PllO St. Bernadette School

Tracey Pilone, President; N{andy N{o1inari, Yice President; Laurie Altdorfler,Treasurer; Becky Garcia, Ways and Means; Yvonne Horner, Secretary

'W-eb: \4'r,vlv. stbernpar.org/pzLrent-teacher-organization /pto-in troduction

Date: March t3,2t-12

To A11 St. Bernadette School Parents:

Heilo everyone! We'r,e been busy rvorking on getting things geared up for next year and our meetingon the zoth. I'11 do my best to gir.e you the highlights here, but please rer,'ier.,l, the attached docttmentsand attend the meeting on the zo'f if possibie.

Attached are the minutes from our Februai"y Execi.rtive Board L4eeting as well as the February budgetreport.'lhat meeting consisted mainly of debrlefing lrom Cathoiic Schools rveek and beginningpreparation fbr tire 2O12-2O19 budget, as lvel1 as responding to questions frorn the general niembershipmeeting in January.

We have a fu11 agenda fbr the meeting on March ZAt\ at ?:3O. \4,'e *'i11 be treated to a perlonnance bythe Cardinal Cl-roir, present and discuss tlie proposed 2012-2013 budget, address the cafbteria changesfor next year, and nominate olEcers lor next year to the board (both fiom the floor and from me). Aswith our last general rnernbership meeting, If you uauld liLe to be addcd to the agend.a for therneeting on the 2O't', please email Yr.or:ne Holner {yvor.rneh(@cos.net) at ieast 4,8 }rours prior to themeeting. She u'iil gladly add you to the ager"rda, aloflg v,'ith the topic yoLr u,ish to disr:uss. Each addedtopic rvould have 2 minutes to present, lollowed by a {ive-ninute discussion. 1Ve v,iil put the ful1agenda together and email it out on t\{onday ihe 19th trelbre the meetin;;.

Please rer.ielv the proposed budget attached. In addition to discussions on the 2oth, if yor-r would like toemail Yvonne ()'r,onneh@cox.net) comments, rve ra'ill be happS' to communicate them at the meeting.The budget ,,r.i11 not be voted or: until oLrr membership meeting in NIay. Preparation of this budget wasa team e1{ort, and I rvould like to thank ail the rnernbers of the Finarrce Cornmittee: Laurie Altdorfer,Becky Garcia, Trish Beeks, trnily Weyricir, Erin Moore, and L{ary Fedorochho tbr their time airdpatience *,orking through eyery single linel

Also at the general rnembersl'rip meeting, I }rave the privilege of nominating several board members to asecold term next year. Olcourse, 1 .e do have some positions to fill, including Secretary attd Treasure:'.\Yhiie rve har.e budgeted for the bookkeeper to continne next year, the duties have been leduced, and ifyou are qualified to take on both the Treasurer and bookkeeper responsibilities, I encottrage you toconsider it! \4/e r,vill be recmiting over the next couple oft'eeirs to fi1l these roles, trut if you areinterested in serving rvith us, piease let me knor,. Laurie ard Yr.onne have both done a steilar job thisyear and u,e all appreciate their servicel

lAre har.e had mauy constructive responses to the survey thus far, but ifyou have not yet responded,please take a ferr. minutes to let us know your thoughts (http'l/tinl,ur1.com/W). \\re i.r'i11

b,e r.rsing your thoughts to help us plan for next year. 1Me will send out the results shortly, along u'ithsome responses to questions that u'ere asked in the comments.

Finally, I'm thriiled to announce the final numbers for both the auction and Barnes and Nobie night.The auction raised a total of918,o19 for the school for technology and other educational silpportnraterials, ar-rd Barnes and Noble nighi raised $1,483. Thank you so much Ibr )rour support! \Ye will besure to let everyone knorv r.vhen tl're auction funds are dispersed to the school later this year O.

As a}rl'ays, ilyou have any feedbacir please fbel free to send me (trace.v@pilone.org) or Mandy(rnandyuberti@hotmail.com) ar: email. I trook lbrward to seeing everyone on March zo!

Sincerely,

Tracey PiionePresident

Saint Bernadette PTO Minutes

Wednesday, February 8,2012 5:30 PM

ln Attendance:

Mrs. Richard, Tracey Pilone, Sandy Barrick, Yvonne Horner, Becky Garcia, Mandy Molinari.

Opening Prayer

1) President's Report: Tracey Pilone

a) Auction went very well. No final number yet.b) Parent Survey: Discussion was held on potential survey questions. Survey will be done regarding

Auction Feedback, Volunteer Hours, Fundraisers, etc.c) Discussion on what format should be used for next year's volunteer sign-up process: online

and/or paper registration. This will need to be determined.

2't Vice President's Report: Mandy Molinaria) After Action Reports: Each Board and Committee member will complete an AAR, with job

responsibilities and timeline. Transition period when AAR is handed over to new PTO

Board/Committee Member. AAR's should be housed in the gym closet filing cabinet.b) Appreciation Party for Room Parents: Mandy offered to host, and Executive Board agreed to

provide food and beverages, for an Appreciation party for Room Parents and OperatingCommittee. Mandywill e-mail Executive Board with potential dates.

c) Labels for Education Contest will be held soon. Will meet with Mrs, Beeks to determineincentives.

d) Target and Giant - Will check on having reps here for New Parent meeting next year, so thatparents can sign up.

3) Secretary's Report: Yvonne Horner

a) Minutes from January Executive Board meeting and January General Membership meeting wereapproved.

b) Confirmed Upcoming PTO Board meeting dates: March 5, April 24, May L

c) Upcoming General Membership Meetings: March 20 and May 22d) Will check with Nutritionist/Author Kelly Dorfman as possible guest speaker tor May 22

4) Financial Report: Tracey Pilone

a) Financial Reports as of t/3U12 were distributed. Does not include February events: Barnes andNoble night and Auction.

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b) A question was raised at the last general membership meeting about the Scrip accounting. Afterconferring with the bookkeeper and parish office, Tracey will publish an answer formembership.

c) When all Auction expenses have been turned in, Emily will submit an Auction report to Board.Discussion was held on expensing comp tickets for teachers. Suggestion was made that theFood and Beverage expense for teachers be charged to Events and Hospitality: Approved byBoard.

d) Finance Commlttee: Consists of: Mrs. Beeks, Tracey Pilone, Laurie Altdorfer, Emily Weirich,Becky Garcia, Mary Federochko and Erin Moore. Laurie is finalizing dates and time forcommittee meeting. Need to have two meetings prior to March 6s Board meeting.

Vice Principal's Report: Mrs. Richard

Expressed appreciation from faculty for comp Auction tickets that were provided to the Teachers.

Ways and Means Report: Becky Garcia

a) Barnes and Nobles: 59700 in retail sales, but online orders and returns not completed yet. B&N

stated that St. B bookfair is their largest bookfair. This year was the largest dollar amount for

the Springfield B&N. Discussion was held as to whether Catholic Schools was a good week for it.

Funds that come in from Fall Book Fair go direct to school, B&N check comes to PTO. Budget

for next year will have B&N income listed separately.

b) Label Points: There is a catalog for ltems that can be purchased with points. Mandy willforward the catalog to Sandy, Sandy will solicit wish list from teachers.

c) Restaurant Spirit Nights: Will look into having more often next yeard) Austion: Committee is on board for next year. Committee will start planning next month. Will

need to have Mrs. Beeks set a date for the Auction so plans can begin.

Misc ltems:

a) Tables/Chairs: it was noticed during Auction set-up that some tables and chairs need to bereplaced. Mandy will ask Trish Buswell to submit an estirnate for tables/chairs that needreplacing, and we will review the budget to see what is available in "Events and Hospitality".

b) Discussion was held on the Current Budget, vs. money left over from last year. lt was noted thatonly if the current year expenses exceed current year income, only then would money earned inprevious year by utilized from PTO bank account. lt was noted that if income from current yearexceeds expenses at the end of this year, excess should be donated to the school for TechnologyFund.

Closing Prayer

Ended at 8:30 pm; Next meeting will be held on Tuesday, March 6th

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St- Bernadette PIOBudget Report - as of I I 31 I 12

Budget ActualItrcorEE

Fundralsers lucomeAuction

First $3,5oO of pwedsfird ga'l PTO erpem

Golf ToufiramentRace for Education

Flynn & O'HaraPoinsettia SaleEPI/School SuppliesRetailers ald RebatesNet Scrip IncomeIOTAL Flrdralsers Ittrcome

Luoch Progmm IncomeCash SalesIncome ftom Cards UsedMilk Sales and Subsidies

I.lUrAL Lunch Program Incooe

PfO DlresDIAL Accornt Ioterest {& checHag acetfChssroom E?eats trees

$5/ siuded pa*i6 e $5/ studant teader gifi

Cafctcria Eoaitoc Opt-Ont Soe*ffiscellareous laeoEe {ao sbow llaes, etcf

10,ooo 2,070

11,OOO 14,25440,000 10,75s

5,000 0l,ooo r,984

14,OO0 7,zffi3,000 8418,OO0 3,906

9iaAN 41,066

1O,OO0 7,A12120,000 65,85214,OO0 12,730

I44,OOO 861395

11,5{D 11,995L,2,OO A764 9OO dSO4

11,OOO 11,26d1o7a

E;KPEI{SES

Fundraisers ExpensesAuctlonRecipient of Auction ProceedsGolf Tournament Program ErpensesGolf Tournament Beneficiarl'Race for trducation Program ErpensesRace for Education Transfer to Technolog/ Fund

$5,oOO of RFE income furuJs go to bus acuunt belouPoinserLia SaleEPI/School SuppliesRetarler/ Rebate ErpenseScrip Expen* lremoved due req d acctg to repofr scriP only in net terms)

T()TAJ, Fundmisers Drp€nses

Budget Actual

1,500 5215,000 05,000 6,soosooo o7,500 999

27,500 34,088

750 l,2la12,000 2,411

150 27

64,400 #,769

Lulch Prpgraa &1rcaseeFood PurchasesKitchen Staff Salaries afld BenefitsMilk DrpensesKitchen lBprovementsOperatiag Fees and Materials?ofAL Lrach Program Erpeares

Operathg Comaittee kPerts€sEvents afld HospitalityGuest Speaker StipendOperating Committee Dues ald DonationsOperating Committee SuppliesBookkeeping Expense - 50o/o {all@tior dotre at ya erd}

?oTAL Operatirg Comnittee &penses

Sobool aad Stude[t progrars &pensesClassroom Events & 1st Communion ReceptionCultural Arts Program ExpenseEmergency WaterField Day ExpensesField Trip Buses {$5,OOO ftflrded from RFE)GraduationPlayground MulchSafety Patrol CampSchool Building Operating ExpenseSound System MaintenanceSPECIAL PROJECTStcl(tAL School aad Student Frograa$ kPcnses

Teaeher aad Stalf Prograqs klreasesCaJeteria Morritor$ - ReguLar PIOPlayground Hires from Opt-OutClassroom EnhancementTeacher Polo ShirtsEnd ofYear GiftsPublishing CenterTeacher's Coffee FundTtfIAL Teacher aad Stalf Prograas kPenses

Prior Yr Eqrenses {prior 5n fod *prc Pd efter 6/3O}

70,ooo 36,72643,700 21,58014,OOO 4,85310,ooo o2,500 t,432

t4o,2oo 54,591

2,000 720300 0

1,000 110800 228

3500 07,60,0 1,057

2,300 574,000 595

150 0350 0

547t 54711,500 06,500 6,500

500 05,000 0

o03,000 940

2A,771 13,563

4,850 6316,372 9,O7 t2,400 1,681

300 04,000 3,766

oo150 136

28,072 L4,7L7

2,135

MCOUE

Servlco Prograras IncorueDrama ProgramEPI Clottring sold @ cost (ex: St]: gr shirts)Uniform ExchangeYearbook IncomeTO{AL Senrice Prognas Iilcoae

Social Programs fncomoSanta's Secret ShopSociall-FallFestivalSocial2-SockHopSocial3-SpringDanceT0IAL Social Programs facome

TOTAIT INCOUT

Carry over of Opt Funds ftom prior yr:

St- Bernadette mOBudget Report - as of 1 l3I / 12

Budget Actual

2,000 1,3371,000 700500 588

6,000 O9,50() 2,625

4,OO0 4,4514,000 4,8301,500 0s00 0

lo,(,810 9,2a!

EXPEITSES

Seruice Programs ExpensesDrama ProgramEPI Clothing sold @ cost (ex: 8th gr shirts)Uniform ExchangeYearbookT0TAL Service Prograrrs Hpenses

Social Programs ExpensesSanta's Secret ShopSocial1-FallFestivalSocial2-SockHopSocial3-SpringDanceTOTAL Soctal Programs Expenses

I{ET INCOME

Budget ActuaI

2,000 734I,OOO 760

500 -2r6,000 O

9,600 t,473

4,000 3,6354,000 3,8931,500 0

500 0lO,(X)O 7,628

288,543 150,828

17r034

283,5OO t67,862 TOTAL EJI(PENSES

5,372

**** Note Lunclt i.ncome understated by $3079 due to carryouer of pre paid lunches froln l6t ur -

tttis uilL be conected uith a jountal etLW at the end of the Jiscol gear.

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