TROOP TREASURER
Online Training
WELCOME!
Thank you for taking the
time to learn about this
important role in the
troop!
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
WHO CAN BE A TROOP TREASURER?
Adult
volunteer
Currently registered member
of Girl Scouts
Current background
screening
Signed volunteer agreement
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
FINANCIAL REPORTING
Financial
report is turned in
annually and contains three
parts
DETAILED CASH RECORD
ANNUAL TROOP FINANCIAL REPORT
CURRENT BANK STATEMENT
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.
DETAILED CASH RECORD
 Accounting
of all income and
expenses
 Input dates, details, and categorize
transactions
 Similar to check register
 Instructions can be found at
sdgirlscouts.org/forms
ANNUAL FINANCIAL REPORT &
EQUIPMENT INVENTORY
 Additional
troop information
Bank account information
 Account signers
 Equipment listing

 Forms
and bank statement turned
into service unit treasurer annually
TROOP BANK ACCOUNT – WELLS FARGO
 Girl



Scouts partnership with Wells Fargo
No fee account
Debit card
Free 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
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
ACCOUNT DETAILS – BANK ACCOUNT
INFORMATION FORM
Complete
Bank Account
Information Form when account
opened
Resubmit when there are any
changes to the troop account
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
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
MONEY EARNING BY AGE LEVEL
 Kindergarten


No money earning projects outside of council
sponsored sales
All money transactions should occur between
leaders and parents
 First

Daisy
Grade Daisy
One money earning project in addition to
council sponsored sales & recycling
 Brownies

One money earning project in addition to
council sponsored sales & recycling
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

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
APPROPRIATE ACTIVITIES
wash
 Try-Its, Badges,
Yard work
Bridging
Babysitting
 Events
Walking tour
 Songfest, dance,
Nature hike
tea, play, concert
Troops own
 Homemade bake or
cookbook
craft sale
 Workshops
Car
INAPPROPRIATE ACTIVITIES
Sales 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
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
MONETARY DONATIONS
 Troops
are able to accept $249.99 per
donor per year
 Monetary donations of $250 or greater go
through the Girl Scout Council



Council acknowledges the tax deductible
donation
Sends a check for $249.99 to the troop the
donor indicates
Remaining funds remain at council to be
used for the benefit of all girl within the
organization
DONATION OF GOODS
 Donor



wants to donate items to the troop
Meeting supplies
Equipment
Food
 Troops
can accept these donations in any
amount
 Always be sure to properly thank your
donor for monetary donations or donations
of items!
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
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
USE OF TROOP FUNDS
All
money within the troop
belongs to the troop as a whole
 Never property of individual
girls
 Separate accounts or ledgers
not permitted
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
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
WHAT IS OPPORTUNITY FUND
 Girl
Scouts is committed to ensuring
all girls can participate in Girl
Scouting
 Opportunity Fund Financial
Assistance helps individuals in need
Participate in troop activities
 Uniform pieces
 New members registration fees

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
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
CHANGES IN A TROOP
 If
a girl transfers to another troop or
registers and an independent

All 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 bridges

All money moves with the troop
CHANGES IN A TROOP
 If
the troop divides
 Financial report completed a the time of
division
 All 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
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
CHANGES IN A TROOP
 Change
of leadership in a troop
 Outgoing 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
QUESTIONS?
Contact your
Service Unit
Treasurer or
Volunteer Support
Coordinator
THANK YOU!!