Treasurer

Access groups: apex-finance, apex-board

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Responsibilities

• Nonprofit-only bank account (no LLC commingling)
• Track donations, sponsorships, program fees, grants
• Monthly 3-line report to board: budgeted / spent / remaining
• Receipts to org Drive Finance/ same day
• W-9 and gift acknowledgments per counsel templates
• Prepare data for 1023/990 filings

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Family treasurer safeguards

If treasurer is related to founders or team parents:

• Second director reviews monthly report in minutes
• Recuse from votes on own children’s fee waivers and LLC payments
• Two bank signers where possible (treasurer + independent trustee)

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SOPs

• Parent budgeting / fee transparency
• LLC separation
• Sponsorship lead tracker procedure — CRM stays out of git

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Contact

Use treasurer@apexstem.org when Email Routing is live (domain_and_dns.md).