The Financial Reconciliation Committee reviews all financial transactions from the past year to ensure the accuracy of the books and records of the PTA. This committee meets in July once PTA books are closed in June. The report is due on July 30th. Financial Reconciliation volunteers should follow the provided checklist.

 

The committee consists of three roles: 

1) Document Coordinator & Transaction Reviewer
2) Document Reviewer
3) Report Drafter and 990/Sales Tax Verifier.
 
A representative of the committee will be required to present their report at the first general meeting of the PTA.
 
If the committee has questions, they should direct them to both the President and Treasurer. 

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