For a local PTA to be “in good standing,” it must be in compliance with National PTA and Utah PTA bylaws and guidelines, including the following:
- Adhere to the purposes and basic policies of PTA
- Have an EIN (Employer Identification Number) from the IRS on file with Utah PTA
- Enter current officers in MemberHub
- Renew bylaws every three years
- Remit national and state membership dues to Utah PTA by the 25th of each month, with a final remittance by March 15
- Submit by August 1:
- Year-end financial statement (previous year)
- Annual Financial Reconciliation Report (AFR)
- copy of completed 990 Form
- Sales Tax Refund Request
- Submit by September 15
- Budget with approved minutes
- signed Ethics/Conflict of Interest form
- signed Basic Fiscal Management form
- proof of insurance
- report of trainings attended
If a local PTA is not in good standing, neither the local PTA nor students attending the PTA’s school are eligible to participate in PTA programs, such as Reflections or Battle of the Bands, or to receive awards. Sales tax refunds will not be issued to local PTAs not in good standing, and local PTAs that are not in good standing may be subject to loss of their tax-exempt status through Utah PTA’s group exemption.
Administrative VP’s Role
The Administrative VP should help the PTA Executive Committee understand the requirements to be “in good standing” and work with committee members to ensure all deadlines are met.
The Administrative VP should help the PTA Executive Committee understand the requirements to be “in good standing” and work with committee members to ensure all deadlines are met.