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 (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
Councils
For all council leaders
- Council Handbook (5/2022) *updated* PDF
- Council and Region Service Delivery Team Support Guide – WSPTA Standards of Affiliation (9/2022) *new* PDF
- National PTA Zooming Into Membership Toolkit
- Council Reflections Guidelines (10/2022) *new* PDF
Board Resources
Policies and Rules
- Sample Conflict of Interest Policy Agreement (5/2023) Word or PDF
- Sample Money Handling Policy (8/2020) PDF
- Standing Rules Handbook (5/2022) *updated* PDF
- Sample Standing Rules Template – for Councils (1/2023) Word
- Sample Standing Rules Template – for Local PTAs (1/2023) Word
- Sample Standing Rules Template – for Councils in Spanish *New* Word
- Sample Standing Rules Template – for Local PTAs in Spanish *New* Word
- Sample Membership Subsidy Policy (1/2021) PDF
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 (1/2023) PDF
- Financial Review Checklist – Fillable PDF (1/2023) 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
Nominations, Elections, and Voting
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 (1/2023) PDF
IRS Form 1023 Filing WSPTA Instructions (1/2023) PDF
Form 990 Information
Reminder: IRS Form 990 is due November 15
990-N (ePostcard) User Guide (3/2018)
990 EZ (WSPTA Instructions) (1/2023) PDF
Schedule A (2022)
Schedule A (WSPTA Instructions) (1/2023) PDF
Schedule B (2022)
Schedule C (2022)
Schedule C (WSPTA Instructions) (1/2023) PDF
Schedule G (2022)
Schedule G (WSPTA Instructions) (1/2023) PDF
Schedule O (2022)
Note: If you haven’t filed for 2021-22 and have questions, email WSPTA staff member Tatia.
Washington Secretary of State
Washington Department of Revenue
- Fundraising & Sales Tax FAQ (03/2021) PDF
- Sales Tax Decision Aid (08/2020) 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) PDF
- Combined Excise Tax Return form (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 September 2021)
AIM Quick Reference Guides
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)
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 (05/2023) PDF
- WSPTA Membership Theme Ideas (05/2023) 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: