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Enrollment Study

Upper Merion Area School District recently contracted for completion of a district-wide enrollment study. The results of the study and the report wil...

May 20th Finance Committee Meeting

Attached below is the agenda for the May 20th Finance Committee meeting. The meeting is open to the public and starts at 7:00 PM in the high school L...

2013-14 Proposed Final Budget

Attached below is the PDE-2028 form for the 2013-14 proposed final budget. The proposed final budget was approved by the School Board on April 15, 20...

Budget Workshop April 8, 2013

Below is the presentation material from the April 8th budget workshop. [Download file "2013-2014 Budget presentation 20130408 - Budget workshop.pdf"]...

Act 1 Retirement Exception

A check of the PDE website indicates the Act 1 exception for retirement has been approved in the amount of $819,719. See screen shot of PDE website b...

Budget Workshop March 11, 2013

The agenda for the March 11th budget workshop appears below. The workshop starts at 7 PM in the high school LGI and is open to the public with no adm...

Finance Committee Meeting Highlights

Attached below are the presentation documents from the Finance Committee meeting from February 25, 2013. Presentation slides: [Download file "2013-2...

Pension Reform

Courtesy of the Pennsylvania Association of School Business Officials: Governor Corbett’s pension reform plan is a responsible approach to ensure th...

Fast State Budget Facts

Here are the major items: Basic Education Funding--Up 1.7% ($90 million) Accountability Block Grant--Flat Funded Pre-K Counts and Head Start Suppl...

Governor Corbett's 2013-14 Budget

I have obtained an advance copy of Governor Corbett's budget presentation. See below. Sorting through the 1,000+ pages. View our live updates via T...

Treasurer's Report - January

Attached below you will find the treasurer's report for the January 7, 2013, School Board meeting. This report is provided to the School Board on a m...

State Budget Address

Governor Corbett will unveil his 2013-14 state budget on Tuesday, February 5, before a joint session of the PA House and Senate. The budget address...

2013-2014 Preliminary Budget

The 2013-2014 preliminary budget is scheduled for School Board approval on Monday, February 4, 2013, at the School Board meeting. The district is re...

Budget Workshops

Community budget workshop meetings will be held for district residents. There will be a review of the district’s budget and the factors that contrib...

Contact Information

Please feel free to contact me if you have any questions about the finances of the Upper Merion Area School District. I am also willing to present to...

2013-2014 Preliminary Budget Presentation from 1/14/2013

A budget workshop was held on Monday, January 14, 2013, to discuss the draft 2013-2014 preliminary budget. A copy of the presentation appears below. ...

Treasurer's Report - December

Attached below you will find the treasurer's report for the December 3, 2012, School Board meeting. This report is provided to the School Board on a ...

2011-2012 Audit Report

The 2011-2012 Upper Merion Area School District audit report is attached. The district's auditors, Maillie, Falconiero & Company, LLP, made a present...

2011-2012 Annual Financial Report (AFR)

The annual financial report (AFR) is submitted to the Pennsylvania Department of Education (PDE) each year after the audit is completed. Every school...

School Closing

The Upper Merion Area School District and offices will be CLOSED on Monday and Tuesday (10/29 and 10/30) due to the anticipated weather from Hurrican...