Audit/ Financial Review
Local PTA are required to conduct an audit or financial review of the financial records at specified times, including a change of treasurers and at the end of the fiscal year.
MCCPTA provides Guidebooks for local leaders. Presidents are encouraged to keep a copy of all guidebooks on-hand. Click below to download the appropriate guide(s) for your PT(S)A.
There are eight (8) requirements mandated, recorded, and tracked by Maryland PTA which must be fulfilled to maintain the good standing of each local PT(S)A and the Council, effective July 13, 2013.
PT(S)A presidents should work closely with their treasurers and other board of directors members to complete them in a timely manner every year. MCCPTA cluster coordinators and area vice presidents monitor the status of these requirements using spreadsheets provided to MCCPTA by Maryland PTA. These MCCPTA officers are ready and available to lend guidance and help.
All documents must be submitted to the appropriate government authority (if required) and a copy sent to Maryland PTA. No copies are required to be sent to MCCPTA. A brief explanation of each requirement is provided below.
Contact Maryland PTA Office, MCCPTA Vice President Administration or listed contact with questions. See the associated Leadership Guidebooks for more information.
Montgomery County Council of PTAs
every child. one voice.
Local PTAs may advocate on their own issues, important to their community, and provide input to MCCPTA on larger concerns.
As independent entities, each local PTA is responsible for making sure their leaders attend training (in person or online) and maintain good standing (SoCA.)
The MCCPTA Vice President of Administration, Cluster Coordinators, and AVPs work together to support local PTAs in meeting SoCA requirements.
Every local PT(S)A must file an IRS 990, N or EZ, or extension every year, by Nov. 15. There is a fee for late filing.
Personal Property Return
Each PT(S)A must file a Personal Property Return each year. As a result of a PTA’s non-profit status there is no filing fee. The return will be mailed to the PTA’s address of record and is due on April 15. There are late filing penalties.