Local Unit Compliance Requirements

All local units are governed under Florida PTA and National PTA guidelines.  These guidelines help protect you and your Board from costly mistakes and financial missteps as a non-profit.  These guidelines are especially important as engagement and participation also means that leadership can and does change regularly, and to successfully "pass the baton" in a feduciary role, we all need to have the same expectations.  This also means that County, State and National PTA are here to support and guide you with best practices and policies to ensure that all communications and actions align with National PTA’s vision, mission, values, and policies and comply with applicable federal and state laws.  When updates to these forms or information occur, notice will be sent out via MemberHub to all registered unit leaders.  Make sure your Board is up to date in MemberHub so that you do not miss any important information!

Monthly/Annual Dues

Remember that you must pay your unit's State Monthly Membership Dues through your MemberHub site or via check with a MEMBERSHIP DUES PAYMENT FORM, on a monthly basis every month memberships are sold. 

Your Annual County Dues are due once a year by October 31st, paid by credit card on the MemberHub link (https://browardcc.memberhub.com/store/items/55421 ) or by check through the mail with a DUES REMITTANCE FORM.  

To be considered active with Florida PTA - units must pay for at least 10 members.


If you are past due, and are planning on participating in a program such as Reflections, or applying for a grant or award, you must make payment asap to bring your unit back into compliance or you will be ineligible.  

Bylaws

Florida PTA has updated the bylaw template for all local units in 2022.  If you have not submitted updated bylaws this school year, please do so now.  The Florida PTA bylaw template includes changes allowing virtual meetings and also less restriction of VP positions.  Bylaws MUST be updated at a minimum of every 3 years to remain in compliance, but should be reviewed annually and updated when the state updates the template, so that your unit is able to function to the best of its ability.  The fillable online form is available HERE.  For more information on Bylaws and Standing Rules, please go HERE. 

Annual Audit/Tax Filing

The PTA Audit Form has been updated and is ready for use. Annual Audits are due to Florida PTA by August 31st. Fax, mail or email to: audit@floridapta.org  You can find the new 2022 Audit Form, as well as other Compliance requirement information by visiting this link: https://floridapta.org/local-unit-compliance/

After completion of your tax Form 990 (due to IRS by Nov 15), please forward a copy (by November 30th to: 990@floridapta.org

If you have any questions on either document, send an email to compliance@floridapta.org

Current Officer/Chair Information

Remember that you need to update your Officer/Chair information with FLPTA and BCCPTA/PTSA by July 1.

This is a two-step process.

**Please note**: YOUR OFFICER INFORMATION MUST ALWAYS BE CURRENT AS REQUIRED BY THE IRS GUIDELINES. If your Officers change outside of your normal election timeframe, YOU MUST SUBMIT a Change of Officers Form with Florida PTA. 

Local Unit Liability Insurance

Insurance is a  required in the Broward County School District. Having insurance can also protect the Board of Directors. Florida PTA has a relationship with AIM Insurance and suggests that you contact them for a quote when you are researching insurance costs.  Your coverage should include the following:

1. Event Insurance (General Liability with Medical Payments)

Event Insurance (General Liability) protects you from lawsuits if someone was injured at one of your organization’s activities and held you responsible. Some activities covered include skating parties, fall carnivals, bounce houses, dunking booths, fun runs, auctions and more. Injuries resulting from transportation are not covered.

General Liability coverage also has a separate component that gives insureds coverage for Medical payments even if no lawsuit has been filed for injuries sustained at one of your organization’s activities.

2. Media Liability– Social Media Liability Coverage as a supplement to your General Liability policy. This coverage is designed to protect you from liability in the event you accidentally misuse or disclose information on your website or other social media site. This includes misuse of the logo, copyright, pictures, confidential information and other misrepresentations or misappropriations.

3. Directors & Officers Liability

Professional Liability coverage protects the organization from lawsuits for “wrongful acts”. If someone sued the officers of your organization for mismanagement, misrepresentations, dissemination of false or misleading information, or inappropriate actions this coverage would pay to defend you against those actions.

4. Embezzlement Insurance (Fidelity Bond or Crime)

Bond coverage protects your money. It covers anyone who your organization trusts with the money whether it’s a President, Treasurer, board member, volunteer, or courier. If that person embezzles (runs off) with your money, this coverage would replace those missing funds.

5. Property (Business Personal Property)

Property coverage protects your raffle merchandise, auction items and fund- raising supplies while it is in your possession. This coverage also protects any personal property of your organization such as popcorn machines, snow cone makers, school store supplies, emergency relief supplies, and more.

Compliance Forms

22-23-FPTA-LOCAL-UNIT-COMPLIANCE-REQUIREMENTS.pdf

National PTA Nonprofit Compliance Basics


Local PTA 501c3 Compliance Basics: Designed to help local PTAs navigate the revocation process and help maintain their 501(c)(3) status (~10 minutes).

State PTA Guide to 501c3 Compliance & IRS Revocation: Designed to help state PTAs navigate the revocation process and help maintain their 501(c)(3) status (~10 minutes).