Sample Documents

Support for Your PTA!

The documents below will help you create structure for your PTA.  You’ll find agendas, Plan of Work, minutes templates, standing rules, procedure book information and more… Most are posted in an editable format so you can customize them for your needs.

Planning Calendar
Leading Meetings:
Agendas and Minutes
Standing Rules
Document Retention
  • Treasurer records should be kept for seven (7) years. Full Record Retention Scedule
    • Financial reviews (formerly called audits)
    • Bylaws and standing rules
    • Membership list
    • Adopted budgets
    • IRS 990 (copy of the confirmation email if you file the 990N postcard, or a copy of your 990EZ or 990) for the financial review period
    • Insurance policies
    • 501c(3) determination letters
    • Sales tax exemption certificates (if applicable)
    • Bank signatory paperwork (showing who is authorized to sign checks)
Treasurer Tools