Club Treasurer Financial Checklist for July
Welcome to the new Lionistic Year!
As we turn the page to another year of service, I’d like to extend my heartfelt congratulations to District Governor Corinna, First Vice District Governor Jon Kimble, Second Vice District Governor Gary Lewis, and all of our dedicated club officers across District 37 a successful, inspiring, and rewarding year ahead.
Your commitment and leadership make a powerful difference in our communities, and I look forward to working together to support the financial health of our clubs throughout the coming months.
Start the new fiscal year strong by working through this checklist:
- ✅ Review prior year’s ending balances and carry over amounts
- ✅ Confirm all signers on club bank accounts are correct and current
- ✅ Reconcile year-end bank statements to make sure no outstanding transactions
- ✅ Prepare and present a beginning-of-year financial report to your board and club
- ✅ Ensure your club’s annual 990/990-N filing is up to date if the fiscal year ended June 30
- ✅ Verify any bonding/insurance coverage for club officers, if required
- ✅ Check dues invoicing from Lions Clubs International
- ✅ Update your club budget for the year, including anticipated expenses and fundraising plans
- ✅ Confirm your membership roster is accurate to avoid paying dues on dropped members
- ✅ Review club governmental filings with the Montana Secretary of State to ensure good standing with state
- ✅ Familiarize yourself with the Lions Club Treasurer e-book and resources in the Lions Club Treasurer Page
By Lion Steve DogiakosBudgeting for a Successful Lions Year
As we approach the end of the current Lionistic year, it’s time for every club in District 37 to take a thoughtful look at the year ahead – and that starts with your budget.
Whether your club holds a major fundraiser, operates a community pool, or simply focuses on service and fellowship, having a clear financial plan ensures you can meet your goals, support your projects, and remain in good standing with both Lions Clubs International and the District.
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