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Year End 31st August 2017 Year 9 kinnairdpta [email protected] 01324 503 370 @kinnairdpspta ESTB 18 Jan 2008 Thistle Point app Launched 11 Jan 2017 Treasurer’s Report Elizabeth Baba-Yemi Treasurer, 10 th October 2013 - 31 st August 2017 Raise Funds. Develop Links. Provide Events.

Transcript of Develop Links Provide Events Raise Funds. Treasurer’s Report › _documents ›...

Year End 31st August 2017 Year 9

kinnairdpta [email protected]

01324

503 370 @kinnairdpspta ESTB 18 Jan 2008

Thistle Point app

Launched 11 Jan 2017

Treasurer’s Report Elizabeth Baba-Yemi Treasurer, 10th October 2013 - 31st August 2017

Raise Funds. Develop Links. Provide Events.

Table of Contents

Kinnaird PTA Year End 31st August 2017 Treasurer’s Report

Contents

Year in Review - 2016-17, Year 9 ________________________________________________ 1

Auditor’s Comments, Paul McKeever CA __________________________________________ 2

Fundraising Events 2016-17 ____________________________________________________ 3

Benefit to Kinnaird Pupils = £11,471.62 ___________________________________________ 4

Snapshot – Year End Summary _________________________________________________ 6

9 Year Summary _____________________________________________________________ 7

Treasurers & Auditors for the past 9 Years _________________________________________ 8

Connect, Communicate, Collaborate - Milestones ___________________________________ 9

Acknowledgements __________________________________________________________ 10

Kinnaird PTA Contact Information ________________________________________________ 2

Kinnaird PTA, Contributors 2016-17 ______________________________________________ 3

Kinnaird PTA: Aims Objectives met in 2016-17 _____________________________________ 5

Pg. 01

Year in Review - 2016-17, Year 9

Kinnaird PTA Year End 31st August 2017 Treasurer’s Report

Year in Review - 2016-17, Year 9

Financial Highlights

• I am delighted to announce that in the Academic Year 2016-17, Kinnaird PTA raised a

fantastic £14,737.73 Gross Income from Fundraising Events, plus Other Income of

£271.85 gives an overall Income of £15,009.58.

• The total benefit to Kinnaird Pupils is £11,471.62. The highest amount spent so far!

• Over the past 9 years, the Total Gross amount raised stands @ £114,525 and Kinnaird

Pupils have benefited a total amount of £68.876 to date.

Operating Highlights

• The Kinnaird PTA app called ‘The Thistle Point app’ was launched on Wednesday 11th

January 2017, it revolutionized the way we fundraise. Fraser Graham, now in P7; came

up with the ‘Winning Name’ in November 2016. Kinnaird PTA has been able to Connect,

Communicate & Collaborate with Parents/Carers like never before.

• The Launch featured in The Falkirk Herald on Thursday 19th January 2017 titled ‘Digital

Innovation is the ‘app’ of school’s eye.'

• App is powered via PTA School apps. We had over 200 downloads in 24hrs of launch.

There are 653 downloads to date &10,000+ sessions. App is sponsored by Enjoy-a-Ball.

Looking Ahead

After 4 productive and enjoyable years, it is time to pass on the ‘Finance Baton’ just as I

received it from Julie Johnstone in Oct 2013 (Treasurer from Aug 2009- Aug 2013). And

likewise, from Jennifer Henderson (2007 -2009) our first Treasurer. It has been an honor and

privilege to serve and contribute this way; working with 3 PTA Chair(s) Martin Lynagh (2013-

14), Sarah Gallacher (2014-15) & Catriona Jeffrey (2015-2017).

The ‘face’ of fundraising is changing & with the PTA adapting & embracing these changes, it

will continue to serve the needs of Kinnaird Pupils now and leave a legacy for generations to

come and an indelible mark that cannot be erased as Kinnaird celebrates 10 years!

Elizabeth Baba-Yemi

Kinnaird PTA, Treasurer. 10th October 2013 - 31st August 2017

The Thistle Point App

Launched 11 Jan 2017

Kinnaird PTA Info.

Events.

Notifications

Volunteer Sign Up.

Book & Pay for Tickets.

Donate &

Thistle Draw Tickets and more.

Pg. 02

Auditor’s Comments, Paul McKeever CA

Kinnaird PTA Year End 31st August 2017 Treasurer’s Report

Auditor’s Comments, Paul McKeever CA The Financial Statements 2016 -17 were audited by Paul McKeever (CA), and was signed on Friday 1st September 2017. The Year End Bank Balance stands @ £3,697.85 on Thursday 31st August 2017 fully confirmed on the RBS August 2017 Bank Statement. The information presented here is a summary, the full Financials are detailed in the Audit

packs and files with documentary evidences presented to the Auditor. Plus, a separate

folder for the previous year end Financial Statement(s) and Treasurer Report(s).

Thank you to Paul McKeever, a parent at Kinnaird. He has audited accounts for the past 7

years. This is his last Audit of the Kinnaird PTA Accounts.

Pg. 03

Fundraising Events 2016-17

Kinnaird PTA Year End 31st August 2017 Treasurer’s Report

Fundraising Events 2016-17

• There were 8 planned events. One was free, Helpers Evening and another was

cancelled due to lack of sellers for a Community Car Boot Sale.

• So, 6 Fundraising Events took place in 2016-17 which raised a gross total of

£14,737.73 less expenditure of £5,111.59 gives a net amount of £9,626.14 as the table

below shows.

• The increased amount raised is due to the increased roll in

P1& P2s last year (2015-16) and the previous year (2014 -15).

School Roll: 2014-15 = 588.

School Roll: 2015-16 = 624.

School Roll: 2016-17 = 727. (Snapshot figures at SPTC* Annual Insurance Renewal).

*SPTC = Scottish Parents Teacher Council.

Pg. 04

Benefit to Kinnaird Pupils = £11,471.62

Kinnaird PTA Year End 31st August 2017 Treasurer’s Report

Benefit to Kinnaird Pupils = £11,471.62

Kinnaird pupils benefited the value of £11,471.62 in the Academic Year 2016-17.

The Benefit Statement was posted on The Thistle Point on Thursday 22nd June 2017 to notify

parents/carers about what the PTA had spent in 2016-17 from Fundraising Events.

These the breakdown of the £11,471.62 by:

• Nursery = £173.88

• Primary = £4,641.70

• Thistle Wing = £738.00

• The Whole School = £5,918.04 which gives a grand total of £11,471.62

Pg. 05

Benefit to Kinnaird Pupils = £11,471.62

Kinnaird PTA Year End 31st August 2017 Treasurer’s Report

Pg. 06

Snapshot – Year End Summary

Kinnaird PTA Year End 31st August 2017 Treasurer’s Report

Snapshot – Year End Summary

Pg. 07

9 Year Summary

Kinnaird PTA Year End 31st August 2017 Treasurer’s Report

9 Year Summary

Pg. 08

Treasurers & Auditors for the past 9 Years

Kinnaird PTA Year End 31st August 2017 Treasurer’s Report

Treasurers & Auditors for the past 9 Years

Pg. 09 Connect, Communicate, Collaborate -

Milestones

Kinnaird PTA Year End 31st August 2017 Treasurer’s Report

Connect, Communicate, Collaborate - Milestones

• The Thistle Point app was launched on Wed 11th January 2017.

• Kinnaird Pupils were involved in naming the app in November 2016, Winning name

was by Fraser Graham, now in Primary 7.

• App available 24hrs in anytime zone across the world.

• Kinnaird PTA Bank Accounts was launched online in July 2015.

• Fixed Assets Register created in October 2016.

• Online payments and pay in Registers set up in Sept 2016.

• App idea was birthed on Saturday 22nd Oct 2016.

• ‘Go ahead’ to develop the app concept given by Headteacher on Monday 24th Oct ‘16

• App Application was submitted on Wed 16th November 2016

• Integration of payment services via the app available from May 2017.

• Online Donations page set up for Kinnaird PTA in June 2017, so far 2 local businesses

have donated online.

• Online Volunteer Sign Up Link for Helpers created in January 2017.

• Event Tickets: Tickets online or via the app created in January 2017

• PTA Finance: Half Year update sent to Parents via app in March 2017.

• Ongoing robust Finance Systems of recording transactions.

• Ongoing excellent links with local Businesses.

• Relaunch of The Club 200, now known as The Thistle Draw on Mon 10th April 2017.

• Dawn Averley & Evie Hurry sold Thistle Draw Tickets at the Summer Fayre, 20

Tickets were sold, one grandparent also bought a Ticket for ‘Kinnaird Primary School.

• End of the Year Summary on amount spent on Kinnaird Pupils was sent to

Parents/Carers via app on Thursday 22nd June 2017.

Pg. 10

Acknowledgements

Kinnaird PTA Year End 31st August 2017 Treasurer’s Report

Acknowledgements

Leadership and Kinnaird Staff

• Thanks to our headteacher, Miss Linda McAlpine for her invaluable support and

leadership.

• A warm welcome to our new depute head, Mrs. Laura Swan and Nursery head, Mrs.

Christine Clark.

• Goodbye & best wishes to Mrs. J. Paterson and her family going to Australia in

September.

Our appreciation also to:

o Mrs. M. Darling, Mrs. G. Douglas, Mrs. J. Paterson, Mrs. T. Ford & all Staff.

o Thank you to Mrs. G. Douglas for helping us with all our prints.

o Mr. Andy Denholm for his superb help with the connectivity of school iPads for

the app Launch and PTA Events.

o KPS Office Staff: Mrs. Hendrie, Mrs. Morrison and Mrs. Louden for their

enthusiasm to help and support the PTA always.

o Mr. Jonny McCulloch & Mr. Billy Hoehle for their contribution prior to and post

PTA events.

Parents/Carers

• Thank you to all Parents/Carers, Grandparents for your help, support and donations.

• A big ‘Thank You’ to all our Helpers year in, year out. The PTA Team appreciates you!

• Thanks to Derek Williamson, a grandparent @ Kinnaird, who gave up his time to knock on doors

around the neighborhood for our Bottle Stall for the Summer Fayre.

Kinnaird PTA, Committee 2016-17

• Thanks to our current Chair, Catriona Jeffrey, (Sept 2015 - present) for leading a pioneering

team.

• And a massive thanks to the PTA Team 2016-17 for their time, dedication & commitment;

Debbie Hurry (Vice Chair), Joanne Aikman (Minute Secretary),

Jaki Robinson (Secretary), Julie Johnstone, Christine McGillivray & Clare Brown.

Kinnaird Parent Council, Chair

• Lorraine Blair, Kinnaird Parent Council Chair, Sept 2015- present for her support of the

PTA always during and after events.

Headteacher

Depute Head

Teachers

Nonteaching Staff

Pupils

Kinnaird PTA

Kinnaird PC

Ex-Offios

Parents

Carers

Grandparents

Helpers

Local Businesses

Auditor

PTA Schools App

App Sponsor

Friends of Kinnaird

Local Businesses

RBS Stenhousemuir

Pg. 11

Acknowledgements

Kinnaird PTA Year End 31st August 2017 Treasurer’s Report

Ex-Officios

• We acknowledge previous PTA Chair(s) for their contribution & service in paving the way

and setting the pace. Dave Ferguson (2007-09), Lynsey Forsyth (2009-11), Lynne

Miller (2011-13), Martin Lynagh (2013-14) & Sarah Gallacher (2014-15).

• Thanks to the ex- committee members for their contribution this year: Lynne Miller: for

running the Pop Corn stalls at the Festive and Summer Fayres. Martin Lynagh: for

organizing the Festive Fayre vendors. Julie Johnstone: for organizing and coordinating

the Games Zone and sorting P7 helpers at Fayre(s) and Lynsey Forsyth: for running

the Bottle Stall at the Summer Fayre.

SPTC

Scottish Parent Teacher Council, Kinnaird PTA has been a member of this significant body

since its inception in 2008. We thank them for their specialist advise and support always.

Auditor, Paul McKeever CA

• Thank you to Paul McKeever for auditing Kinnaird PTA Accounts for the past 7 years.

Enjoy-a-Ball

• Special Thanks to our app sponsor, Enjoy-a-Ball.

Local Businesses

• Thanks to all the local business who have supported us by donating Raffle Prizes at our

Summer & Festive Fayres.

RBS Bank Staff, Stenhousemuir

• Thank you to the following RBS staff at Stenhousemuir for their professionalism and

excellent Customer Service especially prior and after PTA Events.

o Lia Fairley (a parent

Kinnaird)

o Lynne Miller

o Kelly Lamming (a parent

@ Kinnaird)

o Lauran Penman

• Thank You card & a gift was given to staff on Fri 14th July 2017 (not out of PTA Funds).

• The branch will close finally on Thursday 5th October so we wish the staff all the best.

Finally, we all together make Kinnaird what its today and will be part of the history. Thank you so

much to all our helpers, together we are making impact @ Kinnaird!

Pg. 02

Kinnaird PTA Contact Information

Kinnaird PTA Year End 31st August 2017 Treasurer’s Report

Kinnaird PTA Contact Information

email: [email protected]

You can also keep up to date with PTA News on the following

platforms:

1. Kinnaird PTA app is called ‘The Thistle Point app’.

2. Facebook: www.facebook.com/kinnairdpta

3. Twitter: @kinnairdPSPTA

The PTA app is free to download and provides up to date information about the work of the PTA and forthcoming events.

‘PTA Info. Events. Notifications. Volunteer Sign Up. Book & Pay for Tickets. Donate. Thistle Draw Tickets & more’.

It can be downloaded from the App store (IOS devices) https://itunes.apple.com/us/app/kinnaird-primary-school- pta/id1181549136?ls=1&mt=8

or Play Store (Android devices): https://play.google.com/store/apps/details?id=com.app_kpspta.layout

Pg. 03

Kinnaird PTA, Contributors 2016-17

Kinnaird PTA Year End 31st August 2017 Treasurer’s Report

Kinnaird PTA, Contributors 2016-17 Year End 31st August 2017 Year 9

Kinnaird Primary

School

McIntyre Avenue,

Larbert. Scotland.

FK5 4TQ

Tel: 01324 503370 email: [email protected]

Headteacher: Miss Linda McAlpine Thistle Wing: Mrs. Mhairi Darling

Nursery: Mrs. Robertson. Kinnaird PTA, Committee 2016-17 ❖ Chair: Catriona Jeffrey ❖ Vice Chair: Debbie Hurry ❖ Secretary: Jaki Robinson ❖ Minute Secretary: Joanne Aikman ❖ Treasurer: Elizabeth Baba-Yemi ❖ Member: Julie Johnstone ❖ Member: Christine McGillivray ❖ Member: Claire Brown

• SPTC: Scottish Parent Teacher Council. Member since 2008.

Membership Certificate runs from 1st August 2017 – 31st July 2018.

Mansfield Triquark Centre, 15 Mansfield Place Edinburgh, EH3 6BB

Telephone 0131 474 6199 Website http://www.sptc.info/ Twitter @parents_sptc Facebook: Scottish Parent Teacher Council

Company No: SC151086 Charity No: SC019168

• Insurance: Annual Insurance runs from 1st August 2017 to 31st

July 2018. Via Membership of SPTC, provided by Liberty Mutual

Insurance.

Pg. 04

Kinnaird PTA, Contributors 2016-17

Kinnaird PTA Year End 31st August 2017 Treasurer’s Report

• Bank: RBS Stenhousemuir. Banked with RBS since 01 Nov 2008.

Branch will close finally on Thursday 5th October 2017. The nearest

RBS branch is Falkirk.

• Falkirk Council: (Licensing Board) Permit No SL220.Registration Fee of

£40.00 and £20.00 Annual Fee thereafter. Qtly Returns in Mar, June, Sep & Dec.

• Payment Platform: Stripe Inc. Transaction fee of 1.4% plus £0.20p

• Ticket Platform: Ticket Tailor for Tickets. Set up Jan 2017 (Free)

• Volunteer Sign up: Helpers Online Sign Up Register. Set Up Jan ‘17 (Free)

• Easyfundraising: ‘Free’ online donations on online purchases.

• Gmail: Free – Set Up Nov 2016

• app: PTA Schools app. (Free due to sponsorship)

• app Sponsor: Enjoy-a-Ball.

• Local Businesses: in Falkirk.

• Sponsor of Raffle Prizes @ Summer & Festive Fayres.

• Auditor: Paul McKeever (CA) 31st August 2010 - 31st August 2017

• Treasurer: Elizabeth Baba-Yemi 10th October 2013 - 31st August 2017