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Board Role Descriptions


Reports to: President


Two years (additional 2-year term possible)


Must be a current member of WHPRMS. Consideration will be given to professional expertise and involvement and service to the organization.

Job summary

Maintains necessary financial reports, oversees collection and disbursements and coordinates with Badger Bay Management Company to serve as financial adviser to WHPRMS.


  • Serves on the Executive Committee with President, Secretary and Membership Chair
  • Assumes overall responsibility in cooperation with the president for the fiscal management of the organization
  • Maintains financial, Wisconsin nonprofit filing and insurance account access and changes passwords with each new president or treasurer term
  • Works with Badger Bay Management to develop annual fiscal year budget (Jan-Dec) for board input/approval
  • Ensures approved budget will break even or generate funds for reinvestment into member programs.
  • Monitors WHPRMS budget by reviewing Monthly Financial Statements from Badger Bay Management
  • Approves “accounts payable” for Badger Bay as part of Monthly Financial Statements
  • Maintains checking and savings accounts, as well as other investment accounts approved by the board of directors
  • Prepares monthly financial summary for WHPRMS board meetings
  • Prepares year-to-date financial summary for the annual meeting and year-end financial summary
  • Presents treasurer’s report at board meetings and the annual conference, addressing any questions and concerns
  • Provides, along with the president, an authorizing signature when necessary
  • Oversees the compiling and filing of all financial documents required of non-profit organizations by the IRS or other governmental agencies
  • Confirms that Badger Bay pays insurance policy each year
  • Confirms Badger Bay’s Distribution of 1099 forms to freelancer(s) by February 1, if necessary
  • Arranges for independent reconciliation of financial records upon completion of his/her term in office
  • Communicates with the Board of Directors regarding any information of interest to WHPRMS members
  • Efficiently utilizes available resources, seeking board approval for any unbudgeted activities/expenditures
  • Performs other related duties as requested by the president
  • Revises planning materials and trains new treasurer
  • Attends at least four Board of Directors meetings/phone conferences annually, either in-person or via phone. Special exceptions will be made upon approval by the president
  • Updates job description if needed and forwards to the president

Contact Us

563 Carter Court, Suite B
Kimberly, WI 54136

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