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PTA UNIT COMPLIANCE!

PTA/PTSA units are both corporations AND chartered units under Free State PTA. There are important Standards of Affiliation (SoA) requirements from Free State PTA, but also important business/compliance requirements from the IRS and the State of Maryland — all need to be fulfilled to run your unit/business legally and compliantly and keep it ACTIVE.

PLEASE REACH OUT IF YOU HAVE ANY QUESTIONS OR NEED HELP!

Here’s the complete Free State PTA SoA list:

Checklist and FAQ here: https://www.fspta.org/resources-guides

Full list with details here: https://www.fspta.org/bylaws

Free State PTA requirements to be deemed in “good standing” –

There are other important business-related “good standing” requirements! Remember that your unit is a BUSINESS with responsibilities to the IRS and state. Other very important requirements to remain ACTIVE are:

  • FILING YOUR MARYLAND PERSONAL PROPERTY REPORT
    • due April 15
    • ALL UNITS – even if they own no personal property – must file this report to prove they’re still active corporations in MD
    • “personal” means Business Personal Property owned by the business; most units own no Business Personal Property
    • see https://bcptacouncil.org/personal-property-report/
    • check your state status here: https://egov.maryland.gov/BusinessExpress/EntitySearch/Search
      • the most accurate way to find your unit’s current entry is to enter your most recent Maryland Department ID number (starts with D) which is on your bylaws or your Articles of Incorporation/Revival)
      • OR enter your EXACT LEGAL unit name since it’s not a “smart search” (if your unit has been revived/restarted and you simply enter your school name + PTA, you may find old entries for your corporation)
      • if your status says “forfeited,” it means the state no longer considers your unit an active corporation
      • contact us immediately for help getting revived/restarted; don’t fill out the paperwork yourselves
    • file your report here (it only takes a few minutes!): https://egov.maryland.gov/businessexpress
    • when you upload a copy of your PPR into Givebacks, you’ll see a required “Budget” box – enter 0.00

While not a formal SoA, a CONSENT FORM TO TEMPORARILY FALL UNDER DELAWARE PTA’S GROUP EXEMPTION until Free State PTA receives its own group exemption from the IRS must be filed UNLESS your unit has its own IRS Letter of Determination meaning you have your own non-profit status VS. falling under the group exemption as most units do.  Submitting the form is only done once and most units took care of this a few years ago. Email president@bcptacouncil.org if you’re not sure of your status. You will need to know your unit’s EIN to fill out this form. See details here: https://bcptacouncil.org/delaware-pta-consent-form/

PLEASE REACH OUT IF YOU HAVE ANY QUESTIONS OR NEED HELP!