PTSA Last Association Meeting Checklist

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May 192011
 

PTA/PTSA Checklist

  1. Last association meeting: Motion to adopt preliminary budget and release funds for summer bills or, if there is no budget yet, motion to pay summer bills not in excess of bylaws-set board authority.
  2. Order membership envelopes and contact council or district for cards.
  3. Treasurer submits Annual Financial Report.
  4. Send in last membership or Founders Day freewill offerings.
  5. Send in reports for any grants your PTA received.
  6. Treasurer preps for year-end Audit: Fast-check each month: “5-Minute Audit.”
  7. Submit new officer contact information through channels; check that National PTA has new president’s address for summer mailing.
  8. Submit Annual Report to council or district.
  9. Tax filing requirements have changed, file after year ends (outgoing treasurer’s responsibility).