Welcome to 12^th District PTA's Auditor's Page

"Hello" and welcome to the Auditor's page. I hope that the information on this page will assist you in your position. As a PTA auditor it is your responsibility to ensure that not only are the treasurer's books in balance but also PTA financial procedures are being followed by the treasurer, financial secretary, and other officers. A checklist for your financial and procedural audit can be downloaded from California State PTA at: http://www.capta.org/sections/resources/downloads/audit-checklist.pdf

Audits should be conducted twice a year. The first audit should be mid-year, December or January and is due, through channels, to 12th District on February 28, 2008. The second audit is the end-of-year and is completed in July. It is especially important that this final audit be completed before the books are turned over to the new treasurer or for the new school year, Final audits for the 2007-2008 school year, will be due to 12th District in October of 2008. Currently, final audits for the 2006-2007 school year are due to 12th District through channels on October 18, 2007.

Council Auditors and Out-of-council Unit Auditors may mail audits to me at the address listed in the 12th District PTA Directory or bring them to the 12th District Association meetings on the due dates. All other units should submit their audits to their council auditors by council deadlines. Audits must be presented for adoption at an association meeting of your unit (or council for council audits) but copies may be forwarded to your council before they are adopted.

If you need to obtain audit forms they may be downloaded using this link to the California State PTA website: http://www.capta.org/sections/resources/downloads/audit-report.pdf

If you have questions please feel free to contact me, Pat Phelps, through the e-mail link at the bottom of this page.

I'm looking forward to working with you during my term and hope that you have a great year!