Running a PTA


From Maryland PTA

Delegates

Helpful information

Resources

“Must Do’s” for PTAs

Pursuant to Maryland PTA Bylaws:

  1. All PTAs must be incorporated. Go to www.dat.state.md.us to see if your PTA is incorporated and in good standing with the State Department of Assessments and Taxation.
  2. All PTAs must carry bonding, liability, and Directors and Officers (D&O) insurance. Go to www.mdpta.org for more information. The insurance agent for all MD PTAs is:
    Kathryn R. Meagher, CPCU, ARM
    BB & T Insurance Services of California, Inc.
    Previously UnionBanc Insurance Services, Inc.
    535 North Brand Blvd., 10 Floor
    Glendale, CA 91203
    MD License # NPF3106
  3. All PTA checks must be signed by two people - the treasurer and one other authorized officer.
  4. All PTAs must submit a copy of their annual Treasurer’s Report and audit report to the MCCPTA Treasurer, Susan Burkinshaw at MCCPTA, 2096 Gaither Road, Suite 204 by pony mail, or MCCPTA, 2096 Gaither Road, Suite 204, Rockville, MD 20850 by US mail, AND to MD PTA at Maryland PTA, 5 Central Avenue, Glen Burnie, MD 21061 by US mail, 410.760.6344 fax, or email office@mdpta.org.
  5. All PTAs must maintain current by-laws. The by-laws must be reviewed and resubmitted every three years.
  6. All PTAs must pay annual dues to Maryland and National PTAs and to MCCPTA.
  7. All PTAs must submit a copy of their Federal 990 to Maryland PTA at the same address noted in number 4. If your PTA files a 990N postcard, you can email the electronic confirmation of filing as your submission. If you file the full 990 paper form, you need to send a copy of the form to MD PTA. If you file for an extension, then you need to notify MD PTA of that also.
     
    Pursuant to Maryland State Law:
  8. All PTAs must be registered with the Charitable Organizations Division - Office of the Secretary of State (www.sos.state.md.us - and follow the links to “Registering a Charity”).
  9. All incorporated PTAs must file a personal property tax return by April 15 of every year in order to maintain their corporate status.
  10. If your PTA resells any items, such as gift wrap, plants, candy, it must have a sales tax license and file returns according to the schedule your PTA establishes with the state.
     
    Pursuant to Federal Law:
  11. All PTAs with gross receipts of $25,000 or more must file Form 990 PT(with Schedule A) annually. The return is due on the 15th day of the 5th month following the last day of the organization’s fiscal year. For example, if the local unit’s fiscal year ends on June 30, the 990 must be filed before November 15. A form 8868 can be filed requesting an automatic 3 month extension. Go to the IRS website for more information and forms. (http://www.irs.gov/formspubs/index.html)
  12. All PTAs with gross receipts less than $25,000 must file electronically a 990N postcard by the 15th day of the 5th month following the last day of the organization's fiscal year. For example, if the local unit's fiscal year ends on June 30, the 990N must be filed before November 15.

Questions?  Need assistance?  Please don’t hesitate to call me!  My “job” is to be a resource for you and your PTA.

Susan Burkinshaw
    MCCPTA Treasurer
Email Susan

 

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