We need you to make business happen!

Presidents are our delegates, and we must make quorum to vote! We will be addressing the budget, releasing funds, providing information on upcoming programs and events, and electing officers for the 2023-2025 executive committee!

When: Feb 28, 2023 07:00 PM Pacific Time (US and Canada)

Register in advance for this meeting:

https://us02web.zoom.us/meeting/register/tZYvdeCpqzosHNaNmpAhCzd3nSGclTp8CMps

After registering, you will receive a confirmation email containing information about joining the meeting.

Friday, March 17, 2023

Temecula Valley High School Golden Bear Theater

31555 Rancho Vista Road

Temecula, CA 92592

Reception at 6:00 P.M.

Theater Doors Open at 6:30 P.M.

Showcase Begins at 7:00 P.M.

A complete audit includes 3 things:

• Audit Report
• Audit Checklist
• Recommendations Page (if recommendations are needed)
  
  

All three documents, plus dates of adoption by your executive board and association must be included for the audit to be considered complete.

Compliant audits should be completed by one of four ways, and anyone involved in the audit process should receive positional and financial training to ensure they are familiar with PTA practices:

• An accountant or CPA, paid by the unit, to conduct the audit.
  
  
• An elected or appointed qualified auditor [A CPA or professional trained to conduct audits; however, does not need to be employed in that capacity at present]
  • This individual may not be involved in the handling or management of PTA funds.
  • This individual is elected as an officer, or appointed by the Executive Board as a whole, and not just the president.
    
  • This individual is ratified by the General Association and included in the minutes.
    
    
• An elected or appointed* auditor [unqualified]
  • If the auditor is unqualified, an Audit Review Committee is required to review the audit after completion by the auditor.
  • Anyone completing the audit may not handle or manage PTA funds in any capacity.
  • The Audit Review Committee must include two or more people, and may include the auditor; however, the majority of those serving on the committee should not be check-signers, nor should they have handled or managed PTA funds.
  • The Audit Review Committee (and the auditor, if appointed) is appointed by the Executive Board, and not the president, then is ratified by the General Association and included in the minutes.
    
    
• An appointed audit committee
  • If the unit does not have an elected or appointed auditor, an Audit Committee may be appointed to complete the audit (this is different than a review committee.). In this instance, a committee of two or more is elected or appointed* to complete the audit.
  • The committee must include two or more people, none of whom may be check-signers, and none of whom have handled or managed PTA funds.
  • *appointed by the Executive Board, and not the president, and then ratified by the General Association and included in the minutes.
    

If units chooses to pay a professional auditor, please ensure that the auditor is familiar with non-profit organizations - preferably with PTAs specifically.

Meeting minutes must reflect who will be doing the audit, and when the audit was adopted.

When the audit is adopted by the Executive Board and General Association (with dates recorded), upload the audit documents to myPTEZ or forward to your council (or district, if OOC.).

Audits are required twice a year, and should be completed within two weeks of the close of period.

Have questions? Need Help? Contact your council or 23rd District PTA. We are all here to support you!

Applications are due to Twenty-Third District PTA by no later than April 14th, 2023, and applications and inquiries must be sent by students directly to Scholarships@23rdDistrict.org. Applications sent through channels or by other parties (not the student submitting the application) will not be accepted.

It is important to note that the Twenty-Third District PTA scholarship is a separate scholarship from other scholarship programs, and is not affiliated with any other council or unit. All inquires and submissions must come directly to Twenty-Third District, and should not be intercepted by council or unit. This helps prevent any suggestion of bias or preference with regard to the individual submissions.

• 6 - George Washington Elementary PTA
• 10 - Little Lake Elementary PTA
• 10 - Riverview Elementary PTA
• 14 - Terrace Elementary PTA
• 18 - Idyllwild School PTA
• 27 - Rio Vista PTA