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2024-2025 OEA Local Treasurer’s Handbook

Click here to download a full copy of the handbook (Adobe.pdf file)

Questions? — InfOEA

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

INTRODUCTION (Adobe pdf file)

  • Transition Guidelines for New Treasurers
  • Fiscal Fitness Award & Criteria
  • IRS-990 Filing OEA Verification Form
  • Quick Reference “Do’s” & “Don’t”
  • Contacts and Additional Resources
  • 2024-2025 Dues Rates
  • Affiliate Departments, Caucuses, and Associate Organizations
  • Membership Codes and Descriptions
  • Local Education Association Dues (LEA) 2024-2025
  • Dues Amounts for 2024-2025 by District
  • Prorate Dues Tables for Educators
  • Prorate Dues Tables for Education Support Professionals
  • Local Administration Timeline by Month

CHAPTER 1 (Adobe pdf file)

  • Membership
  • Dues
  • Forms & Documents
  • Treasurer Help and Guidance
  • Retired Memberships

CHAPTER 2 (Adobe pdf file)

  • A Performance Guide
  • Bonding Requirements for Each Local Association
  • Prevention of Embezzlement
  • Budgeting Information
  • Record Keeping Procedures
  • Records Retention
  • Tax Issues
  • Association’s Tax Withholding and Payroll Tax Obligations
  • Incorporation

CHAPTER 3 (Adobe pdf file)

  • Political Action Committees
  • How to Handle Contributions
  • Summary

CHAPTER 4 (Adobe pdf file)

  • Fiscal Fitness Award Criteria

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

Click here for the OEA Local President’s Handbook