News and updates from the CSB
News and updates from the CSB

Message from the CSB Director

By Lisa Knox
December greetings to you! I’m sure I’m not alone in asking if it’s really December already. What a wild ride this semester has been! Thank you for your continued dedication to fundraising and supporting our schools and students, even in the midst of challenges associated with COVID. You all are amazing, and your commitment to ensuring that students and their families have the best experiences possible is remarkable. Thank you!

Please check out the other articles and reminders in this newsletter. I hope you are enjoying our revised format and find the information helpful. Also, the Board has adopted new vision and mission statements. Check them out below.

And finally, I wish you all a happy and relaxing time over Winter Break.
May you stay safe and healthy.

Message from the CSB President

By Amiée Valenzuela-Altomare
Happy Tidings, CSB Members!

December always feels like a mid year checkpoint for me, based on my children's grades and learning. As I write this we are 8 days away from break and my home is currently about finishing up school projects and preparing for finals. My family is ahead of schedule for decorating, and there are no holiday parties this year. I feel as though the holiday celebrations are wonderful and bring so much winter cheer to my heart, even though they do add on extra errands for gift exchanges, food contributions and cookie making. The year 2020 can be looked at as just a year of horrible changes and adjustments, or as a year that among great loss, great things rose to the surface like gratitude, deeper connections, adaptability and peace in the chaos.

I don't want to lessen all of us who will be mourning a loved one. My prayers are with you.

Take care of yourselves. You have all been so wonderful in serving your school communities this school year.

Have a wonderful winter break!

Update on Substitute Teachers Serving as Officers & Check Signers

By Lisa Knox
At our General Meeting on December 8, there was a discussion about substitute teachers serving as officers and being signers on PTO/booster bank accounts.

Good news: It IS allowable for substitute teachers to serve as officers. They may also be authorized signers on bank accounts. On the other hand, District teachers, coaches and other classified staff may serve as officers, but they may NOT be signers on the bank accounts.

Your adherence to these guidelines is much appreciated!

New Vision & Mission Statements

The CSB Board is pleased to announce the adoption of new vision and mission statements.

Vision Statement

To be a premier leader in providing innovative guidance and oversight to PTO and booster groups in the Chandler Unified School District.

Mission Statement

Chandler School Boosters, Inc. supports PTO and booster groups in their efforts to enhance the educational experience of students in the CUSD. We add value to member groups through knowledge sharing, communication, and fiscal oversight. We aim to provide an operational framework which promotes fiscal transparency and continuity amongst member groups yet empowers them to meet unique needs at each school and transition seamlessly year after year. 

Now the Board members and Director Lisa Knox are charged with continuing to develop enhanced training and programs to fulfill those statements. Of course, your feedback and ideas are always welcomed to ensure your needs are being met.

Form 1099 Template Submission

Due Jan 15, 2021

It is that time of year again, when the CSB begins collecting information necessary to complete the Form 1099-MISC. This year, there is also a Form 1099-NEC. The CSB is required to report equipment rentals and prizes and awards on the Form 1099-MISC. Non-employee compensation is reported on the Form 1099-NEC. You are not required to report purchases of supplies or merchandise.

The CSB handles the preparation and filing of all the 1099’s. It is your responsibility to submit the data and W-9 forms for your vendors.

The link for the 1099 template is below. Even though the CSB has a fiscal year from July-June, it is important to note that the reporting period for 1099’s is January 1, 2020-December 31, 2020. Treasurers should review expense transactions for those 12 months and report payments made to vendors (individuals, sole proprietors, S Corporations, LLC’s and partnerships) equipment rental, prizes/awards and contracted services, regardless of the dollar amount. The CSB will aggregate amounts paid by all clubs to the various vendors to determine if reporting thresholds are met.

New this year is a requirement to include the vendors’ W-9 forms with your template submission. This form helps to identify the type of entity a particular vendor is. The CSB is not required to report expenditures to C Corporations for equipment rentals or contracted services, and the only way to determine that is by collecting a W-9 from the vendor.

Final submission date is Friday, January 15. Please submit the 1099 template and accompanying W-9’s to Erin Northroup at

Lisa Knox will be holding a 1099 training via Zoom on Thursday, January 7 from 7-8 pm.
1099 Template & Instructions
Zoom Training Link

Winter Fun

With fewer holiday parties and cookie exchanges to attend this year, here's a fun craft and whimsical treat to make your evenings at home a little more special. Click on the photos for instructions, turn on your favorite movies or music and see what clever creations you can come up with!

Holiday Spending

The holidays can be one of the most wonderful times of the year! This year is certainly different from others, but the displays of appreciation for our educators must continue! Your fundraising may be down and your ability to be on campus may be non-existent, but our educators are working harder than ever, so let’s spread some holiday cheer!

Celebrating can come in various forms. If you don’t have a budget, put together handwritten notes from students and parents to give to our educators. If you have a small budget, throw them into a jar and remind them to pick one to read any time they are having a tough day.

You can also recruit parents to donate gift cards directly to staff. While the collection and distribution may be more difficult these days, ask if you can be allowed to have one person in a parking lot or other thoroughfare to collect the donations. Then recruit a staff member to stick envelopes with gifts into mailboxes at school.

Have a budget, but no ability to get on campus? Put together grab bags of treats for everyone to come and pick up while socially distancing. They can be left in the office or staff lounge to be picked up by the staff over the course of a day.

When it comes to gifts, remember there are a few things to consider. Gifts directly from parents are always welcome, but your organization may need to be a little more careful about gift giving from donations and fundraised money.

First, the purpose of this money is to support the school and students. Ask yourself, would your community approve of the gift you are making? Also, make sure the gifts are disclosed in your budget at a general meeting.

Second, if your organization is using money raised to provide gifts to teachers, coaches, and/or staff, be aware that there are certain limits you should be aware of. If you are giving a $20-$50 gift, there is likely no problem. If a gift or gifts (cash, gift card, etc.) have a total value of $600 or more to one person, in a given school year, whether given in one lump sum, or cumulatively over the year, it must be reported to the IRS as non-employee compensation on form 1099-NEC. This is burdensome for both the organization and the gift receiver.

Finally, if you are stuck for ideas on how to make the most of this holiday season, do not forget you have lots of other organizations in CUSD trying to accomplish the same things. Reach out to other similar organizations to find out what ideas they are using to celebrate the season.

Happy celebrating and stay healthy!

Accounting Template

The CSB has updated the Accounting Template for fiscal year 2020-21, and it can be found at This template provides a convenient spreadsheet for your use in recording revenue and expenditure transactions on a monthly basis. Designed to integrate with the Annual Financial Reporting Template, use of this template will allow you to easily reconcile to your bank statements and provide a concise profit and loss statement for reporting to your board and general member meetings. What’s the best part? The template will accumulate revenues and expenditures in a format that will allow easy transfer of information to the Annual Financial Reporting Template at year-end, simplifying the process and saving you valuable time!

All groups are highly encouraged to use this template! Direct any questions to Lisa Knox at

Accounting Template

Upcoming Dates

Thursday, Janaury 7, 2021, 7pm-8pm: 1099 Training  Training will take place via Zoom:
Tuesday, February 9, 2021, 7pm-8pm: CSB General Meeting  In person or virtual will be determined as the date approaches. Please watch for future updates.
Thursday, April 29, 2021, 7pm-8pm: CSB Election Meeting  In person or virtual will be determined as the date approaches. Please watch for future updates.

Is Your Entire Board Registered?

ALL board members for PTO and booster groups, as well as CSB reps adn alternates, need to register on the CSB website:
This is how you will continue to receive CSB communications. When creating your account, please be sure to fill out all informatino on the form.
* Please check with your board to make sure EVERYONE has registered.
** Please pass these instructions on to incoming board members.
Register Here

Registration Forms

We also need each member group to fill out the Application for Renewal Membership form and return to Erin via email:
Application for Renewal Membership

Review Bylaws

With the changing of officers on your board, please be sure to review your group's bylaws as well as the CSB bylaws before the start of each new school year. As a reminder, your bylaws should conform to the Bylaws Template.
Bylaws Template
And if you ever make changes to your bylaws, you must keep a copy for your records and submit a copy to Erin:
Chandler School Boosters Board
Amiée Valenzuela-Altomare, President:
Nicole McCabe, Vice President:
James Jones, Treasurer:
Jessy Wallace, Secretary:
Michelle Dexter, Board Member
Jenn Shinyeda, Board Member
Sherry Simon, Board Member
Kate Conchuratt, Board Member
Sarah Fogleman, Board Member

Chandler School Boosters Contracted Employee
Lisa Knox, CSB Director:
Erin Northroup, Administrative Assistant:
Christy Francis, CSB Centralized Accountant:
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