2019-2020 OEA Local Treasurer’s Handbook

Image: 2020 Treasuer's Handbook Cover

Click the cover image (left)  to download a full copy of the handbook or to view it online as a ZMAG

Questions? — InfOEA

  • Email: membership@ohea.org
  • Call: 1-(844)-OEA-INFO or 1-(844)-632-4636 | Mon.-Fri., during traditional business hours

PDF | INTRODUCTION

  • Transition Guidelines for New Treasurers
  • Outstanding Local Treasurer Award
  • Fiscal Fitness Award & Criteria
  • IRS-990 Filing OEA Verification Form
  • OEA Contacts and Additional Resources
  • 2018-2019 Dues Rates
  • Local Administration Timeline (by month)

PDF  | CHAPTER 1

  • Membership
  • Dues
  • Forms & Documents
  • Treasurer Help & Guidelines
  • Student & Retired Memberships

PDF | CHAPTER 2

  • A Performance Guide
  • Bonding Requirements for Each Local Association
  • Prevention of Embezzlement
  • Budgeting Information
  • Record Keeping Procedures
  • Records Retention
  • Tax Issues
  • Tax Withholding & Payroll Tax Obligations incl. TPO
  • Incorporation

 

PDF | CHAPTER 3

  • Political Action Committees
  • How to Handle Contributions
  • Summary

Click here to visit OEA Secretary-Treasurer webpage for additional resources

Click here for the 2019-2020 OEA Local President’s Handbook