UNITS IN GOOD STANDING
Local PTA units must be deemed to be “in good standing” in order to fully participate in the programs and benefits offered by the association. A PTA unit is “in good standing” if it:
- Adheres to the Purposes and basic policies of the PTA;
- Remits national and state dues to the state PTA by dates required;
- Has bylaws approved every three years according to the procedures of the state PTA;
- Submits a copy of the unit’s fiscal year-end report to the state PTA by December 1st of each year;
- Submits a copy of the unit’s annual financial review (formerly known as the audit) to the state PTA by December 1st of each year;
- Submits a copy of the required IRS tax form to the state PTA by December 1st of each year;
- Submits the names and addresses of officers to the state PTA by March 31st of each year; and
- Meets other criteria as may be prescribed by the state PTA.
If a local PTA becomes “not in good standing,” as soon as it has fulfilled the necessary requirements, it is again considered “in good standing.” If your unit is affiliated with a council, please check for additional requirements that may be prescribed by the council PTA in order to fully participate in programs and services offered by the council. If a PTA is not in good standing, neither the unit nor the students attending the PTA’s school are eligible to receive awards (this includes but is not limited to membership awards and the state’s Reflections contest).
By virtue of being part of National and the state PTA, the IRS grants a local unit PTA non-profit (501(c) (3)) status. This requires PTAs to be non-partisan, non-sectarian, and non-commercial. PTAs cannot endorse political candidates or parties. PTAs are not religious nor do they endorse products, services, or companies.