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Treasurer Handoff Checklist
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0 of 10 collected. 10 still to gather.
Still to gather:
- EIN and IRS tax-exempt determination letter
- Articles of incorporation and current bylaws
- Bank account details and current authorized signers
- Last three years of 990-N confirmations
- State charity registration (and raffle/gaming permits, if any)
- Current budget and last twelve monthly treasurer reports
- Bank statements and reconciliations (current and prior year)
- Written cash-handling policy and blank forms
- Logins for bank, bookkeeping software, and club records
- One-page start-here note: fiscal year end, next 990-N date, signers
BoosterLedger is an independent information publisher. We are not accountants, tax advisors, or a law firm, and nothing here is tax or legal advice. IRS rules and state raffle and charity registration requirements change and vary; always confirm current requirements with the IRS, your state's charity office, and a qualified professional for your organization's specific situation. We make no promises about tax-exempt status or filing outcomes.