Below are documents and information you will need to remain in compliance with the State of Oregon, the Oregon PTA Bylaws and AIM Insurance Requirements. Everything should be completed and turned it by November 30th. If you need help, please contact region4@oregonpta.org
If you have not yet entered your Officer's List, please do it now so that Oregon PTA has your current board contact information.
The best practice is to upload your approved Standing Rules and Budget after your first general membership meeting, as well as any new memberships. You have until November 30 to upload the rest of your UGS requirements: Annual audit, taxes, CT-12, insurance and year-end financials. All of this is to be uploaded on the Oregon PTA website. If you need help logging in, please contact region4@oregonpta.org
Note: In addition to these required documents, some PTA units may also need to file an annual report with the Oregon Secretary of State. This is not a required Oregon PTA document, but for some it is required by the State of Oregon. If you are a new board member and are unsure, first try reaching out to your previous PTA treasurer or president. This report is generally submitted by one of them. You can check if your PTA has an annual report completed using their search form.
Officers List – enter your current Officer List online at the Oregon PTA website. See Instructions
Membership: enter online directly on the Oregon PTA website and dues paid – due monthly by the last day of each month. All officers and committee chairs are required to be members of their local unit by November of the year in which they serve.
Initial membership for the year due by November 30th.
Year-End Financial Report. Upload the report to oregonpta.org
Financial Audit. Upload the report to oregonpta.org
IRS 990/990EZ/990N – Due to IRS by the 15th of the 5th month after the last day of the fiscal year. (Nov. 15th.) A copy must be submitted to Oregon PTA by November 30th. Upload the form to oregonpta.org
Copy of CT-12 - Due to Oregon DOJ by November 15th. Upload the form to oregonpta.org
Current Year’s Standing Rules (approved by your general membership). Upload to oregonpta.org
Copy of your Annual Budget (approved by your general membership). Upload to oregonpta.org
Liability Insurance Payment – Paid directly to AIM. Upload receipt or certificate to oregonpta.org
Training Credits: Each unit needs a total of 3 training credits to be a Unit in Good Standing (UGS). If you went to the Oregon PTA leadership training or convention, your credits will be entered by the office. Email region4@oregonpta.org if your PTA still needs training credits.
This Audit form must be completed monthly by someone who is not a signer on any of our accounts. The treasurer can complete it if they are not a signer. If the treasurer is a signer, someone else must review the books monthly.
This form is used to complete the annual audit. You should audit a school you are not connected with.
This form proviceds the practices for organizing treasurer materials. This will help compile necessary documents for the year-end fiscal audit, and provide you information to support you in your current role.
Insurance application to be completed annually.