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General Responsibilities

Treasurer is a voting board member required to attend board meetings and vote on motions. They may lead or work with a finance committee. The Treasurer is responsible for ensuring that accurate and sufficient documentation of finances exists to meet legal requirements. In order to fulfill these responsibilities, and subject to the organization's bylaws, the Treasurer:

• Draft and present the annual budget to the board

• Prepare and present a treasurer’s report at board meetings Check accounting work for errors and fraud

• Sign and approve checks and other payments

• Sign and file annual tax return for the organization (Form 9990) (see note 1)

Time Commitment

Cultivating Families Board of Directors will meet monthly. During months that the Board does not meet in person, BOD members are to meet by phone or video conference. We will meet in-person twice per year in December and June. Monthly Meetings: January, February, March, April, May, July (No Meeting), August, September, October, November.


The Treasurer is accountable to the Board of Directors. Through the Board of Directors, certain duties of the Treasurer may be delegated to the CEO, Board members and/or committees as appropriate; however, the accountability for them remains with the Treasurer.

Specific Duties

• Working with Internal Staff-The Treasurer reviews the work done by the staff. For example, the treasurer does not write checks, pay bills or deposit payments, but reviews monthly bank statements, balance sheets and other financial reports. The treasurer reports the financial status of the organization to the board at its regular board meetings, presenting a treasurer’s report that board members review and approve with a formal vote. The treasurer works with management staff or a board-appointed finance committee to draft and approve the annual operating budget, as well as budgets for activities.

• Working with Contractors- The treasurer might oversee contractors hired by the board, such as a bookkeeper, tax preparer, investment professional or fundraiser, as needed.

• Review meeting supporting materials and agendas prior to board meetings.

• Offer names of nominees with great potential to contribute to the board.

• Assist the board in examining Cultivating Families’ financial statements and executing its fiduciary responsibilities.

• Complete and submit a BOD Yearly Budget Pledge Form regarding a financial contribution to Cultivating Families in an amount that is significant to you.

• Complete and submit a BOD Yearly Personal Agreement.

• Review and sign the Conflict-of-Interest Policy, annually.

• Complete and submit a BOD Self-Assessment Form, semi-annually.

Note 1-This document uses the word "ensure" to convey the intent that accountability for the specified responsibilities lies with the Treasurer but it is not necessarily the Treasurer who carries out the activity. Indeed, we expect that many of these responsibilities will be delegated to board committees, staff, or others including experts retained for a specific purpose. The word "ensure" is not intended to imply any additional source of legal duties beyond those that are required by law.

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