Treasurers

• Reference Guide for State Treasurers Revised 12-2007
• 2008 State Council Treasurer Roster
• 2008 State Leaders Conference Call Calendar
• Handouts from State Leaders Orientation 2007 and previous State Leaders Conferences
  1. Role of the State Treasurer
  2. Why Should We Engage a CPA Firm and How Do We Choose One?
  3. Federal Filing Requirements Revised 12-2007
  4. Form – 1099 MISC Filing Requirements Added 05-2008
  5. State Filing Requirements Revised 12-2007
  6. Significant Proposed Changes to Form 990 Revised 12-2007
  7. Lobbying and Political Activity
  8. Silent Auctions, Raffles and Charitable Donations
  9. ENA State Council Insurance Program Revised 12-2007
• Check Your Tax Exempt Status
• Tax Issues for Exempt Organizations
• Guide for Board Members
• General Liability and Bond Insurance
• Director and Officers Liability Insurance
• Expense Report - Sample
• Reimbursement Form - Sample
• Financial Disbursement Guidelines - Sample
• Direct Deposit Form
• Form W-9
• Sample Budgets
1. Delaware (straightforward, uncomplicated)
2. Massachusetts (categories of expense)
3. Illinois (comparative)
4. Colorado (integrated with a strategic plan)



 

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