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Financial Review Checklist - Washington State PTA - kacpta

Financial Review Checklist - Washington State PTA - kacpta 2026

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The document is a Financial Review Checklist for Parent-Teacher Associations (PTA/PTSA), outlining the procedures and materials required for conducting mid-year and end-of-year financial reviews. It includes sections for reviewing treasurer's reports, bank reconciliations, examination of books and records, contracts and grants, insurance, and compliance with tax regulations. The checklist aims to ensure transparency, accountability, and adherence to financial protocols within the organization.

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Click ‘Get Form’ to open the Financial Review Checklist in the editor.
Begin by entering the name of your PTA/PTSA and the dates for the last review and this review in the designated fields.
For mid-year reviews, complete Sections 1 and 2. For end-of-year reviews, fill out Sections 1, 3, and 4. Ensure you have all necessary materials listed at the beginning of each section.
In Section 1, answer questions regarding treasurer’s reports and bank reconciliations. Use checkboxes for 'Yes' or 'No' responses and provide explanations where required.
Continue through Sections 2, 3, and finally Section 4, ensuring that all questions are answered thoroughly based on your records.

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How to do a finance review?

How to do a financial review for your business Step 1: Gather Your Financial Documents. Step 2: Review Your Revenue Streams. Step 3: Assess Your Expenses. Step 4: Analyse Your Cash Flow. Step 5: Monitor Your Key Performance Indicators (KPIs) Step 6: Forecast for the Future. Step 7: Seek Professional Advice.

What constitutes a financial review?

Financial Review is an overall review of your organizations summarized financial activity. Liken it to reviewing a snapshot of your finances in their entirety. Most months, this high-level financial review is all that is needed to ensure activity looks reasonable.

How do I prepare for a financial review?

Things youll need to begin your financial review recent pay stubs. bank, IRA, and investment statements. credit card bills. expense receipts. mortgage, student loan, and auto loan statements. and anything else that reflects your current income, assets, and spending.

Who is the treasurer of the Washington State PTA?

My name is Jenn Talingo and I am so honored to serve Washington State PTA as its Treasurer.

What is the PTA and the law in Washington state?

PTA and the Law deals with state and federal rules and regulations relevant to running a charitable, tax-exempt, nonprofit corporation in the state of Washington, and will explain how these rules impact your PTA. PTA and the Law is a required class for at least one elected officer per PTA each year.

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