October 28, 2020

November 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

Insurance payments due

IRS filings (990 or 990EZ or postcard) due November 15

Elect nominating committee at a membership meeting if not previously done
When elected, update the committee materials/notebook and schedule an overview meeting with the committee.

WSPTA officer nominations due November 15
Consider nominating a leader from your PTA to serve on the WSPTA board of directors or encourage a leader to self-nominate for a position to be elected at the 2021 convention.

WSPTA Uniform Bylaws amendments due November 15
The WSPTA bylaws are built and approved by the members. If your PTA sees an area in the bylaws that is unclear, or you feel should be revised, then your PTA should consider submitting an amendment for consideration.

WSPTA resolution proposals due November 15
Resolutions may be submitted for consideration two times each year, once at the legislative assembly in the fall and again at the convention in the spring. The deadline for submitting a proposal for consideration at the convention is November 15. (The title and rough outline is due November 1.)

WSPTA Awards of Excellence
Consider what WSPTA Awards of Excellence your PTA is interested in applying for this year and assign responsibilities for who will be filling out the application(s), collecting the supporting documents, and submitting by March 15.

Was your PTA Incorporated in November?  If so, then your annual Corporation Renewal is due on 11/30. the annual corporation is due regardless of the income you bring in and is separate from the Charitable Organization Registration/ Renewal.

Category: Leadership

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