What should a PTO board do in April?

These checklists assume the most common setup — a July 1 – June 30 fiscal year and federal 501(c)(3) status. If your group runs a different year, shift the compliance dates to match.

President — April

• Run the election by the book. Quorum confirmed, notice satisfied, votes counted and recorded. Ten careful minutes prevents a contested year.
• Start the transition now. Winners join April–June meetings as observers, handoff meetings get calendared, binders get assigned. June transitions fail; April ones work.
• Celebrate outgoing board members. Recognition at the meeting, a note, flowers — people who leave feeling valued come back as volunteers.

Treasurer — April

• Reconcile the spring fundraiser. Platform fees netted out, real total reported to members within two weeks of closing.
• Release the TAW budget with rules. Per-room amounts, what's reimbursable, receipt deadline — in writing to room parents before they spend.
• Recruit the year-end review committee. Two or three members who aren't signers or their relatives, lined up now to review the books in July.

Secretary — April

• Record the election precisely. Motions, counts, who's elected to what — these exact minutes are what the bank asks for when signers change.
• Draft the signer-change resolution. A board resolution naming the new signers, ready to execute July 1. The bank will want this language.

Events & volunteers — April

• Finalize TAW logistics. Meal calendar locked, allergies checked against the favorites collection, volunteers confirmed per day.
• Plan field day. Equipment reserved, water plan, shade plan, volunteer shifts — the school supplies the kids.

Deadlines in April

• Election meeting (bylaws). Held on the noticed date with quorum — check your bylaws' quorum number before the meeting, not during.

Start in April, needed later

• Handoff binders assigned. Every officer and chair updates theirs in May while memory is fresh — not June 30.