How To... Leadership Resource Bank

IRS

File IRS Form 990N Have Your 501c3 Status Reinstated (IRS Form 1023)

Secretary of State

Register with the Sec. of State Sec. of State Registration Exemption Form Sec. of State Training Presentation Slides Definition of Professional Fundraising Company

Givebacks

Pay Membership Dues Upload Compliance Documents Send Messages to Members Only

Voting Processes

Vote on the PTA Budget Vote on the Nominating Slate Vote on the Bylaws

Minute Meeting Examples

Sample Meeting Minutes for Budget Voting Sample Meeting Minutes for Bylaws Voting Sample Meeting Minutes for Nominating Voting

Bylaws

Sample Meeting Minutes for Bylaws Voting Steps to Approve PTA Bylaws

Treasurer

SCPTA Financial Review Form and Checklist Example Budget Snaspshot Vote on the PTA Budget Minutes of Vote to Approve Budget W-9 Example W-9 Form

National PTA

Control of Funds-Letter from National PTA Legal Counsel National PTA Guidance on Outside Organizations

Compliance

Good Standing Checklist Upload Compliance Documents Sample PTA Quarterly Financial Report

Miscellaneous

SCPTA Financial FAQs Establish a New PTA Local Unit Revitalize a PTA Local Unit SCPTA Gift Card Guidance Records Retention Schedule Request State Sales & Use Tax Exemption Example Event Volunteers Task Lists Sample Asset Transfer Agreement (MS Word)