Active Affiliation
Previously known as
"Unit in Good Standing"
All PTAs are a 501(c)(3) nonprofit business. We have a duty and responsibility to follow the laws and regulations of the United States IRS and the State of Louisiana to maintain a tax-exempt 501(c)(3) status as well as other charter requirements of Louisiana PTA and National PTA to continue to operate as a PTA affiliation.
All local units in Louisiana have mandatory annual requirements that need to be submitted to LAPTA in order to continue operating as a PTA through the Active Affiliation Report. A unit must be in" Active Affiliation" to be eligible for awards, grants, and student participation contests in LAPTA and National PTA like Reflections. See the Active Affiliation Packet below.
If your unit is having any problems in completing your Active Affiliation Report, please let us know at the LAPTA Office and let's work together to get it done! Email us at affiliation@LouisianaPTA.org.
Due October 27, 2023*
Each membership year, local PTAs must submit paperwork to obtain Active Affiliation Status with Louisiana PTA and National PTA. To have “Active Affiliation” means that the Local Unit is current with its obligations to maintain its IRS status and National PTA affiliation. The Active Affiliation Report includes nine items. The files are easily submitted online in many file formats at the link below. Local PTAs that do not maintain Active Affiliation will be subject to the Retention Plan.
*If you missed the deadline, email Affiliation@LouisianaPTA.org to request a deadline and explain why the deadline was missed. See the Retention Plan below for the consequences of not filing the annual Affiliation Report.
9 Items for Active Affiliation
Membership Dues
Submit member dues to LAPTA for all members with a minimum requirement of 30 members. Save the email confirmation of payment.
Submit Officer/Board Data
Submit to LAPTA the name and contact information of the elected officers and Board of Directors members within 15 days of election or appointment here.
Bylaws
Submit the first page of Bylaws showing the LAPTA approval stamp and approval date. Bylaws must be updated every three years. See the LAPTA Bylaws Template.
Tax Filing
Submit proof of 2021 or 22 filed and accepted IRS Form 990 tax filing. See LAPTA Toolkit: Treasurer for details.
Budget Report
Submit the Local Budget Approval Form and the Approved Annual Budget. See LAPTA Treasurer Toolkit for details.
Audit Report
Submit the Audit Committee Report for the previous year. See LAPTA Toolkit: Treasurer for details.
Articles of Incorporation
Submit the updated Annual Report of the Articles of Incorporation from Louisiana Secretary of State at geauxbiz.com. See LAPTA Toolkit: Treasurer for details.
Insurance
Submit the insurance declaration page. This is now required for 2023-24 year. See LAPTA Toolkit: Treasurer for details.
Leader Training
Submit proof of PTA Training for Executive Board members by LAPTA. Each Executive Member needs 4 credits. See Zoom Training courses or PowerPoint courses.
PowerPoint Training on Active Affiliation
View the PowerPoint from LAPTA Leadership Training. View all training here. If you do not have Microsoft Office, download a free alternative program that runs Microsoft Office files including PowerPoint. Watch the Zoom Training class below.
501(c)(3) Validation Letter
Once the complete Active Affiliation Report is submitted and approved by LAPTA, a 501(c)(3) Validation Letter will be emailed to the PTA. Please allow 2 weeks after submitting your Active Affiliation Report for LAPTA to email the letter. The Validation Letter, good for one year, can be used to show businesses and other entities that you are a nonprofit in good standing with the IRS and in active affiliation with National PTA and Louisiana PTA. The letter designates that contributions to PTAs are deductible as charitable contributions for federal income tax purposes. If you need a copy of your letter, email affiliation@LouisianaPTA.org.
Retention Plan
When a Local Unit fails to submit the yearly requirements to maintain its IRS non-profit status and National PTA affiliation, then LAPTA has a “Retention Plan” to get units back on track. The goal of the LAPTA Retention Plan is to support Local Units and to make the process as easy as possible. There are four steps to the Retention Plan.
1. Notification
LAPTA notifies the PTA of the missing Active Affiliation Report (due October 27, 2023) and gives the PTA 30 days to submit the report from the date of notification.
2. Restriction
The Local PTA Unit is given a second 30-day period to submit the missing items and are additionally not eligible for awards, programs, or grants administered by LAPTA or National PTA.
3. Intervention
The PTA signs a Plan of Action which designates new deadlines for the missing items.
4. Restructure
If the PTA does not complete the report, LAPTA may choose to restructure the leadership of the PTA or choose to move into the Dissolution Phase early.
5. Dissolution
A Local Unit is considered for revocation of their charter and loss of their LAPTA associated IRS 501(c)(3) nonprofit status if: Active Affiliation is not acquired for three consecutive years; PTA leadership refuses to implement the Plan of Action; or the PTA is not in compliance with the Purposes and Principles of PTA as defined in the Bylaws, adopted May 2022, Articles II and III. The PTA must cease and desist further use of the PTA name. Bank accounts must be closed with any remaining funds donated to a PTA.