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.

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.

⏰ 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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