The most recent edition of the New York State PTA Resource Guide is available below for your use as a PTA member.

Our purpose is to make it easier for all members to have access to information about NYS PTA and the guidelines associated with its operation.

The Resource Guide is presented in sections and can be used as separate guides.

The information is broken down in this manner to facilitate any printing or downloading that you may choose to do. You may print and copy any of the pages, an entire section or download and save the entire document to your personal computer or thumb drive.

All of the files below are in PDF format. If you do not have software to read this format, please click here to download the latest version of Acrobat Reader.

• Resource Guide Section 01-PTA Basics
• Resource Guide Section 02-Presidents Guide
• Resource Guide Section 03-PTA Board
• Resource Guide Section 04-PTA Council 
• Resource Guide Section 05-A-Finance 
  • Audit Report Sample; Audit Worksheet fillable form; Audit Report fillable form
  • Instructions to request copy of Sales Tax Exemption Certificate
• Resource Guide Section 05-B Insurance (REVISED October 2023)
  • AIM Insurance Webinar (April 2023)   Click Here for Powerpoint
• Resource Guide Section 06-Membership 
• Resource Guide Section 07-Bylaws and Procedures 
  • Unit or Council Name Change Process
• Resource Guide Section 08-Advocacy
• Resource Guide Section 09-School and Community
• Resource Guide Section 10-Programs
• Addendum – NYS PTA on Charitable Gaming (March 2021) – Spanish Version
• Addendum – NYS PTA Alcohol Policy (August 2021) 
• Addendum – NYS PTA UPDATED Covid/Insurance Guide (March 2022 Guidance Coming Soon)
• Addendum – Unit Guidance on Cash Payment Apps (NEW January 2022)
• Addendum – Grade Level Guidance (NEW March 2022) 
• Addendum – School Board Elections and School Budget Vote Guidance (NEW May 2024)

Check out or Leadership Webinars and Workshops for our local and region PTA Leaders!