PTA & The Law Class offered by Region 9 Saturday, March 17
Date: Location
Saturday, March 17, 2012 Saghalie Middle School
Check-in/Registration – 8:30 – 9:00 a.m. 33914 19th Ave SW
Class – 9:20 – 12:20. Federal Way, WA 98023
Cost for the workshop is $40 per unit* - The cost includes registrations for as many PTA members in your unit/council who wish to attend, as well as two (2) PTA & the Law books. Additional books may be purchased by workshop attendees for $15 each.
*Registrations must be postmarked on or before Monday, March 1, 2012. Late payment will be $65 per unit final registration date is March 12th.
If you have questions please contact: Maureen Monson, Region Director at 206-799-8104, email: ptareg9@wastatepta.org
or Sharon Pfeiffer at 253-797-2531 email: ptareg9conf@gmail.com.
Make checks payable to WSPTA - (two signatures required for PTA checks) and mail to:
Sharon Pfeiffer • 9623 S. 248th St. #E12 • Kent WA 98030
or register by email and pay at the door: ptareg9conf@gmail.com
**Because this is Spring Training, your unit is required to pay the $40 fee, even if you already paid $40 in the Fall. **
SEE Registration Form Below:
Saturday, March 17, 2012 Saghalie Middle School
Check-in/Registration – 8:30 – 9:00 a.m. 33914 19th Ave SW
Class – 9:20 – 12:20. Federal Way, WA 98023
Cost for the workshop is $40 per unit* - The cost includes registrations for as many PTA members in your unit/council who wish to attend, as well as two (2) PTA & the Law books. Additional books may be purchased by workshop attendees for $15 each.
*Registrations must be postmarked on or before Monday, March 1, 2012. Late payment will be $65 per unit final registration date is March 12th.
If you have questions please contact: Maureen Monson, Region Director at 206-799-8104, email: ptareg9@wastatepta.org
or Sharon Pfeiffer at 253-797-2531 email: ptareg9conf@gmail.com.
Make checks payable to WSPTA - (two signatures required for PTA checks) and mail to:
Sharon Pfeiffer • 9623 S. 248th St. #E12 • Kent WA 98030
or register by email and pay at the door: ptareg9conf@gmail.com
**Because this is Spring Training, your unit is required to pay the $40 fee, even if you already paid $40 in the Fall. **
SEE Registration Form Below:
| reg_9_pta_and_the_law_registration_form.doc |
This seminar is one of the most important services offered by Washington State PTA. It deals with state and federal rules and regulations for running a charitable, tax-exempt, non-profit corporation in the state of Washington. This workshop will explain how these rules can and do affect your PTA’s activities. This training is essential for your entire board of directors, and is open to all interested PTA members.
Per the recent member approved changes to the bylaws at the WSPTA 2010 Convention - Article 5 Section 2(a) (5) During the PTA year, at least one member of the executive committee must attend PTA & the Law…..
Per the recent member approved changes to the bylaws at the WSPTA 2010 Convention - Article 5 Section 2(a) (5) During the PTA year, at least one member of the executive committee must attend PTA & the Law…..
Please mail in your Region 10 Director ballots by March 1, 2012. They were mailed out to each local unit President. A Quorum is needed to validate the election. Thank you
Nominee for Reg 10 Director 2012-2014
Hello Region 10 PTA Leaders!
Your Region 10 Nominating Committee has completed its work and has announced their results:
"It is the pleasure of the Region 10 Nominating Committee to place in nomination, for the position of 2012-14 Region Director, Patti DeRusha."
Nominating Committee: Janet Stewart, Christina Barbon & Jackie Fisher
Your Region 10 Nominating Committee has completed its work and has announced their results:
"It is the pleasure of the Region 10 Nominating Committee to place in nomination, for the position of 2012-14 Region Director, Patti DeRusha."
Nominating Committee: Janet Stewart, Christina Barbon & Jackie Fisher
2011-2012 Dignitary PTA Members
Congratulations to the local PTAs/PTSAs who attended the November 2nd All-City Meeting. Each unit drew names for local dignitaries who donated a PTA membership to their school. Thank you to our dignitaries for your participation. Each local unit is expected to promptly enter their new members and send them a membership card. Feel free to invite your new members to your school or PTA programs.
Tacoma School District Leaders:
Dr. Art Jarvis, Superintendent Stewart Middle School
Carla Santorno, Deputy Supt Fawcett
Kim Golding, School Board Director Point Defiance
Kathy Comfort, Dir of Curriculum & Inst Grant
Miguel Villahermosa, Dir of Safety/Security Foss HS
Connie Rickman, Ret School Board & Admin Washington-Hoyt
PTA Leadership:
Bill Williams, WSPTA Exec Director Baker MS
Novella Fraser, President WSPTA Baker MS
Karen Albers, VP WSPTA Baker MS
Barbara Martin, Secretary WSPTA Whitman
Kerrilynn Robinson, Leadership Dir WSPTA Foss HS
Dee-Dee Loberg, Program Director WSPTA Grant
Patti DeRusha, Reg 10 Director WSPTA Whitman
Maureen Monson, Region 9 Director WSPTA Foss HS
Dori Tate, Reg 5 SDT, Puyallup Council Sec Foss HS
Janet Stewart, Pres Tacoma Council PTA Washington-Hoyt
Sue Linden, VP Tacoma Council PTA Washington-Hoyt
Kellie Bennett, Sec Tacoma Council PTA Whitman
Mary Rawlings, Co-Reflections Tac Council Grant
Local/State Elected Officials:
Debbie Regala, Senator 27th Leg D. Foss HS
Steve Conway, Senator 29th Leg D. Baker MS, Foss HS
Connie Ladenburg, Rep 29th Leg D. Baker MS
Rosa Franklin, Ret Senator, 29th Leg D. Truman MS
Mark Lindquist, Pierce C Prosecuting Atty Washington-Hoyt
Children's Advocacy:
Monique LeTourneau, Stand for Children Baker MS
Kelly Munn, League of Education Voters Fawcett
Tacoma School District Leaders:
Dr. Art Jarvis, Superintendent Stewart Middle School
Carla Santorno, Deputy Supt Fawcett
Kim Golding, School Board Director Point Defiance
Kathy Comfort, Dir of Curriculum & Inst Grant
Miguel Villahermosa, Dir of Safety/Security Foss HS
Connie Rickman, Ret School Board & Admin Washington-Hoyt
PTA Leadership:
Bill Williams, WSPTA Exec Director Baker MS
Novella Fraser, President WSPTA Baker MS
Karen Albers, VP WSPTA Baker MS
Barbara Martin, Secretary WSPTA Whitman
Kerrilynn Robinson, Leadership Dir WSPTA Foss HS
Dee-Dee Loberg, Program Director WSPTA Grant
Patti DeRusha, Reg 10 Director WSPTA Whitman
Maureen Monson, Region 9 Director WSPTA Foss HS
Dori Tate, Reg 5 SDT, Puyallup Council Sec Foss HS
Janet Stewart, Pres Tacoma Council PTA Washington-Hoyt
Sue Linden, VP Tacoma Council PTA Washington-Hoyt
Kellie Bennett, Sec Tacoma Council PTA Whitman
Mary Rawlings, Co-Reflections Tac Council Grant
Local/State Elected Officials:
Debbie Regala, Senator 27th Leg D. Foss HS
Steve Conway, Senator 29th Leg D. Baker MS, Foss HS
Connie Ladenburg, Rep 29th Leg D. Baker MS
Rosa Franklin, Ret Senator, 29th Leg D. Truman MS
Mark Lindquist, Pierce C Prosecuting Atty Washington-Hoyt
Children's Advocacy:
Monique LeTourneau, Stand for Children Baker MS
Kelly Munn, League of Education Voters Fawcett
Message from Bill Hanawalt, Vibrant Schools Tacoma Coalition
November, 4, 2011
Dear Janet and PTA Tacoma Council Members,
Eve, Liesl and I, on behalf of Vibrant Schools Tacoma Coalition, would like to thank you for the opportunity to speak to your members on Wednesday evening. It was a good conversation and we are excited about the opportunity to continue the conversation. PTA is an important part of the education community in Tacoma and we would love to add your voice to the collective voice which is Vibrant Schools.
Please let us know when a good time for us to come back would be. Thank you for your work on behalf of Tacoma Public Schools and our Tacoma students!
Peace,
Bill
~~~~~~~~~~~~~~~~~~~~~~~~
Bill Hanawalt, Executive Director
Peace Community Center
"Touching Lives, Extending Peace"
253.383.0702 x102
billh@peacetacoma.org
~~~~~~~~~~~~~~~~~~~~~~~~
Vibrant Schools Tacoma: Community Voices for Student Success
www.vibrantschoolstacoma.org
Dear Janet and PTA Tacoma Council Members,
Eve, Liesl and I, on behalf of Vibrant Schools Tacoma Coalition, would like to thank you for the opportunity to speak to your members on Wednesday evening. It was a good conversation and we are excited about the opportunity to continue the conversation. PTA is an important part of the education community in Tacoma and we would love to add your voice to the collective voice which is Vibrant Schools.
Please let us know when a good time for us to come back would be. Thank you for your work on behalf of Tacoma Public Schools and our Tacoma students!
Peace,
Bill
~~~~~~~~~~~~~~~~~~~~~~~~
Bill Hanawalt, Executive Director
Peace Community Center
"Touching Lives, Extending Peace"
253.383.0702 x102
billh@peacetacoma.org
~~~~~~~~~~~~~~~~~~~~~~~~
Vibrant Schools Tacoma: Community Voices for Student Success
www.vibrantschoolstacoma.org
Nominations for PTA Region 10 Director 2012-2014 due November 30, 2011
This is your opportunity to recommend an individual who possesses the leadership qualities and desire to fill the position of Washington State PTA Region Director. This requires an enthusiastic, capable, and committed person who:
resides within the region to be represented; is a member of a local PTA/PTSA unit;has served as a local unit or council officer for two (2) years or served on the region service delivery team for two (2) years or served on the region service delivery team for one (1) year and as a local unit or council officer for one (1) year or has served on the WSPTA Board of Directors for at least one (1) year. [WSPTA Uniform Bylaws, Article 7, Region, Section 2, Region Director Election, (b)]
Nomination Form http://www.wastatepta.org/regions/region_10/Newsletters/1112/Reg_10_Nom_Form.pdf
Job Description
http://www.wastatepta.org/regions/elections/Region_Director_Job_Description.pdf
Elections/Campaign Guidelines and Policies
http://www.wastatepta.org/regions/elections/Campaign_Regulations.pdf
resides within the region to be represented; is a member of a local PTA/PTSA unit;has served as a local unit or council officer for two (2) years or served on the region service delivery team for two (2) years or served on the region service delivery team for one (1) year and as a local unit or council officer for one (1) year or has served on the WSPTA Board of Directors for at least one (1) year. [WSPTA Uniform Bylaws, Article 7, Region, Section 2, Region Director Election, (b)]
Nomination Form http://www.wastatepta.org/regions/region_10/Newsletters/1112/Reg_10_Nom_Form.pdf
Job Description
http://www.wastatepta.org/regions/elections/Region_Director_Job_Description.pdf
Elections/Campaign Guidelines and Policies
http://www.wastatepta.org/regions/elections/Campaign_Regulations.pdf
Applegate Grant Deadline Nov 1
REMINDER – Applegate Grant: Deadline for remitting applications is November 1, 2011.
Each year, the Washington State PTA awards grants to local units and councils for community-wide programs, projects and activities focusing on the health, welfare, safety, education, care and protection of children. The maximum amount for a single grant is five hundred ($500.00) dollars; however larger grants may be considered for PTAs in schools with a large percentage of students eligible for free and reduced lunch thanks to the generosity of the Bill and Melinda Gates Foundation.
Please contact our Applegate Chair, Debra Arbuckle if you have any questions. dlarb@comcast.net<mailto:dlarb@comcast.net
http://www.wastatepta.org/programs/applegate/index.html
Each year, the Washington State PTA awards grants to local units and councils for community-wide programs, projects and activities focusing on the health, welfare, safety, education, care and protection of children. The maximum amount for a single grant is five hundred ($500.00) dollars; however larger grants may be considered for PTAs in schools with a large percentage of students eligible for free and reduced lunch thanks to the generosity of the Bill and Melinda Gates Foundation.
Please contact our Applegate Chair, Debra Arbuckle if you have any questions. dlarb@comcast.net<mailto:dlarb@comcast.net
http://www.wastatepta.org/programs/applegate/index.html
National PTA® Launches PTA Kit Survey
Enter to Win a $250 OfficeMax® Gift Card
National PTA has launched the 2011-2012 National PTA Official Back to School Kit Survey.
If you received your 2011-2012 National PTA Official Back to School Kit, please take our survey about the kit. The survey should take approximately 10 minutes. At the end of our survey, you can enter to win a $250 OfficeMax® Gift Card for your PTA-redeemable in-store or on www.officemax.com. Even if your PTA is not the lucky winner, PTA members can always save on supplies, furniture, ink and toner, and OfficeMax ImPress® Print Center Services. Simply visit the PTA Member Benefits Page to find your 10% coupon redeemable in-store and online.
And, be sure to pass along this great offer to all the PTA members you know. Savings will be available throughout the year and are always accessible on the PTA Member Benefits Page.
OfficeMax® is a Member Benefit Provider of National PTA.
If you received your 2011-2012 National PTA Official Back to School Kit, please take our survey about the kit. The survey should take approximately 10 minutes. At the end of our survey, you can enter to win a $250 OfficeMax® Gift Card for your PTA-redeemable in-store or on www.officemax.com. Even if your PTA is not the lucky winner, PTA members can always save on supplies, furniture, ink and toner, and OfficeMax ImPress® Print Center Services. Simply visit the PTA Member Benefits Page to find your 10% coupon redeemable in-store and online.
And, be sure to pass along this great offer to all the PTA members you know. Savings will be available throughout the year and are always accessible on the PTA Member Benefits Page.
OfficeMax® is a Member Benefit Provider of National PTA.
Complete the WSPTA 2011 Issues Survey
WSPTA survey More Info
What's important to children? Click here for Washington State PTA's 2011 Issues Survey.
Your opinion matters! Washington State PTA lobbies on behalf of all of PTA and PTSA members for the well-being and education of our state's youth. Delegates will be meeting this October to adjust our 2-year platform, and they need feedback.
Representatives from local PTAs and PTSAs, as well as the councils, will be considering adding six issues (early learning; juvenile justice; opportunity gap; school zone signage; charter schools; and highly capable) and amending our teacher compensation priority. Links to issue guides can be found here.
So, what is most important to the children in your life?
Survey closes Sept. 25 (This is the extended deadline)
HOW ARE WE DOING? Follow the link to a summary of how our priority issues fared in the 2011 legislative session.
What's important to children? Click here for Washington State PTA's 2011 Issues Survey.
Your opinion matters! Washington State PTA lobbies on behalf of all of PTA and PTSA members for the well-being and education of our state's youth. Delegates will be meeting this October to adjust our 2-year platform, and they need feedback.
Representatives from local PTAs and PTSAs, as well as the councils, will be considering adding six issues (early learning; juvenile justice; opportunity gap; school zone signage; charter schools; and highly capable) and amending our teacher compensation priority. Links to issue guides can be found here.
So, what is most important to the children in your life?
Survey closes Sept. 25 (This is the extended deadline)
HOW ARE WE DOING? Follow the link to a summary of how our priority issues fared in the 2011 legislative session.
HAVE YOU REGISTERED FOR YOUR NATIONAL PTA BACK TO SCHOOL KIT? IF NOT, DO SO SOON SO YOU'LL HAVE IT IN TIME!
Those of you who registered early for your National PTA Official Back to School Kit should start receiving them soon, if you haven't already (we received ours this week). The kit contains the PTA Quick-Reference Guides, membership posters, program and advocacy resources-the tools your unit needs for a successful PTA year. To make your PTA gets these valuable resources, register now at www.PTA.org/OfficialKit. When registering online you must provide your unit's National unit ID number, which you can find by going to your Member Enrollment page on the WSPTA website, logging in and clicking on the "Membership Reports" tab, and then clicking on "Legal Information". During the registration process you will also select your preferred shipping date and confirm or change the shipping address for the kit. Kit shipments have started and will continue weekly until September 16. Units that have not registered by September 16 will have a kit sent in late September, to the address on file with the National PTA office. If you have any questions, please e-mail National PTA at info@pta.org or call (800)307-4782 ext. 3098.
For National ID Number, see attachment below:
For National ID Number, see attachment below:
| pta_national_id_.docx |
| pta_national_id_.pdf |
Past President's Pins for Sale by Council
Tacoma Council PTA is selling Past President's Pins for $10 each. Some local units have a tradition of presenting the Past President's pin to their outgoing PTA President. We have a limited supply on hand, so first come, first served. Notify me via e-mail to reserve your pin. (jstew4@msn.com) Make checks payable to Tacoma Council PTA and let me know where you'd like the pin mailed to. Specify PTA Past President or PTSA Past President.
Send order to: Janet Stewart 1419 North Shirley Tacoma, WA 98406
See order form below.
Pins available on the National PTA website, but require a $35 minimum purchase. www.pta.org
Send order to: Janet Stewart 1419 North Shirley Tacoma, WA 98406
See order form below.
Pins available on the National PTA website, but require a $35 minimum purchase. www.pta.org
| pastpresidentpincouncilorder.docx |
| pastpresidentpincouncilorder.pdf |
New Council Officers 2011-2012
Thank you to the voting delegates at the March 16th All-City Meeting. A quorum was met and the following were elected as Tacoma Council PTA Executive Board of Directors 2011-2012. Congratulations.
President: Janet Stewart
Co-Vice Presidents: Patti DeRusha and Sue Linden
Secretary: Kellie Bennett
Treasurer: Thea Alongi
Legislative: Deb Blakeslee
President: Janet Stewart
Co-Vice Presidents: Patti DeRusha and Sue Linden
Secretary: Kellie Bennett
Treasurer: Thea Alongi
Legislative: Deb Blakeslee
New Region 10 Director for 2011-2012
Congratulations to Patti DeRusha from (Foss PTSA, Tacoma Council PTA) for being elected as the WSPTA Region 10 Director for 2011-2012.
TNT Article: Tacoma teachers say performance evaluations must be fair December 1, 2010
Read more: http://www.thenewstribune.com/2010/12/01/1446772/tacoma-teachers-say-performance.html#ixzz16tgHWZ9X
Why Elect your Nominating Committee NOW
The Washington State PTA Bylaws state that elections of officers must happen before or on April 30th. That is only a little over 5 months! We all know how fast time goes by. It is important that your council and/ or local unit elect your nominating committee soon. In order to get next year’s officers elected at your January, February, March or April General Membership Meetings you want to give the committee enough time to seek out those members willing to serve as an officer, and to reach out to those in your membership that may not be as visible as others so your council or local unit doesn’t end up with a warm body. One idea is to present the Nominating Committee JITL at your council meeting before electing the committee (contact your Region Director for the JITL= Just In Time Learning).
Holding elections early will also leave you time to register new officers to attend the Washington State PTA Annual Convention to be held April 29-May 2, 2011 where your new officers will be able to get training and network with other PTA officers. It will also give your council/ local unit more time to transition with each other.
Allyson Johnson
Region 9 Director
Washington State PTA
everychild.onevoice.
Holding elections early will also leave you time to register new officers to attend the Washington State PTA Annual Convention to be held April 29-May 2, 2011 where your new officers will be able to get training and network with other PTA officers. It will also give your council/ local unit more time to transition with each other.
Allyson Johnson
Region 9 Director
Washington State PTA
everychild.onevoice.
November 15th – Due date for IRS tax returns, 990N, 990EZ, or 990
Officer Nominations for Tacoma Council PTA Board of Directors 2010-2011
The Nominating Committee has selected the following people for Officers for Tacoma Council PTA. Elections will be held at our all-city meeting on March 24, 2010 at 7:00 p.m. at CAB. (See Meetings Page)
Nominations may also be taken from the floor that evening.
PRESIDENT: Janet Stewart
VICE-PRESIDENT: Patti DeRusha
SECRETARY: Kellie Bennett
TREASURER: Sue Linden
CO-LEGISLATIVE: Kris Anderson and Tanya Taylor
Nominations may also be taken from the floor that evening.
PRESIDENT: Janet Stewart
VICE-PRESIDENT: Patti DeRusha
SECRETARY: Kellie Bennett
TREASURER: Sue Linden
CO-LEGISLATIVE: Kris Anderson and Tanya Taylor
Nominating Committee (Important Information) from Region 10 Director 2009
Dear Region 10 PTA Officers, (this email is important please read!) Per the WSPTA Bylaws all election of officers must happen before or on April 30th. It is important that your unit elect your nominating committees soon, in order to get new officers elected at your March/April general membership meetings. This will also leave you time to register new officers to attend the WSPTA Convention in May. A blank Nominating Committee Recommendation Form that your unit can use is attached. We feel very strongly in PTA that it is not necessary to re-invent the wheel. Each local unit should build a Nominating Committee Notebook. What should be in the nominating committee notebook? · A complete listing of your members
· A list of committee chair people ( this list shows them who is already actively involved)
· Nominating committee section from leadership packet,
· Dates the nominating committee should have flyers home to parents, newsletter deadlines and how to post to your website.
· Nominating Committee Recommendation form
· Job descriptions
· Date the NC report is due to your Board of Directors (remember to leave time to send home report 15 days before elections)
Who can’t serve on the Nominating committee?
· Anyone that served last year
· Your Principal
· Your President
What Roles does the President play in the Nominating Committee process?
· After the committee is elected have meeting with them to go over the committee book and give deadline dates
o Let the committee know that individual members of the committee CANNOT approach, seek out or talk to anyone about serving in a position unless the entire nominating committee has agreed on it.
o They are a committee of three (or more) and must work together as a committee
· Can answer questions about dates and job responsibilities ONLY TO THE COMMITTEE.
· Make sure the Nominating Committee report is out to your members 15 days before the general membership meeting where elections will be held.
If you need help with the election process at your local unit please let me know.
Lorrie Brunson, Region 10 Director (PTAReg10@wastatepta.org) 2009-2010
· A list of committee chair people ( this list shows them who is already actively involved)
· Nominating committee section from leadership packet,
· Dates the nominating committee should have flyers home to parents, newsletter deadlines and how to post to your website.
· Nominating Committee Recommendation form
· Job descriptions
· Date the NC report is due to your Board of Directors (remember to leave time to send home report 15 days before elections)
Who can’t serve on the Nominating committee?
· Anyone that served last year
· Your Principal
· Your President
What Roles does the President play in the Nominating Committee process?
· After the committee is elected have meeting with them to go over the committee book and give deadline dates
o Let the committee know that individual members of the committee CANNOT approach, seek out or talk to anyone about serving in a position unless the entire nominating committee has agreed on it.
o They are a committee of three (or more) and must work together as a committee
· Can answer questions about dates and job responsibilities ONLY TO THE COMMITTEE.
· Make sure the Nominating Committee report is out to your members 15 days before the general membership meeting where elections will be held.
If you need help with the election process at your local unit please let me know.
Lorrie Brunson, Region 10 Director (PTAReg10@wastatepta.org) 2009-2010
| nominating_rec_form.pdf |
Financial Review Committee
Hello Region 10 ~ This is the PERFECT time of year to schedule your mid year Financial Review! While everything slows down between Christmas and New Years - get a group together for a couple of hours and do your mid year review. I hope you and your families have a wonderful Holiday! Lorrie Brunson Region 10 Director Washington State PTA ptareg10@wastatepta.org
The financial review involves an examination of the financial transactions of the PTA, and the procedures used to conduct those transactions.
The treasurer is the custodian of the funds of the PTA and is charged with the responsibility to deposit and disburse funds and to keep accurate records.
However, the board of directors has the responsibility to see that the funds of the PTA are administered properly and actions are made in the best interests of the members. To assure that this has been done, that the board acted responsibly, and that good financial practices have been followed, a financial review of the books and records must be conducted.
A financial review must be conducted:
· Immediately following the end of the fiscal year (June 30th) in compliance with WSPTA Uniform Bylaws.
· When a new PTA member assumes the treasurer position; or
· Whenever there is a question about the financial wellbeing or performance of the PTA.
RECOMMENDATIONS:
A mid-year financial review is strongly recommended for all PTA’s This financial review should be conducted in the same manner as the one at the end of the fiscal year.
Who can perform the Financial Review?
The WSPTA Uniform Bylaws are very specific in defining who can conduct a financial review of the PTA’s books and records. Page 10 Article 5 Section 7 Duties of Officers “treasurer” (e) (2)
…………close the books on June 30 and submit the books and records for financial review to a financial review committee of no fewer
than three (3) members appointed by the president or to a qualified accountant. The financial review committee
shall not include the people who were authorized to sign or individuals living within the same household as those
authorized to sign on the bank account for the period being reviewed;
Refer to the WSPTA Leadership Handbook- Money Matters section page 14 and 15. The Financial Review check list can be found on pages 34-37.
If you have any questions about the financial review process or any other financial questions please let me know. Lorrie Brunson, Region 10 Director (PTAReg10@wastatepta.org) 2009-2010
The financial review involves an examination of the financial transactions of the PTA, and the procedures used to conduct those transactions.
The treasurer is the custodian of the funds of the PTA and is charged with the responsibility to deposit and disburse funds and to keep accurate records.
However, the board of directors has the responsibility to see that the funds of the PTA are administered properly and actions are made in the best interests of the members. To assure that this has been done, that the board acted responsibly, and that good financial practices have been followed, a financial review of the books and records must be conducted.
A financial review must be conducted:
· Immediately following the end of the fiscal year (June 30th) in compliance with WSPTA Uniform Bylaws.
· When a new PTA member assumes the treasurer position; or
· Whenever there is a question about the financial wellbeing or performance of the PTA.
RECOMMENDATIONS:
A mid-year financial review is strongly recommended for all PTA’s This financial review should be conducted in the same manner as the one at the end of the fiscal year.
Who can perform the Financial Review?
The WSPTA Uniform Bylaws are very specific in defining who can conduct a financial review of the PTA’s books and records. Page 10 Article 5 Section 7 Duties of Officers “treasurer” (e) (2)
…………close the books on June 30 and submit the books and records for financial review to a financial review committee of no fewer
than three (3) members appointed by the president or to a qualified accountant. The financial review committee
shall not include the people who were authorized to sign or individuals living within the same household as those
authorized to sign on the bank account for the period being reviewed;
Refer to the WSPTA Leadership Handbook- Money Matters section page 14 and 15. The Financial Review check list can be found on pages 34-37.
If you have any questions about the financial review process or any other financial questions please let me know. Lorrie Brunson, Region 10 Director (PTAReg10@wastatepta.org) 2009-2010
