Treasurer, the books in order.
Chief financial officer: keeps the books accurate, the controls working and the filings on time, and reports plainly where the money stands.
Key responsibilities, with references.
Money and controls
- Serves as chief financial officer; maintains accurate books and financial compliance.
- Leads the implementation of internal controls.
- Verifies invoices and may approve small purchases up to $500 (as may the President); is one of the two authorizers for payments above $500.
- Upholds the cash rules: cash discouraged, capped at $200 per transaction, receipts always.
- Reviews reimbursements: receipts required, submitted within 30 days unless the Treasurer approves an exception.
- Is custodian of the financial records.
- Supports the fundraising strategy.
- Reconciles the bank accounts every month against the Financial Secretary's collection records.
Reporting and filings
- Produces quarterly financial reports (profit and loss, balance sheet, budget against actual) and distributes them to Directors and Regions.
- Produces annual financial summaries.
- Makes sure tax and regulatory filings are completed as required, such as the annual IRS Form 990.
- Reports on spending against the budget the Directors approved.
- Prepares the records if the Directors commission an audit or independent review.
- Sets up accounting software so quarterly reports can go out automatically to Region emails.
Who you work with.
Time and skills.
About 4 to 6 hours a week
Expect more at each quarter's end, at year end and during tax-filing season. On top of that, every officer attends the quarterly Board meetings (virtual attendance counts) and the Convention weekend.
This is an estimate to help you plan, not a rule in the Constitution.
- Bookkeeping or accounting experience
- Familiarity with nonprofit finance and tax filings
- Comfort with accounting software and spreadsheets
- Attention to detail and discretion
- Explaining numbers in plain words to non-specialists
The only requirements to stand are the eligibility rules below.
- Served in a position in your Region. You have served in a position in your Region (an officer role or a recognised committee leadership role) for at least one year in the past five years. This is required. Only a supermajority of the Directors (two-thirds of all Directors then in office) can waive it.Art. XII §12.2
- Member in good standing of a recognized Region. You belong to a recognized INC-USA Region and are in good standing with it. Members of the National-At-Large Affiliate program cannot hold national office unless they are members of a recognized Region.Art. XII §12.2; Art. III §3.5
- Written endorsement from your Region. Your Region endorses your candidacy in writing. Your Regional President or Region Secretary is the usual person to ask.Art. XII §12.2; Appendix C §C3
- Signed Candidate Eligibility and Conflict-of-Interest Declaration. You sign the declaration (Appendix N). It confirms your eligibility and discloses any interest that could conflict with the office.Art. XII §12.2; Appendix N
If you are a Regional President. A Regional President sits on the Board as a voting Director and cannot hold an Executive Committee office at the same time. If elected, you must resign as Regional President before taking the Oath of Office. Art. IX §9.3
Term. 2 years. At most 2 consecutive terms in the same office, then a one-term break before serving in that office again. Art. X §10.3
A good first year looks like this.
Suggested
- Four quarterly financial reports delivered to Directors and Regions on time
- Two-authorizer and receipt rules followed for every payment
- Tax and regulatory filings completed by their deadlines
- A clean handover file: account list, signatories, filings calendar
Suggested outcomes to aim for, not requirements.
What every officer signs up to.
- Swear or affirm the Oath of Office: uphold the Constitution and Bylaws, protect the Organization's funds, records and reputation, disclose and avoid conflicts, and respect confidentiality.
- Act within the approved budget, delegated spending limits and adopted policies.
- Attend the quarterly Board meetings (virtual attendance counts) and the two Board meetings of Convention weekend. Officers take part without a vote; the Directors vote.
- Complete a conflict-of-interest disclosure every year and update it when something changes.
- Follow the Code of Conduct: keep personal opinions separate from official statements, and leave official statements to approved spokespersons.
- At the end of the term, hand over records, bank access, passwords and project documents to the incoming officer.
- Serve as a volunteer. Officers may be removed for cause by a two-thirds roll-call vote of all Directors then in office.
- Audit triggers listed in Appendix B include a major donor's requirement, revenue or assets above $100,000, or an allegation of missing funds.
Stand for Treasurer? Start here.
The Candidate Information Form takes about 15 to 20 minutes, with this office already selected. You will need the name and email of your Regional President or Region Secretary for the endorsement. The application window opens by Wednesday, March 3, 2027.
Source. These descriptions follow the Constitution and Bylaws, adopted Saturday, September 5, 2026, at Convention 2026 in San Francisco.