REQUIREMENTS AND DUE DATES
State PTA and IRS Requirements
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Easily fill out online form.
Update registered agent with new board with the Secretary of State at https://sosbiz.idaho.gov/ -
Easily fill out the online form
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First, report and pay online using CheddarUp $7.50 per adult, $4.00 per student, or choose a tiered membership option.
Second, email your Membership list to Idaho PTA (5 member minimum) by November 1. Include a spreadsheet containing first and last name and email address for each member to info@IdahoPTA.org.
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Review Options and Purchase Insurance on the AIM website.
Make Checks Payable to:
AIM Insurance
PO Box 3427
Houston, TX 77253-3427AIM Phone: 800-876-4044 AIM Fax: 214-360-0802
AIM Email: aim@aim-companies.com
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November 15 or May 15, depending on your fiscal year. File by mail or via e-postcard with the IRS. General information on IRS Form 990
Retain a copy in local files.
IRS Form 990-N Electronic Filing System (e-Postcard) User Guide
*Items above are necessary for a unit to be considered in “good standing”. Units not reporting any dues/membership by November 20th will not be in good standing and will not be allowed to participate in any PTA-sponsored programs, including Reflections, and will not be eligible for any PTA awards or grants.
Any items that need to be emailed to the state office should be sent to: info@idahopta.org
Any items that need to be mailed to the state office should be sent to: Idaho PTA, PO Box 1580 Meridian, ID 83680
Important Due Dates
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(Recommended to be done at the first PTA meeting of the year)
Approved Annual Budget
Keep in local unit files
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(Recommended to be done at the first PTA meeting of the year)
Adopted Standing Rules
Local Unit Bylaws
Important Information
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Your board must personalize the template to your unit and then present it to the general membership for adjustments and approval. Send the approved copy to info@idahopta.org, and keep it in local unit files
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Ensure all board members have a printed copy of the Local Unit Uniform Bylaws (these apply to all local units and may not be changed or altered)
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Financial Records, Minutes, and other records as indicated in the Finance Quick Reference guide from National PTA must be ongoing and kept in local unit files
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Attend training provided at Region training sessions, Idaho PTA training sessions, or Idaho PTA Convention. One elected leader or their designee must attend at least one training session annually.
