u/lady_goldberry

I work PT for a small local govt. In our rural area this type of entity really struggles with compliance for state reporting, timelines, etc. They change often and no one is usually notified. Over the last 20 years that I've gotten pretty good understanding of the requirements and where to look for updates etc. but every so often something still slips past me. To be clear my entity is much more compliant than most other entities in our area that just ignore the requirements altogether.

What I'm saying though as a PT position this has been a "good faith" effort on my part to do the best we can to be as compliant as we can. I have a new board that I have a poor relationship with for a number of reasons I won't get into here. But I feel the need to protect myself, in case something is found that I missed and they try to blame me or accuse me of something. I'm not a lawyer I'm not even a full-time person, And I certainly don't claim to be inerrant. What kind of wording or description should I ask be added to my job description to cover myself here?

I prepare a monthly budget vs actual for a non-profit board. I give it to them for their monthly meeting the first week of the month, for the previous month. This is a pretty small nonprofit although we have gotten bigger. We don't close the books monthly. It's typically annually after a CPA makes several end of the year adjustments.

One board member freaked out because there was a small change made in a previous month. This would be like a bill coming in after the board meeting maybe for the previous month. If we were closing every month obviously I would not back date anything. But the entity has never been that strict about it.

This board member said because we have this document in public then we're misleading the public if something changes. I mentioned to him that the CPA is going to make your end adjustments anyway that will change things.

My other clients are one private entity who doesn't really care about dating at all until you get to the end of the year, and other non-profit entities that also understand the monthly reports might change slightly.

I guess my question is am I not handling this correctly? Should I ask them if they want a strict closing every month instead of the way we've been doing it?

This is mainly a vent I guess. I have worked at a small non-profit for 20 years, and with 27 different board members. I am the office manager/compliance expert. I'm the one who know when you can have an executive session, what reports have to be filed, etc. I'm also familiar with board policies. I have always been appreciated and valued. Board had some new directors elected last May. These guys CANNOT STAND when I let them know what the required procedures/rules are. It is the biggest inconvenience to them and they have made it clear they want me to quit. I have literally been told by one board member he would rather not know, so in case any public calls them out they can just say sorry, didn't know. This was regarding a state regulation.

I can't give too much detail but we are also a quasi-municipal entity so working with TAXPAYER money. Not just donors - TAXPAYERS. But we are small and rural so a lot slips through the cracks. I am emotionally invested in this entity and its mission. I also need the money right now. I'm looking for other jobs but I'm just so torn up about the whole thing. 20 years in and assholes are going to tear this whole thing apart. Sad.