McKinley Foundation

About the McKinley Foundation

The McKinley School Foundation, a 501(c)3 nonprofit organization (EIN: 03-0564240), is governed by a Board of Directors. The Foundation was established to provide financial support in order to enhance and enrich the educational opportunities of McKinley Elementary students.

The Board of Directors has the authority to execute any policies it determines to be in the best interest of the organization within the parameters of the organization’s articles of incorporation, bylaws, or federal, state, and local law. The Board of Directors reviews and approves the annual budget and reviews operations and activities regularly.

The Foundation is responsible for overseeing monies from fundraisers, managing cash donations, setting annual fundraising targets, and creating short and long-term spending goals to advance the primary objective of supporting the International Baccalaureate program at McKinley Elementary.

What is the Difference Between the Foundation and the PTC?

The McKinley School Foundation supports and manages the funds raised by the McKinley PTC. The McKinley PTC plans and organizes the events and activities that transpire at McKinley.

Board of Directors

  • President: Brijet Myers
  • Vice-President: Katy Strand
  • Treasurer: Yessica Marichich
  • Secretary & Staff Representative: Korby Trocha, 1st grade teacher
  • Voting Member: Kristin Pavon
  • Voting Member: Graham Strickler
  • Voting Member: Jonathan Chan
  • Voting Member: Carla Grossini-Concha
  • Voting Member: Arwa Zakir Kakavand
  • Voting Member: Krijn Van Der Raadt
  • Staff Representative: Ashley Knox-Berg, 5th grade teacher
  • Non-Voting Member: Principal Jonathan Morello
  • Non-Voting Member: Associate Principal Dr. Alison Williams

2023-2024 Foundation Meetings

ADD AGENDAS AND MINUTES

Foundation Roles

  • Create a budget and oversee all financials
  • Make spending decisions within the parameters of the approved budget
  • Enter into contractual agreements, and sign checks
  • Facilitate Foundation & PTC meetings
  • Oversee and support PTC committees, events, fundraisers, and other parent/guardian-led activities
  • Maintain regular communications with the principal, school administration, parents, teachers, and community
  • Ensure administration matters are handled and up to date (i.e. insurance, banking, taxes)
  • Coordinate the calendar of activities for the school year with the school administration
  • Communicate stakeholder matters to Board members
  • Duties of Voting Member
  • Assumes the duties of the President in the event of their absence
  • Assists and supports President
  • Duties of Voting Member
  • Process income and expenses (i.e deposits and payments)
  • Manage bank account
  • Reconcile QuickBooks software and provide updated profit and loss statements to foundation members prior to the next scheduled Foundation meeting
  • Work directly with an accountant to file tax return and respond to any agency request
  • File California statement of information as required
  • Maintain and archive all financial documentation
  • Duties of Voting Member
  • Take, file, and post meeting minutes
  • Check and distribute mail on weekly basis
  • Keep record of all voting matters
  • Handle correspondence including confirmation of donations
  • Keep track of assets (i.e audiovisual equipment, grills, tents)
  • Manage bank account administration (i.e. removing and adding account users)
  • Duties of Voting Member
  • Represent the general interest of McKinley stakeholders (parents, students, staff and school campus)
  • Attend member meetings and vote on matters presented to the Board
  • Communicate and contribute to discussion of matters presented to the Board
  • Research information for matters presented to the board as requested
  • Serve as liaisons for fundraising, communications, and community outreach activities
  • Perform duties as designated by the President
  • Onboard new President
  • Assist and advise new President as requested