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.
PT(S)As must update their bylaws every 3 years using the template provided by Maryland PTA.
See: Bylaws Guidebook
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.
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.
See: MD PTA Forms
Maryland PTA requires each local PTA to have general liability and bonding insurance as well as directors and officers insurance. This insurance must be obtained through Maryland PTA and its authorized provider, Knight Insurance.
See: Treasurer's Guidebook
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.
See: IRS Form 990
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.