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End of Year Checklist for Units

PTA Leaders – As you begin to wrap up your fiscal year, please remember to do the following in your final PTA Board and Membership meetings and before your board members transition: *Hold elections! Go to https://delawarepta.org/running…/local-unit-resource-guides/ for information on how to do this. * Vote and approve a summer budget that covers expected income and expenses between July 1st and your first PTA meeting (when your membership approves next year’s operating budget). You can’t spend money unless its in a budget approved by your members! *Pay any remaining outstanding membership dues. You can easily check if you have a balance due

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