Financial To-Do List to Start the Year
The entire board of directors should review
- PTA budget and monthly financial statements
- Written financial policies, including for electronic banking and passwords
- Insurance policy renewal
- IRS informational filing (990N/990-EZ/990 – filing due November 15)
- Standards of Affiliation
At the first membership meeting, PTA members should
- Adopt/re-adopt the PTA budget
- Accept results of the annual financial review
See Leadership Guides for Best Practices for PTA Financial Management, Online Financial Safety for PTAs, and other finance resources.