Association of Texas Professional Educators
Association of Texas Professional Educators
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ATPE 2020-21 Local Unit Treasurer's Report

All local units must submit to the ATPE state office an annual treasurer’s report and verification that the local unit officers have indicated compliance with charter and financial standards by Nov. 30.

At its May 2019 meeting, the ATPE Board of Directors updated the Local Unit Financial Standards. Each local unit must now submit a copy of the local unit’s July bank statement along with its treasurer’s report. The annual treasurer’s report should then be made available to the membership, which facilitates transparency and informs the members of how their dues dollars are being spent by their leaders. Per board directive, any local unit that does not submit a treasurer’s report to the state association will have its full rebate withheld until a report is submitted. If the local unit still has not filed the treasurer’s report by July 31, the full rebate will be forfeited.

Please complete the form below with your 2020-21 local unit financial information. The form is set to automatically tabulate totals for you. Please note that you might not have data for all items listed below. If this is the case, please enter 0 in that field. Once your form is complete, upload your July bank statement and click submit at the bottom. By submitting this form, you acknowledge that you have reviewed and received approval from the officers in your local unit that all the information provided is correct. If you have any questions about this form, please contact finances@atpe.org.

For additional guidance regarding local unit finances, please review Managing Local Unit Finances.

Disbursements from Checking

Other

Deposits to Checking

Other

Balances of Other Accounts