Woodbury Elementary School PTA

“There are two pairs of "husband and wife" on the board.”

“The Organization is a PTA with members that pay annual dues.”

“The Board elects a nominating committee to determine a slate of officers. This slate is posted for all members to see for 30 days and then there is a vote to elect them into their respectvie positions for a one year term.”

“The Board met to review the tax return with its CPA.”

“The Board of the Organization approves any expenditures monthly, including any involving a possible conflict.”

“The Organization makes its governing documents, financial statements and conflict of interest policy available upon request to the public.”

“Book fair: Program service expenses 11,023. Management and general expenses 0. Fundraising expenses 0. Total expenses 11,023. Health programs: Program service expenses 10,312. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,312. Student LEAD: Program service expenses 10,273. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,273. Hospitality: Program service expenses 0. Management and general expenses 4,503. Fundraising expenses 0. Total expenses 4,503. Bank and credit card fees: Program service expenses 0. Management and general expenses 1,458. Fundraising expenses 0. Total expenses 1,458. Spelling bee: Program service expenses 1,002. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,002. Miscellaneous: Program service expenses 0. Management and general expenses 398. Fundraising expenses 0. Total expenses 398. Fees: Program service expenses 0. Management and general expenses 20. Fundraising expenses 0. Total expenses 20. Training: Program service expenses 0. Management and general expenses 10. Fundraising expenses 0. Total expenses 10.”

“Return as orginally filed included misinformation and the return had not been reviewed or accepted by the board members of the Organization as stated in Part V, Section B, Line 11a. Further changes in Part V: Section A, Line 1a and 1b should be 12 voting members. Line 2, there are family realtionships on the board. Line 6, the organization has members. Line 7a should be no. Section B: Line 12a,b and c, there is a conflict of interest policy that board members disclose annualy and is consistently monitored. Line 14, there is a written retention policy that is directed by the California State PTA (parent organization) Part 1 Prior year numbers were incorrect. Also current year benefits paid for members was changed to $4,164 The mission statement was added. Program were expanded to show top three program services provided. Part IV, Box 18 was checked to show that there was more than $15,000 of fundraising income. Schedule G includes the detail of these fundraisers that was originally omitted. Part IV, Box 25 a and b were changed to "No" as there were no "excess benefit transactions" that meet the definition in the IRS code. Weekly estimated hours were included on four members that were originally excluded. Part VIII: Contributions was changed to $40,760. Fundraising income and expense was added to line 8 with the correct numbers of income $97,255 and expense $27,419. There were no contributions included in income, so line 1c changed to zero. Box 2 was changed to more accurately define the income and rebates of $3,347 was added to Box 11. Total revenue on Line 12 decreased by the fundraising expense of $27,419. Part IX: Items were reclassified to better reflect activity. Total functional expenses decreased by the fundraising expense above by $27,419. Part X: The revenue on line 1 and the expenses on line 2 were changed to agree to part VIII and IX. Schedule L was removed as there were no excess benefit transactions with interested persons. Originally filed schedule has no explanation other than a reference to Form 13909 that the Board has not seen. Schedule O: Return as originally filed stated gave an incorrect governing body.”