Budgets Should Align with the Stated Purpose of Your PTA
PTA funds must be spent on PTA purposes. Check to make sure that your PTA’s budget and activities are aligned with your PTA’s purposes.
Each PTA submitted an IRS Form 1023 or an IRS Form 1024 when they applied for nonprofit status (501(c)(3) or 501(c)(4)). On that form the PTA told the IRS everything they would be doing. Review these forms to ensure that your budget and any new programs are in alignment with your PTA’s stated purposes.
A PTA’s standing rules state who the PTA serves. For example, “ABC PTA serves the students, staff, and families of ABC School.”