Local Unit Information
Charitable Status…
Jefferson County PTA is a 501(c)3 non-profit organization. All donations to the Jeffco PTA are tax-deductible.
To make your tax-deductible donation to the Jeffco PTA, send your check to:
Jeffco PTA
P.O. Box 1735
Arvada, CO 80001-1735
Unit in Good Standing…
Click Here for the full PDF explanation.
A UNIT IN GOOD STANDING has a current Officer's List, Membership Reports, Insurance and current Bylaws on file with Colorado PTA. In 2008, a copy of your annual Audit Report will also be required.
Adhere to these steps to help your Local PTA Unit succeed:
Reports
* Submit an officer’s list every year by June 1
* Submit a copy of the annual audit report 30 days after your fiscal year ends.
* Submit a copy of the IRS 990 or 990EZ, 30 days after filing (If gross income exceeds $25,000)
Membership
* Submit the membership reports and dues to Colorado PTA by October 15 and February 1
Insurance
* Purchase Colorado PTA insurance or submit proof of insurance to Colorado PTA by November 1
Bylaws
* A copy of your bylaws must be approved by Colorado PTA every three years
For more information, contact your local Jeffco PTA AAVP Representative.
Bylaws…
Bylaws are the rules the local unit must follow. They are adopted and amended by a vote of your unit’s members at a general meeting. PTA bylaws may not conflict with the bylaws of the national PTA organization or the state PTA. Be sure to review your PTA’s bylaws annually, with an update to the most current edition of standard bylaws (those required or recommended by your state PTA) at least every two years. If you can’t find a copy of your unit’s bylaws, contact the Colorado State PTA office for assistance.
PTA Audit …
Auditing involves following financial transactions through records to make sure that receipts have been properly accounted for and expenditures made as authorized in the minutes and in conformity with PTA bylaws, standing rules, and budget limitations. PTA bylaws indicate when an audit is to be made, its procedure, and when it should be reported to the membership. Record books should be audited at least once a year. The process for selecting/electing individuals to serve on the internal audit committee or for retaining a professional firm (with nonprofit accounting experience) will also be found in the bylaws of the PTA.
Dues…
Local PTA bylaws state the amount of the annual per-capita dues for membership in the association. The dues for PTA include the state portion, established by the state PTA bylaws; the national portion, established by the voting body at National PTA convention; and the local portion, established by the local PTA bylaws. An individual who pays dues to a local PTA automatically becomes a member of the state and national PTAs. Every local PTA contributes its share for these expenses.
Employer Identification Number…
Every PTA must acquire an IRS Employer Identification Number (EIN, or FEIN [Federal Employer Identification Number]).That number is a part of the permanent record of the local PTA and should also be on file in the state PTA office. Check with the state PTA office or the previous treasurer for the PTA’s EIN. This number should be used for bank accounts and will be required for filing IRS Form 990.
The Budget…
The budget is an outline of estimated income and expenses for the year. A finance or budget committee usually has the responsibility of developing a budget for the PTA. This committee may be elected or appointed according to the PTA bylaws and usually consists of three or five members, one of whom is the treasurer, who may act as chair.
