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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 (8/2019) PDF
  • Best Practices Checklist (12/2018) PDF
  • Committee Budget Worksheet (9/2018) Word or PDF
  • Committee Plan of Action (10/2019)  PDF
  • Committee Program Evaluation (9/2018) Word or PDF
For secretaries, presidents, board members

Secretary

For Secretaries, Presidents, Board Members

  • Secretary Handbook (7/2020) *updated* PDF
  • Legal Documents Notebook (9/2019)  PDF
  • Records Retention Timetable (9/2019)  PDF
For treasurers, board members

Treasurer

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

  • Treasurer Handbook (9/2020) *updated*  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
For all council leaders

Councils

For all council leaders

  • Council Handbook (7/2020) *updated* PDF

Board Resources

For all board members

Policies and Rules

  • Sample Conflict of Interest Policy Agreement (8/2019) Word or PDF
  • Sample Money Handling Policy (5/2019) PDF
  • Standing Rules Handbook (9/2020) *updated* PDF
  • Sample Standing Rules Template – for Councils (9/2020) *updated*  Word
  • Sample Standing Rules Template – for Local PTAs (9/2020) *updated*  Word
For all board members

Finance

  • Managing Your Nonprofit PTA Handbook (8/2019) PDF
  • Financial Review Checklist (9/2019)  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) *new* 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
For nominating committee members, presidents, secretaries, board members

Nominations, Elections, and Voting

  • Mail, Email and Electronic Voting (6/2019) PDF
  • Parliamentary Procedure Cheat Sheet (2/2019) PDF
  • Nominating Committees & Elections Handbook (7/2020) *updated* PDF
  • Sample Recommendation for Nomination (8/2019) PDF
  • Sample Nominating Committee Report (8/2019) PDF

Nonprofit Compliance Resources

IRS (Internal Revenue Service)

Form 8822-B *revised* (12/2019)

Form 1023 Information
1023 EZ Eligibility Worksheet (1/2018)
IRS Form 1023-EZ WSPTA Instructions (4/2020) *revised* PDF
IRS Form 1023 Filing WSPTA Instructions (6/2020) *revised*  PDF

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

Note: If you haven’t filed for 2018-19 and have questions, email WSPTA staff member Tatia.

Washington Secretary of State

  • Annual Corporation Report WSPTA Instructions (10/2019) PDF
  • Charitable Organization Renewal WSPTA Instructions (7/2020) *updated* 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
  • Build Your Pitch (11/2020) *new* PDF
  • Advocacy Strategy Chart (11/2020) *new* 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)

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

Membership

  • Membership Handbook (7/2020) *updated* PDF
  • Membership Form Quiz (10/2019)  PDF
  • Membership in the Time of COVID (08/2020) *new* PDF
  • Membership Strategy that Works (03/2020) *updated* PDF
  • WSPTA Membership Theme Ideas (1/2019) 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) *new*  Word
  • How Do You PTA? Graphic for Facebook (10/2020) *new* PNG
  • Why Should Teachers Join Graphic for Facebook (10/2020) *new* PNG
  • How to Earn 100% Staff Membership (10/2020) *new* PDF

Membership Database:

Programs

  • Running a Great After-School Enrichment Program (5/2016) PDF
  • Programs for Middle and High School PTAs (7/2020) *new* PDF

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