Support for Locals

If your PTA/PTSA needs assistance meeting the Free State PTA Standards of Continuing Affiliation (SoCA) requirements, please email president@bcptacouncil.org

The Basics

FINANCIAL REVIEW: Every PTA must conduct an annual financial review for its financial year and send a copy to Free State PTA. Refer to MD PTA “Cash Encounters” for financial review report format and sample report.

IRS 990: Every PTA is required to file annually by November 15th. If annual gross income was $50,000 or less you can e-file the 990 e-postcard. Provide a copy of 990 filing to Free State PTA.

INSURANCE: Every PTA is required to have insurance coverage through AIM Insurance. Enrollment forms are sent to all PTAs. Contact AIM for help at https://aim-companies.com/. Current coverage ends on 6/30.

BYLAWS: Need to be reviewed at least every 3 years and submitted to Free State for approval.

INCORPORATION: Every PTA must be incorporated in the state of Maryland. To maintain your incorporation status, a Personal Property Tax Return must be filed by April 15th each year whether or not your PTA/PTSA owns any property. Check your status at the Taxation and Assessment website at www.dat.state.md.us.

Eight Standards of Continuing Affiliation (SoCA) requirements are mandated, recorded, and tracked by Free State PTA which must be fulfilled to maintain the good standing of each local PT(S)A.

Local 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.  PTA Council is required to fulfill those requirements too.

Good standing is vital.  It preserves the non-profit 501(c)3 status of each PT(S)A–which enables us to raise money without paying income taxes and to accept charitable donations–and is a prerequisite for participation in Reflections, the receipt of Free State PTA awards, and the privilege of voting at the Free State PTA Summer Convention.

1) AUDIT/FINANCIAL REVIEW

2) IRS 990

3) BYLAWS

4) MEMBERSHIP

5) INCORPORATION

6) INSURANCE

7) CHARITABLE ORGANIZATIONS REQUIREMENT

8) OFFICER CONTACT INFORMATION