Colorado PTA Forms to Help Be a Local PTA Unit in Good Standing!

Download the Colorado PTA Local Unit Handbook!

•  2018-2019 Officer's List (This will take you to MemberPlanet and you do not need to sign in)

• Membership Report-Cover Submittal Form

• Local Unit Membership Listing Report (Excel)  (Please use this spreadsheet when submitting the membership information to the Colorado PTA Office)

• Finance Review/Audit Commitee Report with instructions

• Bylaws Template - Please contact the Colorado PTA Office to request.

Important Dates to Remember:

Officer List Due                                            June 1, 2018

Financial Review  30 Days Following End of Fiscal Year 

First Membership Report w/Dues         November 1, 2018

Insurance Renewal                             November 1, 2018

IRS 990                                           November 15, 2018

Second Membership Report w/Dues       February 1, 2019

Tax Filing for Nonprofit Organizations

This is the time of year most of our units hate, tax filing time.  It doesn’t need to be that hard.  One thing to know is that all PTA units, chartered under Colorado PTA, are required to file their 990.  This is a requirement of the Internal Revenue Service as a tax-exempt organization. The 990 EZ or N is due by the 15th day of the 5th month after the close of your tax year.  For example, if your tax year ended on June 30, the 990 is due November 15th. If the due date falls on a Saturday, Sunday, or legal holiday, the due date is the next business day. Here is a simple guide as to which 990 to file:

• 990 – Total deposits (gross receipts) greater than or equal to $200,000
• 990-EZ – Total deposits (gross receipts) less than $200,000 and greater than $50,000
• 990-N – Total deposits (gross receipts) of $50,000 or less

Remember: You cannot file the e-Postcard until after your fiscal year ends. Please submit a copy of the 990 EZ or the electronic acceptance of the 990 N to the Colorado PTA office. If a unit doesn’t file by the due date, there can be penalties and fines.  Here is the 8868 form to file a 3-month extension.



Details on Member Planet!