Standards of Affiliation
🧰 Running a Healthy PTA
Yes, there are requirements—but you're not in this alone. Idaho PTA is here to walk beside you with tools, timelines, and encouragement every step of the way.
These steps protect your unit, your volunteers, and the mission we all share: every child. one voice.
✅ Required: Annual Standards of Affiliation (SOA) Checklist
To remain in good standing, every Idaho PTA unit must complete the following each year. This ensures your unit stays eligible for statewide programs like Reflections, awards and grants, and access to leadership support and training.
✅Submit Your Local Unit Board List
Due Date June 1
Each Idaho PTA unit is required to elect at least four board members: President, Vice President, Secretary, and Treasurer. Update officer changes in Givebacks.
Officer changes may be submitted at any time after the election, but no later than June 1. Please also update Givebacks with any officer changes that occur throughout the year.
✅Update Registered Agent with the Secretary of State
Due Date June 30 or following any change with the current registered agent
Each local PTA unit is registered as a nonprofit corporation with the Idaho Secretary of State. This registration establishes the PTA as a legal entity in Idaho and ensures that the state has current information for the organization. As part of this registration, each PTA must maintain a current registered agent. The registered agent is the person designated to receive official state and legal documents on behalf of the PTA.
What this means for you: If you are listed as your PTA’s registered agent, you are serving as the PTA’s official contact for these documents. This does not make you personally responsible for the PTA’s obligations; you are acting on behalf of the PTA in your role as its designated agent. The treasurer is often designated as the registered agent.
Need more instructions on how to update the registered agent for your unit?
✅Report Volunteer Service Hours
Due Date September 15
Report volunteer service hours via Givebacks. Ideally, service hours would be totaled and reported at the end of the school year. September 15 is the reporting deadline, not the earliest that service hours can be reported.
Local PTA units are required by Idaho PTA to report volunteer service hours annually. This reporting allows Idaho PTA, as the state association and umbrella organization for local units, to document the collective volunteer impact of PTA across Idaho, demonstrate the scope of activities carried out in support of its charitable mission, and maintain appropriate records of the activities of its constituent organizations.
✅Remit Membership Dues & Report Member Data
Due Date November 1
Remit membership dues to Idaho PTA via Givebacks and report member data if membership is not sold through Givebacks.
✅Submit Insurance Premium
Due Date November 1
Please remit your annual insurance premium for the upcoming year to AIM or another insurance provider of your choosing. Once you have secured insurance, upload/record as completed in Givebacks.
This coverage helps protect your events, board members, and volunteers. As an Idaho PTA unit, you have access to exclusive, discounted insurance rates through AIM. This year, the annual rate will increase from $125 to $138.
✅File IRS Form 990
Due Date November 15
File your annual 990 form (N, EZ, or full) online or by mail. Once you have filed, upload your IRS confirmation to Givebacks. If you do not receive a confirmation, be sure to verify that your form was successfully filed.
The IRS Form 990 is due November 15 each year and cannot be completed until after the PTA’s fiscal year ends, which is typically June 30. Because most new PTA boards take office on July 1, we recommend that the outgoing treasurer complete and file the Form 990 as one of their final duties. Although the filing occurs after the new board takes office, the outgoing treasurer may still complete this responsibility as part of the transition between boards. November 15 is the filing deadline, not the earliest the form can be submitted.
Get started here 👉 https://www.irs.gov/forms-pubs/about-form-990
Additional Standard of Affiliation Reminders
-
Each local PTA unit is a 501(c)(3) nonprofit organization operating under Idaho PTA’s governing documents (Local Unit Uniform Bylaws which are legally binding), an annual budget should be prepared and approved by the membership to provide clear financial authorization, transparency, and accountability for the use of the organization’s charitable funds and to ensure each newly elected board begins the year with an approved financial plan. Ideally, the budget for the fiscal year beginning July 1 would be approved at a general membership meeting in May before the end of the school year. However, it is typical for an incoming PTA Board to amend the budget at the beginning of the school year if they have made adjustments to events or activities.
-
Each local unit should adopt standing rules for its elected board each year to clearly define roles, procedures, and expectations. Once approved, upload a copy to Givebacks.
-
Idaho PTA offers local unit training at the beginning of each school year and during the Idaho PTA Annual Convention. These trainings provide valuable education and guidance for local unit boards and help ensure your PTA stays in compliance with state and national requirements.
We encourage every local unit board to make attending at least one training each calendar year a priority.
