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 5 steps each year. This ensures your unit stays eligible for statewide programs like Reflections, awards and grants, and access to leadership support and training.
#1 – Submit Your Local Unit Board List
Due June 1
Keep your PTA connected and supported by submitting your board roster and updating your Registered Agent with the Secretary of State. Idaho PTA transitioned to Givebacks to manage the Standards of Affiliation process.
If you have never logged into Givebacks, use this link.
If you have logged in to Givebacks, use this link to learn how to update your officer list.
#2 – Report Volunteer Service Hours
Due September 15
Tell your story! Not only is this report required by the IRS, but these hours showcase the real impact of PTA volunteers across Idaho and help us advocate for resources and recognition.
#3 – Report & Pay Membership Dues
Due November 1
Each unit must report a minimum of 5 paid members and submit dues: $7.50/adult or $4.00/student.
📥 Pay My PTA Dues Now
#4 – Submit Insurance Premium
Due November 1
Idaho PTA units receive discounted coverage through AIM Insurance. Submit your premium directly and retain a copy for your records.
📥Review Options and Purchase Now
#5 – File Your IRS 990 Form
Due May 15 or November 15, depending on your fiscal year
Submit your annual 990 (N, EZ, or full) and send confirmation to Idaho PTA. Keep a copy in your local files.
📥 File Fiscal Year Form Now
📌 Additional SOA Reminders:
✔️ Maintain current bylaws and standing rules
✔️ Keep financial records and minutes organized
✔️ Attend at least one leadership training annually
✔️ Update registered agent with the Idaho Secretary of State
📥 Downloadable Annual Checklist with Due Dates – Coming Soon!
🙋 Need help or have questions?
Email us at membership@idahopta.org
📬 Mail physical items to: Idaho PTA, PO Box 1580, Meridian, ID 83680
📞 Call us anytime at: 208-278-2794
You're not alone—we're here to help your PTA thrive!
