via your PTA's free MemberHub account.
If you already submitted your annual documents, thank you!
The Standards of Affiliation annual reporting requirements ensure local PTAs and councils align with Virginia PTA’s policies, and principles; maintain good business practices; and comply with applicable federal and state laws. Maintaining good standing protects your non-profit status and ensures your PTA is eligible for grant and award programs.
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Submit Executive Board Contacts |
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Contact information for all elected officers, committee chairs and the school principal should be submitted via your PTA's MemberHub account. If your PTA has officer or committee chair changes during the year, please update your contact list.
If you are identified as an officer of a PTA in Memberhub, then you automatically have a Memberhub account and access to the Admin Modules for your PTA. To Log-In for the first time, use the email account you use for your PTA work and select 'forgot password'.
If you are an officer of your PTA and DO NOT see modules listed on the left-hand panel after you are logged-in to MemberHub, (e.g. Contacts, Fundraising, Online Store, Website Builder, Compliance Manager), then request access to MemberHub.
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Submit Membership List & Dues |
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DUE Nov. 1, Dec. 1, Mar. 1 and Jun.1 |
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Please verify that you paid dues AND submitted a membership list for all members who joined since July 1, 2021.
Dues may be paid electronically via MemberHub ACH payment by linking your PTA bank account to your MemberHub account.
If you sell Membership using the MemberHub on-line store, then your Membership lists are automatically submitted to Virginia PTA, however, you still need to initiate the payment of dues.
If your PTA does not use MemberHub to sell memberships, you must upload and submit your membership list to Virginia PTA using your PTA's free MemberHub Account.
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Submit Financial Review & Tax Filing |
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The purpose of the annual Financial Review or Audit is to ensure that PTAs are following proper financial procedures, practicing financial responsibility and providing transparency for their General Membership.
FINANCIAL REVIEW STEPS
- Executive Board appoints Financial Review Committee or auditor. The Financial Review Committee should be 3 PTA members who were NOT authorized signers on your PTA's bank account.
- Complete the Financial Review Form
- Present for approval to General Membership
- Treasurer uploads Financial Review to MemberHub
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TAX FILING
All local PTA units that have gross receipts of less than $50,000 must file an IRS Form 990N (e-postcard). This usually takes about 5 minutes.
If your PTA's gross receipts are $50,001 or more, but less than $250,000, the unit may file a Form 990EZ. If a PTA's gross receipts are over $250,000 they must file a full Form 990. If you fail to file taxes for 3 years in a row you risk losing your federal tax-exempt status.
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Submit Bylaws Organizational Form |
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Local Unit Uniform bylaws went into effect Wednesday, July 21, 2021, for ALL local units.
The organizational aspects of your PTA, which were approved by your members and documented in previously approved versions of our bylaws templates, are now required to be documented in the Local Unit Organizational Structure Form.
ALL units are required to complete the Local Unit Organizational Structure Form, regardless of when your bylaws expire.
Does this mean the 5 year update process is no longer needed?
Yes. Your local unit is no longer responsible for the five-year update process. Instead you just need to maintain an up-to-date Local Unit Organizational Structure form in MemberHub.
How do I find the information to fill in the blanks on the form?
Use the cross reference resource to locate the information. If you don't have that information, then leave that box blank, or announce to General Membership that you will discuss and vote on that new item at a future meeting at least 30 days from when you made the announcement.
How do we change information on the Local Unit Organizational Structure Form?
If you need to change an aspect of your operating structure, your PTA should give members 30-days notice prior to a vote on the proposed change(s).
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PTA activities can create liability and put you at risk for loss due to theft, injury, property damage and many other issues. To protect yourself and your PTA, and in accordance with your bylaws, your PTA must purchase annual insurance.
Two popular insurance companies are AIM and R.V. Nuccio. Please request a quote to obtain coverage that best meets the needs of your PTA.
All PTAs must provide proof of insurance coverage by uploading insurance verification in MemberHub.
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Saturday, May 21, 2022
(9am - 4pm)
Richmond & Virtual
Connect with PTA leaders and members from across Virginia! This annual free event provides an opportunity to discuss the state of our association, hear inspiring speakers, vote on member proposed bylaws amendments and resolutions, and collaborate on ways that we can support students across the Commonwealth. Join us in Richmond or virtually for a day focused on tools and resources to strengthen our communities.
Registration will open in April.
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Friday, January 21, 2022
Richmond
PTA advocacy is happening every day in school board meetings and schools across the Commonwealth. Every January, when the General Assembly convenes, PTA volunteers and members from across Virginia meet in Richmond to talk with legislators about the challenges that face our schools. We invite you to join us for Capitol Day to share your stories.
Information on webinars and registration for legislator meetings coming soon!
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