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Affiliation Report Due October 31, 2025

All PTAs are 501(c)(3) nonprofits. We have a duty and responsibility to follow the laws and regulations of the United States IRS and the State of Louisiana to maintain the tax-exempt status as well as other charter requirements of Louisiana PTA and National PTA. All Local PTA Units in Louisiana have mandatory annual requirements that need to be submitted to LAPTA in order to continue operating as a PTA. A unit must have "Active Affiliation" to be eligible for awards, grants, and student participation contests in LAPTA and National PTA. If your unit is having any problems in completing your Active Affiliation Report, let us know so we can work together! Email us at affiliation@LouisianaPTA.org. 

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​The Active Affiliation Report includes seven items. The files for 2025-26 are now submitted through the Givebacks.com platform under the COMPLIANCE menu item. Each PTA will need to create an account at Givebacks.com to upload the Affiliation requirements and to submit membership dues. Local PTAs that do not maintain Active Affiliation will be subject to the Retention Plan.

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The LAPTA VP of Affiliation is Philip Davis who can be reached at Affiliation@LouisianaPTA.org.

Create Your Givebacks Account!

LAPTA just partnered with Givebacks.com to streamline collection of membership dues and submittal of the Affiliation report. Each PTA leader registered with LAPTA received a welcome email from Givebacks with details. Contact Beth at president@louisianapta.org if you did not receive the email.

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Givebacks is replacing CheddarUp and PTBoard services as well as MoneyMinder for free. Once you create and validate the account and you're logged in, there will be a list of "causes" associated with your email on the main log in page. Select the PTA listed under causes. PTAs are encouraged to use Givebacks instead of CheddarUp and PTBoard for their online store and website. I'm still learning about their free accounting feature that would remove the need for MoneyMinder, but check it out!

 

Go through each of the menu items down the left side of the page to review the site. It will walk you through the steps to complete.

*MEMBERSHIPS Menu Item: This is how dues will be submitted to LAPTA for next year.

*COMPLIANCE Menu Item: This is where the 2025-26 Affiliation Report will be submitted.

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Learn all the basics you need to get going! Webinar workshops are scheduled for May 5 at noon, May 6 at 6:30pm, May 7 at noon, and May 8 at 6:30pm. Register now for the meeting that you can attend. Please try to have at least one person from your PTA attend, especially any incoming officers!

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Check back often for updates and further support.

"Well, That Was Easy!" 

Filing the Affiliation Report can be simple and stress-free. Plan ahead to make it easy and perhaps delegate some of the requirements to reliable Board Members. Here is a suggested timeline on how to say, "Well, that was easy!" when you're done filing your report.

✔   In July:

  • All officers register with LAPTA which should be done immediately when the term begins or when they are voted in.

  • Check the Bylaws for its expiration date. If they expire this year, start planning on when and how to renew.

  • Update the Articles of Incorporation with the Louisiana Secretary of State. Cost is $10 if paying with a check.

  • Gather your files and complete the IRS Form 990. For those under $50,000 income, filing Form 990N takes five minutes.

  • Update the annual insurance policy. Check with your insurance provider for the expiration date to know when it needs to be renewed.

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✔   In August:

  • Form the Audit Committee to review the financial records. Ask the committee to complete the report by October 1.

  • Hold the General Membership Meeting to approve the Budget.​

  • Schedule officers to attend the in-person LAPTA Leadership Training Days -OR- receive training by watching or reading the LAPTA classes. 

  • Submit membership dues to LAPTA. Try and meet the Monthly Membership Challenges.

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✔   In October (or September because everything is done!):

  • Gather all of the documents. Log into the PTA's Givebacks.com account.​ Which PTA will be the first to fully file with LAPTA?! 

  • Pat yourself on the back and say, "Well, that was easy!"

7 Items for Active Affiliation

IRS Form 990 Filing 
Submit proof of 2023 or 2024 filed and accepted IRS Form 990 tax filing. See the Treasurer's page for details.
Bylaws 
Submit the current Bylaws showing the LAPTA approval stamp and approval date. Bylaws must be updated every three years. See the LAPTA Bylaws Template.
Budget Report
Submit the Approved Annual Budget and enter bank information. See LAPTA Treasurer Toolkit​ for details.
Audit Report 
Submit the Audit Committee Report for the previous year using the Audit Form which includes directions and the worksheet​.
Articles of Incorporation
Submit the updated Annual Report of the Articles of Incorporation from Louisiana Secretary of State at geauxbiz.com.
See details here.
Insurance
Acquire adequate insurance to protect the PTA and Board of Directors. Submit the insurance declaration page and expiration date.
Membership & Officer Requirements
Confirm submission of membership dues. All officers need to annually register with LAPTA and complete 4 credits of training. 

Active Affiliation Training

View the PowerPoint, PDF Summary, PDF of PowerPoint Slides, or Zoom Course from LAPTA Leadership Training below. View all training here. If you do not have Microsoft Office, download a free alternative program that runs Microsoft Office files including PowerPoint. The video will be updated to 2024 once available.

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 within two weeks. 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. Find a copy of your letter below (COMING SOON). 

A.C. Steere Elementary PTA

Abita Springs Middle PTA

Abney Little Spartans PTA

Allemands Elementary Finley PTA

Alton Elementary PTA

Bonne Ecole Elementary PTA

Boyet Junior High PTA

Broadmoor STEM Academy PTA

C E Byrd High School PTSA

Caddo Middle Magnet PTSA

Caddo Parish Magnet High PTSA

Captain Shreve High PTA

Chahta-Ima Elementary PTA

Cherokee Park Elementary PTA

Claiborne Elementary School PTA

Claiborne FME Cardinals PTA

Clearwood Jr High PTSA

Covington Elementary PTA

Creekside Jr. High PTA

Cypress Cove Elementary PTA

Eden Gardens Fund Magnet PTA

Fairfield Fundamental Magnet PTA

Fifth Ward Jr High PTA

Fontainebleau High PTSA

Fontainebleau Jr High PTA

Gayle Sloan Middle PTA (Mande. Mid)

Herndon Elem/Middle Magnet PTSA

Honey Island Elementary PTA

Judson Warriors PTA

Lake Harbor Middle PTA

Lakeshore High PTSA

Lancaster Elementary PTA

Lee Road Jr High PTA

Little Oak Middle PTA

Little Pearl Gems PTA

Louisiana Lagniappe PTSA

Lyon Elementary PTA

Madisonville Elementary PTA

Madisonville Jr High PTA

Magnolia Trace Elementary PTA

Mandeville Elementary PTA

Mandeville High PTSA

Mandeville Jr High PTA

Marigny Elementary PTA

Mayfair Laboratory School PTA

Mayfield (Henry L) Elementary PTA

Monteleone (L.P.) Jr. High PTA

Northshore High PTSA

Pine Grove Elementary PTA

Pine View Middle PTA

Pontchartrain Elementary PTA

Riverside Elementary Bears PTA

Riverside Elementary PTA

Roseland Elementary Montessori PTA

Salmen High PTSA

Shenandoah Elementary PTA

Shreve Island Elementary PTA

Sixth Ward Elementary Cardinals PTA

Slidell High School PTA

Slidell Jr High School PTA

South Highlands Elem Magnet PTA

Southeastern Lab School PTA

St Tammany Jr High Wildcat PTA

Tchefuncte Middle PTA

University Elementary PTA

Walnut Hill Elem/Middle PTA

Whispering Forest Elem PTA

Woodlake Elementary PTA

Woodlawn Knights PTSA

Youree Drive Middle School PTSA

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 five steps to the Retention Plan.​

  1. Notification: LAPTA notifies the PTA of the missing Active Affiliation Report (due October 31, 2024) 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 and is ineligible 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 and actively works with LAPTA to gain compliance.

  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: Revocation of a charter and loss of LAPTA associated IRS 501(c)(3) nonprofit status may occur 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, Articles II and III. 

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