Annual Booster Club Bylaws Review Checklist and Procedure
Updated Oct 8, 20265 sources
An annual bylaws review is a once-a-year check that a booster club’s bylaws are current, legally sound, and actually followed. The president appoints the reviewer or a small committee, often the secretary plus a past officer; the board receives the findings; any amendments then follow the procedure in the bylaws. The review is timed so that amendments can be noticed and voted on at the annual meeting, before the new fiscal year begins.
The review exists because booster clubs drift. Boards change every year or two, state laws and district policies change, and practices that started as one-time exceptions become habits. A club that never compares its practice to its bylaws discovers the gap during a dispute, an IRS application, or a missing-money investigation, when it is most expensive to fix.
When to Review
For a club with a July 1 to June 30 Fiscal yearThe club’s 12-month accounting year, set in the bylaws. Many booster clubs use July 1 through June 30 to match the school year, and the club’s filing deadlines count from the day it ends.All terms (the club’s 12-month accounting year), a May annual meeting, and a 14-day notice requirement for amendments:
| Month | Step | Owner |
|---|---|---|
| January | Appoint the reviewer or bylaws committee | President |
| February | Complete Parts 1 to 3 below | Committee |
| March | Present findings; decide which amendments to propose | Board |
| April | Draft amendment text and approve the recommendation | Committee, board |
| May 6 | Send notice for a May 20 annual meeting (14 days before) | Secretary |
| May 20 | Vote on amendments at the annual meeting | Members or board |
| June | Update the master copy; distribute to the incoming board | Secretary |
| After June 30 | Note significant changes for the annual IRS return | Treasurer |
A review also belongs on the calendar outside this cycle when the club incorporates, applies for 501(c)(3) status, changes its name, merges, adopts a new district agreement, or faces a dispute the bylaws did not answer.
Part 1: Does the Club Follow Its Bylaws?
The most useful part of the review compares practice to text. For each requirement, the reviewer checks the evidence.
| Bylaw requirement | Evidence to check | Red flag |
|---|---|---|
| Meetings held as required | Minutes for the year | Fewer meetings than the bylaws require |
| Quorum present for votes | Attendance recorded in minutes | Votes with no recorded quorum |
| Elections held on schedule | Annual meeting minutes | Officers serving past their term with no election |
| Term limits respected | Officer list by year | One person in the same office beyond the limit |
| Budget adopted before the fiscal year | Minutes | Spending with no adopted budget |
| Two-person payment approval | A sample of 10 payments | Payments approved by one person |
| Bank statements reviewed by a non-signer | Initialed statements | No independent review |
| Annual financial review completed | Review committee report | No report for the last fiscal year |
| Bank signers match current officers | Bank signature card | A former officer still on the account |
| Conflict of interest disclosures collected | Signed annual forms | None on file |
Each red flag is either a practice to correct or a bylaw that no longer fits the club and should be amended. Continuing to break a bylaw is not an option; it leaves the board’s actions open to challenge.
Part 2: Is the Text Still Correct?
IRS and legal
- Does the name match the articles and the IRS determination letter exactly?
- Do the purpose, limitation, and dissolution provisions match the articles word for word?
- Does any provision allow assets or earnings to go to members, officers, or families, including individual student accounts?
State law
- Does the board meet the state’s minimum number of directors?
- Is the board quorum within the range the statute allows?
- Are any offices combined in a way the statute prohibits?
- Has the statute changed? Florida, for example, amended its director and QuorumThe minimum number of voting members who must be present for a meeting to conduct business. The bylaws set the number, and without a quorum the meeting cannot make a binding decision.All terms sections in 2026. See Booster Club Filing Requirements by State.
District
- Does the district’s current booster club policy or agreement require any provision the bylaws lack?
Membership and meetings
- Is voting tied to dues, and if so, is there a confidential waiver?
- Is the general meeting quorum a fixed number the club actually reaches?
- Do the bylaws authorize video meetings? Under Robert’s Rules, meetings by video or telephone conference are permitted only when the bylaws authorize them.
- Does the required notice method match how the club actually communicates?
Officers
- Does the term clause say “or until a successor is elected”?
- Are term limits workable, with an exception when no candidate is nominated?
- Is there a clear removal procedure?
Finance
- Is the Fiscal yearThe club’s 12-month accounting year, set in the bylaws. Many booster clubs use July 1 through June 30 to match the school year, and the club’s filing deadlines count from the day it ends.All terms stated, and does it match the year used for IRS filings?
- Do the controls match current practice, such as online payment apps and electronic transfers?
Housekeeping
- Are there references to offices, committees, or programs that no longer exist?
- Are there dollar amounts or procedures that belong in standing rules?
- Are internal cross-references (article and section numbers) still correct?
Part 3: Document Control
- Confirm a signed, dated master copy exists, with every amendment date listed in the certificate of adoption.
- Confirm the master copy is stored in the club’s permanent records, in an account owned by the club rather than an officer’s personal account. See Booster Club Records and Document Retention.
- Confirm the standing rules and board policies are compiled and stored with the bylaws.
- Confirm every current board member has the current version.
Reporting the Results
The reviewer gives the board a short written report in three parts: practices to correct (with an owner and a deadline for each), amendments to propose, and Standing rulesA club’s administrative rules, adopted by an ordinary vote and changed the same way: dues amounts, reimbursement deadlines, meeting times, and other details that shift from year to year.All terms to adopt or update. If the review finds nothing to change, the secretary records in the minutes that the bylaws were reviewed and no changes were recommended. Amendments then follow How to Amend Booster Club Bylaws, and significant changes are reported on the club’s next Form 990-EZ (Part V, line 34) or Form 990 (Part VI, line 4).
Common Mistakes
- Reviewing only the text. Committees read for typos and skip the practice audit. The real problems, such as missed reviews and single-signer payments, go unnoticed.
- Starting too late. A review that begins in April cannot meet a notice deadline for a May vote, and the fix waits a full year.
- Amending the bylaws to match a bad practice. When the club is not following a financial control, the answer is usually to restore the control, not to delete it.
- Leaving no record that the review happened. Without a minute entry, the next board cannot tell whether the bylaws were ever reviewed.
Annual Booster Club Bylaws Review Checklist and Procedure
https://boosterclub.org/bylaws/bylaws-review-checklist/
Checklist
Before the review
- President
- Secretary
During the review
After the review
- Board
- Secretary
- Secretary
- Treasurer
Related pages
- How to Amend Booster Club Bylaws · BylawsCovers the procedure after the review
- What Booster Club Bylaws Must Include · BylawsLists the IRS and state requirements to check
- Annual Financial Review or Audit for Booster Clubs · FinanceCovers the financial review the bylaws should require
- Booster Club Officer Transition · GovernancePairs with the review at year end
- Booster Club Compliance Calendar · TaxesPlaces the review alongside other annual deadlines
Sources
- IRS (external site)irs.gov/publications/p557
- IRS (external site)irs.gov/instructions/i990ez
- IRS (external site)irs.gov/instructions/i990
- Florida Legislature (external site)leg.state.fl.us/statutes/index.cfm
- Florida Legislature (external site)leg.state.fl.us/statutes/index.cfm
Updated October 8, 2026
Disclaimer: This page is general information for volunteer-run booster clubs. It is not legal, tax, or accounting advice, and BoosterClub.org is not a law firm, accounting firm, or government agency. Rules change and vary by state and district. Confirm current requirements with the IRS, the relevant state agency, the school district, and a qualified professional before acting. If a fact on this page is out of date, we want to know.