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 Jon Kimble, First Vice District Governor Gary Lewis, Second Vice District Governor Gary Van Dyke 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
Plusoptix – Lion David Falcon – July 2026
District 37 PlusOptix Update
Hello Lions:
PlusOptix screening totals for school year September 2025 to June 2026 – 34,955 students screened with 4,313 refers through June 2026.
Have a Great Summer!
Lion David Falcon, District 37 PlusOptix Chair
314 9th St. W., Kalispell, MT 59901; C. 406-253-1726: [email protected]
Special Notices – July 2026
For Club Secretaries
ALL 2026-27 CLUB OFFICERS MUST BE ENTERED INTO THE LION PORTAL!!
PLEASE REMEMBER THAT ALL LIONS CLUBS OFFICERS FOR THE 2026-27 YEAR MUST BE REPORTED TO LCI EVEN IF NONE OF YOUR OFFICERS HAVE CHANGED! PLEASE REFER TO THE EMAIL THAT YOU RECEIVED FROM LION PEGGY TOBIN ON MAY 18, 2026.
THERE ARE TWO METHODS AVAILABLE FOR COMPLETING THIS TASK:
1. Log into the Lion Portal and complete the process online (see the document on montanalions.org/Training & Resources/Other Documents/Secretary-How to Assign Officers)
2. Complete a paper PU101 document available at montanalions.org and send it via email or regular mail to the district secretary, Peggy Tobin, at [email protected] or PO Box 408, Sunburst MT 59482.
IF YOU HAVE ANY QUESTIONS REGARDING THIS PROCESS, PLEASE CALL PEGGY TOBIN AT 406-461-4206!!
For Club Treasurers
Please remember that all Lions clubs with annual gross receipts less than US$50,000 that are not required to file Forms 990 or 990-EZ must file the e-Postcard (also known as the 990-N). Please be advised this filing relates specifically to the 501(c)(4). If your Lions club has a foundation, which is a separate legal entity, the appropriate form will need to be filed as well. If you are unfamiliar with this process, please see the short video noted below.
District 37 Club Officer Training Videos
These videos are all accessible via the district website, www.montanalions.org under “Training/Resources”:
- All Club officers: Trainer PDG Mike Collins
- Club President: Trainer PDG Mike Tobin
- Club Secretary: Trainer Lion Peggy Tobin
- Club Treasurer: Trainer PDG Mike Collins
Short videos about how to do specific secretary or treasurer tasks:
Filing your 990-N (e-Postcard) (9 minutes)
With the release of the new LionPortal, we have added links to some of the short videos provided by LCI (please note that these were recorded prior to updates that have made changes to the “look” of the pages – but the blue boxes are still there:
District 37 Facebook Page
We all know that Lions serve from the heart, and now we want to see YOU in action! Whether you’re planting trees, organizing a food drive, helping out at a community event, or any other service activity, we want to showcase the amazing work our Lions are doing.
We’re looking for candid shots of Montana Lions actively engaging in service. We appreciate the posed group photos that commemorate events but we want to see how you have captured the real moments that show the spirit of Lionism in action!
How to Participate:
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- Snap candid photos of Lions in action during service activities.
- Share your photos via message to the District Facebook Page (https://m.me/MontanaLions).
- Include a brief description of the activity and the names of the Lions involved.
- Bonus points for Lions wearing Lions Club logos on hats, vests, shirts, etc.!
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Let’s fill our media with the heart and soul of our District’s service efforts. Remember, a picture is worth a thousand words—let’s show the world the impact of the MT Lions Clubs of District 37!
Newsletter Information
Any Lions club member can submit information associated with any type of Lions project or general club information. You can submit Club News ANYTIME! You are also welcome to email your news (hopefully with photo) to: Lion Peggy Tobin at [email protected].
Website Updates
In Addition to the “Tri-Fold Generator” for clubs to create their own club brochures, additional documents have been added including Leo Application forms and Club Service Project Ideas. If you have trouble finding a resource and it’s not currently available on the website, please contact Peggy Tobin at [email protected] or call 406-461-4206.
Free Club Websites!
The club-level website is still being offered by Montana District 37 at NO COST! If you don’t already have a domain name, Deanna can provide one for a cost of $20/year after the first year. If you are interested in getting a website for your club, please contact Peggy Tobin at [email protected] or call 406-461-4206.
Dates to Remember – July 2026
JUNE CLUB ANNIVERSARIES
69 years of service!!!
Billings Heights – 07/23/1957
MARK YOUR CALENDARS
UPCOMING DISTRICT MEETING DATES
MT Lions Sight & Hearing Foundation – July 12, 2026 @ 10:00 at the MT School for the Deaf and the Blind, Great Falls, MT
District Cabinet Meeting – July 12, 2026 @ noon at the MT School for the Deaf and the Blind, Great Falls, MT – LUNCH WILL BE PROVIDED
District 37 6th Annual Leadership Retreat – October 2 – 4, 2026, Lewistown, MT
2027 District 37 Convention – April 16-17, 2027, Choteau, MT
LIONS CLUB INTERNATIONAL CONVENTION SCHEDULE
2026 Hong Kong – Jul 3-7
2027 Washington DC – July 2-6
2028 Singapore -June 23-27
2029 Minneapolis, MN
2030 San Antonio TX
2031 – Helsinki Finland
UPCOMING USA/CANADA FORUMS
USA/CANADA LIONS LEADERSHIP FORUMS CAN BE RELATED TO ALL AREAS OF YOUR LIFE – NOT JUST LIONS
2026 Memphis TN-50th Annual!! – September 3 – 5
2027 Huntsville, AB – September 16-18
2028 Grand Rapids, MI – To be announced
2029 Shreveport, LA – To be announced
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