Good Standing

What “Good Standing” Means for a Missouri PTA Unit

A local PTA or PTSA unit is considered in good standing with Missouri PTA when it meets required organizational, financial, and reporting obligations each year.

Being in good standing:

• Allows your unit to participate in state and national PTA programs (such as Reflections, grants, and awards)
• Maintains your unit’s nonprofit status under Missouri PTA’s group exemption
• Ensures your unit is recognized, supported, and protected as part of the PTA organization

Good standing helps protect your PTA and its volunteers by keeping your unit aligned with state and national PTA requirements.

Annual Good Standing Checklist

(All items are submitted to Missouri PTA via the yellow buttons on their website unless otherwise directed by MOPTA.)

• Officer Information
  Submit current officer information by March 31 each year (update as needed if positions change).
  
• National & State Membership Dues
  Submit national and state PTA dues for new members by the 1st of the following month. Dues are paid once per member and should be submitted as new members join throughout the year. https://mopta.org/membership-dues-submission/)
  
• Approved Bylaws (every 3 years)
  Submit bylaws for approval at least every three years using the Missouri PTA model language.

• Year-End Fiscal Report (Sample)
  Submit by December 1 each year. https://mopta.org/wpcontent/uploads/2019/04/AnnualFinancialSample.pdf
  
• Financial Review/Audit
  Submit by December 1 each year. https://mopta.org/wp-content/uploads/2025/08/Annual-Financial-Review-Form-1-1-8.14.25.pdf
  
• IRS Tax Return (Form 990, 990-EZ, or 990-N)
  File with the IRS by the federal deadline and submit confirmation to Missouri PTA by December 1. Visit File990.org (for units with deposits less than $50k) (This site is a FREE service to all of Missouri PTA units.  And if used, units will receive annual reminders to file.)

Why This Matters

These requirements help ensure that PTA units operate responsibly, transparently, and in alignment with PTA policies. Staying in good standing allows Missouri PTA to continue supporting and protecting local units and their volunteers.

If a unit falls out of good standing, eligibility for programs and recognition may be paused. Once missing items are submitted, units are typically restored to good standing.

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Helpful Tips

• Calendar all deadlines early in the year
• Keep copies of all submissions and confirmations
• Communicate with Missouri PTA if you anticipate delays
• Use Missouri PTA’s online tools and submission portals whenever possible