March 3, 2025

I want to extend my heartfelt thanks to each and every one of you for your incredible dedication and hard work this year. Your efforts have made a difference in our school community, and I could not be prouder of what we've accomplished together.

As we look ahead to next year, we hope to see you return—whether in your current roles or exploring new ones within the PTA. Even if you’re not continuing in a board position, we appreciate your support and hope you continue to stay involved.

Thank you again for your time, energy, and passion. You are the heart of our PTA, and we are truly grateful.

Things to get done at the last membership meeting of the year

• Appoint the Financial Reconciliation Committee. Check your bylaws to see who can be on it.

• Approve the 2025-2026 budget

• Appoint check signers and bank statement reviewer for 2025-2026

• Present the preliminary Annual Financial Report as well as the Annual Report

• Talk with the newly elected president and decide if Tax Free days need to be approved for back to school.

Summer Reminders:

• The new board doesn't take office until the new fiscal year for your PTA. This information can be found in your By-Laws.

• Once the new board is in office, make sure to go to your bank and switch the signers on your bank account.

• The Financial Reconciliation must be completed before you can start writing checks. If you need help with your Financial Reconciliation, you can contact: president@allenisdcouncilpta.org or treasurer@allenisdcouncilpta.org. We are happy to help!

• Start planning your year!

• Don't forget about LAUNCH! This is a great opportunity to get new ideas and meet other PTA leaders.

Jyothi Reddy

President, Allen ISD Council of PTAs

president@allenisdcouncilpta.org

THANK YOU for everyone’s help making our Fourth Annual Community Used Book Fair a success! We can’t say enough to adequately express how much the time and effort from each volunteer from your PTA members to your board, and our community partners, meant.

Now to the final business…

MONEY: We will unveil final numbers at our Council Delegate Meeting on May 14 as well as distribute checks to local PTAs. Please make sure you have someone there to collect the check.

FEEDBACK REQUEST: Planning is already underway for the next Used Book Fair. We would love to hear your thoughts on what went well, what didn’t, what you would like to see changed. This feedback is critical in our planning and last year’s survey led to several additions this year, including the Bag Sale.

2025 Survey Link: https://forms.gle/UUiA15Up3tJNGTyt8

2026 USED BOOK FAIR COMMITTEE: We're seeking a wide range of individuals from local PTA board members, Allen ISD Staff, community partners, shoppers and volunteers to help us plan next year’s Used Book Fair.

Interest Form Link: https://forms.gle/R4U7HCM29CoV5JrBA

SHARE REQUEST: Please share both the Used Book Fair Survey & Used Book Fair Planning Committee Interest Form in your newsletters and on your local PTA’s social media sites. The more opinions and feedback we have, the better we can plan. You can find posts with graphics on the Council Facebook page.

Once again, THANKS for everyone’s help this year! It takes a village, and we’ve got an awesome one!

Sandra Turner, Used Book Fair Chair

BookFair@AllenISDCouncilPTA.org

Thank you to our current business sponsors!

Want to become a business sponsor for Allen ISD Council of PTAs?

Click here to apply!

Treasurer’s Corner

Prepare Preliminary Annual Financial Reports to be presented at this year’s final board and membership meetings.
- Income & Expense Report from beginning of fiscal year to final meeting date
- Budgets vs. Actuals
- Do not need to adopted, informational only
- Final report to be presented at the first board and membership meetings of the next school year

Current Treasurer to file 990 within 60 days of your fiscal year-end.
- Don’t know if you should be filing a 990-N, 990-EZ or 990? Check out the IRS section of the Treasurer’s Resource Guide.

Check your liability accounts!
- If your sales taxes are due quarterly, you’ll need to file by July 20th.
- Do you have any State & National dues that still need to be submitted?

Prepare for reconciliation.
- Collect all documentation (binder or cloud)
- Finish Monthly Reconciliations and Statement Reviews
- Note that TX PTA has updated the financial reconciliation process, checklist, and report. Visit txpta.org/financial-reconciliation for more details. New updates include:
  - Links to example documents to guide the committee on what to look for
  - An electronic checklist covering all steps, with space for comments and recommendations
  - An example of the financial section of the report, demonstrating proper completion
  - Examples of findings for each type of committee finding

Fully transition to incoming Treasurer.
- Register as a 2025-2026 Local PTA Leader.
- Meet with the incoming Treasurer for training.
- Take Basics Boardsmanship and Treasurer Training
- Register for upcoming Membership Toolkit Webinars – or view recorded webinars for year-end tasks.

Summer Treasurer Training/Parties – more details to come!
- A Financial Reconciliation Q&A Session for Treasurers will be held in late June to answer questions about the process.
- A Financial Reconciliation Party for Committees will be held in late July at the Service Center. It will be a “come & go” event for your Financial Reconciliation Committees to meet and receive help from Council, if needed.

In case you missed it…

…here’s TX PTA’s guidance on how to record petty cash in your financial records (e.g., MTK):

We need some cash for change at an upcoming event. I know we aren’t supposed to withdraw cash from the PTA bank account or keep petty cash, so what should we do?

You are correct, cash should never be withdrawn from the PTA via an ATM, cash advance or cash back from a deposit. And all cash should be deposited immediately after an event.

A check request should be completed by the event chair who needs the cash for change at the event.
The treasurer should then write a check to the chair and the chair can cash the check and get the change they need for their start-up cash.
The check should be recorded as “negative” income for the event.
At the end of the event, all checks and cash are counted and documented on the deposit form and recorded as income for the event.
The net of the negative amount originally recorded for the start-up cash and the income deposited from the event will equal the actual event income.

Question of the Month

You are correct, cash should never be withdrawn from the PTA via an ATM, cash advance or cash back from a deposit and all cash should be deposited immediately after an event. A check request should be completed by the event chair who needs the cash for change at the event. The treasurer should then write a check to the chair and the chair can cash the check and get the change they need for their start-up cash. The check should be recorded as “negative” income for the event. At the end of the event, all checks and cash are counted and documented on the deposit form and recorded as income for the event. The net of the negative amount originally recorded for the start-up cash and the income deposited from the event will equal the actual event income.

Questions? Email treasurer@allenisdcouncilpta.org

Membership Updates & Achievements

Allen ISD Council of PTAs Membership: 7211 (99% of last year's membership)

Thank you for helping us earn the Spring Community Builder Award!

Congratulations to the Welcome Back Award Recipients!

o Allen Early Childhood PTA

o Allen High School and Lowery Freshman Center PTSA

o Bolin Elementary PTA

o Chandler Elementary PTA

o Green Elementary PTA

o Marion Elementary PTA

o Ford Middle School PTSA

Congratulations Boon Elementary PTA!

Congratulations Boon Elementary PTA for earning the Back the Future Brigade Award!

Congratulations to the XOXO Award Recipients!

o Allen High School and Lowery Freshman Center PTSA

o Bolin Elementary PTA

o Boon Elementary PTA

Congratulations to the recipients of the Mars Involvement and Mars Membership Awards!

o Allen High School and Lowery Freshman Center PTSA

o Boon Elementary PTA

o Bolin Elementary PTA

o Boyd Elementary PTA

o Chandler Elementary PTA

o Cheatham Elementary PTA

o Evans Elementary PTA

o Green Elementary PTA

o Kerr Elementary PTA

o Lindsey Elementary PTA

o Norton Elementary PTA

o Olson Elementary PTA

o Preston Elementary PTA

o Reed Elementary PTA

o Curtis Middle School PTA

o Ereckson Middle School PTA

o Ford Middle School PTSA

Congratulations to the recipients of the Student Membership Award!

o Allen High School and Freshman Center PTSA

o Bolin Elementary PTA

o Cheatham Elementary PTA

o Green Elementary PTA

o Lindsey Elementary PTA

o Curtis Middle School PTA

o Ereckson Middle School PTA

o Ford Middle School PTSA

Congratulations to the recipients of the Community Involvement and Community Membership Awards!

o Allen High School and Lowery Freshman Center PTSA

o Bolin Elementary PTA

o Boyd Elementary PTA

o Chandler Elementary PTA

o Olson Elementary PTA

o Preston Elementary PTA

o Curtis Middle School PTA

Congratulations to the recipients of the Generations Involvement Award!

o Boyd Elementary PTA

o Norton Elementary PTA

Congratulations to the 2024-25 Allen ISD Council of PTAs award recipients:

o Ermelinda Kraft – Life Membership Award

o Stacy Polk – Life Membership Award

o Matt Russell – Extended Service Award

o Rachel Mitchell – National PTA Life Achievement Award

ACPTA’s Leadership Academy

After 6 enriching sessions, Leadership Academy Graduation honored 15 local PTA Leaders! We look forward to next year's new group to join us. We will send out an interest form soon!