Requirements and Due dates
State PTA and IRS requirements
*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
Local Unit Requirements
*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
*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
Idaho PTA Standards of Affiliation
November 30 (recommended to be done at first PTA meeting or the year)
Approved Annual Budget, Keep in local unit files
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