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Upper Moreland School District

Home of the Golden Bears

Business Office Contact Reference List of Common Staff Functions (Not inclusive of all Job Responsibilities) Any areas which are not addressed below or for which further clarification is necessary can be addressed to Patricia O’Donnell, Assistant Business Manager or Matthew Lentz, Chief Financial Officer/Board Secretary
Christine Grey - Accounting Clerk cgrey@umtsd.org Phone (215)-830-1521 Fax (215) 659-3421	Vendor file maintenance including W-9’s and vendor receipts Coordinates returns with Warehouse Coordinator Tax exempt forms
Darlene Carden Food Service Secretary dcarden@umtsd.org Phone (215)-830-1519 Fax (215) 659-3421	Assists Food Services Director to include processing free and reduce lunch applications and meal account balances
Samantha Watkins Bookkeeping Specialist swatkins@umtsd.org Phone (215) 830-1520 Fax (215) 659-3421	Invoice processing Accounts receivable Fundraising Postage, copy counts
Cheryl Lowry Payroll Specialist Clowry@umtsd.org Phone (215) 830-1517 Fax (215) 659-3421	Payroll W-2s PSERS retirement 403bs Credit Union
Kendell Harris Executive Assistant kendellharris@umtsd.org Phone (215) 830-1505 Fax (215) 659-3421	Coordinates District bids Coordinates Business & Facilities Committee agendas Donations Right to Know requests Insurance Claims (except Unemployment or Workers Compensation) Requests for disposal of assets
Patricia O’Donnell Assistant Business Manager podonnell@umtsd.org Phone (215) 830-1521 Fax (215) 659-3421mlentz@umtsd.org	Questions on student funds State reporting to include Annual Financial Report and State Budget Document (PDE 2028) Federal Programs/Access/IDEA
Glenn Bosworth Warehouse Coordinator gbosworth@umtsd.org Phone (215) 830-1524 Fax (215) 659-3421	Receipt of all shipments Records retention
Matthew M. Lentz Chief Financial Officer/Board Secretary mlentz@umtsd.org Phone (215) 830-1504 Fax (215) 659-3421	District Budget process Investments Contract approval Bond Issues Capital Improvement Program PLANCON

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Important Change in Definition of “Compulsory School Age” Effective September 26, 2019, all children from the age of six (6) through the age of eighteen (18) must comply with compulsory school attendance requirements. To meet these requirements, parents must ensure that their child between the ages of 6 and 18 is attending or participating in one of the following: a public elementary, middle, or high school; a public charter or cyber-charter school; a private licensed academic or private religious school; home tutoring by a certified teacher; or an approved program of home schooling. Children may be excused from compulsory attendance for documented medical or other compelling reasons as outlined in District attendance policy and procedures.

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