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Nonprofit Board & Officer Roles

When forming a California nonprofit, you’ll need to establish a Board of Directors and elect Officers. These roles provide governance, accountability, and leadership for your organization.

Travis Tandy CEO & President of Tandy Consulting Inc

Board of Directors


Every California nonprofit must have at least three directors. These individuals guide the mission and strategy of the organization.

Key Roles:

  • Chairperson of the Board (President): Leads meetings, provides direction, and ensures the organization stays mission-focused.
  • Vice Chairperson (Vice President): Steps in for the Chairperson when needed and supports leadership duties.
  • Secretary: Maintains corporate records, minutes, and ensures compliance filings.
  • Treasurer / Chief Financial Officer (CFO): Oversees finances, budgets, and financial reporting.
  • Directors-at-Large: General board members who may serve on or chair committees.

Finance Committee

  • Governance Committee
  • Fundraising/Development Committee
  • Program/Operations Committee

Officers

Officers are elected by the Board and are legally required to carry out the corporation’s management duties.

Required Officers in California:

  • President (or Chairperson of the Board)
  • Secretary
  • Treasurer (Chief Financial Officer)

Optional Officers:

  • Vice President(s)
  • Assistant Secretary
  • Assistant Treasurer

Duties of Officers

  • President/Chairperson: Supervises overall operations, represents the nonprofit publicly, and leads board affairs.
  • Vice President: Assists the President and assumes leadership when the President is unavailable.
  • Secretary: Keeps official records, meeting minutes, and compliance documentation.
  • Treasurer/CFO: Manages funds, prepares budgets, and provides financial reports to the Board.

Important Notes for California Nonprofits

  • A minimum of three directors is required.
  • One person cannot hold the roles of President, Secretary, and Treasurer simultaneously.
  • An Executive Director (staff) may be appointed but typically serves in an ex officio (non-voting) role on the board.

✅ At Tandy Consulting, we help nonprofits establish strong governance structures and stay compliant with California and IRS requirements.