Click HERE to download printable check list
How to Submit
|*Board Roster||June 1||Download board list form and mail to Idaho PTA or email to email@example.com|
|*Volunteer Service Report||September 15||Download the Volunteer Service Report and mail to Idaho PTA or email to firstname.lastname@example.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 email@example.com|
|*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.
Mail or email confirmation to the Idaho PTA office, also keep in local files
|Approved Annual Budget||November 30||Keep in local unit files|
|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.|
*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: firstname.lastname@example.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