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.
The Budget Committee, chaired by our Treasurer, develops the annual CRS PTA budget. Our Executive Board and members must review and vote on the proposed annual budget before any spending by the CRS PTA. In addition, our members vote on any proposed changes to the budget at general membership meetings during the school year.
Our fiscal year runs from July 1 to June 30 each year. Our budget supports curriculum resources, educational experiences, special programs, teacher incidentals, professional development, and more. Learn how you can help support CRS and our Bobcats.
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. Our Appropriations Committee prepares a recommended slate on which our Executive Board and members then vote.
Annual Audit / Financial Review
After the close of each fiscal year, we complete a review of our finances. The financial review is conducted by either an Auditor or Financial Review Committee (consisting of at least 3 members) appointed by the Executive Board. Finally, the financial review report is presented to the Executive Board and our membership for review and approval.
Financial Forms and Policies
You'll find forms for deposits, reimbursements, and more on our forms page.
You'll also find FAQs on our financial policies. The Treasurer must receive all reimbursement requests within 30 days of the expenditure (or before June 30 if less than 30 days until the end of the fiscal year). An itemized receipt/invoice must accompany reimbursement requests. All expenditures must be within the budget approved by our members.