Dissolve a Local PTA Unit

Dissolve a Local PTA Unit

This form may be used at different times during the three steps of dissolution. Enter the information for whichever step you are working on. For example, if you already submitted Step 1 answers, you do not need to complete that section again.
Local PTA Units may dissolve and close their association affiliation with Louisiana PTA and National PTA. The PTA’s General Membership and its community shall be given an opportunity to express their opinions and decide by vote to dissolve or not. Parliamentary procedures must be followed to protect the members and comply with federal nonprofit 501(c)(3) regulations. Dissolving PTA Units is LAPTA’s responsibility and it must be included in the process.

A PTA Unit is subject to termination and withdrawal of its charter by LAPTA for reasons such as: its General Membership votes to dissolve; noncompliance of affiliation requirements; violation of the Bylaws; or, for other causes, actions, or behaviors declared by LAPTA.
Step 1: Contact LAPTA

Please complete this section for the background information on the PTA. You may contact LAPTA at President@LouisianaPTA.org and Affiliation@LouisianaPTA.org.
Name of Assisting LAPTA Officer
PTA Name*
PTA's Associated School*
Parish*
Your Name*
PTA Board Position, if applicable
Your Phone*
Your Email*
Name of School Contact
School Contact's Position
School Contact's Email
School Contact's Phone
When were the federal taxes last filed?
What is the bank name?
What is the bank balance?
Do you have the bank checkbook?

Yes. It is in my possession.Yes, but it is not in my possession yet.No. The person will not turn it over.No. I do not know where it is.Other
If you know who the bank signers are, please list their names with their contact information.
After speaking with LAPTA, where will the remaining money go?
List other assets of the PTA.
Describe the reason for dissolution.
Explain the position of the school's administration toward the PTA and if that played a role in dissolution.
Step One was completed truthfully and to the best of my abilities.

Clear
Step 2: Move to Dissolution

If a PTA has active members with voting rights from the current fiscal year, then the PTA follows the steps listed in the Bylaws for legally closing a unit in compliance with the IRS. The steps for this phase are: 1.) Board Meeting: The Local PTA Board of Directors adopts by a two-thirds vote to recommends the dissolution of the PTA be submitted to a vote at a General Membership Meeting. 2.) Notice to Members: Written notice for the Meeting includes intent to dissolve the local PTA and is given to each voting member with thirty days’ notice prior to the Meeting. Notice to LAPTA: Written minutes from the Board of Director’s meeting with recommendation to dissolve and the written notice for the Meeting shall be given to the LAPTA President with twenty days’ notice prior to the Meeting. 3.) Meeting: An affirmative two-thirds vote of members present and entitled to vote at the Meeting shall approve dissolution of the PTA. Only those who submitted dues to the local PTA prior to the date of initial recommendation by the Board of Directors and continue to be members on the date of the Meeting are entitled to vote on dissolution. Written minutes from the Meeting are immediately shared with LAPTA.
What is the date the Board of Directors met and voted to recommend dissolution of the PTA to the General Membership?

MonthDayYear
Date
Did the Board of Directors vote with two-thirds affirmation to recommend dissolution of the PTA to the General Membership?

YesNo
What is the date written notice was given to the General Membership of the Special Meeting to discuss and vote on dissolution of the PTA? Thirty days' notice must be given before Special Meeting.

MonthDayYear
Date
Date written notice was given to LAPTA of the General Membership's Special meeting notice AND of the Board of Director's recommendation to dissolve. Twenty days' notice must be given before Special Meeting.

MonthDayYear
Date
1) Upload the minutes from the Board of Director's meeting. 2) Upload the written notice that was given to the General Membership.

Cancelof
Date of the Special Meeting

MonthDayYear
Date
Did the General Membership vote with two-thirds affirmation to dissolve the PTA?

YesNo
What is the date the minutes from the Special Meeting were given to LAPTA?

MonthDayYear
Date
Upload the minutes from the Special Meeting here.

Cancelof
Type of Dissolution as determined by LAPTA

Voluntary Dissolution without PrejudiceCharter withdrawal by LAPTAOther
Step 2 was filled out truthfully and to the best of my ability.

Clear
Step 3: Charter Withdrawal

Upon withdrawal of its charter, the PTA is obligated to promptly carry out all proceedings necessary for dissolving the PTA under the supervision and direction of LAPTA.
Did you close the PTA with the IRS and file the taxes for the last year? This can be done before June 30.

YesNo, but this will be done immediately.
Did you close the PTA with the Louisiana Secretary of State at geauxbiz.com?

YesNo, but this will be done immediately.
If the PTA accounts with the IRS and/or the LA Secretary of State are currently still open, please explain when this will be done.
What was the date that the bank account was closed?
Does the former PTA agree to cease and desist from further use of any name that implies association with the National PTA or LAPTA in all its forms?

YesNo
What is the date the former PTA turned over its books and records to LAPTA?

MonthDayYear
Date
If any assets and property were turned over to another PTA, list its name, parish, and contact person here.
Do you have any further notes for LAPTA?
Step 3 section was filled out truthfully to the best of my ability.

Clear
LAPTA will confirm receipt of your answers for each step with written notice.
Should be Empty: