1. Ohio CKI Club Treasurer Training
Governor Tyler Milburn
4/18/15

2. Treasurer Duties Monthly Report Forms (MRFs)
Membership Update Center (MUC)
Developing a club budget
Tracking club finances
Filing club taxes
Fundraising
General Board Member duties
12/2/2018

3. Monthly Report Forms (MRFs)
MRFs are the main communication you will have with the district
You will use them to track your finances, as well as Eliminate donations and fundraising
See the following slides for general MRF use
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4. Monthly Report Forms (MRFs)
Insert Club name
Insert members added this month
Insert total members
Insert starting amount
Insert amount for every used line
Insert one revenue per line
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The totals will autosum

5. Monthly Report Forms (MRFs)
Add one expense per line too
Insert amount for every used line
Revenue totals will autosum
End of month balances autosum
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6. Monthly Report Forms (MRFs)
Insert any donations
Insert member-hours spent fundraising
Totals will autosum
Insert Eliminate Donations
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7. Monthly Report Forms (MRFs)
Nominate a member of the month and explain why
Let us know if you have any questions or concerns!
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8. Monthly Report Forms (MRFs)
Enter your name and your president’s name
Insert the date you complete the MRF
Select the dropdown arrow and select the checked box when completed
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9. Monthly Report Forms (MRFs)
Total members will continue each month
Fundraising hours and Eliminate donations continue each month too
Beginning balance carries on from the previous month
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10. Membership Update Center (MUC)
Used to update your members each year and pay dues ($600 or $450 for international dues based on school size, $12/member for district dues)
Request an account and you will be able to access your club once your advisor updates the officers
See the following video for detailed instructions and a demo
12/2/2018

11. Developing a club budget
Developing a budget for your club will help you and the board make sure you aren’t losing money throughout the year and allow you to determine member dues
Be sure to consider all forms of revenue (funds received from Kiwanis or your school, fundraisers, dues, etc.) and expenses (District and International dues, gas costs, reimbursements, supplies, etc.)
Look at the final difference and estimate your members next year to determine what amount you need to charge for dues
Don’t forget than your club owes either $600 or $450 in International dues as well as $12/member for District dues
Follow your budget! If you aren’t following your budget, it doesn’t do your club any good
An example budget form is provided on your Google Drive folder
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12. Tracking club finances
When your club takes in revenue or has expenses, take detailed records
These records can help you track how closely you are following your budget
They also help next year’s Treasurer develop a budget as they can see what revenue and expenses actually occur each year
You need financial records to file your club taxes!
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13. Filing club taxes
You need to file club taxes each year to retain your 501(c)(4) nonprofit status
You can find info about the 990-N e-postcard and file your taxes at this website
You’ll need your club’s tax-year records, so either contact your past treasurer or use your club’s bank records
With good finance tracking, filing club taxes is very easy, so keep your records up to date!
Your club taxes are due the 15th of the 5th month after your tax year ends (so probably on May 15th)
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14. Fundraising
Fundraising is important for raising funds for your clubs for club dues, as well as raising money for Eliminate and other organizations!
There are many types of fundraising, which most examples are applicable to certain areas or universities based on size, so look around your community, talk to your sponsoring Kiwanis club, talk to your school, and more!
See some example fundraisers in your Google Drive folder
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15. General Board Member duties
Being on the board involves helping plan events, increase membership, and more
Be sure to attend all board meetings so your officers can stay up to date on club events and club planning
Present your club budget when finalized and remind people of budgets for planning events
Work with your board members whenever they need help. You are a team!
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16. If you have any questions, feel free to contact District Secretary-Treasurer Lizzie at or I at
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