CALENDAR
<<May 2013>>
SMTWTFS
2829301234
567891011
12131415161718
19202122232425
2627282930311
2345678

Treasurer/Finance

Debbie Caudle
Treasurer

Details on the 4.5 mill operating levy on the May 2013 ballot can be found on the home page of the website and on the right hand column of this page. If you have any additional questions, please email District Treasurer, Debbie Caudle, at caudle_d@milfordschools.org.

The Treasurer is responsible for the following:

  • Chief Financial Officer
  • Secretary to the Board of Education
  • Prepares minutes of all board meetings
  • Maintains district's accounting records
  • Plans and manages district's investment program
  • Receives all vouchers for payments and disbursements
  • Chairperson of Records Commission
  • Complete district's 5-year forecast and all state and federal reports
  • Member of Audit Committee
  • Provide in-service training for building secretaries and student activity advisors
  • Manage district's payroll system
  • Business and Records Committee

The Treasurer is responsible for the $53 million budget for the district.  The Treasurer's Office manages expenses, revenues, and investments and the budgeting process for the fiscal year which runs from July 1 to June 30 each year.

Treasurer's Office Staff
Deborah Caudle
Treasurer
caudle_d@milfordschools.org
Main Office: 513-831-1314
Fax: 513-831-0645

Sadie Grindstaff
Assistant to the Treasurer
grindstaff_s@milfordschools.org

Debbie Murphy
Administrative Assistant to Treasurer
murphy_d@milfordschools.org

Pam Wilson
Accounts Payable
wilson_p@milfordschools.org

Nancy Gaible
Accounts Payable
gaible_n@milfordschools.org

Heidi Baechle
Payroll Specialist
baechle_h@milfordschools.org

Linda Sheppard
Payroll Specialist
sheppard_l@milfordschools.org

Forms
May 2013 Operating Levy
Voter Registration Information
Community Finance Presentation
Levy Fact Sheet
Summary of Current and Future Budget Reductions
November 2012 Operating Levy
Summary of Cuts if Levy Fails
Financial Presentation on Levy and Potential Reductions
An overview of the need for the levy and possible reductions if the November 2012 levy fails.
Fall 2012 Postcard
Includes Important Levy Information
Levy Information
A Letter to the Community
Budget Reports
Appropriations Resolution for FY2012
Summary of Board approved appropriations for Fiscal Year 2012.
Revenue and Expenditure Report
This report provides the latest monthly budgeted revenues and expenditures for the general fund by classification
Appropriation Account Summary
This report provides the current status of the general operating fund. Account appropriations, expenditures to date, and the current balance are reported by function and object for the general fund.
Treasurer's Office
Independent Auditor's Report
Audit report of the district's basic financial statements for the year ended June 30, 2011.
Performance Audit 2008
Audit conducted by Ohio Auditor's office due to district's status in fiscal caution
Treasurer Responsibilities
Information about the duties and functions of the Treasurer
Treasurer Reports
Five-Year Forecast Presentation
A pdf of the PowerPoint Presentation from the October 2011 Board of Education meeting.
Five-Year Financial Forecast
May 2012
Assumptions for Five-Year Financial Forecast
Updated October 2011
Payroll
W4
This is the federal tax form to change exemptions or add additional tax deductions.
Direct Deposit Form
Employees should use this form to change where their payroll direct deposit should go.
United Way payroll deduction form
Employees who would like to contribute to United Way through payroll should fill out this form.
403b and 457 Provider List
This is a list of companies approved that provide 403b or 457 retirement accounts.
403b Salary Reduction Agreement
Employees should fill out this form when enrolling in a 403b retirement account or changing an existing amount.
457 Salary Reduction Agreement
Employees should fill out this form when enrolling in a 457 retirement account or changing an existing amount.
Change of Address Form
Employees should fill out this form if they change their address.
Ohio IT4
Employees should fill out a new Ohio IT4 whenever the number of exemptions change.
Stop deduction form
Employees can use this form to inform payroll to stop a voluntary payroll deduction.
Links