Finances

Each year the CRS PTA raises funds to support the educational experience of our Bobcats at Churchill Road Elementary. The Treasurer and Assistant Treasurer manage the finances of the CRS PTA.


Our Budget

The annual CRS PTA budget is developed by our Budget Committee, which is chaired by our Treasurer and includes CRS PTA members. Our Executive Board and members must review and vote on the proposed annual budget before any spending by the CRS PTA. Any proposed changes to the budget are voted on by our members at general membership meetings during the school year.

Annual Budget

Our fiscal year runs from July 1 to June 30 each year. Learn more about our budget and how it supports curriculum resources, educational experiences, special programs, teacher incidentals, professional development, and more. Each year's budget is funded by our fundraising programs. Learn all about how you can help support CRS and our Bobcats.

Appropriations

Funds raised above our planned budget are allocated towards Appropriations - think of it as a 'wish list' program. Funding proposals to benefit the CRS community are solicited from our members. A recommended slate is prepared by our Appropriations Committee and then voted on by our Executive Board and members.

Annual Audit

After the close of each fiscal year, we complete an audit of our finances. The audit is completed by either an Auditor or Audit Committee (consisting of at least 3 members) as appointed by the Executive Board. The audit report is presented to the Executive Board and our membership for review and approval.

 

The 2018-2019 audit report will be presented to our membership during our September meeting.


Financial Forms and Policies

On our forms page, you'll find forms for deposits, reimbursements, and more.

 

You'll also find FAQs on our financial policies. All reimbursement requests must be received within 30 days of the expenditure (or before June 30 if less than 30 days until the end of the fiscal year). Reimbursement requests must be accompanied by an itemized receipt/invoice. All expenditures must be within the budget approved by our members.