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.

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.

⏰ 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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