Each of our PTCO's is required annually to provide Parents' Council with several documents and dues. Be sure you are up to date with the required documents and deadlines listed below. Each PTCO should've received a statement from Documents Review in November 2017 - please be sure to submit any late documents as soon as possible in accordance with our electronic filing procedures. (include School Name, Document Name in the subject of your email when submitting electronically).
Below are the mandatory dues/documents that Parents’ Council requires from all PTCO's each year?
One time annual dues, by October 15th
Affiliation Letter, by October 15th
Copy of your approved budget for the current school year, by October 15th
Year-end financial statement for the previous school year, by October 15th
Federal Tax Return, by November 15th
Colorado Charitable Financial Statement, by November 15th
Annual year-end fiscal review for the previous school year, by November 15th
Most recent and up to date copy of your PTO Bylaws, by October 15th or upon General Meeting approval when amendments are made.
**NOTE, if your bylaws are dated prior to 2012, they need to be updated and submitted to Parent’s Council.Most recent and up to date copy of your Financial Policies by October 15th or upon General Meeting approval when amendments are made (including your cash/check policy).
Documents questions can be directed to Shari Fitzjarrell, Document review at firstname.lastname@example.org or 918-407-7180.
You can find many answers to your procedural questions in our FAQ on the website. Templates for some of these required documents can also be found on our website.