Active Affiliation Report

Active Affiliation Report

Each membership year, local PTAs must submit the following requirements to obtain Active Affiliation Status with Louisiana PTA and National PTA and to maintain IRS 501(c)(3) non-profit status. Local PTAs that do not maintain Active Affiliation will be subject to the Local PTA Retention Plan. Thank you for submitting your unit's information!
Deadline to Submit: October 31, 2024

If you submit your file multiple times, you do not need to resubmit previous information. Email affiliation@LouisianaPTA.org with questions.
PTA Name & LUR#

Complete PTA NameLUR#
PTA President's Name

First NameLast Name
President's Email
example@example.com
President's Phone
Please enter a valid phone number.
List the names of all authorized bank signers on the PTA account. If you have less than three people, please work immediately on adding more signatories.
Principal's Name
Principal's Email
List all grades at your school.
OFFICER DATA: All officers are required to submit officer data at LouisianaPTA.org/register. List the names of elected officers, position, and if they are registered. Example: 1) Beth Maillho, President, registered
MEMBERSHIP DUES: Upload proof of submitted dues for at least 30 LAPTA memberships. A copy of the email confirmation from LAPTA is sufficient. To submit dues, go to LouisianaPTA.org/membership. ****Do not submit the excel spreadsheet of your membership data but rather proof that the PTA submitted dues to LAPTA.****

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TAX FILING: Upload proof of 2022 Form 990 Tax Filing.

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ARTICLE OF INCORPORATON: Upload the updated and active Annual Report from Louisiana Secretary of State at geauxbiz.com.

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INSURANCE: Upload the declaration page or proof of insurance.

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BUDGET: Upload the Budget Approval form AND the approved annual budget. Budget Approval Form can be downloaded at LouisianaPTA.org/treasurer.

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AUDIT REPORT: Upload the Audit Committee Report for the previous year. The report can be found in the LAPTA Toolkit: Treasurer at LouisianaPTA.org/treasurer.

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BYLAWS: Upload your Bylaws showing the approval date from LAPTA. This can be a screen shot of page 1 or the whole document. Email bylaws@LouisianaPTA.org if you need a copy of your Bylaws which need to be updated every three years. See LouisianaPTA.org/bylaws for more.

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TRAINING: Upload the Proof of Training document for at least 4 courses of leadership training for each Executive Officer. Certificates were issued at the August in-person training or it can be downloaded and filled out at LouisianaPTA.org/training. The courses include LAPTA in-person training in August, LAPTA Zoom trainings in September, one-on-one training, and the recorded Zoom trainings that are posted at LouisianaPTA.org/training.

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Add additional note here.
The information and documentation submitted is accurate. Please sign to confirm.

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Thank you for submitting your Active Affiliation files. If there are any incomplete items, please continue to work at acquiring the information. Contact LAPTA at affiliation@LouisianaPTA.org to discuss.
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. LAPTA recognizes that some PTAs might inherit a PTA not in compliance and are usually not initially familiar with the requirements of Active Affiliation. Communication with LAPTA is key. Local Units will not be “in trouble” or scolded, but rather LAPTA welcomes their efforts and is eager to get Local Units back to Active Affiliation status.

There are five phases to the Retention Plan:

1) Notification: LAPTA gives 30 days to submit the missing items.

2) Restriction: Given a second 30-day period; not eligible for awards, programs, or grants by LAPTA or NPTA.

3) Intervention: After 60 days, the PTA signs a Plan of Action which designates new deadlines.

4) Restructure: LAPTA may choose to restructure the PTA leadership or move into the Dissolution Phase.

5) Dissolution: loss of the 501(c)(3) nonprofit status if Active Affiliation is not acquired for 3 consecutive years; PTA leadership refuses to implement the Plan of Action; or the PTA is not in compliance with PTA’s Purposes and Principles. Bank accounts must be closed with any funds donated to a PTA.
Should be Empty:

Active Affiliation Report

Deadline to Submit: October 31, 2024