SET UP YOUR PTA
Our Standard of Affiliation
1
*Officer/Chair list to State PTA: June 1
Easily fill out online form. Update registered agent with new board with the Secretary of State at https://sosbiz.idaho.gov/.
2
*Volunteer Service Hours: September 15
Easily fill out an online form OR download the Volunteer Service Report and mail it to Idaho PTA or email it to info@idahopta.org.
3
*Dues paid to Idaho PTA and National PTA: November 1
Report and pay online - OR Download the Membership Dues Remittance Form and mail the form and check for $7.50 per adult member or $4.00 per student to the Idaho PTA office: Idaho PTA, PO Box 50009, Boise, ID 83705.
4
Membership list to Idaho PTA (5 member minimum): November 1
Fill out online form OR email spreadsheet with first name, last name and emails of each member to Idaho PTA at info@idahopta.org
5
*Insurance Premiumsent to IdahoPTA: November 1
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
6
*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
7
Approved Annual Budget: November 30
Keep in local unit files
8
Adopted Standing Rules/ Local Unit Bylaws: November 30
Download from Idaho PTA website and personalize your unit; have membership approval. Send approved copy to Region Director, keep in local unit files
9
Financial Records, Minutes, and other records as indicated in "Money Matters" guide from National PTA: Ongoing
Keep in local unit files
10
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.
*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: info@idahopta.org.
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.