Search Results for: financial review

UPDATES

2023 Updates

ADVOCACY

Resolutions

  • Resolution: Ballot propositions (initiatives); adopted 1999 – Deemed Relevant
  • Resolution: Lowering the 2/3 vote requirement on school and library bonds, adopted 1999 – Deemed Relevant
  • Resolution: Property tax limitation, adopted 1978 – Deemed Relevant
  • Resolution: State tax reform; adopted 1991 – Deemed Relevant

2022 Updates

ADVOCACY

Resolutions

  • Education Funding Crisis Moved to Historical File
  • Educational Testing and Test Scores Deemed Relevant
  • Educationally Handicapped Children Moved to Historical File
  • Credentialing Requirement: Parent/Family Involvement Component Deemed Relevant
  • Post Proposition 13 Funding of Public Education Deemed Relevant
  • Self-Esteem and Personal and Social Responsibility Awareness Deemed Relevant
  • NEW: Plant Based Food Options at School Meals

Position Statements

  • Family Planning Deemed Relevant with Minor Editorial Correction
  • Family Engagement in Credentialing Programs Deemed Relevant
  • Arts in Education Deemed Relevant
  • Basic Education Deemed Relevant
  • Education: The Early Years, Ages Three to Six Deemed Relevant with Amendments
  • Freedom to Learn Deemed Relevant
  • Accountability Systems: Statewide, Federal and Local Deemed Relevant
  • Assessment and Testing Deemed Relevant
  • Comprehensive Community Schools with Integrated Services Deemed Relevant with Amendments
  • Education: The High School Years Ages 14-18 Deemed Relevant with Amendments
  • Family Responsibility and Accountability Deemed Relevant with Amendments
  • NEW: COVID-19

Legislation Platform and Planks

  • New and Revised Legislation Planks as Adopted by the Annual Convention Delegates April 2022

 2021 Updates

ADVOCACY

Resolutions

New

  • Teaching Hard History: American Slavery in K-12 Education

Position Statements

New

  • Distance Learning
  • Grief-Sensitive Schools: Building Healthy Coping Skills

Position Statements

Revised

  • Vaccinations
  • Minor Consent for Health Care
  • Missing and Exploited Children
  • Safe School Environment
  • Status Offenders
  • Student Participation in Public Demonstrations
  • Credentialed School Personnel
  • Charter Schools
  • Education: Higher Education
  • School-to-Career Technical Education
  • Environmental Health and Environmental Education

Various additional resolutions and position statements were reviewed and deemed relevant.

FINANCE

  • Amended Audit Report form
  • Amended Fiduciary Agreement form
  • Amended «Request for Advance» section

FORMS

  • Updated PTA Unit/Council Spotlight Award Form

KNOW THE PTA

  • Updated California State PTA Bylaws

2020 Updates

ADVOCACY

  • Revised «Election Campaigns» Section
  • Revised Legislation Platform
  • Revised Position Statements
  • Revised List of Resolutions
  • Revised Resolutions Book
  • New Position Statement «Voting»
  • Revised Resolutions section

FINANCE

  • Revised Audit Report
  • Revised Audit Checklist
  • Revised «Gross Receipts» Section
  • Multiple Revisions from «Signs of Good Financial Procedures» through «Standards for PTA Fundraising»
  • Multiple Revisions from «Selecting Appropriate Fundraising Activities» through «Glossary»

FORMS

  • Revised Conflict/Whistleblower Form Annual Questionnaire
  • Revised Audit Report

PROGRAMS

  • Revised Due Dates for Program Grants and Continuing Education Scholarships
  • Eliminated School Nurses Continuing Education Scholarship
  • Revised School Staff Continuing Education Scholarship
  • New Application Forms for All Continuing Education Scholarships, Program Grants and Graduating High School Senior Scholarships
  • Revised School Smarts section

Índice

Revisión Financiera de la PTA

Una revisión financiera es un examen formal de los libros y registros financieros de los oficiales financieros de la PTA. Sirve para certificar que los ingresos y gastos, según lo autorizado en las actas, están en conformidad con los estatutos, las reglas permanentes y las limitaciones presupuestarias. La revisión financiera de la PTA sirve como un examen oficial de los registros financieros realizado por el revisor financiero, el comité de revisión financiera designado o el auditor profesional remunerado en casos especificados en los estatutos y cuando hay un cambio de oficiales financieros.

Calendario de revisión financiera
Propósito de una revisión financiera
Preparación para una revisión financiera
Procedimiento de revisión financiera y recomendaciones
Informe de revisión financiera

Funcionarios financieros

Funcionarios Financieros
Obligaciones del Tesorero
Obligaciones del Secretario de Finanzas
Deberes del Reseñador Financiero
Obligaciones del Auditor
Obligaciones Financieras del Presidente
Obligaciones del Secretario de Finanzas
Obligaciones Financieras del Vicepresidente/Jefe
Funcionarios Financieros Que Dejan el Cargo