The Washington State PTA Standards of Affiliation Agreement Checklist 2019-2020 is now available!
If you are looking for it from the home page, navigation is as follows:
This checklist is a tool to help your PTA keep up with its legal requirements, both as a non-profit and as a PTA. The requirements come from the IRS, the State of Washington, your insurance company, and WSPTA.
What your PTA needs to do:
New this year on the Standards of Affiliation Checklist is to update IRS Form 8822-B. The IRS added this requirement in 2018 for security reasons. Form 8822-B should be filed when the PTA’s mailing address changes or the identity of the “responsible party” as listed on the IRS Form 990 changes. The "responsible party" for a PTA should be a principal officer (usually the president or treasurer). There is no penalty for late filing, but it is important that records with the IRS are up to date. Do it as soon as you can!
Because this form requires that the responsible party include his/her Social Security Number, the suggested best practice is that the outgoing responsible party should make sure that this form is filled out by an incoming responsible party during transition, to ensure their personal information is not left on this account.
This video from WSPTA offers a great overview of SOA and what it means for your PTA:
In addition, WSPTA offers a number of tools to help support your PTA in completing the SOA checklist, including:
Remember that sharing the progress of your SOA with your members also lets others know about how your PTA operates and shows the work that goes on, often behind the scenes, to keep your PTA legal, safe and operating within the very best practices of our state.
Each PTA is a legal corporation and your officers have fiduciary responsibilities to keep your organization on track. Some requirements come from the IRS, others are Washington State law, your PTA insurance company has requirements and WSPTA also has standards. Keeping on top of it all can be a challenge!
Washington State PTA (WSPTA) offers the Standards of Affiliation (SOA) as a guideline for keeping all the important requirements for your PTA up to date. Taxes to insurance to best practices-- all can be tracked with the help of the Washington State PTA SOA checklist-- and the 2018-19 SOA is now available!
Tracking your PTA’s compliance with the SOA checklist is a great way to stay on top of things this year. Sharing the progress you’ve made with your members also lets others know about how your PTA operates and shows the work that goes on, often behind the scenes, to keep your PTA legal, safe and operating within the very best practices of our state.
If parts of of SOA don’t make sense or you need further help and clarification, WSPTA has also created a Best Practices and Tip Sheet with details on each of the 13 requirements. And, of course, Northshore Council is here to help you as well! Contact us with any questions or concerns you may have!