The PTO year · June

What should a PTO board do in June?

June: close the year properly — part of the PTO year, month by month.

June decides whether next year starts from strength or from zero: the fiscal year ends June 30 for most groups, and everything that isn't written down or handed over evaporates over summer. In June a PTO board should enforce the reimbursement deadline, close the books, hand over binders, accounts, and passwords in one sitting, and run a final meeting that celebrates the year and formally seats the new board.

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 — June

  • Run the final general meeting. Year in review with real numbers, thank-yous by name, formal seating of the new board. End on pride, not logistics.
  • Do the full handoff in one sitting. Binder, passwords, keys, contacts, and stories — two hours together, not a box on a porch.
  • Exit-interview the leavers. "What should we stop doing?" Departing officers give the most honest answers they've ever given.

Treasurer — June

  • Enforce the reimbursement cutoff. The announced date holds. Anything after June 30 rolls into next year's budget — documented in the minutes, not absorbed silently.
  • Close the books at June 30. Final reconciliation, categorized totals, review packet assembled for the July committee.
  • Walk the new treasurer through everything. The ledger, the platform logins, the reporting format, the 990 due date — an afternoon that saves a semester.

Secretary — June

  • Finalize and archive everything. June minutes, the year's archive, the roster, the binder index — findable by someone who wasn't in the room.
  • Update official records if officers changed. State charity/corporation filings, the school office, the insurer — wherever officers are named.

Events & volunteers — June

  • Run end-of-year staff thanks. A last treat cart or breakfast during the checkout days — staff end the year on the PTO's best note.
  • Inventory and label the storage closet. What's in there, photographed and listed. September-you will otherwise re-buy all of it.
  • File final event debriefs. Field day and spring event notes into the binder — the last deposits into institutional memory.

Deadlines in June

  • Fiscal year end — June 30. For most parent groups. Books close, reimbursement stragglers roll forward, and the review committee takes over in July.

Start in June, needed later

  • It's July's list. The wheel turns — the new board starts at the top with the quiet reset.

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