September 8, 2022

Tip of the Week – September 8

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.

Category: Leadership

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