Jones Dairy Elementary PTA

General Membership MeetingJuly 17, 2014

Agenda

• Membership • New Board Introductions• Treasurer Nominations• Budget Review• Upcoming Events• Volunteering• Ways to Stay Informed

Membership

• Need members signed up in order to vote• Annual (expires June 30)• Helps fund the PTA

– $2.25 to National PTA– $1.75 to NC PTA– Remainder to JDE PTA

• Volunteers and Fundraising

Rob BendelPrincipal

• Wendy – Elementary teacher in Youngsville

• Joel – ECU Junior• Brooke – HS Junior• 25 years as an

educator in NC• PA native• Avid outdoorsman

Cherry JacksonTeacher Liaison

• Lillian – 1st Grade• Fairbanks –

Preschool• Raleigh native• 10 years teaching 4th

and 5th grades• PTA VP last year

Christie HeynenSecretary

• Ben – 1st Grade• Cate – Preschool• Natalie – 2 • SAHM / ECU Student

in Elementary Ed.• 8 years in WF (from

Gaithersburg, MD)

Amy ByersVP of Fundraising and School Spirit

• Andrew – 6th Grade• Rebecca and James

– 2nd Grade• Business / Solutions

Analyst• American Heritage

Girls leader• 16 years in WF

Heather WeidnerVP of Teacher Engagement and Student Enrichment

• Gavin – 6th Grade• Jillian – 3rd Grade• SAHM• 2 years in WF (via SF

then Philly)• MOMS Club

President, PTA Chair and Den Leader

Tommy WalkerPresident

• Jack – 1st Grade• Gray – Preschool• Ella – 6 mo. • Product Manager• Former USMC Officer• 1 year in WF (from

Cleveland, OH)

Treasurer Responsibilities

• 5 – 20 hours per week• Maintain accurate record of receipts and

payments (Quickbooks)• Available to collect funds and make

deposits during banking hours• Track activities against the budget• Present financial statements prior to board

and general membership meetings

Treasurer Responsibilities

• Ensures check approval process meets SOP guidelines

• Collects money from committee members during fundraising events

• Facilitates end of year audit• Prepares financial annual report• Submits PTA’s form 990 to the IRS

Treasurer Nominations

Floor is open

JDE Budget Overview

• 806 students• 54 faculty members

– 42 teachers• 37 homerooms• 5 specials

– 12 professional staff• $63,500 from WCPSS (<$75 per child)

– 30% ($20k) for paper and ink– $20k total left for general purchases

Teacher Survey ResultsArea of Need Votes CommentsSupplies (ink, bulbs, etc.) 39 To be purchased by school for 2014

Tablets 30 20 iPads needed at ~$500 ea.

Laptop Computers 23 Cannot purchase without WCPSS approval

Printers 20

Desktop Computers 18 20 to be purchased by school (~$10k)

Projectors 13 10 requested at $400 ea.

Accessories / Other 11 Headphones, gym equip, test prep, software, apps

Interactive Technology 6 10 docu-cameras needed at $525 ea.

Classroom Speakers 5 40 needed. $20 per pair online

Budget Forecast – IncomeFundraising Income Expense RevenueBoosterthon $54,000.00 $25,920.00 $28,080.00 Attractions Coupon Books $15,150.00 $7,500.00 $7,650.00 Book Fair $14,700.00 $4,675.00 $10,025.00 Box Tops $6,100.00 $200.00 $5,900.00 Account Balance Forward $5,500.00 $0.00 $5,500.00 Membership $3,000.00 $1,600.00 $1,400.00 Direct Donations $2,200.00 $0.00 $2,200.00 Family Night $2,000.00 $0.00 $2,000.00 School and A/R Store $1,800.00 $1,350.00 $450.00 Terracycle $375.00 $0.00 $375.00 Retail Rebates $375.00 $0.00 $375.00 Petey's Book Store $250.00 $5.00 $245.00 Total Funds Raised $105,450.00 $41,250.00 $64,200.00

Budget Proposal - ExpensesExpenditures Income ExpenseiPad Air 16 GB Tablets x 20 $0.00 $10,000.00 Scholastic Points $0.00 $7,350.00 A/R Program $0.00 $6,750.00 Teacher Appreciation $0.00 $6,000.00 Docu-cameras x 10 $0.00 $5,250.00 Projectors x 10 $0.00 $4,000.00 Miscellaneous Funds $0.00 $4,000.00 Teacher Classroom Wishlist $0.00 $2,500.00 Agendas $0.00 $2,400.00 General Admin $0.00 $2,250.00 Cultural Arts $0.00 $2,000.00 Beautification $0.00 $1,500.00 Birthday Celebration $0.00 $1,000.00 Classroom Speakers x 40 $0.00 $800.00 Student Group Support $0.00 $600.00 Library Book Barcode Scanner $0.00 $350.00 Library Touch Screen Monitor $0.00 $300.00 Tissues and Tea, Spelling Bee, Teacher of Year, Field Day, Spirit Week $0.00 $900.00

Total Expenditures $0.00 $57,950.00

Discussion and Vote to AdoptExpenditures Income ExpenseiPad Air 16 GB Tablets x 20 $0.00 $10,000.00 Scholastic Points $0.00 $7,350.00 A/R Program $0.00 $6,750.00 Teacher Appreciation $0.00 $6,000.00 Docu-cameras x 10 $0.00 $5,250.00 Projectors x 10 $0.00 $4,000.00 Miscellaneous Funds $0.00 $4,000.00 Teacher Classroom Wishlist $0.00 $2,500.00 Agendas $0.00 $2,400.00 General Admin $0.00 $2,250.00 Cultural Arts $0.00 $2,000.00 Beautification $0.00 $1,500.00 Birthday Celebration $0.00 $1,000.00 Classroom Speakers x 40 $0.00 $800.00 Student Group Support $0.00 $600.00 Library Book Barcode Scanner $0.00 $350.00 Library Touch Screen Monitor $0.00 $300.00 Tissues and Tea, Spelling Bee, Teacher of Year, Field Day, Spirit Week $0.00 $900.00

Total Expenditures $0.00 $57,950.00

Volunteering

• Need help to support committees and events

• Prefer PTA membership, but not required• Volunteer form on website

– Look for form via e-mail or in Wed. folders• Must complete volunteer background check• We are all recruiters• Corporate sponsorships welcome

Communication

• E-mail: PTAatJDE@gmail.com• Website: www.JDEPTA.com• Facebook: Jones Dairy PTA• Twitter: @JonesDairyPTA• E-Mail Communications (Primary)

– Newsletters, Forms and Announcements• Wednesday Folders (Secondary)