Treasurer

Purpose of the position

The Treasurer leads the board's financial oversight and chairs the Finance Committee. This seat belongs to someone independent of the Executive Director. That independence makes board oversight real rather than nominal.

Responsibilities of this position

• Oversee financial reporting, budgeting, and audit readiness.
• Chair the Finance Committee.
• Review monthly financial statements with the Executive Director.
• Lead the annual budget process with the President and the Executive Director.
• Structure restricted and unrestricted fund tracking for grant compliance.
• Support Form 990 preparation and confirm the filing goes out on time each year.
• Maintain financial policies for expense reimbursement, signature authority, and reserve targets.
• Report the financial position of the organization at every board meeting.

Responsibilities shared by every director

• Advise on strategy and support the growth of the organization.
• Serve as a subject matter expert in your field and contribute to programming.
• Participate in fundraising. Share our work with your network, make introductions, and help identify potential contributors.
• Present alongside the Executive Director at events and conferences when you are able.
• Complete a conflict of interest disclosure each year and recuse yourself where it applies.
• Keep board deliberations, applicant information, and family information confidential.

Required qualifications

• Experience in nonprofit finance, public accounting, foundation grants management, or corporate finance.
• No prior personal or financial relationship with the organization or its leadership. This seat must count as independent.
• Ability to explain financial statements to people who do not read them for a living.

Preferred qualifications

• CPA licensure.
• Experience preparing or reviewing Form 990.
• Experience building financial policy from scratch at an early-stage organization.
• Lived experience as the parent or caregiver of a child with a disability.

Time commitment

• Six board meetings a year. Meetings are virtual and run ninety minutes.
• Service on at least one standing committee. Committees meet monthly during a founding year and quarterly after that.
• Five to eight hours a month during a founding year. Established years require about three hours a month.

This seat carries a monthly finance check-in with the Executive Director. Budget season and grant reporting cycles require additional hours.

Reports to

The Board of Directors as a whole.

Term

Three years, renewable. The board elects directors and records the election in the minutes.

Scope of the role

Directors do not work with families directly. Directors do not review individual cases, attend IEP meetings, or advise families about their children. One exception applies. A director volunteering at a conference or community event may talk with parents and explain what the organization offers.

Compensation

This is an unpaid volunteer position. We do not require a personal financial contribution. We do not judge any application on whether the applicant can give.

What we provide

• Orientation and an onboarding packet covering the bylaws, the conflict of interest policy, and the board agreement.
• Meeting materials distributed before every meeting.
• A background check. We pay for it, and we complete it before you are seated.

How to apply

One application covers the board and the advisory council. Questions go to info@edquityatthemargins.org.