First Membership Meeting (Sample Agenda and Script): At your first membership meeting, present and vote to adopt or approve the following:
Budget (if not done in May or if amendments, fundraisers included in budget)
1. Have copies available for your membership. Read line by line.
2. Hold discussion and answer questions
3. Vote to adopt the budget
Two 24-hour tax-free days per calendar year (if not done in May)
Programs
Records Retention Policy
Treasurer presents final annual financial report for last school year
Secretary presents annual activity report for last school year
Financial Reconciliation Committee Report (after chair reports to membership, the chair attends your next executive board meeting to discuss suggestions for your board)
Insurance: Purchase insurance with a provider such as AIM. Strongly consider general liability, bond, and director's liability.
990 Filing for FYE 7/31: For fiscal years ending July 31st, complete 990 by September 30th. To attain Good Standing status, you must file a 990 with the IRS.
955 Campbell Road, Houston Texas 77024 United States
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