Page 18 - The EDGE BTS 2024
P. 18

PTOS AND BOOSTERS

        BY DON HARRIS
                                                            Dale Ponder  Priscilla Ruiz  Karin Smith
        Booster Clubs, PTOs Play an Important Role

        in School Finances



        Leveraging support, including financial, from local  recognizing them, Ponder recalled an incident
        booster clubs and parent-teacher organizations can  when a PTO member got involved in questionable
        be extremely beneficial to school districts, but there  financial withdrawals.
        are laws and guidelines that must be followed.
                                                                “You want to be sure that the resources are going
        In a breakout  session  at  the  AASBO  Summer  for the stated purpose,” Ponder said.
        Conference and Expo, the do’s, don’ts and benefits
        were spelled out by Dale Ponder, Crane Elementary  Crane Elementary put together a manual for
        School  District  in Yuma:  Priscilla  Ruiz,  Phoenix  Booster  Clubs  and  PTOs  that  includes  defining
        Union High School District, and Karin Smith,  various parent support  groups, fundraising, joint
        HeinfeldMeech.                                          fundraising, raffles and games of chance and silent
                                                                auctions.
        Under the gift clause of the Arizona Constitution,
        school districts are prohibited from becoming a  Crane also has guidelines for operations and
        shareholder or joint owner of a corporation, except  financial  responsibility,  including  the  training
        as otherwise authorized by law.  Absent express  for staff members  and student involvement.  In
        statutory authority, a school district does not  addition, Crane requires annual an application by
        have the power to create a PTO or Booster Club.  support organizations, Governing Board approval,
        Likewise, Smith explained, there is no statutory  contact information for officers, and an assortment
        authority for a school district to create or operate a  of banking and tax information.
        PTO or Booster Club.
                                                                Ruiz spelled out the process at Phoenix Union High
        “So, consider what a school cannot do, or has  School District, which provides guidelines for
        limitations in doing when it comes to Booster  operation  and  financial  responsibility  of  support
        Clubs and PTOs,” Smith said.                            organizations  and  specifies  that  each  Booster/
                                                                Parent  Support  Organization  is  a  separate  legal
        It is important to formally recognize specific booster  entity. Phoenix Union obtains the tax ID number
        clubs to prevent any other group from claiming  from the IRS, and establishes a bank account that
        that status, according to Smith. Furthermore, acts  requires two signatures on all checks.
        committed by or against a PTO, booster or their
        members are generally excluded from liability  Ruiz emphasized that PUHSD or schools “cannot
        coverage, but Smith noted that the Trust does offer  be used in the title on the bank account nor the
        coverage via an endorsement.                            district Tax ID.”


        To emphasize the importance of thoroughly  When it comes to requirements and limitations, an
        researching an organization before formally  Attorney General’s opinion is clear that students



                                                                                             |
        18                                                                      THE EDGE   BACK TO SCHOOL 2024
   13   14   15   16   17   18   19   20   21   22   23