{"id":8235,"date":"2018-10-12T04:25:30","date_gmt":"2018-10-12T04:25:30","guid":{"rendered":"http:\/\/localhost\/learnpro\/?page_id=8235"},"modified":"2025-09-23T22:33:13","modified_gmt":"2025-09-23T22:33:13","slug":"financial","status":"publish","type":"page","link":"https:\/\/tnpta.org\/index.php\/financial\/","title":{"rendered":"Financial"},"content":{"rendered":"
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Theresa Shaw<\/a>, Tennessee PTA Treasurer | <\/span><\/strong>Treasurer\/Financial Documents<\/span><\/strong><\/span><\/p>\n<\/div>\n

Important PTA Financial Documents Deadlines in November<\/strong><\/span>
\nNovember 1st – on or before, Audit Report Form in State Office<\/span>
\nNovember 1st – Required Dues payment for state and national to Tennessee PTA.
\nNovember 15th – absolute last day to file 990-N post card with the Internal Revenue Service (IRS)<\/span>
\nNovember 20th – on or before, receipt of filing 990 in State Office<\/span><\/span><\/div>\n
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<\/strong><\/a>.<\/strong><\/div>\n
Audit Report Form<\/strong><\/a>\u00a0(Due to the State Office by, or before, November 1st!)<\/div>\n
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Treasurer Handbooks<\/h3>\n
National PTA Financial Quick Book<\/strong><\/span><\/a>\u00a0(Basic Treasurer Information from National PTA)<\/span><\/div>\n
Tennessee PTA Treasurer Handbook<\/strong><\/a> (Tennessee-focused information with sample forms and more)<\/div>\n
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National PTA eLearning<\/strong><\/a>\u00a0(Find out how to stay compliant with IRS and about budget basics)<\/p>\n

990 Filing Links<\/h3>\n<\/div>\n
File 990N ePostcard at IRS<\/strong><\/span><\/a>\u00a0(File before November 15th each year! Free to file but costly if not filed!)<\/span>
\nIRS 990-N Website<\/strong><\/span><\/a>\u00a0(Send receipt of filing to State Office by November 20th)<\/span>\u00a0Local Units: Upload the confirmation receipt in the unit’s Admin console of MemberHub.<\/span><\/div>\n
Updated Filing 990N requirements!<\/strong> 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<\/a><\/strong><\/div>\n
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PTA Insurance with AIM<\/h3>\n
AIM Insurance Guide<\/strong><\/a>\u00a0<\/strong>(Be proactive and keep your unit and officers protected by insurance)
\nApplication for AIM Insurance<\/strong><\/a>
\n<\/span><\/div>\n
Descriptions of Types of Coverages<\/a><\/strong>
\nWhy does my PTA need Insurance?<\/strong><\/a><\/div>\n
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\u201cSunshine Funds\u201d refer to a local PTA unit\u2019s effort to provide assistance to an individual or family in the case of a catastrophic event, such, fire, or other disaster.\u00a0 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\u2010exempt status with the IRS.\u00a0 This is due to the\u00a0\u201cinurement of benefit rule.” Read more at\u00a0https:\/\/www.pta.org\/docs\/default-source\/local-leader-kit\/sunshine-funds.pdf<\/a><\/div>\n
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Sponsorship & Honor Forms<\/span><\/strong>
\nTree of Honor Form <\/a><\/span>Honor someone with a leaf on the Tennessee PTA Honor Tree<\/span><\/div>\n
Corporate\/Business Friend Sponsorship Form<\/a><\/span><\/div>\n
Tennessee PTA Life Achievement Award\u00a0<\/a><\/span> Give the highest award from Tennessee PTA to someone<\/span><\/div>\n","protected":false},"excerpt":{"rendered":"

Theresa Shaw, 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…<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"footnotes":""},"class_list":["post-8235","page","type-page","status-publish","hentry"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/tnpta.org\/index.php\/wp-json\/wp\/v2\/pages\/8235","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tnpta.org\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/tnpta.org\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/tnpta.org\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tnpta.org\/index.php\/wp-json\/wp\/v2\/comments?post=8235"}],"version-history":[{"count":8,"href":"https:\/\/tnpta.org\/index.php\/wp-json\/wp\/v2\/pages\/8235\/revisions"}],"predecessor-version":[{"id":10710,"href":"https:\/\/tnpta.org\/index.php\/wp-json\/wp\/v2\/pages\/8235\/revisions\/10710"}],"wp:attachment":[{"href":"https:\/\/tnpta.org\/index.php\/wp-json\/wp\/v2\/media?parent=8235"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}