What your board should be doing right now

Every month of the PTO year, by role — the tasks, the deadlines that bite, and the things to start now so they're ready later. Assumes a July–June fiscal year; adjust if yours differs.

June: Close the year properly

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.

President

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

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

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

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 that bite

Fiscal year end — June 30

For most parent groups. Books close, reimbursement stragglers roll forward, and the review committee takes over in July.

📅 Start now, thank yourself later

It's July's list

The wheel turns — the new board starts at the top with the quiet reset.

Prefer the readable version? Read the June guide · or see the whole PTO year at a glance.

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