Requirements and Due Dates

Click HERE to download printable check list

Requirement

  Due

     How to Submit

 *Board Roster June 1 Download board list form and mail to Idaho PTA or email to idahopta@idahopta.org
 *Volunteer Service Report September 15 Download VSR form and mail to Idaho PTA or email to idahopta@idahopta.org
 *Membership Dues November 1

on-going as new members are added

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 idahopta@idahopta.org
*Insurance Premium November 1 Download AIM applicationform and mail form and check payable to Idaho PTA to PTA office.
 *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

 Approved Annual Budget November 30 Keep in local unit files

Budget examples and resources

Adopted Standing Rules/ Local Unit Bylaws        November 30 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:  idahopta@idahopta.org

Any items that need to be mailed to the state office should be sent to:  Idaho PTA, 1655 W. Fairview, Suite 109, Boise, Idaho,  83702

For all other questions please call 208-344-0851