Board of Directors - Officer Position Descriptions
President The duties of the President include the following:
Preside at all meetings of the Congregation, the Board of Directors, and the Executive Committee;
Call all meetings of the Congregation, the Board of Directors, and the Executive Committee;
Sign agreements, contracts, deeds, and other documents on behalf of the Congregation pursuant to resolutions approved by the Congregation or the Board of Directors, except for those documents legally required to be signed by the Trustees;
Serve as a signatory on bank accounts and notes;
Appoint chairpersons for committees of the Board of Directors except the Standing Committees; and
Serve as an e officio member of all committees without the right to vote. The President shall not serve on the Nominating Committee.
First Vice President The duties of the First Vice President include the following:
Automatically succeed to the office of President in the case of a vacancy n that office, and shall perform the duties and have the same authority as the President in case of the Presidents absence or disability;
Serve as a signatory on bank accounts;
Sign agreements, contracts, and other documents, which do not require an expenditure in excess of $500.00 on behalf of the Congregation pursuant to resolutions approved by the Congregation or the Board of Directors, except for those documents legally required to be signed by the Trustees; and
Assist the President as requested and take on special assignments as designated by the President.
Second Vice President The duties of the Second Vice President shall include the following:
Automatically succeed to the office of First Vice President in the case of a vacancy in that office, and shall perform the duties and have the same authority as the First Vice President in case of the First Vice Presidents absence or disability;
Serve as a signatory on bank accounts;
Sign agreements, contracts, and other documents, which do not require expenditure in excess of $500.00 on behalf of the Congregation pursuant to resolutions approved by the Congregation or the Board of Directors, except for those documents legally required to be signed by the Trustees;
Assist the President as requested and take on special assignments as designated by the President.
Treasurer The duties of the Treasurer include the following:
Collect membership dues, school fees, and other monies payable to the Congregation;
Direct the Financial Secretary in the performance of duties;
Notify the President of receivables overdue by more than 45 days;
Supervise the deposit and investment of all funds in a manner approved y the Board of Directors;
Oversee disbursement of Congregation funds.
Serve as a signatory on all bank accounts.
Maintain a permanent set of books of account disclosing monies received, liabilities incurred, and expenditures made in accordance with generally accepted accounting procedures as applicable to religious institutions.
Maintain a permanent set of books that shall accurately disclose the status of membership with regard to the payment of dues, pledges, contributions, and assessments.
Provide the Board of Directors with a report of finances of the Congregation at all Regular Meetings of the Board of Directors.
Provide the Board of Directors with a written quarterly financial report.
Upon request of the Trustees, submit the books and records of the Congregation for an annual audit or review.
Ensure the financial affairs of the Congregation are conducted in accordance with all applicable federal, state, and local statutes and Internal Revenue Service Regulations.
Serve as a member of the Finance & Budget Committee.
The Treasurer may delegate duties to the Financial Secretary, members of the Finance& Budget Committee, or employees, and establish such internal controls as the Treasurer shall deem appropriate. The Treasurer shall be entitled to rely upon those controls and upon the people to whom duties are delegated.
Recording Secretary The duties of the Recording Secretary include the following:
Maintain an accurate record of the formal proceedings of all meetings of the Congregation, the Board of Directors, and the Executive Committee;
Establish and maintain a separate record of all Board policy decisions.
File and safe keeping minutes of all Congregations, Board of Directors, and Executive Committee meetings, and other Board of Directors records.
Maintain the current Constitution and By-Laws of the Congregation and all amendments or revisions.
Provide certifications necessary for filing with the Circuit Court of Loudoun County, Virginia, under Section 578 of the Code of Virginia, 1950, as amended, or all such other provisions of law, whenever a new Loudoun Jewish Congregation Trustee is elected or appointed.
Financial Secretary The Financial Secretary shall include the following:
Assist the Treasurer in the performance of the duties and responsibilities associated with financial record keeping and disbursing.
Maintain accurate records of all monies received or paid by the Congregation and issue any receipts required by statue or Internal Revenue Service Regulation.
Collect all monies due or payable to the Congregation and either turn them over to the Treasurer or deposit them into the appropriate bank account in accordance with established procedures.
Ensure the preparation and filing of payroll tax returns and tax deposits.
Upon certification by the Board of Directors that the Congregation has hired one or more paid employees to carry out all the responsibilities enumerated above, the office of Financial Secretary shall be abolished.
Corresponding Secretary The duties of the Corresponding Secretary shall include
Send notices of all Congregation and Board of Directors meetings;
Conduct the correspondence of the Congregation as directed by the President, the Board of Directors, and the Executive Committee;
Distribute to the members of the Congregation an updated copy of the constitution or By-Laws of the Congregation within 15 days after the adoption of any amendment;
In consultation with the Treasurer or Financial Secretary, acknowledge in writing all contributions and donations to the Congregation; and
Send appropriate greetings, on behalf of the Congregation, to members in the event of special lifecycle events.
Send email | 703.737.6500 | 19357 Evergreen Mills Road, Leesburg, VA 20175 | Mail to: P.O. Box 4518, Leesburg, VA 20177
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