Our PLACE is a licensed, non-profit, non-sectarian Adult Day Center that opened in March of 2022. It serves residents of Loudon and Monroe Counties, as well as surrounding communities that have been diagnosed with mild to moderate Alzheimer's or other forms of dementia.  It is located opposite Food Lion at the intersection of SR 444 and SR 72 in Loudon, at the edge of Tellico Village.  Website is “ourplacetn.org”.

Position:  The Board is made of up 12 members, four of which make up the Executive Committee.  Those positions are Chairman, Vice President, Treasurer and Secretary.  The Executive Committee meets the first Thursday of each month; the Board meets the third Thursday of each (or every other) month.

Term: Board members are elected to a three-year term starting in April of each year. Following the election, each new Board then elects its officers for the following year.

Description: The Treasurer works closely with the Chairperson and other Board members in preparing budgets, forecasts, financial plans and other financial items as required. The Treasurer reports current financial results and issues to the Board on a regular basis.  A part-time, paid bookkeeper reports to the Treasurer and Executive Director.

Areas of responsibility include:

1. General financial oversight

• Prepare and present budgets, accounts and financial statements to the Executive Committee and Board
• Ensure that appropriate financial systems and controls are in place
• Ensure that audits are carried out as required by company By-Laws
• Ensure that record-keeping and accounts are in compliance with relevant tax and other legislation, and meet the conditions of lenders

2.. Financial planning and budgeting

• Prepare and present budgets and forecasts
• Advise on financial implications of strategic and operational plans
• Present revised financial forecasts based on actual spend

3. Financial reporting

• Present regular reports on the company's financial position (P&L, etc.)
• Prepare accounts for audit and liaising with the auditor, as required

4. Banking, accounting and record-keeping

• Manage bank accounts
• Monitor appropriate systems for book-keeping, payments, and petty cash
• Ensure proper records and documentation are kept

5. Control of fixed assets

• Ensure the bookkeeper is maintaining  proper records.
• Ensure required insurances remain in place.

General Information:

Quicken Books is used.  CPA would be a plus; but a sound financial background can work.

Time involved averages 20-25 hours per month.  This is a replacement for an individual whose term is ending late June.

If interested in being part of a wonderful and needed service for the community, please contact: Jim Dezzutti, Board Chairman, at jimd@ourplacetn.org.