Duties of a Secretary

The duties of a secretary in a homeschool group

The Nonprofit Law Blog explains that the duties of a secretary of a nonprofit is more than attending meetings.

Duties of the Secretary of a Nonprofit Corporation

The secretary position of a non-profit organization plays a critical role in fostering communication and diligence through proper management and utilization of important records such as meeting minutes and the organization’s bylaws.

The secretary position has wide-ranging responsibilities, requiring much more than simply being present at all board meetings. He or she is an active conduit for communication by giving proper notice of any meetings and timely distribution of materials such as agendas and meeting minutes. Additionally, the secretary should be knowledgeable of the organization’s records and related materials, providing advice and resources to the board on topics such as governance issues, amendments to the state laws, and the like, that will assist them in fulfilling their fiduciary duties.

As the custodian of the organization’s records, the secretary is responsible for maintaining accurate documentation and meeting any legal requirements such as annual filing deadlines. The secretary is responsible for reviewing and updating documents as necessary and ensuring all documents are safely stored and readily accessible.

A secretary will be most useful to an organization when his or her role is catered to meet the unique structure and needs of the organization, rather than filling a “one-fits-all” job description. For example, these duties often increase when the corporation is a membership organization, giving members the right to elect the directors. Duties may additionally change from time to time as may be assigned to him or her by the board.

I recommend that every homeschool organization set up a permanent file  to keep important papers including:

  • Bylaws
  • Articles of Incorporation
  • Employer Identification Number (EIN)
  • Bank account information
  • Name registrations
  • 501c3 determination letter from the IRS
  • Copies of EVERYTHING ever mailed to or received from any branch of the government, IRS, state or local.

Pass this permanent file to the next secretary as board members change.

Happy filing!

Carol Topp, CPA

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