How do we become a Unit in Good Standing?
These are the main elements to being a Unit in Good Standing.
1. Membership Dues (State & National) turned in regularly to state by dates required
2. Unit Annual Financial Review (formerly known as “Audit”) to State Office by December 1st
3. Fiscal Year-End Report to State Office by December 1st
4. Submits a copy of the required IRS tax form to the state PTA by December 1st
5. Has bylaws approved every three years according to the procedures of the state PTA
6. Officer’s list to State Office by March 31st
7. Adherence to the Purposes & basic policies of PTA
What happens if our PTA is “not in good standing”?
If a PTA is not in good standing, neither the unit nor the students attending the PTA’s school are eligible to receive awards and recognition, e.g., membership awards, Reflections, etc.
If our PTA is “not in good standing” how do we fix it?
If a unit has become “not in good standing”, as soon as it has fulfilled the necessary requirements, it is again considered “in good standing”.
How often do our bylaws have to be reviewed?
Bylaws are required to be reviewed/updated and sent to the state office every three years.
What if we don’t have all the positions filled requested on the Officer’s Form?
Fill in the information known on the officer’s form by March 31st, and then send the other information as positions are filled.
What is the “Fiscal Year-end Report”
This is compiled by the treasurer at the close of the PTA’s fiscal year showing all actual receipts and expenditures.