Annual Financial Review
The financial review is an examination of financial records and transactions to ensure that receipts have been accounted for and expenditures have been properly recorded. Financial reviews conform to Free State PTA bylaws. Per bylaws, Free State PTA requires local units to submit a copy of their financial review within 120 days after the close of the fiscal year (June 30th).
⚠️ Annual Financial Review Deadline: October 31st (Annually)
Submitting your completed financial review by October 31st keeps your local unit compliant with Standards of Affiliation (SOA).
PTA financial records must be reviewed at least annually, or whenever there is a change in Treasurer or any other officer with signatory authority on the bank account(s).