador Three money earning projects in addition to council
sponsored product sales and recycling For these troop looking to save money for a high cost
event, additional money earning can be approved by Volunteer Support Coordinator
For more than three must participate in council nut sales & cookie program
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MONEY EARNING PROJECT PROCEDURE
Application and guidelines at sdgirlscouts.org/forms
Submit 4 weeks in advance For project profits greater than $250
submit to Volunteer Support Coordinator
When project is complete, fill out evaluation
Attach completed copy to your annual financials
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APPROPRIATE ACTIVITIES
WorkshopsTry-Its, Badges,
BridgingEvents
Songfest, dance, tea, play, concert
Homemade bake or craft sale
Car washYard workBabysittingWalking tourNature hikeTroops own cookbook
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INAPPROPRIATE ACTIVITIESSales generating profits for a specific business or
company other than Girl Scouts• Candy• Pizza• Shopping mall
promotions• Restaurant
fundraisers• Door to door sales• Gambling or
games of chance
• Product demos/commercial parties involving direct sales• Kitchenware,
scrapbooking, jewelry, cosmetics
• Direct solicitation of money
• Money earning activities on the internet
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DONATIONS TO THE TROOP
At times a troop is approached by an individual, business, or organization that would like to sponsor or donate
Troops cannot solicit these donations, but if the troop is approached they can accept donations
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MONETARY DONATIONS
Troops are able to accept $249.99 per donor per year
Monetary donations of $250 or greater go through the Girl Scout CouncilCouncil acknowledges the tax
deductible donationSends a check for $249.99 to the troop
the donor indicatesRemaining funds remain at council to
be used for the benefit of all girl within the organization
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DONATION OF GOODS
Donor wants to donate items to the troopMeeting suppliesEquipmentFood
Troops can accept these donations in any amount
Always be sure to properly thank your donor for monetary donations or donations of items!
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DONATIONS FROM THE TROOP
Troop may choose to contribute a portion of their funds to organizations or projects they consider worthwhile
Girls should be deciding on donations Can donate funds or goods Cannot directly raise money for other
organizations Support other organizations through
service projects For questions contact your volunteer
support coordinator
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USE OF TROOP FUNDS Activities must relate to the Girl Scout
Program Goals Discover - understand themselves and
their values, and use their knowledge and skills to explore the world
Connect – care about, inspire, and team with others locally and globally to make the world a better place
Take Action – do something to make the world a better place
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USE OF TROOP FUNDS
All money within the troop belongs to the troop as a wholeNever property of individual girls
Separate accounts or ledgers not permitted
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APPROPRIATE USES FOR FUNDS
Council and service unit sponsored events
Supplies for activities during troop meetings
Programs with council community partners
Educational programs Camping activities Cultural experiences – museums &
theatre Community service
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INAPPROPRIATE USES FOR FUNDS
These may not fit into the Girl Scout Program Goals
Limo rental Shopping trips Anything that the girls in the troop do
not decide on using the funds for For questions on activities contact you
service unit activity consultant or volunteer support coordinator
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WHAT IS OPPORTUNITY FUND
Girl Scouts is committed to ensuring all girls can participate in Girl Scouting
Opportunity Fund Financial Assistance helps individuals in needParticipate in troop activitiesUniform piecesNew members registration fees
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OPPORTUNITY FUND GUIDELINES
Plan ahead with money earning projects and council sponsored sales to cover costs
Troop leader & parent or parent only may make requests
Individual requesting must be a registered member of Girl Scouts
A financial report for the previous year must be on file with council
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APPLYING FOR OPPORTUNITY FUND
Application for Opportunity Fund and full guidelines available at the council website sdgirlscouts.org/forms
Completed request must be signed by parent or guardian
Submit requests to volunteer support coordinator at least 4 weeks before funds are needed
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CHANGES IN A TROOP
If a girl transfers to another troop or registers and an independentAll money remains with the
original troop and no money is given to the girl or transferred to the new troop
When a troop moved from one program level to the next or bridgesAll money moves with the troop
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CHANGES IN A TROOP
If the troop dividesFinancial report completed a the
time of divisionAll assets divided among the two
treasuries on a prorated basis according to girl membership
If a troop of 10 girls divides, each girl receives 1/10th of the total put into the account of the troop she is going to
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CHANGES IN A TROOP If a troop disbands and is no longer continuing
Leader submits a disbandment report along with the financials
Troop account closed and all funds sent to the service unit
If any of the girls continue on in other troops within a year, their prorated portion distributed to her new troop
Service unit holds disbanding funds for one year
If there are girls that do not continue the service unit uses their portions of the funds for the benefit of all girls in the service unit
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CHANGES IN A TROOP
Change of leadership in a troopOutgoing leader submits a
financial report at the time of change
Copies of this report along with supplies given to the new leader
Bank account signers for the troop account are updated
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QUESTIONS?
Contact your Service Unit Treasurer or
Volunteer Support Coordinator
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THANK YOU!!