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tip sheet (Excel)

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					                                              ACTIVITY FUND TIP SHEET
                                                                                                            Principal   Teacher   Teacher   Student Taxable
     Any item that appears to be personal in nature should usually be charged to Teachers' Lounge           General     Lounge     Social     Club     to
     Funds or Teachers' Social Funds, otherwise prior approval is required from Asst. Supt. of Finance.       Fund       Funds     Funds     Funds Employee
 1   *Clothing, paid by the school, for staff at school activities for identification as staff member         *Yes        *Yes      *Yes      *Yes   *Yes   1
 2   Alcoholic beverages                                                                                       No          No        No        No     N/A   2
 3   Annual act of appreciation to custodial staff (NOT a gift card/cash) - Limited to $25 if allowed          No          No       Yes        No     No    3
 4   Auto repairs for employees / parents / students                                                           No          No        No        No     N/A   4
 5   Campus membership in professional organizations (when necessary for club activity)                        No          No        No       Yes     No    5
 6   Cash payments to vendors                                                                                  No          No        No        No     N/A   6
 7   Christmas, bridal & baby showers for employees (NOT gift card) - Limited to $25 if allowed                No          No       Yes        No   No - DM 7
 8   Donations raised for a special purpose (non-employees)                                                    No          No       Yes       Yes     No    8
 9   Door prizes for staff meetings (This is a gift of public funds.) - Limited to $10 if allowed              No          No       Yes        No     Yes   9
10   Faculty Lounge furniture, equipment (refrigerators, R/O systems, etc.), decorations                       No          No       Yes        No     No    10
11   Flowers to employees - Limited to $25 if allowed                                                          No          No       Yes        No     No    11
12   Food for students that does not meet FMNV requirements set by Texas Dept. of Agriculture                  No          No        No        No     N/A   12
13   Gift certificates of any kind (includes gift cards & cash gifts)                                          No          No        No        No     Yes   13
14   Individual memberships in professional organizations                                                      No          No        No        No     No    14
15   Loans to employees / students                                                                             No          No        No        No     N/A   15
16   Lunch meetings with assistant principals / administrators                                                 No         Yes       Yes        No   Maybe 16
17   Meals / gifts / flowers for Secretarys' Day, Nurses' Day, Bosses' Day, new teacher welcome, etc.          No          No       Yes        No   No - DM 17
18   Meals for day travel for employee not supervising students                                                No         Yes       Yes        No     Yes   18
19   Meals for nurses that need to stay on campus during screenings                                            Yes        Yes       Yes        No     No    19
20   Meals for teachers that need to stay on campus during STAAR testing                                       Yes        Yes       Yes        No     No    20
21   Meals for teachers to eat with their students in the cafeteria at the principal's request                 Yes        Yes       Yes        No     No    21
22   Meals or flowers taken to employee's home (sickness, death) - Limited to $80 if allowed                   No          No       Yes        No   No - DM 22
23   Membership in private clubs / civic organizations                                                         No          No        No        No     Yes   23
24   Morale incentives for job duties - Limited to $10 if allowed                                              No          No       Yes        No   No - DM 24
25   Parent volunteer / PTA appreciation reception / flowers - Limited to $25 if allowed                       Yes        Yes       Yes        No     No    25
26   Payments to employees / student helpers - Must be processed through Payroll Department                    Yes        Yes       Yes       Yes     Yes   26
27   PTA dues                                                                                                  No          No       Yes        No     No    27
28   Refreshments for faculty meetings, etc. - not a full meal (cookies, donuts, pizza)                        No         Yes       Yes        No     No    28
29   Refreshments to place in lounge for special occasions (birthday cakes, etc.)                              No         Yes       Yes        No   No -DM 29
30   Retirement gifts (NOT a gift card) - Limited to $80 if allowed                                            No          No       Yes        No     No    30
31   Retirement receptions - Limited to $80 if allowed                                                         No          No       Yes        No     No    31
32   School-wide staff parties (start of school, end of school, Christmas, etc.)                               No         Yes       Yes        No   No - DM 32
33   Staff development expenditures for overnight travel & registration fees                                   No         Yes       Yes        No     No    33
34   Supplemental student travel not provided by the General Fund                                              Yes        Yes       Yes       Yes     No    34
                                                                                                                                               DM = de minimus
     *#1 - Clothing must be returned to campus after no longer needed for job. Taxable to employee if not returned.

				
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posted:1/14/2012
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