Toll Bridge Tolers
Job Description

  • Ability to use personal computer and spreadsheets
  • Basic Accounting skills
  • Ability to develop an annual budget
  • Ability to summarize chapter income and disbursements for newsletter
  • Ability to summarize chapter finances for reporting to Board and Members
  • Ability to speak in front of a group
  • Possess a love of decorative painting

TOOLS REQUIRED: Personal Computer with spreadsheet software

  • Ensure that all expenses over $10 are pre-approved by the Board
  • All payments will be made via checks for audit purposes
  • All persons giving monies to the Chapter will give the money to the Treasurer and the Treasurer will then issue a receipt - again for audit purposes
  • To attend all Board meetings and General Meetings
  • Provide President with written monthly report of progress and status
  • Get to events a half-hour early to help set-up
  • Review Bylaws and standing rule provisions relating to Treasurer
  • Prepare an annual budget and tracking system for presentation to the Board and the General Membership
  • This budget and tracking system should show budget allowance for each office and committee position with current expenditures against each
  • Log checks and cash received into Receipt book
  • Deposit checks
  • Disburse Chapter funds as requested by President (reimbursements, teacher's fees, retreat, seminars, etc.)
  • Pay bills as authorized by Board and/or general membership
  • In November, get signature cards from bank for next year's President and Treasurer to sign effective January 1
  • Send to bank before the first of January with instructions that these signatures are effective January 1
  • Include a current newsletter showing new officer names. Include a copy of minutes stating "President, name, and Treasurer, name, are now authorized to sign checks" on behalf of Toll Bridge Tolers
  • Include a signature card releasing the former president from signing checks
  • Balance receipt book
  • Balance disbursement book
  • Balance Bank Statement
  • Reconcile Chapter's books with Bank Statement
  • Prepare the books for year end audit as soon after the first of January as possible
  • Prepare yearly Financial Report in early January
  • Prepare IRS Form 1099-MISC to any individual paid $600.00 or more for year (usually seminar teachers, retreat teachers, copy place where newsletter is done, etc.). Do for both State and Federal (California State requires Form 1099-Misc and California Form 596 (Annual Summary and Transmittal of Information Returns). If teacher from another state, you need to send the state return to their state. The IRS requires form 1099-Misc and Form 1096 (Annual Summary and Transmittal of US Information Returns). A copy of Form 1099-Misc is also sent to the individual. Do this as soon after the first of the year as there are deadlines for submittal without penalty. You must go to State and County tax offices yourself.
  • Prepare IRS form 990 if chapter's gross receipts total $25,000.00 or more
  • Prepare Federal and State tax forms as needed
  • Give year end reports to President as soon as possible for her annual report (due beginning of February)
  • Deliver completed files and records promptly to new Treasurer
  • Give monthly treasurer's report at each Board meeting (both verbal and written) and at General Meetings (verbal). Report should be based on month end figures.
  • Prepare yearly receipts vs disbursements report
  • Prepare budget account reports

  • Pay approved expenses via check and record income received
  • Disburse checks and deposit chapter income
  • Prepare monthly financial Report for Board, General Meeting and Newsletter
  • Prepare monthly Budget Report for Board and General Meeting
  • Prepare year-end reports and file any necessary forms
  • Prepare and present Annual Budget developed by Board to General Membership for approval
  • Attend all general meetings - 3 hours per month
  • Attend and conduct board meetings - 3 hours per month
  • Prepare newsletter articles - 1 hour per newsletter
  • Miscellaneous activities - 2 hours per month
  • Work with the Board to develop chapter goals for the year
  • Work with other board members at meetings and chapter activities

POSITION: First Vice President

Ability to use personal computer (desired)
  • Organizing, planning, and time management skills
  • Ability to write articles for the newsletter
  • Ability to speak in front of a group
  • Possess a love of decorative painting

  • Personal Computer (desired)
  • Calendar and to-do list

  • Shall preside in the absence of the President
  • Shall assist the President and serve with responsibilities as stated in the Standing Rules

    Shall serve as Program chairman


  • Plan programs for the monthly meeting
  • At the beginning of the year prepare and present a calendar of activities (programs) to the Board for approval and to solicit ideas
  • Prepare a budget to present to the Board (review previous year's budget vs. actuals)
  • Compare scheduled meetings with holidays and other chapter activities. If conflicts exist, make a recommendation to the Board to change the dates and ensure that all members are notified
  • Coordinate meeting themes and activities with Ways & Means and Hospitality
  • Contact teachers, arrange dates, program, explain fees, obtain supply list and pattern
  • Contact teacher a few weeks in advance of the date as a reminder and confirm supplies needed, set-up required, and time of arrival
  • Arrive early to meetings to assist teacher in set-up and serve as monitor during program
  • Purchase teacher appreciation gift (out-of-chapter programs budget) and thank-you
  • Prepare a painted name pin to identify out-of-chapter program presenters
  • Maintain and up-to-date manual
  • Prepare a monthly article for the newsletter. Article to include a schedule of events, program information including a project description, supplies, pattern and other pertinent information.
  • Assist President as required, i.e., developing chapter goals, review of By-Laws and Standing Rules, etc.
  • At the end of each year review and upgrade Job Description and present changes to the Board for approval

  • Develop Program schedule for the year
  • Prepare newsletter articles
  • Purchase thank you gifts for out of chapter programs
  • Serve as monitor for programs
  • Serve on the Board for the chapter with voting authority
  • Purchase gift for outgoing President at the end of the year
  • Plan Installation of new officers function if it will be part of a Chapter Meeting
  • Prepare manual for next 1st Vice President

  • Attend chapter meetings - 3 hours per month
  • Attend board meetings - 3 hours per month
  • Prepare newsletter articles - 2 hours per month/or bimonthly
  • Developing program and obtaining commitment from teachers - 12 hours
  • Miscellaneous activities - 3 hours per month

  • Work with the Board to develop chapter goals for the year
  • Work with other board members at meetings and chapter activities
  • Interface with teachers to obtain commitment for delivery of program activities
  • Work with the newsletter editor to meet the date articles are needed
  • Work with Ways and Means Chairman to plan for their events at meetings
  • Display a love and appreciation of decorative art

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Job Descriptions Listing
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