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PTA Leaders

Leadership Guides

Leadership guides and materials are provided for all PTA leaders. Position-specific handbooks are provided for president, treasurer, secretary, and a variety of chair positions. In addition, forms and booklets on a variety of other topics are available for download to help in running the business and programs of your PTA. Additional resources for managing a successful PTA, such as bylaws, policy, and SOA, are located on the Governance page.

Resources organized by “position”

For presidents and vice presidents

President and Vice President

For Presidents, Vice Presidents

  • President Handbook (7/2021) PDF
  • Manual del presidente y vicepresidente (9/2021) PDF
  • Best Practices Checklist (12/2018) PDF
  • Committee Budget Worksheet (9/2018) Word or PDF
  • Committee Plan of Action (5/2022) PDF
  • Committee Program Evaluation (9/2018) Word or PDF
For secretaries, presidents, board members

Secretary

For Secretaries, Presidents, Board Members

  • Secretary Handbook (7/2021) PDF
  • Manual del secretario (9/2021) PDF
  • Legal Documents Notebook (9/2019) PDF
  • Records Retention Timetable (8/2020) PDF
For treasurers, board members

Treasurer

For all PTA Board Members – see additional Treasurer/Finance Resources below

  • Treasurer Handbook (7/2021) PDF
  • Manual del tesorero (9/2021) PDF
  • Treasurer Member Database Guide (2/2021) PDF
  • Budget Financial Reports (Advanced) (2/2019) Excel
  • Budget Financial Reports (Basic) (2/2019) Excel
  • Cash Box Count (9/2019) PDF
  • Cash Box Count – generic fillable (1/2020) PDF
  • Deposit Detail (10/2019) PDF
  • Request for Payment (9/2019) Word or PDF
  • Returned Check Letter (9/2019) PDF
  • Receipt Samples (10/2019) PDF
  • Restricted Donation Form (8/2020) PDF
For all council leaders

Councils

For all council leaders


Board Resources

For all board members

Policies and Rules

  • Sample Conflict of Interest Policy Agreement (8/2019) Word or PDF
  • Sample Money Handling Policy (8/2020) PDF
  • Standing Rules Handbook (5/2022) *updated* PDF
  • Sample Standing Rules Template – for Councils (5/2022) *updated* Word
  • Sample Standing Rules Template – for Local PTAs (5/2022) *updated* Word
  • Sample Membership Subsidy Policy (1/2021) PDF
For all board members

Finance

  • Managing Your Nonprofit PTA Handbook (7/2021) PDF
  • Manual de Administracion de su PTA sin fines de lucro (7/2021) PDF
  • Financial Review Checklist (2/2022) PDF
  • Glossary of Financial Terms (9/2019) PDF
  • Non-Signer Review of Bank Statements (9/2019) PDF
  • Online Financial Safety for PTAs (8/2020) PDF
  • Registered Agent FAQ (1/2020) PDF
  • Financial Red Flags (9/2019) PDF
  • Sample Contract Between PTA & Independent Contractor (8/2020) Word or PDF
  • Best Practices for Financial Management (9/2019) PDF
For nominating committee members, presidents, secretaries, board members

Nominations, Elections, and Voting

  • Mail, Email and Electronic Voting (8/2022) *updated* PDF
  • Parliamentary Procedure Cheat Sheet (2/2019) PDF
  • Nominating Committees & Elections Handbook (7/2020) PDF
  • Sample Recommendation for Nomination (8/2019) PDF
  • Sample Nominating Committee Report (8/2019) PDF
For all board members

Archived Newsletters

Newsletters are for leaders only. Leaders may choose to share some content or topics from newsletters but should remain aware of not sharing information meant for leaders only such as passwords.


Nonprofit Compliance Resources

IRS (Internal Revenue Service)

Form 8822-B (12/2019)

Instructions for Obtaining an EIN (6/2022) *new* PDF

Form 1023 Information
1023 EZ Eligibility Worksheet (1/2018)
IRS Form 1023-EZ WSPTA Instructions (2/2021) PDF
IRS Form 1023 Filing WSPTA Instructions (6/2020) PDF

Form 990 Information
Reminder: IRS Form 990 is due November 15
990-N (ePostcard) User Guide (3/2018)
Form 990EZ  (2020)
IRS Instructions for Form 990EZ  (2020)
IRS Form 990 EZ (WSPTA Instructions) (10/2021) PDF
Schedule A  (2020)
Schedule A (WSPTA Instructions) (10/2019) PDF
Schedule B  (2020)
Schedule C  (2020)
Schedule C (WSPTA Instructions) (10/2019) PDF
Schedule G  (2020)
Schedule G (WSPTA Instructions) (10/2019) PDF
Schedule O  (2020)

Note: If you haven’t filed for 2019-20 and have questions, email WSPTA staff member Tatia.

Washington Secretary of State

  • Annual Corporation Report WSPTA Instructions (6/2022) *new* PDF
  • Changes to Annual Report Rules (2/2022) *new* PDF
  • Charitable Organization Renewal WSPTA Instructions (7/2020) PDF
  • Charitable Organization Optional Renewal WSPTA Instructions (2/2020) PDF

Washington Department of Revenue

Government Agencies

Insurance


Committee Focus Areas

Advocacy

  • Advocacy Handbook (8/2019) PDF
  • Advocacy Vice President or Chair Sample Job Description (08/2022) *new* PDF
  • Recruiting an Advocacy Vice President or chair (08/2022) *new* PDF
  • How Can Your PTA Make Change? (08/2022) *new* PDF
  • Understanding Levies and Bonds (08/2022) *new* PDF
  • Build Your Pitch (12/2021) PDF
  • Advocacy Strategy Chart (11/2020) PDF
  • Votes to Endorse/Support Ballot Measures: Steps for Local PTAs and Councils (05/2022) *new* PDF
  • Resolution Best Practices (03/2020) PDF
  • Resolution Template (11/2019) PDF
  • Additional Resources on the Advocacy and Legislative Resources page

Family and Community Engagement (FACE)

  • Family & Community Engagement Handbook (7/2020) PDF
  • Connect the Community (7/2020) PDF
  • Volunteer Recognition Best Practices (8/2020) PDF

Membership

  • Membership Handbook (04/2021) PDF
  • End of Year Database Checklist (05/2022) *updated* PDF
  • Membership Form Quiz (05/2022) *updated* PDF
  • Membership in the Time of COVID (08/2020) PDF
  • Membership Strategy that Works (03/2020) PDF
  • WSPTA Membership Theme Ideas (01/2019) PDF
  • PTA for Your Child – membership campaign materials
  • 125 Ways to Increase Membership (07/2021) PDF
  • 10 PTA Membership Myths & Truths (06/2021) PDF
  • 10 Reasons to Join Flyer (10/2019) PDF
  • 10 Reasons to Join Flyer – Spanish (10/2019) PDF
  • Template – Staff Thank You Postcard (09/2020) Word
  • How Do You PTA? Graphic for Facebook (10/2020) PNG
  • Why Should Teachers Join Graphic for Facebook (10/2020) PNG
  • How to Earn 100% Staff Membership (10/2020) PDF

Membership Database:

Programs

  • Running a Great After-School Enrichment Program (3/2021) PDF
  • Programs for Middle and High School PTAs (9/2021) PDF

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