December 1, 2020

December Checklist for Running Your PTA

Governance. Powered by PTA.

Washington State PTA understands that PTAs are working through the realities we are all living under during this unprecedented time. The following list outlines the things that a PTA, as a nonprofit corporation, should be doing at this time under normal circumstances. It is not a level playing field and we understand that some PTAs are capable of doing more than others. Please do your best and ask for help if you need it. Our focus is as it has always been, on advocating for every child. We do that best with strong PTAs and know that together we can get beyond this and continue the amazing work of PTA for years to come.

Ongoing Tasks

  • Attend any board and membership meetings
  • Read meeting minutes and offer corrections
  • Prepare reports for board and membership meetings
  • Attend training
  • Be familiar with your responsibilities and fulfill them
  • Review and ask questions about the monthly financial report
  • Prepare articles for newsletter/social media
  • Update website
  • Participate, help, and communicate
  • Review the Standards of Affiliation Checklist

Monthly Tasks

Consider a holiday party
You are halfway through the PTA year!

Plan a winter membership campaign 

Mid-year financial review
Consider doing a mid-year financial review in January. Gather a committee and set a date to do the review.

Registered agent
Double-check who the registered agent is for your PTA for the Secretary of State and the IRS. Consider changing to Washington State PTA as your registered agent if not already designated as such. WSPTA is a constant address that does not need to be changed or updated each year and is one of the benefits of affiliation. 

Appoint an awards committee
Consider the following WSPTA awards, as well as any special awards from your school: Golden Acorn, Outstanding Educator, Outstanding Advocate and Student Advocate, Honorary Lifetime Membership. Proceeds from the purchase of these awards fund student scholarships.

Was your PTA incorporated in December?  If so, then your annual Corporation Renewal is due on 12/31. The annual corporation report is due regardless of your PTA’s annual income and is separate from the Charitable Organization Registration/ Renewal.

Category: Leadership

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