Bylaws

LAKEVIEW ELEMENTARY

PARENT TEACHER ORGANIZATION

Lakeview School Parent Teacher Organization 

3371 Brittany Way

El Dorado Hills, CA 95762

PARENT TEACHER ORGANIZATION

ARTICLES OF ORGANIZATION / BYLAWS

Revised  August 14, 2025

ARTICLE I.

NAME

The name shall be Lakeview School Parent Teacher Organization, herein referred to as, PTO.

ARTICLE II.

OBJECTIVES -- Mission Statement of the Lakeview School PTO

SECTION A. To provide monies and/or support for programs, activities and items that the Membership finds to be consequential and important to the education and/or welfare of the children and staff at Lakeview Elementary School. To provide opportunities for the school and community to gather together so that the positive relationships between families, staff and community members become stronger and to assist with school activities.

SECTION B. To provide a forum for and to foster communication between and among teachers and-parents of Lakeview Elementary School students.

ARTICLE III.

POLICIES

SECTION A. This organization shall be non-commercial, non-sectarian, non-partisan, and non-profit.

SECTION B. The organization shall seek neither to direct the administrative activities of the school nor control its policies.

SECTION C. Funds raised by the organization each year must be disbursed or encumbered by the end of the fiscal year or those funds shall revert to the PTO General Fund.

ARTICLE IV.

MEMBERSHIP

Membership shall be granted to all parents and guardians of pupils attending Lakeview Elementary School, plus all staff of the school.  Voting privileges are granted to members, one per household.  There are no membership dues.

ARTICLE V.  

PARENT TEACHER ORGANIZATION BOARD

SECTION A. The Board shall consist of elected officers: President, Vice President, Treasurer, Secretary, Financial Secretary, Publicity/ Communications and Spirit/ Family Events. All members of the Board shall be voting members. If a Board position is split by two people that have been elected on the board their votes will each count separately. A quorum shall consist of the majority of the Board and is necessary for all board motions to pass.

SELECTION OF OFFICERS

SECTION A. The elected officers shall be elected for a term of one school year.

SECTION B. After the initial establishment of this organization, the officers shall be elected at a meeting in May each year and assume their duties in June of that year.

SECTION C. It shall be the responsibility of all outgoing and returning officers to help fill all vacancies that occur on the board, by communicating with all parents and staff and inviting them to join the organization.

SECTION D. All names of those persons interested in serving on the Board shall be submitted at the April meeting.  They must be placed in nomination, provided the agreement of the candidate has been obtained beforehand, and then voted on in May.  

SECTION E. Any vacancy occurring among the officers, other than the Presidency, shall be filled by vote of the Board from the candidates presented.  If the office of the President is vacated, it shall be automatically filled by the Vice-President.

SECTION F. The board will maintain a list of job duties and descriptions for each officer to be displayed on the PTO Website and can change due to unforeseen circumstances. 

SECTION G. The president may appoint PTO members to act as liaisons as follows:

SITE COUNCIL LIAISON – This PTO member would be designated to act as our liaison between the PTO and the Site Council.  This would include attending Site Council meetings and reporting back to the general membership.

PTO/ TEACHER LIAISON – This PTO member would be designated to act as the liaison between the PTO and the teachers.  This should include attending the PTO general meetings, gathering information and ideas from the teachers, relaying PTO information to the teachers, and reporting the same to the general membership.

ARTICLE VI.

NON-COMMERICAL/ NON-PROFIT STATUS

SECTION A. This organization is organized and operated exclusively for education purposes within the meaning of Section 501(c)(3) of the Internal Revenue Code.

SECTION B. No commercial enterprise and no political candidate shall be endorsed by the organization.

SECTION C. Neither the name of this organization nor the names of its officers in their official capacities shall be used in any connection with a commercial concern; nor with any partisan interest; nor for any purpose other than the regular work of this organization.

SECTION D. No part of the net earnings of the organization shall inure to the benefit of, or be distributable to its members, directors, trustees, officers, or other private persons except that the organization shall be authorized and empowered to pay reasonable compensation for services rendered and to make payments and distributions in furtherance of the purposes set forth in Article II.

SECTION E. Not withstanding any other provision of these Bylaws/ Articles, the organization shall not carry on any other activities not permitted to be carried on (a) by an organization exempt from Federal Income Tax under section 501 (c)(3) of the Internal Revenue Code (or the corresponding provision of any future United States Internal Revenue Law) or (b) by any organization contributions to which are deductible under section 170(c)(2) of the Internal Revenue Code (or the corresponding provision of any future United States Internal Revenue Law).

ARTICLE VII.

MEETINGS

SECTION A. The organization will hold periodic meetings, in person and via conference calls, throughout the school year as set by the Board.

SECTION B. Special meetings may be held at the discretion of the Board, in person or via conference call.  Notice of the meeting must be given 24 hours in advance.

SECTION C. Members of the organization present shall constitute a quorum for regular and special meetings of membership provided there is a majority of voting members of the PTO Board present.  When voting on a motion, in the case of a tie, the President will abstain from voting.

SECTION D. Emergency Board Decisions: In the case of an emergency decision that requires the Board of Directors’ approval, the current Board President will, in writing, poll the complete Board in the form of a motion.  As a result of unanimous agreement on said issue, the motion will be carried forward.  The poll will be entered into the following regular meeting minutes in writing, documenting the action taken by the Board of Directors.  If said poll results in less than a unanimous decision, the current Board President will call an emergency Board meeting to specifically address the issue and make a final decision based on a majority vote from the Board of Directors.

ARTICLE VIII.

AMENDMENTS

These bylaws may be amended by a two-thirds vote of the members present at any regular meeting providing notice was given at the previous regular meeting.  Any amendments to these bylaws must be dated and included with the organization’s master copy held on file in the Lakeview School PTO office for general membership access.

ARTICLE IX.

FUNDS

SECTION A. TREASURY

The treasury of this organization shall consist of money accrued by donations paid by the membership/ Boosters and from all monies raised by this organization.  The monies from this treasury shall be issued as per the stated objectives in our Mission Statement.

SECTION B. BUDGET

1. The fundraising goals and spending budget for the following school year will be discussed no later than April at the general meeting.  The budget for same will then be submitted for approval by the general membership prior to the close of the current fiscal year.

2. Not less than $25,000.00 shall be left in the treasury at the end of any fiscal year, with the specific amount of reserve to be carried forward to the next school year to be set by Board prior to the end of the fiscal year.

3. All fundraising projects and programs must be presented and approved by the PTO general membership at a general or special meeting, as described in Article VII, Section B.

4. A special project fund may be carried over from year to year until completion of the designated project.

5. Upon approval of a majority of the board, the PTO may set aside an amount from the treasury for investment in a secure long term financial vehicle.

6. The president can spend up to $100 without prior approval of the board of directors for items deemed necessary that will benefit the students, staff and/or Lakeview school, or for items necessary in the operation of the PTO.

7. Any item over $800.00 not covered by the operating budget or not on the list of approved expenditures shall be presented for a vote to the board for approval at a general meeting or at a special meeting as described in Article VII, Section B.

8. The president may decide to hold a vote by email to the board of directors for items less than $800

   1. If a board member does not respond, the president will attempt to reach that member by phone, if the president cannot reach that member by phone, that member’s vote will be considered an abstention

9. All requests for PTO funding will be submitted to the president, preferably by email.

10. All requests received will be reviewed by the board of directors and voted on at the next scheduled PTO meeting.

SECTION C. ACCOUNTABILITY

1. Those members who should choose to spend over an approved budgeted amount will do so at their own personal expense.  The exception to this rule is prepaid sales.  

2. All bank accounts under the PTO name should be subject to at least two (2) signers on each account.  At least four (4) Board members should be approved signers on the account should the primary signatures not be available.

3. To assure the general membership that all PTO accounts are accurate, the financial records of the organization shall be reviewed by an appointed reviewing committee at the end of the fiscal year.  The financial procedures review should include a written report in order to prepare documents necessary to file the PTO’s annual tax return.

4. The PTO shall engage a competent professional to prepare the annual tax return at the end of each fiscal year.

ARTICLE X.

TERMINATION

SECTION A. If at any time this organization does not function in the best interest of the Lakeview School, the PTO may be dissolved by a majority vote of the board.  In this event, any funds will be used for student welfare within the school.

SECTION B. Upon Winding up and dissolution of this organization, after paying or adequately providing for the debts and obligations of the organization, the remaining assets shall be distributed to Lakeview Elementary School, an educational institution in Rescue Union School District and which has established its tax exempt status under Section 501(c)(3) of the Internal Revenue Code.

SECTION C. However, if the named recipient is not then in existence or no longer a qualified distribute, or unwilling or unable to accept the distribution, then the assets of this organization shall be distributed to a fund, foundation, or organization which is organized and operated exclusively for the purposes specified in section 501(c)(3) of the Internal Revenue Code.

These Bylaws/ Articles were created on June 6, 2005 and revised  on May  6, 2021.  They will be voted on and put in place only by a majority vote of the board on 5/5/2021

Lakeview PTO

Amendment to Bylaws

Approved by general membership October 11, 2005

Emergency Board Decisions: In the case of an emergency decision that requires the Board of Directors’ approval, the current Board President will, in writing, poll the complete Board in the form of a motion.  As a result of unanimous agreement on said issue, the motion will be carried forward.  The poll will be entered into the following regular meeting minutes in writing, documenting the action taken by the Board of Directors.  If said poll results in less than a unanimous decision, the current Board President will call an emergency Board meeting to specifically address the issue and make a final decision based on a majority vote from the Board of Directors.

Lakeview PTO

Policy & Procedure

Adopted October 21, 2005

Policy & Procedure: Financial Expenditures

1. The president can spend up to $100 without prior approval of the board of directors for items deemed necessary that will benefit the students, staff and/or Lakeview school, or for items necessary in the operation of the PTO.

2. The president may decide to hold a vote by email to the board of directors for items less than $300

   1. 
      

   2. The board of directors will have one week to respond from date of email

   3. If a board member does not respond, the president will attempt to reach that member by phone, if the president cannot reach that member by phone, that member’s vote will be considered an abstention

   4. All board members will provide phone numbers which will include their home phone for the above stated purpose

3. All requests for PTO funding will be submitted to the president, preferably by email.

4. All requests received will be reviewed by the board of directors and voted on at the next scheduled PTO meeting.

Lakeview PTO

Amendment to Bylaws

Adopted to Bylaws on May 1, 2007 and Amended March 10, 2016

Addition to Article V, Duties of the Officers:

SECTION K. Boosters/ Membership Chairperson – It shall be the responsibility of this officer to start the membership drive for this organization in August and throughout the school year primarily through promotion of the Boosters Club.  The chairperson will collect monies, make a financial report, and maintain a record of all members consisting of the member’s name and contact information.  A complete roster of the members will be given to the Secretary for reference.  Monies and financial reports will be turned over to the Treasurer periodically throughout the year when applicable.  The chairperson will work with the office staff and make sure that all new student’s parents or guardians receive PTO information and the opportunity to become a member of this organization throughout the school year.

Submitted to and approved by General Membership on May 1, 2007

Shall be voted on as amended March 10, 2016 by a majority vote of the board members.

Submitted by B. Hickman

April 13 2007