There are eight (8) Standards of Continuing Affiliation (SoCA) requirements mandated and monitored by Maryland PTA to maintain the good standing of a local PTA/PTSA. The treasurer is responsible for taking a lead role in completing five of these requirements. Good standing not only preserves the unit’s non-profit 501(c)3 status, but it ensures that students can participate in the Reflections program through the National PTA level and allows delegates to attend and participate in the Maryland PTA State Convention!
Local PTA Treasurer’s Guidebook: Updated June 2015
Connect with other PTA/PTSA treasurers in Montgomery County: Join the Treasurer’s E-list. To subscribe, send an e-mail to MCCPTA_Treasurersemail@example.com. Include: Name / School / Position/Term (if any)
Membership Dues Payments: The Membership Chairman and Treasurer should coordinate to ensure an accurate count of membership and dues payments to MCCPTA and Maryland PTA. Refer to the SoCA: Membership Dues page for more information.
Maryland PTA's Financial Training booklet provides an overview of all the essentials: CLICK HERE
Timeline for PTA Leaders: Keep this handy, a great guide for treasurers!
National PTA Money Matters (need user id/password from pta membership card): http://www.pta.org/reference_guides.asp
Maryland PTA Cash Encounters http://www.mdpta.org/forms.html
Maryland State Department of Assessments and Taxation (Personal Property):
Maryland State Department of Assessments and Taxation Business Entity Search:
Comptroller of Maryland bFile (Sales and Use Tax Returns):https://interactive.marylandtaxes.com/Business/bFile/OSC/SelectApp.aspx