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”
President and Vice President
For Presidents, Vice Presidents
Secretary
For Secretaries, Presidents, Board Members
Treasurer
For all PTA Board Members – see additional Treasurer/Finance Resources below
- Treasurer Handbook (9/2020) 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 (10/2019) PDF
Councils
For all council leaders
- Council Handbook (7/2020) PDF
- National PTA Zooming Into Membership Toolkit
Board Resources
Policies and Rules
- Sample Conflict of Interest Policy Agreement (8/2019) Word or PDF
- Sample Money Handling Policy (8/2020) PDF
- Standing Rules Handbook (9/2020) PDF
- Sample Standing Rules Template – for Councils (9/2020) Word
- Sample Standing Rules Template – for Local PTAs (9/2020) Word
- Sample Membership Subsidy Policy (1/2021) *new* PDF
Finance
- Managing Your Nonprofit PTA Handbook (8/2019) PDF
- Financial Review Checklist (1/2021) *updated* PDF
- Glossary of Financial Terms (9/2019) PDF
- Non-Signer Review of Bank Statements (9/2019) PDF
- Online Financial Safety for PTAs (9/2019) PDF
- Registered Agent FAQ (1/2020) PDF
- Financial Red Flags (9/2019) PDF
- Sample Contract Between PTA & Independent Contractor (8/2019) Word or PDF
- Best Practices for Financial Management (9/2019) PDF
Nominations, Elections, and Voting
Nonprofit Compliance Resources
IRS (Internal Revenue Service)
Form 8822-B (12/2019)
Form 1023 Information
1023 EZ Eligibility Worksheet (1/2018)
IRS Form 1023-EZ WSPTA Instructions (2/2021) *updated* 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 *updated* (2020)
IRS Instructions for Form 990EZ *new* (2020)
IRS Form 990 EZ (WSPTA Instructions) (10/2020) PDF
Schedule A *updated* (2020)
Schedule A (WSPTA Instructions) (10/2019) PDF
Schedule B *new* (2020)
Schedule C *updated* (2020)
Schedule C (WSPTA Instructions) (10/2019) PDF
Schedule G *updated* (2020)
Schedule G (WSPTA Instructions) (10/2019) PDF
Schedule O *updated* (2020)
Note: If you haven’t filed for 2019-20 and have questions, email WSPTA staff member Tatia.
Washington Secretary of State
Washington Department of Revenue
- Fundraising & Sales Tax FAQ (03/2021) *revised* PDF
- Sales Tax Rate – use this when figuring out the sales tax for any location within Washington state.
- Sales Tax Calculator and De-Calculator – use this when figuring out the sales tax on your popcorn sales or other similar activities. Your PTA will need to know the sales tax rate.
- Combined Excise Tax Return WSPTA Instructions (03/2021) *new* PDF
- Combined Excise Tax Return form *new* (2020)
- Applying or Renewing a Reseller Permit WSPTA Instructions (01/2020) PDF
- Additional information about re-seller permits
Government Agencies
Insurance
AIM Insurance Information
AIM Description of Coverages
PTA Application
AIM Insurance PTA Coverage
PTA Insurance Guide (from AIM revised October 2019)
AIM Quick Reference Guides
Committee Focus Areas
Advocacy
- Advocacy Handbook (8/2019) PDF
- Build Your Pitch (11/2020) PDF
- Advocacy Strategy Chart (11/2020) PDF
- Taking Positions On Ballot Measures And More (7/2019) PDF
- PTA Endorsement Vote (03/2020) 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)
Membership
- Membership Handbook (4/2021) *updated* PDF
- End of Year Database Checklist (5/2021) *new* PDF
- Membership Form Quiz (10/2019) PDF
- Membership in the Time of COVID (08/2020) PDF
- Membership Strategy that Works (03/2020) PDF
- WSPTA Membership Theme Ideas (1/2019) PDF
- PTA for Your Child – membership campaign materials
- 10 PTA Membership Myths & Truths (6/2021) *new* PDF
- 10 Reasons to Join Flyer (10/2019) PDF
- 10 Reasons to Join Flyer – Spanish (10/2019) PDF
- Template – Staff Thank You Postcard (9/2020) 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: