Clone of Volunteer Application Form

Board Member Application
Full Name*

First NameLast Name
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number*
Format: (000) 000-0000.
E-mail*
example@example.com
Description of Duties

Please read carefully
Secretary Duties

1. Record Keeping & Documentation:Take accurate minutes during board meetings (motions, votes, key discussions). Maintain official records such as bylaws, board policies, and meeting minutes. Keep a current list of board members and their contact information.

2. Meeting Management: Help plan and schedule board meetings. Send out meeting notices, agendas, and supporting materials in advance. Ensure a quorum is present for meetings (minimum number of members required to vote).

3. Compliance & Governance: Ensure the organization follows its bylaws and policies.Keep track of important filing deadlines (state and federal). Maintain records required for audits or legal purposes.

4. Communication: Serve as a point of contact between board members.
Handle official correspondence (e.g., meeting notices, formal letters). Sometimes certify official documents or resolutions.

5. Corporate Records & Legal Responsibilities: Safeguard important documents (articles of incorporation, IRS filings, etc.). Sign legal documents when required.
Ensure meeting minutes are approved and properly archived.
Treasurer Duties

1. Financial Oversight: Monitor the organization’s financial status (income, expenses, cash flow). Ensure funds are used in line with the nonprofit’s mission and budget. Review financial reports regularly.

2. Budgeting: Help develop the annual budget. Present the budget to the board for approval.Track actual spending vs. the approved budget.

3. Financial Reporting: Provide clear financial reports at board mee tings (monthly/quarterly). Explain financial information in a way all board members can understand. Highlight any financial concerns or risks.

4. Compliance & Recordkeeping: Ensure proper financial records are maintained.
Oversee filing of required tax documents (like IRS Form 990 in the U.S.). Make sure the nonprofit follows financial regulations and internal policies.

5. Banking & Controls: Oversee bank accounts and financial transactions.
Ensure proper internal controls (e.g., two signatures on checks, separation of duties). Help prevent fraud or misuse of funds.

6. Coordination with Staff or Accountants: Work with bookkeepers, accountants, or financial staff (if any). Assist with audits or financial reviews. Ensure accurate bookkeeping practices.
Questionnaire

Check all that apply
Have you previously served on a Board of Directors or Executive Board ?*
How long have you worked in the non-profit sector?*
Are you willing to make monthly dues?*
What position are you applying for?*
Write a paragraph letting us know why you are interested in becoming a board member.*
How did you hear about us?*
Shirt size for women*
Shirt size for men*
Should be Empty:

Board Member Application

Description of Duties

Questionnaire