Free Tool

Treasurer Readiness Check

Answer a few questions about your current practices and get a readiness scorecard. Free, no sign-up.

State (optional)

Type of group (optional)

Your current practices

Answer Yes, No, or skip any question you are unsure about.

Do you know your fiscal year end and your 990-N due date?

IRS and 990

Have you confirmed a 990-N (or 990-EZ/990) was filed for each of the last three years?

IRS and 990

Do two people count cash together at events before it leaves the site?

Money controls

Do you deposit cash within a day or two into the club's own bank account?

Money controls

Does more than one person review the bank statement each month?

Money controls

Do you have a treasurer binder with your EIN, bylaws, and recent reports?

Records and handoff

If you run raffles or 50-50s, have you confirmed your state's registration rules?

Raffles and fundraising

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.