Overview of the position: Oversee the fiscal operations of the state AAUW.

Overall responsibilities:

• Working with your state board, evaluate the financial health and stability of your state's finances.

• Working with your state board, develop a budget that supports the programs and activities described in your state's strategic plan. 

• Open and maintain bank accounts for checking and savings and establish authorized check signers for your state.

• Prepare regular state financial reports analyzing actual performance against budget.

• Be aware of specific federal and state charitable tax issues and legal liabilities.

• Work with your membership vice president in securing membership renewals and processing dues and fees, including filing the necessary forms with the Association.

• Process and submit Association contributions in compliance with proper financial accounting procedures and Internal Revenue Service regulations.

• Support the work of your state Educational Foundation chair and Legal Advocacy Fund liaison in processing and submitting contributions in compliance with proper financial accounting procedures and IRS regulations.

• File the IRS 990 form if gross receipts exceed $25,000.

• Protect the assets of the state by securing adequate insurance coverage. 

• Support the state financial review process by cooperating with other officers or a hired accountant assigned to this task.

• Retain in good order all annual financial statements, IRS forms and correspondence, sales and use tax certificates, tax determination letter, paid checks, deposits, and supporting documents.

Specific responsibilities to branches in your state: Provide support and technical assistance to branch finance officers as needed. Review and maintain state copies of branch dues and fees, membership reports, and contribution reports.

Specific responsibilities to the Association: Working with other officers in your state, ensure that all dues and fees, dues and fee reports, contributions, and contribution reports are submitted and filed with AAUW's national office according to established procedures and timelines. Ensure that your state is in compliance with all federal and state charitable tax laws and procedures and generally accepted accounting principles and practices.

Specific leadership skills helpful to the position: Planning, budgeting, accounting, project management, team building, consensus building, and fiscal management.

Time commitments: Along with the time necessary to accomplish the above responsibilities, serve on the state board of directors and other committees as assigned.

Available resources: AAUW Branch and State Finance Tool Kit; Membership Tool Kit; AAUW Finance Committee; and finance, member records, LAF, Foundation, and development staff.

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