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Help in Changing from a PTA to a PTO

11 years 7 months ago #141393 by speechmom
Yes, I found the info in my copy of our bylaws and on the toolkit part of the CaPTA website http://www.capta.org/sections/resources/downloads/toolkit-2007en-01.pdf Go to pages 10 & 11 for specifics. It's not that it's hard, but they definitely don't make it easy either with at least two meetings and the presence of the District representative required before you can vote.
11 years 7 months ago #141413 by Rockne
Thanks speechmom -

Good reference. Important to note that those pages are not technically the bylaws. I don't have a copy of the California PTA bylaws in front of me, but it's fairly common for the actual bylaws to be quite a bit less overbearing than what groups are told by a state PTA they are supposed to do. And it's the bylaws that run things.

My advice to groups is to follow the letter and spirit of the bylaws as best they can, until/unless 1) the letter of the bylaws are ful of nonsensical roadblocks; or 2) the district or state PTA is particularly rancorous (which we hear about far too often -- groups are not hostages and groups don't "belong" to the PTA).

The reality is that you should air the issues well with your members and only make the change if your membership supports it. That's the spirit of the rules most everywhere.

But if the regs and expectations from PTA are clearly nonsense, there's always a very simple way to get out. Let the year end, spend all your funds, don't have a PTA membership drive the following fall... and don't send in dues in that new year. Funny how no members and no dues pretty much = a disbanded PTA the easy way.

Tim

PTO Today Founder
11 years 7 months ago #141540 by tigerfamily5
We are considering changing from PTA to PTO. My biggest concern at this point is our assets and how this change will affect our finances. I've read throught our by-laws but cannot find mntion of any seizure type clause. Any advice? I don't want to ask our state PTA rep. b/c they will then be aware of our concerns.
11 years 7 months ago #141858 by MomToRedHeadBoys
Our PTA Board has voted to change to a PTO. We invited our families to an informational meeting, absolutely no one showed up. Our next step was to send a ballot to our members for a vote. I haven't been able to find a sample ballot anywhere. Does anyone have one they are willing to share? Any help/guidance is appreciated.
11 years 7 months ago #141873 by Rockne

tigerfamily5;141540 wrote: We are considering changing from PTA to PTO. My biggest concern at this point is our assets and how this change will affect our finances. I've read throught our by-laws but cannot find mntion of any seizure type clause. Any advice? I don't want to ask our state PTA rep. b/c they will then be aware of our concerns.


Hi tigerfamily -

This clause is always fairly gray, because (in my opinion) it's virtually indefensible. The good news is I've never seen a disbanding group lose it's assets. It's almost always a threat, but I do not believe it is enforceable.

That said, the easiest way to eliminate the worry is to just spend your funds down to zero and dispose of/gift/transfer (legally) your assets before officially disbanding. Then there's nothing to argue about, even if PTA wanted to argue.

Tim

PTO Today Founder
11 years 7 months ago #141874 by Rockne

MomToRedHeadBoys;141858 wrote: Our PTA Board has voted to change to a PTO. We invited our families to an informational meeting, absolutely no one showed up. Our next step was to send a ballot to our members for a vote. I haven't been able to find a sample ballot anywhere. Does anyone have one they are willing to share? Any help/guidance is appreciated.


Hi momred --

I don't have a sample ballot for you, but -- just as an FYI -- most of the bylaws I've ever read don't require that that vote be a written ballot of all your members. Typically, a written ballot at awidely announced meeting (provided you get a quorum present) is sufficient.

Tim

PTO Today Founder
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