The Year Wheel
Free · no loginWhat 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.
October: Peak season
This monthOctober is peak event season: the fall festival or trunk-or-treat, the fundraiser closing, and conference-week meals stack into one month. In October a PTO board should execute the big fall event with enough volunteers, reconcile the fundraiser within two weeks of closing, feed staff during conferences, and get the IRS Form 990 filed well before the November 15 deadline instead of discovering it late.
Treasurer
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File the Form 990 now
Due November 15 for a June 30 fiscal year end. The 990-N e-postcard takes ten minutes — and three missed years means automatic loss of tax-exempt status. File in October, save the confirmation.
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Reconcile the fundraiser within two weeks
Report the real number to members while they still remember the event. "We'll total it up eventually" erodes trust.
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Enforce two-person cash counts at events
Festival cash boxes, counted by two unrelated people, signed the same night, deposited within days.
⏰ Deadlines that bite
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IRS Form 990 — file this month
Due November 15 for June 30 fiscal years (15th day of the 5th month after year end). Filing in October leaves room to fix surprises.
📅 Start now, thank yourself later
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Holiday shop volunteer schedule
December shop needs a full roster and inventory plan by Thanksgiving.
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Winter staff gratitude
Pie drop before Thanksgiving break or cocoa cart in December — order ahead.
Prefer the readable version? Read the October guide · or see the whole PTO year at a glance.
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