Jones Dairy Elementary PTA General Membership Meeting July

Jones Dairy Elementary PTA General Membership Meeting July 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 Bendel Principal • Wendy – Elementary teacher in Youngsville • Joel – ECU Junior • Brooke – HS Junior • 25 years as an educator in NC • PA native • Avid outdoorsman

Cherry Jackson Teacher Liaison • • Lillian – 1 st Grade Fairbanks – Preschool Raleigh native 10 years teaching 4 th and 5 th grades • PTA VP last year

Christie Heynen Secretary • • Ben – 1 st Grade Cate – Preschool Natalie – 2 SAHM / ECU Student in Elementary Ed. • 8 years in WF (from Gaithersburg, MD)

Amy Byers VP of Fundraising and School Spirit • Andrew – 6 th Grade • Rebecca and James – 2 nd Grade • Business / Solutions Analyst • American Heritage Girls leader • 16 years in WF

Heather Weidner VP of Teacher Engagement and Student Enrichment • • Gavin – 6 th Grade Jillian – 3 rd Grade SAHM 2 years in WF (via SF then Philly) • MOMS Club President, PTA Chair and Den Leader

Tommy Walker President • • • Jack – 1 st 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% ($20 k) for paper and ink – $20 k total left for general purchases

Teacher Survey Results Area of Need Votes Comments Supplies (ink, bulbs, etc. ) 39 To be purchased by school for 2014 Tablets 30 20 i. Pads needed at ~$500 ea. Laptop Computers 23 Cannot purchase without WCPSS approval Printers 20 Desktop Computers 18 20 to be purchased by school (~$10 k) 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 – Income Fundraising Income Expense Revenue Boosterthon $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 Membership $3, 000. 00 $1, 600. 00 $1, 400. 00 Direct Donations $2, 200. 00 Family Night $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 $105, 450. 00 $41, 250. 00 $64, 200. 00 Total Funds Raised

Budget Proposal - Expenses Expenditures i. Pad Air 16 GB Tablets x 20 Scholastic Points A/R Program Teacher Appreciation Docu-cameras x 10 Projectors x 10 Miscellaneous Funds Teacher Classroom Wishlist Agendas General Admin Cultural Arts Beautification Birthday Celebration Classroom Speakers x 40 Student Group Support Library Book Barcode Scanner Library Touch Screen Monitor Tissues and Tea, Spelling Bee, Teacher of Year, Field Day, Spirit Week Total Expenditures Income $0. 00 $0. 00 Expense $10, 000. 00 $7, 350. 00 $6, 750. 00 $6, 000. 00 $5, 250. 00 $4, 000. 00 $2, 500. 00 $2, 400. 00 $2, 250. 00 $2, 000. 00 $1, 500. 00 $1, 000. 00 $800. 00 $600. 00 $350. 00 $300. 00 $900. 00 $57, 950. 00

Discussion and Vote to Adopt Expenditures i. Pad Air 16 GB Tablets x 20 Scholastic Points A/R Program Teacher Appreciation Docu-cameras x 10 Projectors x 10 Miscellaneous Funds Teacher Classroom Wishlist Agendas General Admin Cultural Arts Beautification Birthday Celebration Classroom Speakers x 40 Student Group Support Library Book Barcode Scanner Library Touch Screen Monitor Tissues and Tea, Spelling Bee, Teacher of Year, Field Day, Spirit Week Total Expenditures Income $0. 00 $0. 00 Expense $10, 000. 00 $7, 350. 00 $6, 750. 00 $6, 000. 00 $5, 250. 00 $4, 000. 00 $2, 500. 00 $2, 400. 00 $2, 250. 00 $2, 000. 00 $1, 500. 00 $1, 000. 00 $800. 00 $600. 00 $350. 00 $300. 00 $900. 00 $57, 950. 00

Volunteering • Need help to support committees and events • Prefer PTA membership, but not required • Volunteer form on website – Look form via e-mail or in Wed. folders • Must complete volunteer background check • We are all recruiters • Corporate sponsorships welcome

Communication • • • E-mail: PTAat. JDE@gmail. com Website: www. JDEPTA. com Facebook: Jones Dairy PTA Twitter: @Jones. Dairy. PTA E-Mail Communications (Primary) – Newsletters, Forms and Announcements • Wednesday Folders (Secondary)