Finance Basics for Scout Units: Difference between revisions
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Guidance for Troop/Pack/Crew/Ship Treasurers and their Assistants: | Guidance for Troop/Pack/Crew/Ship Treasurers and their Assistants: | ||
== Fiscal Year Layout == | |||
There are several ways to set the fiscal year for your scout year. | |||
# '''Calendar Year [Jan-Dec]''' - traditional format | |||
# '''School Year (Troop) [Aug-Jul]''' - Preferred format for troops and crews with the following benefits: | |||
** Membership dues and fundraisers are collected at the beginning of the year with eye towards preparing major events of the year | |||
** Year ends with major expenditure event - (summer camp and/or hi-adventure or jamboree) | |||
# '''School Year (Pack) [Jul-Jun]''' - Preferred format for packs - all the same reasons as above. | |||
Partial year adjustment: You can declare an odd year - one with either fewer months or extra months for if you want to move your unit from a Calendar Year to a School year fiscal program (or vice-versa). | |||
== Resources: == | == Resources: == | ||
* '''[https://docs.google.com/spreadsheets/d/1S-yxcFyh0rCnOO6Dv27DU-TUNzPAuqbfuywAFM9Icmw/edit#gid=0 2020 Scout Unit Billing Worksheet]''' - Download and Use this worksheet to track what each family in your unit owes, credits given and payment history. With grand totals. | * '''[https://docs.google.com/spreadsheets/d/1S-yxcFyh0rCnOO6Dv27DU-TUNzPAuqbfuywAFM9Icmw/edit#gid=0 2020 Scout Unit Billing Worksheet]''' - Download and Use this worksheet to track what each family in your unit owes, credits given and payment history. With grand totals. |
Revision as of 03:56, 19 January 2020
Guidance for Troop/Pack/Crew/Ship Treasurers and their Assistants:
Fiscal Year Layout
There are several ways to set the fiscal year for your scout year.
- Calendar Year [Jan-Dec] - traditional format
- School Year (Troop) [Aug-Jul] - Preferred format for troops and crews with the following benefits:
- Membership dues and fundraisers are collected at the beginning of the year with eye towards preparing major events of the year
- Year ends with major expenditure event - (summer camp and/or hi-adventure or jamboree)
- School Year (Pack) [Jul-Jun] - Preferred format for packs - all the same reasons as above.
Partial year adjustment: You can declare an odd year - one with either fewer months or extra months for if you want to move your unit from a Calendar Year to a School year fiscal program (or vice-versa).
Resources:
- 2020 Scout Unit Billing Worksheet - Download and Use this worksheet to track what each family in your unit owes, credits given and payment history. With grand totals.