Requirements and Due dates

State PTA and IRS requirements

      *Membership Dues                         November 1                    Report and pay online -OR-

Download Membership Dues Remittance Form    and mail form and  check for $7.50 per member to the Idaho PTA office.

Membership list to Idaho PTA (5 member minimum) November 1 EMAIL spreadsheet (see example) containing names and email addresses for each member to idahoptaboard@gmail.com

    *Volunteer Service     Report September 15       Easily fill out THIS online form. Download the Volunteer Service Report and mail to Idaho PTA or email to idahoptaboard@gmail.com

 *File IRS 990 form

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

Mail or email confirmation to the Idaho PTA office, also keep in local files

       *Insurance Premium                        November 1              AIM Insurance Form 

Make Checks Payable to:

AIM

PO Box 674051

Dallas, TX 75267-4051

AIM Phone: 800-876-4044

AIM Fax: 214-360-0802
AIM Email: aim@aim-companies.com

November 30 (recommended to be done at first PTA meeting or the year) 

Approved Annual Budget,   Keep in local unit files

Budget examples and resources

November 30 (recommended to be done at first PTA meeting or the year) 

Adopted Standing Rules/ Local Unit Bylaws  

Download Standing Rules Template 

Your board must personalize the template to your unit and then present to general membership for adjustments and approval. Send approved copy to your Region Director, keep in local unit files

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)

Financial Records, Minutes, and other records as indicated in the Finance Quick Reference guide from National PTA  ongoing Keep in local unit files

*Attend training provided at Region training sessions, Idaho PTA training sessions, or Idaho PTA Convention ongoing One elected leader or their designee must attend at least one training session annually. 

 

View upcoming events and trainings

*Indicates this action is 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:  idahoptaboard@gmail.com

Any items that need to be mailed to the state office should be sent to:  Idaho PTA, PO Box 50009 Boise, ID 83705

For all other questions please call 208-344-0851

Local Unit Requirements 

 *Board Roster  June 1     Easily fill out online form OR Download the Board List form

and mail to Idaho PTA or email to idahoptaboard@gmail.com