Includes important information for FISD PTAs and how to lead successfully in your specific board role on your campus.

Updated annually (August)

This training will guide you through key steps to complete during the summer to ensure a successful upcoming year!  (Recommended for spring.) 

Updated annually (May)

All board members new to their role are required by TX PTA to watch the BASICS Webinar.  If you have never served PTA in your current role, or have served in the past but never taken the TX PTA Basics, please be sure to complete this online training within 30 days of election or appointment.

This introductory course is for new PTA leaders; all board members are required by TX PTA to complete it only once in their PTA service.  There is a $10 fee to access the online course materials/webinar.   A copy of your certificate of completion serves as your receipt for reimbursement. This online training is required to be completed within 30 days of election or appointment.

Every person serving on a PTA board is required by TX PTA to take the Boardsmanship training within 30 days of election or appointment.  This training will help you in your role by reviewing the basic responsibilities and functioning of a PTA board. 

This training is not required for your role, but will be a big help!  Fundraising requirements are no longer included in the Treasurer's training and Resource Guides, so it is important that you review the materials now found here. 

Further develop your core leadership skills critical for long term success, including communication, marketing your PTA, conflict management, and more! For all board positions.  Please visit often as we continue to build our Insights training library.

Full Circle Leadership is TX PTA’s very own leadership development certification program. By focusing on the five key areas of technical, intrapersonal, forward-thinking, interpersonal, and adaptive skills, Texas PTA leaders are able to enhance their skills to become even more successful and effective. 

Understand your PTA's options and next steps in implementing the required dues increase from National PTA, which goes into effect for all 2025-2026 memberships and going forward. Ensure you are set for a successful membership drive for your PTA!

It's important to understand why National PTA asked and was approved for a dues increase.  Utilize these resources for discussion with your board and communication to your membership. Share the benefits and areas of strategic improvement that are tied to the dues increase with your membership.

Understand your PTA's options and next steps in implementing the required dues increase from TX PTA, which goes into effect August 1, 2024. Be the expert on how your income and expenses will be impacted in 2024-2025 with this dues change.

It's important to understand why TX PTA asked for, and was approved for, a dues increase.  Utilize these resources for discussion with your board and communication to your membership. Share the benefits and areas of strategic improvement that are tied to the dues increase with your membership.

Prepared from the perspective of a fellow PTA treasurer, this takes you step-by-step through each line of the 990-EZ.

*Note: Does not represent tax advice. Consult IRS instructions for specific guidance.

Utilize this detailed template to prepare your draft of the 990-EZ.  Replicates the 990-EZ form in electronic version, auto populates and calculates, and more.  Using this draft helps you to confirm all monies are accounted for, before submitting your final filing.

*Note: Does not represent tax advice. Consult IRS instructions for specific guidance.

In search of a prior 990-N, 990-EZ, or 990 filing for your PTA?  First check your e-file software for past filings.  If not there, you can often find pdf versions of past filings via the IRS website. Have your EIN ready!

*Note: Does not represent tax advice. Consult State Comptroller instructions for specific guidance.

Use the Local Roster from TX PTA to determine whether your filing has been accepted by the IRS; and that this "accepted" status has been communicated to TX PTA.  You need a green checkmark in the "990" column to be in good standing! 

Bookmark this link and check back frequently to stay on track!

Prepared from the perspective of a fellow PTA treasurer, this training shows you how to verify your PTA's exempt status, apply for or get a copy of your sales tax permit, understand the difference between PTA as buyer and PTA as seller, and how to complete your S&U filing.

*Note: Does not represent tax advice. Consult State Comptroller instructions for specific guidance.

Utilize this report to track all sales tax collected by your PTA and remitted to the state, either quarterly or annually.

Both the Treasurer and Secretary have requirements for the end-of-year review by the Financial Reconciliation Committee.  Button-up your deliverables for an easy, painless review! Includes information on how to organize your documents and what the FRC will be looking for.

Everything your FRC needs in one document from TX PTA!

Review this list before each meeting to make sure you have everything you need to be successful.

Note: To customize, you must open document, download or save to your google drive, then edit

Most chair duties vary by month, from fulfilling TX PTA requirements to board needs.  We've taken TX PTA's checklist and added FISD-specific items to the list, giving you a comprehensive overview of your year. Use this "by-month" checklist so you never miss a step!

Note: To customize, you must open document, download or save to your google drive, then edit

Carry this with you to your board and membership meetings for easy reference on how to phrase a motion, who makes it, and what vote is required.  Gives specific examples, including budget adoptions and amendments, approving minutes, and more!

Scripts are available for meetings, elections, financial discussions, and more.  Be prepared to lead your meetings effectively!

Note: To customize, you must open document, download or save to your google drive, then edit.

Before completing your POW, review an example for your board position... then make it your own!

Note: To customize, you must open document, download or save to your google drive, then edit

Blank POW for use by you or your board.

Note: To customize, you must open document, download or save to your google drive, then edit

Partner with your Treasurer to compile all of the information critical to running your PTA: EIN, Tax ID, banking information, critical due dates and more!

Council dues are required, per your PTA's bylaws, and are paid annually.  Dues must be paid prior to the first Council Delegates' Meeting each fiscal year (usually in September) so that your PTA has voting privileges.

Use these forms for your PTA's financial records.  Customize for your PTA.

Does your PTA use a cash till for events like book fairs or concessions sales?  Use this tally sheet to ensure that the cash till is documented to returned in full at the end of your PTA's event.

Use this form for cash and check deposits, as well as electronic transfer deposits.  Customize for your PTA.

Use this form for ACH transfers (electronic banking such as PayPal, CheddarUp, Stripe, debit cards) as an alternative to the standard deposit and disbursement forms.

If your PTA has a credit or debit card issued in its name, the Treasurer is required to maintain a record of when the card is checked out and by whom. Customize this example log based on your PTA's needs.

Council and TX PTA recommend that you request a copy of your PTA's bylaws at the beginning of each year, as changes approved at the state level may be made to local bylaws as well - stay on top of these changes with your annual request.  

Typically, changes made at the state level go into effect August 1st each year.

This form is completed monthly by the non-signer, then signed and read into the minutes by the Secretary.

Access the most up-to-date documents governing FISD Council of PTAs, including bylaws and standing rules.

Access TX PTA's bylaws.

Explains all TX PTA requirements for remaining in Good Standing.

Required by TX PTA to be completed annually by all board members.

Required by TX PTA to be completed annually by the Secretary.  If there are changes from the prior year, it must be adopted by membership.  Otherwise, it only needs to be included in the minutes/records.

All minors serving on a PTA/PTSA board or committee are required to complete this consent form annually.

PTAs may customize this policy, if desired, and put it before their membership for adoption.  It is recommended, but not required.

The process of remitting membership dues to Texas PTA is one that impacts the Local, State, and National PTAs. With varying timelines and platforms in place for collecting and distributing dues to the appropriate PTA, Texas PTA follows a specific process for refunds.

This policy may be voted on for adoption each year by membership, or incorporated into standing rules.  It can be adopted/incorporated in whole or in part, but wording cannot be altered.

Any suspicion of theft, fraud or embezzlement must be reported immediately to TX PTA and this policy must be followed.

These guidelines from FISD must be followed by all PTAs in the district.  Includes information on governance, partnerships, fundraisers, and more.  Updated annually.

The FISD Student Services department has collaborated with campus principals, district staff, and community members to create district guidelines that specify how fundraising should take place within Frisco ISD.  Updated annually.

This is a quick snapshot comparison between bylaws and standing rules, and the amendment requirements for each.  Recommended for inclusion in your Procedure Book/Binder for easy reference. 

This all-inclusive calendar from Council includes dates from the FISD calendar, TX PTA membership award deadlines, Council training dates, national days of recognition (healthy lifestyles, environmental, hospitality, etc) and more!

A great resource from TX PTA for guidance and best practices.  

Download or print. Updated annually.

Use this link to directly access all of the helpful information from TX PTA for your board position.

Fundraising requirements are no longer included in the Treasurer's training and Resource Guides, so it is important that you review the materials now found here. 

Download or print. Updated annually.

Use this link to directly access all of the helpful information from TX PTA for your board position.

Serving on an executive board extends beyond management and completion of your position specific duties. It’s very important that you understand the duties of the executive board and your duties as an executive board member. 

Download or print. Updated annually.

This Google Roster from TX PTA helps you track your path to good standing and membership awards.  Bookmark it and check back frequently to stay on track!

District listing and map of all FISD campuses and facilities

District calendar for the current school year.

District listing of attendance zones and feeder patterns

District priorities for the upcoming legislative session.

Is there a fellow board member who has gone the extra mile?  Has she/he done something that exemplifies one or more of the LEAD leadership qualities... (Learn. Engage. Advocate. Drive.) 

 Leadership is about the choices and actions we take each day, big and small.  Recognize someone on your board for going the extra mile - let them know they are appreciated!  Winners will be invited to attend the next Council Delegates meeting for public recognition of his/her outstanding contributions to your PTA!

Has your PTA or campus tried something new that worked well?  Have you revamped an old program and gotten great feedback?  Help us to celebrate your board's achievement and share it with other campuses.  Let's succeed together!