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Booster Club Lifecycle Checklist

  • Incorporate
  • Obtain EIN
  • Apply for 501(c)(3) status
  • Adopt financial controls
  • Apply for state tax exemption (sales & income tax, if applicable)
  • Register to fundraise with state (if required)
New fiscal year (or school year): operate properly
  • Elect officers
  • Adopt budget
  • Review/amend bylaws
  • Review/amend financial controls
  • Put federal and state filing due dates on your calendar
  • Input new information in Simpli-FileTM
End of fiscal year (or school year)
  • Update all information (officers and financials) in Simpli-FileTM
  • Update contact information with school/school district
  • Transfer records/passwords to new officers
    • Parent Booster USA
    • Cloud-based document storage
    • Financial/accounting information
    • Governance documents – articles of incorporation, bylaws, minutes
  • Conduct annual financial review
  • Update signature cards for all bank accounts
On-going operational requirements
  • File required reports (know your fiscal year dates)
    • IRS 990-series return (based on fiscal year end)
    • State corporate annual report (if applicable)
    • State sales tax exemption renewal (if applicable)
    • State fundraising registration (if applicable)
  • Report to members regularly (budget, programs)
  • Ensure all fundraisers support your tax-exempt mission
  • Maintain minutes of all board, committee, and other meetings

YOU SUPPORT THEM, WE SUPPORT YOU

With PBUSA membership, we file all the IRS and state paperwork. We keep your booster club up and running year after year.