Treasurer handoff
Dutch → not chosen yet
Started Oct 23, 2026.
In progress
1. Open tasks reassigned
- Send the board this year's dues numbers against last year · due Nov 8, 2026
Once someone has the role, move these to them here, or reassign each task on its own page.
2. Duties the treasurer owns
- IRS Form 990-N, 990-EZ or 990 · next May 17, 2027
- Merchant account review · next Dec 18, 2026
3. Systems handed over
- Bank login and signer card (Sound Credit Union)
- Board Signal group (admin rights)
- Payment processor dashboardsTicked by Dutch, Oct 26, 2026.
- Storage unit key and gate code
Colors never stores the logins themselves. Hand them over in person, then change the passwords.4. Access review
Dutch still holds the treasurer role in Colors. End it on their member page.
Outside Colors, confirm their access is gone too: bank signer and online banking, processor dashboards, shared email and drives, group admin rights, keys.
Finish
Completing records the handoff in the audit log and on both holders' terms in the club history.
- Dutch still holds the treasurer role in Colors. End it on their member page.
- 1 open task still belong to Dutch.
- 3 systems not yet handed over.
- The access review isn't done.