October 1, 2021

Tip of the Week – September 30

Financial To-Do List to Start the Year

The entire board of directors should review

  • PTA budget and monthly financial statements
  • Written financial policies, including for electronic banking and passwords
  • Insurance policy renewal
  • IRS informational filing (990N/990-EZ/990 – filing due November 15)
  • Standards of Affiliation

At the first membership meeting, PTA members should

  • Adopt/re-adopt the PTA budget
  • Accept results of the annual financial review

See Leadership Guides for Best Practices for PTA Financial Management, Online Financial Safety for PTAs, and other finance resources.

Posted in the September 30 Leadership News issue

Category: Leadership

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