Finances

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

Our Budget                                Illustration vector graphic cartoon character of budget 5908222 Vector ...

  • The Budget Committee, chaired by our Treasurer, develops the annual CRS PTA budget.
  • The Executive Board and members must review and vote on the proposed annual budget before any spending by the CRS PTA.
  • In addition, the members vote on any proposed changes to the budget at general membership meetings during the school year.

Annual Budget

  • The fiscal year runs from July 1 to June 30 each year.
  • The budget supports curriculum resources, educational experiences, special programs, teacher incidentals, professional development, and more. Learn how you can help support CRS and our Bobcats.

Appropriations

  • Funds raised per the planned budget are allocated towards Appropriations 
  • The Appropriations Committee prepares a recommended slate on which the Executive Board and members then vote.

Annual Audit / Financial Review

  • After the close of each fiscal year, a review of the finances is completed.
  • 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 the membership for review and approval.

Financial Forms and Policies

  • Find forms for deposits, reimbursements, and more on the forms page.
  • 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 approved budget.