PTA Calendar, Fiscal Year July 1 – June 30
- July
- 1st – Fiscal Year Beginning
- 1st – Officers List Due
- 31st – Financial Review/Audit Committee Report Due – email to aavp@jeffcopta.org or office@copta.org
- Treasurer prepares draft budget in collaboration with other officers
- August
- Launch year-long membership campaign
- General Membership approves budget
- Schedule and announce meeting dates/times for the year
- Sign your PTA up to participate in the Reflections program, email reflections@jeffcopta.org and visit https://jcpta.orgprograms/reflections/
- September
- Attend the Jeffco PTA Fall Leadership Conference for training
- October
- 1st – Membership Report & National/State Dues Payment Due
- November
- 1st – General Liability/Bonding/Director & Officer Insurance Due
- 15th – IRS From 990 due to IRS (Send copy to aavp@jeffcopta.org or office@copta.org)
- 15th – CCSA Renewal Due – IF APPLICABLE (Send copy to aavp@jeffcopta.org or office@copta.org)
- February
- 1st – Bylaws Submission Due (Every 3 years, or anytime changes are made), current template should be obtained before starting! Email your AAVP or aavp@jeffcopta.org
- 1st – 2nd Membership Report & National/State Dues Payment Due
- Nominate your unit and volunteers for Spring Fling Awards
- March
- Conduct elections (refer to your bylaws) and register for the Colorado PTA Convention
- Submit new Officer’s List
- Attend Jeffco PTA General Meeting
- April
- Attend Jeffco PTA Spring Fling
- Attend Colorado PTA Convention
- May
- Interim budget for summer months should be approved by membership
- Have a transition meeting with the incoming and outgoing board
- Review/update/create procedure books
- June
- New Board sets goals/objectives for upcoming year
- Fiscal Year End