McKenzie PTA

McKenzie Parent Teacher Association

About the PTA

The McKenzie PTA is an organization of moms, dads, and teachers that make great things happen at McKenzie School. Our Ice Cream Social, Fall Frenzy, biennial Benefit, Book Fair and the famous Variety Show are just a few of the fun events at McKenzie. The PTA is a wonderful way to meet people and enrich the lives of our children. The PTA selects and funds an annual school gift and underwrites most curriculum-related field trips and events throughout the school year. In many ways, the PTA helps to make McKenzie School a special place.

We hope that you will consider volunteering an become a part of this important organizations. Everyone is welcome. No matter how much time and/or talent you may have, we have a role for everyone! Let's Go McKenzie!

PTA Membership/Directory

This is an online listing of all the students in McKenzie School, including phone and address information as well as classroom information. Class lists and teacher/staff contact information is included as well.  PTA Membership dues ($25) are collected at the beginning of the school year which includes access to the online directory via computer or smartphone. Paper copies can be ordered for a $5 fee (limit one copy per family).

The directory may not be used for any activity unrelated to the school.

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Bylaws, Budget, Forms and Policies

Bylaws, Policies, and Forms 

PTA Budget, Procedures, and Forms 

Order Forms 

Field Trip Forms 

    • Coming soon
    • Coming soon

Faculty/Staff

PTA Financial Procedures and Forms

QUESTIONS?

Please email:

Financial Procedures 2019-2020

FORMS

Hard copies of forms listed below can be found in the PTA file in the main office.

PURCHASES

The Reimbursement Request Form must be completed for the following (click on the link for paper or below for electronic):

  • Reimbursements for purchases made
  • Check requests to be sent directly to vendors

This form must be submitted with receipts and/or invoices. Completed forms may be placed in the Treasury mailbox located in the main office. IMPORTANT!  The PTA does not reimburse the sales tax. When making purchases for the PTA, please present the Tax Exempt Letter to the store/vendor at the point of sale. Copies of this letter can be found here or in the PTA mailbox at school. (Note: Office Depot has its tax-exempt number.  Contact Treasurer for details).

Reimbursement / Check Request Form

  • DatePTA CommitteeGrade Level(s)Name of Items/EventsAmount (less tax)Full Payment (or deposit) 
  • Important! The check will be emailed to the recipient. Please enter the email of the person or vendor receiving the check above. If recipient does not accept e-checks, enter your email address then print and snail mail to the recipient.
  • Please include the email address of your Committee Chair or Principal (if this is a staff reimbursement).
  • Take a picture of the receipt and upload it here.
    Drop files here or

CASH BOXES

If you require a cash box for your event, please complete a Cash Box Request Form. This form should be completed and returned to the Treasurer’s mailbox 5 days before the event. The Treasury mailbox is located in the main office of the school. The Treasurer, Megan Virtanen, will contact you when the cash box is ready to be picked up. If you are unsure of the dollar amount needed for the cash box, please contact the Treasurer or the person who handled the event the year prior.

DEPOSITS

When ready to submit a deposit, please complete a Deposit Form. Once the funds have been counted and the deposit form has been completed, please contact Assistant Treasurer, Christi Harrison, at treasurer-elect@mckenziepta.com. Check deposits may be placed in the Treasury lockbox located in the main office. All cash deposits must be coordinated directly with the Asst. Treasurer. Cash deposits greater than $250 will need to be recounted, in person, by the Assistant Treasurer at the time of delivery. Please allow time for this.

Check deposits must be submitted to the Asst. Treasurer within 10 days of collection.  Cash deposits must be made within 2 days of an event. If you are collecting money over a longer period of time, please make MULTIPLE deposits. (All June 2020  deposits are due by 6/5/2020).

For event-related deposits, the Assistant Treasurer will contact the appropriate committee chair at least one week prior to the event to coordinate the collection/deposit. No money is to be left unattended.

REQUEST FOR BUDGET INCREASE Contact the Treasurer to discuss the proposed budget increase.  Please complete the Budget Increase Form 20 days prior to a PTA Executive Board meeting or the request must wait until the following month.   A copy of the request should be submitted to both the Treasurer and the President. QUESTIONS Contact email PTA Treasurer, Megan Virtanen, at ptatreasurer@mckenziepta.com or PTA Assistant Treasurer, Christi Harrison, at treasurer-elect@mckenziepta.com.

2019-2020 Forms