Charles Everett, Tennessee PTA Treasurer | Treasurer/Financial Documents
Important PTA Financial Documents Deadlines in November
November 1st – on or before, Audit Report Form in State Office
November 1st – Required Dues payment for state and national to Tennessee PTA.
November 15th – absolute last day to file 990-N post card with the Internal Revenue Service (IRS)
November 20th – on or before, receipt of filing 990 in State Office
November 1st – on or before, Audit Report Form in State Office
November 1st – Required Dues payment for state and national to Tennessee PTA.
November 15th – absolute last day to file 990-N post card with the Internal Revenue Service (IRS)
November 20th – on or before, receipt of filing 990 in State Office
Membership Reporting: Need to know how much dues are, how to pay via echeck or where to find a paper check remittance form? All on the Membership Reporting webpage.
Audit Report Form (Due to the State Office by, or before, November 1st!)
Treasurer Handbooks
National PTA Financial Quick Book (Basic Treasurer Information from National PTA)
Tennessee PTA Treasurer Handbook (Tennessee-focused information with sample forms and more)
National PTA eLearning (Find out how to stay compliant with IRS and about budget basics)
990 Filing Links
File 990N ePostcard at IRS (File before November 15th each year! Free to file but costly if not filed!)
IRS 990-N Website (Send receipt of filing to State Office by November 20th) Local Units: Upload the confirmation receipt in the unit’s Admin console of MemberHub.
IRS 990-N Website (Send receipt of filing to State Office by November 20th) Local Units: Upload the confirmation receipt in the unit’s Admin console of MemberHub.
Updated Filing 990N requirements! You must use your IRS personal identification number or your ID.ME account to file the 990N. Read more about this change and find two links from the IRS tutorial database on our blog post: https://tennesseepta.tumblr.com/post/692838859613093888/the-irs-changes-the-990-n-authentication
PTA Insurance with AIM
AIM Insurance Guide (Be proactive and keep your unit and officers protected by insurance)
Application for AIM Insurance
Application for AIM Insurance
“Sunshine Funds” refer to a local PTA unit’s effort to provide assistance to an individual or family in the case of a catastrophic event, such, fire, or other disaster. While these efforts are extremely well intentioned and admirable, using the funds of a local PTA for such a cause could result in that local PTA losing their tax‐exempt status with the IRS. This is due to the “inurement of benefit rule.” Read more at https://www.pta.org/docs/default-source/local-leader-kit/sunshine-funds.pdf
Sponsorship & Honor Forms
Tree of Honor Form Honor someone with a leaf on the Tennessee PTA Honor Tree
Tree of Honor Form Honor someone with a leaf on the Tennessee PTA Honor Tree
Tennessee PTA Life Achievement Award Give the highest award from Tennessee PTA to someone