2024-11-14T10:44:25-05:00 2024-06-30 873786890 Shah & Associates CPA PLLC 310 Raleigh St Holly Springs NC 27540 990 2023-07-01 812263060 OAKVIEW ELEMENTARY PTA OAKV 11500 HOLLY SPRINGS NEW HILL RD APEX NC 27539 EMILY A STRAUSSER TREASURER 2153754695 2024-10-31 true true Jigna Shah CPA P00578326 9193461011 2024-11-14 2023 2024-10-15 13:58:12Z 223577 false X X 2016 NC TO PROMOTE THE WELFARE OF CHILDREN IN HOME, SCHOOL, PLACES OF WORSHIP AND THROUGHOUT THE COMMUNITY. TO ADOVCATE THE LAWS THAT FURTHER EDUCATION, PHYSICAL & MENTAL HEALTH, WELFARE AND SAFETY OF CHILDREN. TO PROMOTE THE ENGAGEMENT OF FAMILIES AND EDUCATORS IN THE EDUCATION OF STUDY 289 288 0 289 0 0 26197 187596 0 980 214773 6750 0 0 0 1435 160727 167477 47296 75016 122312 0 75016 122312 X TO PROMOTE THE WELFARE OF CHILDREN IN HOME, SCHOOL, PLACES OF WORSHIP AND THROUGHOUT THE COMMUNITY. TO ADOVCATE THE LAWS THAT FURTHER EDUCATION, PHYSICAL & MENTAL HEALTH, WELFARE AND SAFETY OF CHILDREN. TO PROMOTE THE ENGAGEMENT OF FAMILIES AND EDUCATORS IN THE EDUCATION OF STUDY true false 59241 61384 THE SCHOOL PTA HAS SPRING BOOSTER FUNDRAISING EVENT TO RAISEFUNDS FOR OUTDOOR CLASSROOM. 38579 95917 ONE OF THE LARGE ANNUAL FUNDRAISERS IS BOOSTERTHON ORGANIZEBY OAKVIEW ELEMENTARY SCHOOL PTA. THE PURPOSE OF THE EVENTWAS TO RAISE FUND TO UPGRADE SCHOOL TECHNOLOGY EQUIPMENT. 7722 10360 BOOK FAIR - FALL & SPRING. - THE PURPOSE OF THE EVENT IS TO ENCOURGE STUDENTS IN READING AND RAISE FUND TO PURCHASE NEW BOOKS AND MATERIALS FOR THE LIBRARY. 53144 6750 29635 STATE & COUNTY MEMBERSHIP DUES - $1,983STUDENT ENRICHMENT PROGRAM - $8,650OTHER STUDENT PROGRAMS - $3,726STAFF, TEACHERS & VOLUNTEERSHOSPITALITY & SUPPORT EXPENSES $10,116SCHOOL SUPPORT EXPENSES $5,845TECHNOLOGY EXPENSES $19,554OFFICE EXPENSE $641INSURANCE $310OTHER SCHOOL & TEACHER EXP $2,319 7356 18539 OAKVIEW ELEMENTARY SCHOOL PTA ORGANIZES FALL FESTIVAL YEARWHERE FAMILIES GET TOGETHER TO CONNECT AND SOCIALIZE. THEEVENT IS SUPPORTED BY PARENTS AND SCHOOL. 60500 6750 48174 166042 true false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false true 0 0 0 false false false false false false false false false false false false false false false false false X 289 288 true false false false true true true true false false false true true true true false true false false false X EMILY A STRAUSSER 2153754695 11500 HOLLY SPRINGS NEW HILL RD APEX NC 27539 X AMANDA LORD VICE PRESIDENT 0.00 0.00 X 0 0 0 CHRISTIAN TOBON VP OF STUDENT ACTIVITIES 0.00 0.00 X 0 0 0 EMILY STRAUSSER SECRETARY 0.00 0.00 X 0 0 0 KIM WORDEN PRESIDENT 0.00 0.00 X 0 0 0 MARITZA TOBON TREASURER 0.00 0.00 X 0 0 0 0 0 0 0 false false false 2335 23862 26197 BOOK FAIR 900099 10360 10360 WINTER HOLIDAY WORSHOP 900099 1185 1185 BOOSTERTHON 900099 95917 95917 FALL & SPRING FEST 900099 18538 18538 OUTDOOR CLASSROOM PROG 900099 61384 61384 212 212 187596 23862 7745 8804 -1059 -1059 OTHER REVENUE 900099 2039 2039 2039 214773 188576 0 0 X 6750 6750 1983 1983 641 641 19554 19554 310 310 FUNDRAISING EVENTS EXPENSES 1435 1435 ENRICHMENT PROGRAM 8650 8650 STUDENT SUPPORT PROGRAMS 57384 57384 OUTDOOR CLASSROOM PROGRAM EX 59242 59242 11528 11528 167477 166042 0 1435 75016 122312 75016 122312 0 0 X 75016 122312 75016 122312 75016 122312 47296 0 X false false false X 1414 579 1140 1303 28238 32674 22614 34009 36421 175765 195340 464149 24028 34588 37561 177068 223578 496823 496823 24028 34588 37561 177068 223578 496823 1.00000 1.00000 0.00000 0.00000 X SPONSORSHIP 12542 12542 SPIRIT ROCKS 2312 2312 2 9008 9008 23862 23862 23862 Officer directors etc family relationship Part VI line 2 MARITZA TOBAN, THE TRASURER IS SPOUSE OF CHRISTIAN TOBON, VP OF STUDENT ACTIVITIES Members or stockholder classes and rights Part VI line 6 THE ONLY ELECTED OFFICERS OF THIS OAKVIEW ELEMENTARY PTA CAN BE APRESIDENT, ONE OR MORE VICE PRESIDENT(S), A SECRETARY, AND A TREASURER. NO PTAMEMBER SHALL SERVE IN MORE THAN ONE ELECTED POSITION AT A TIME.EVERY INDIVIDUAL WHO IS A MEMBER OF THIS LOCAL NCPTA UNIT IS ALSO AMEMBER OF NATIONAL PTA AND NCPTA AND IS ENTITLED TO ALL BENEFITS OF SUCHMEMBERSHIPS. Member election for additional members Part VI line 7a IT IS HIGHLY RECOMMENDED THAT OFFICERS WHO WILL SERVE FOR THE COMING FISCALYEAR BE ELECTED AT THE LAST GENERAL MEMBERSHIP MEETING OF THE CURRENTFISCAL YEAR. THESE OFFICERS WILL ASSUME OFFICE ON JULY 1ST AND SERVE UNTIL THEFOLLOWING JUNE 30TH.THE NOMINATING COMMITTEE SHALL NOMINATE A SLATE OF ELIGIBLE CANDIDATES FORELECTION AS OFFICERS OF THIS PTA.THE NOMINATING COMMITTEE SHALL BE COMPRISED OF AN ODD NUMBER AND NO FEWER THAN THREE MEMBERS; AT LEAST TWO OF THE COMMITTEE MEMBERS SHALL BEBOARD MEMBERS AND AT LEAST ONE COMMITTEE MEMBER SHALL BE A MEMBER OF PTA UNIT WHO DOES NOT SERVE ON THE BOARD.NEITHER THE PRESIDENT NOR THE PRINCIPAL SHALL BE A MEMBER OF THE NOMINATING COMMITTEE. Governing body decisions Part VI line 7b GORVERNING BODY DECISIONS ARE SUBJECT TO MEMBER APPROVAL AT THE GENERAL MEMBERSHIP MEETING. SUCH AS, THE OFFICERS SHALL PREPARE A PROPOSED ANNUALBUDGET WHICH, FOLLOWING APPROVAL BY THE BOARD, SHALL BE CONSIDERED AND ADOPTEDAT OR BEFORE THE FIRST GENERAL MEMBERSHIP MEETING OF THE FISCAL YEAR.TO GOVERN ITS AFFAIRS, THE GENERAL MEMBERSHIP OF THE PTA UNIT HAS ADOPTED THESE UNIFORM BYLAWS BY AN AFFIRMATIVE VOTE OF A MAJORITY OF THE MEMBERS PRESENT AND VOTING AT A MEETING WHEREIN A QUORUM IS PRESENT, WITH NOTICE OF SUCH PROPOSED VOTE HAVING BEEN GIVEN AT LEAST TEN (10) DAYS IN ADVANCE OF SUCH MEETING. Committee meeting documentation Part VI line 8b MINUTES ARE TAKEN DURING GENERAL MEMBERSHIP MEETINGS. THE SECRETARY RECORDS THE MINUTES OF ALL MEETINGS OF THE GENERAL MEMBERSHIP AND THE BOARD OF DIRECTORS AND PERFORM SUCH OTHER DELEGATED DUTIES AS MAY BE ASSIGNED BY THE BOARD OF DIRECTORS, AND MAINTAIN A FILE OF IMPORTANT DOCUMENTS RELATED TO THAT LOCAL NCPTA UNIT, INCLUDINGBUT NOT LIMITED TO:A. A COPY OF THE SIGNED LOCAL NCPTA UNIT UNIFORM BYLAWS FIRST ADOPTED BY THIS LOCAL NCPTA UNIT,B. THE CURRENT STANDING RULES OF THIS LOCAL NCPTA UNIT, IF STANDING RULES HAVE BEEN ADOPTED BY THE BOARD;C. MINUTES OF PAST MEETINGS OF THE GENERAL MEMBERSHIP AND BOARD OF DIRECTORS;D. A CURRENT ROSTER OF BOARD AND COMMITTEE MEMBERS;E. LEGAL DOCUMENTS, INCLUDING INSURANCE POLICIES AND CONTRACTS;F. ANNUAL TAX RETURNS;G. AUDIT REPORTS. Form 990 governing body review Part VI line 11 THE ANNUAL TAX RETURN IS PREPRAED BY CERTIFIED PUBLIC ACCOUNTANT AND PROVIDED TO THE PTA BOARD MEMBERS TO REVIEW AND APPROVE. Conflict of interest policy compliance Part VI line 12c THE PTA UNIT HAS WRITTEN POLICY FOR CONFLICT OF INTEREST IN ITS BY-LAWS.BOARD MEMBERS/OFFICERS SHALL AGREE TO ABIDE BY AND SIGN THE CONFLICT OF INTEREST AGREEMENT AND THE CODE OF ETHICS. Governing documents etc available to public Part VI line 19 ALL THE FINANCIAL RECORDS AND TAX RETURNS ARE AVALIABLE TO PUBLIC/PTA MEMBERS UPON REQUEST. Significant program services not listed on prior year return Part III line 2 THE SIGNIFICANT PROGRAM NOT LISTED ON PRIOR YEARS RETURN IS THE OUTDOOR CLASSROOM. THE SCHOOL PTA HAS SPRING BOOSTER EVENT TO RAISE FUNDS TO PRMOTE AND BUILD OUTDOOR CLASSROOMS. List of other expenses Part IX line 24e OTHER EXENSES - PART IX LINE 24E:TEACHER AND STAFF HOSPITALITY $3,366SCHOOL IMPROVEMENT & OTHER SUPPORT $8,162-----------------------------------------TOTAL OTHER EXPENSES $11,528=========================================