Welcome to the new PTA year! PTA’s fiscal year runs July 1 – June 30. Each month we will post monthly task lists for you to use that will help develop your calendar for the year. The dates listed reflect best practices.
Ongoing Tasks
- Review the Standards of Affiliation Checklist. Offer support to local PTAs who may have struggled last year with any of the SOA requirements.
- Work with your region director to support any local PTAs who finished last year with fewer than 25 members or any local PTAs without an approved membership waiver to ensure they remain “in good standing.”
- Provide support to local PTAs with their transition to Givebacks.
- Encourage local PTAs to keep updating the membership database with officer and board member information. This will ensure that their PTA remains in compliance and that their PTA leaders receive timely and relevant leader emails and newsletters.
- Encourage incoming local PTA leaders to plan a board meeting/retreat this month and support local leaders with transition needs.
- Remind local PTA leaders to complete a year-end financial review.
- Remind local PTA leaders about the Annual Report for Nonprofit Corporations.
- Remind local PTA leaders about updating their new signers with their bank. (A Corporation Amendment may be required).
August Monthly Tasks
Continue assisting with items from the “ongoing tasks” list.
Update your officers in Givebacks
It is important to keep updating the membership database system with your officers’ and board member information. This will ensure that your PTA remains in compliance and that your PTA leaders receive timely and relevant leader emails and newsletters. If you are a PTA officer that hasn’t yet accessed your PTA’s Givebacks page, visit https://npo.givebacks.com/ and create a new login with the email address we have on file. Email mailto:support@wastatepta.org if you need any additional assistance.
Review the newly amended WSPTA Uniform Bylaws. Located on the Governance page of the WSPTA website.
Review the WSPTA Policy Manual section 3 Local PTAs and Councils.
Share online WSPTA leader resources with all board members.
Hold your first board meeting/retreat
As a board, set goals, prepare for your first membership meeting, review your budget and standing rules, and recommend these documents for approval at your first membership meeting. Financial Review Committee presents report to Board.
It is time for another exciting WSPTA Day at the Park!
Come out and enjoy a fun-filled day at the ballpark on August 25.
Complete incoming board transition process.
- Update job descriptions for board positions.
- Update contact information on websites, social media, and with the district.
- Change bank signers.
- Update all passwords for online accounts.
- Update your officers in Givebacks.
- Update the Banking information in Givebacks.
Share your meeting schedule with your local PTA leaders.
Meet with district administration to discuss policies, calendars, and back-to-school volunteer needs.
Ask the superintendent if you may speak at an August principals’ meeting to introduce the council board and share ‘the role of council.’
August Leadership Launch:
Join us on August 23-24, 2024, for this year’s virtual conference, we will focus on providing new leaders with the training they need to launch a great school year for their PTA! Stay tuned for more details.
Was your council PTA Incorporated in August?
If so, then your Corporate Annual Report is due on August 31. The annual corporate renewal is due regardless of your PTA’s annual income and is separate from the Charitable Organization Registration/ Renewal. Washington Secretary of State’s office recommends early filing to avoid delinquent status. To check your PTAs status, click on the above link, click on the Corporations & Charities and hit the search tool, if you do not already have an account set up you will need to set up an account.