IRS Releases Shorter, Easier Tax-Exempt Status Form

IRS_Form_1023We are pleased to share with you that after National PTA’s extensive effort to advocate for an easier process for small charities applying for and reinstating 501(c)(3) tax-exempt status, the IRS has delivered Form 1023-EZ. Unlike the original 26-page Form 1023, the new Form 1023-EZ, which is available as of July 1, is a mere three pages. The IRS estimates that as many as 70 percent of all applicants will qualify to use the new streamlined form. Most organizations with gross receipts of $50,000 or less and assets of $250,000 or less are eligible. This change will not only enable the IRS to speed up the approval process for these smaller charities, but also will result in additional resources to review applications from larger organizations.

In addition to advocating for a more streamlined application, earlier this spring, National PTA provided feedback to the IRS on the potential form, including suggesting to reduce the gross receipts threshold to $50,000. National PTA will continue to work with the IRS to make the reinstatement process as seamless as possible for those PTAs that are struggling with revocation.

While the new application must be completed online and submitted at pay.gov, National PTA has provided a pre-populated Form 1023-EZ to be used as an example as well as simplified instructions which PTA members can access by visiting National PTA’s Tax-Exempt Revocation webpage, PTA.org/taxhelp. National PTA also will be providing a webinar at the end of August. Look for more information on the webinar to come soon!

The new form should make the application process for 501(c)(3) tax-exempt status much simpler for PTAs. We encourage you to share this information with local leaders across your state. For questions and more information, send me an email at lwhite@pta.org.

Lindsey White is a senior accountant for National PTA.

The Lysol Healthy Habits Bus Hits the Road!

National PTA is a proud supporter of the Healthy Habits Bus Tour, which will visit schools nationwide.

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We are excited that the National PTA is a proud supporter of the Healthy Habits Program, presented by Lysol in collaboration with the NEA and PTA. The program is focused on providing families and classrooms with the resources and tools they need to help live healthy, happy lives. The Healthy Habits Program provides teachers, parents and children with lesson plans, activity guides and a science museum on wheels – the Healthy Habits Bus, a first-ever educational bus that helps make germs more understandable and real. It’s important to reduce absenteeism in schools due to illness, so we strive to educate children on what they can do to help stop the spread of germs and stay healthy inside and outside of school.

Healthy Habits Bus InteractionBeginning in June and running through October of this year, the Lysol Healthy Habits Bus will tour schools and retailers across the country, spreading news on the importance of healthy habits and good hygiene practices. The bus offers a series of features that show children how thorough hand washing and healthy habits can help keep them healthy:

  • Clean Hands Germs Scan: Children will place their hands in the Hand Scanner and see their hands projected onto a screen in front of them with animated “germs” wriggling all over them! A video then teaches the proper way to clean hands and kill germs.
  • Anatomy of the Sneeze: An animated nose on a screen sneezes – accompanied by a burst of air so children feel like they have been sneezed on. They then see themselves surrounded by animated “germs,” simulating how sneezes spread germs around a small area.
  • When to Wash: A touchscreen game shows a class in progress. Children tap the students who need to wash their hands. Correct answers get a reward; missed chances prompt videos that explain how germs spread when hands aren’t washed.
  • Defeat the Germs!: In this KinectTM –styleaugmented reality game, students use disinfecting wipes with the goal of preventing germs from getting past them.

We have also developed the Lysol Healthy Habits contest, where you can enter your school for a chance to win one of three school grants valued at $15,000, $5,000 and $1,000, a year’s supply of Lysol Disinfecting Wipes, a Healthy Habits Day Celebration and a visit from the Healthy Habits Bus.  Please visit Lysol.com/HealthyHabits to learn more about the Healthy Habits Bus, and visit Facebook.com/Lysol for details and information about how to enter the Healthy Habits Contest!

We hope you to see you soon!

Conor O’Brien is the Marketing Director at Lysol. He drives Lysol’s Mission for Health campaign, a program focused on educating communities across the country on the importance of healthy habits and good hygiene practices.

Grow Your PTA Membership with Diversity & Multiculturalism!

Diversity_CrowdMore than ever, families, students, teachers, administrators, and business and community leaders have more reasons to work together for the educational success of children. Why? The Huffington Post states public school demographics will experience a record multicultural growth by 2022. The findings discuss growth in terms of diversity and multiculturalism. These two terms are used by many people, but what do they mean? And how can PTA membership prepare for this growth?

It is important to understand the relationship between diversity and multiculturalism. Diversity and multiculturalism may sound similar, yet they are very different. Simply, diversity can be defined as we are all different from each other. The recognition of diversity within organizations or settings is valuing differences and similarities in people through actions and accountability. However, multiculturalism is the preservation of different cultures or cultural identity, which is identified as first recognizing a person by her or his ethnicity. Diversity can exist in the absence of multiculturalism.

Many people are familiar with efforts to embrace diversity while preserving multiculturalism is not as familiar. As your PTA becomes more familiar with creating diverse and multicultural events for your school and community, take into consideration the necessary steps to strengthen your PTA membership. Be prepared to meet the future of record multicultural growth!

Take steps now to produce a membership growth plan based upon diversity and multiculturalism. Your plan should be three basic things: 1) adaptable, 2) specific, 3) and simple. It should also be dynamic and focus on ways to analyze community demographic trends and new membership opportunities. Review your plan and update it periodically to represent the diverse demographics of your PTA, school, and community.

Embracing diversity and multiculturalism helps Today’s PTA continue to grow and expand our vision. Try the listed three steps to grow your membership and share your experience with me in the comment box below.

Remember, you still have time to participate in the 14 in ’14 National PTA Membership Challenge.

I wish you success!

Armen Alvarez is multicultural membership development manager for National PTA.

What’s Data Got to Do with It?

DATAYou might be wondering what data has to do with membership. The answer to that question is… everything! Data collection is a critical component of membership recruitment, engagement and retention. Having current and accurate data for your members gives you the ability to provide crucial information, PTA member benefits and tools and resources.

What information should your PTA collect? The best thing to do is start with the basics.

  • Names:  This is an obvious one, but many PTAs go beyond collecting just the name of the member. They also ask for the name(s) of the student(s), teacher’s name, and other parents or guardians as well. Having names of individuals gives your PTA the ability to personalize messages and membership cards.
  • Email addresses: While not every member will have an email, many will. National PTA membership survey results stated 80% of PTA members prefer information delivered to them by email. PTA meeting reminders, new member discounts and upcoming events are just a few things that are easy to share with your local PTA members by email.
  • Mailing Addresses: Your PTA might not mail information often, but knowing where your PTA members reside can be quite helpful. For example, if the majority of your membership lives in a certain zip code, deciding to host your next PTA meeting in that area to offer convenience can be a valuable engagement tool. Likewise, this information can help you determine new areas of the community to recruit PTA members.
  • Phone Numbers: This is another basic piece of data offering powerful membership engagement. Imagine the potential of a personal phone call or automated call to your local PTA members asking them to renew their membership or attend an upcoming event.

The best way to collect these basic data points is on your membership application. Individuals are more likely to provide more information at the point of joining than if asked later.

Here are a few fields beyond basic data gathering taken from nationwide PTA membership applications that you may also find helpful:

  • Volunteer/Participation – Find out PTA members’ willingness to volunteer for committee and board roles, programs or events.
  • Special Interest/Talent – Asking this question could help your PTA create engagement by matching people to roles and tasks they love to do!
  • Suggestions/Ideas – Many new members are eager to provide input and have great ideas.
  • Primary Language/Bilingual – Knowing the primary language your members speak is crucial to engagement and key to communication. Finding out if there are bilingual or multilingual members can help support your translation efforts.

Whether your PTA is collecting a name, email address or asking for occupation or gender, be sure to collect data that will help you grow and engage your membership. Always be mindful of PTA’s privacy policy and know that data has everything to do with membership!

Kwana Ingram is Membership Services Specialist for National PTA.

Spring = Growth!

SPRINGSpring is finally here after the long winter that much of America has endured. We are ecstatic to welcome its arrival! Springtime is a natural period of growth and rejuvenation. Trees and flowers begin to bloom, birds and other animals become more visible, and lawns are once again green. But what does spring bring for PTA? More important, what does spring mean for PTA membership recruitment and retention?

The three calendar months of spring (April, May, and June) are traditionally not the highest months for membership growth at PTA. The number of members reported during this season is significantly less than the Back-to-School mega-membership months. Of course, this connects to the natural tendency for most people to join PTA when school starts, rather than when school is nearing summer recess.

However, on this Membership Monday we would like to encourage, inspire and challenge PTA to answer the call of spring and GROW! Don’t stop recruiting! Proudly display your PTA membership table this spring season, fill backpacks with membership applications, and send out a few more emails to ask for engagement and retention. Help us honor the spring spirit of growth!

And for your efforts to help recruit new members now, we offer your PTA an incentive. For every 14 members your PTA recruits and reports now through May 31st, your PTA could win $1,000! The National PTA Membership Committee recognizes students and parents may be thinking of summer, but the committee encourages you to take part of the season of growth and ask members to join PTA. Membership recruitment is a year round necessity. The 14 in ’14 membership challenge was created with these things in mind.

Let’s roar into spring PTA presidents, membership chairs, and board members! Remind parents, family and community members, elected officials, local businesses, teachers, and friends that they can join the PTA in the spring. Recruit 14 of them to join PTA before May 31st and enter for the $1,000 prize. Much greater than the prize, we hope your efforts to recruit members now, will help PTA grow in unison with spring!

Felisha Battle is the Membership Marketing Director for National PTA.

 

Ask Membership! Monday

shutterstock_116859331The National PTA membership team answers your questions about membership recruitment, retention, and engagement every month.

Dear PTA Membership,

What can I do to help my PTA keep its members? We keep some each year, but we lose just as many. How can we stop losing members?

Please help!

Maria H. – Miami, FL

 

Hello Maria,

Did you know it’s easier to keep a PTA member than gain a new one? It’s true. Membership statistics show that you have to put more effort in recruiting a new member than asking an existing member to return.

Membership retention is not about sending a letter once a year to current PTA members asking them to return. Retention starts from the first day you recruit a new member! Here are some quick steps to help you retain members from year-to-year.

  • Encourage engagement now! – Ask new members to get involved with your PTA right away. Welcome them to your PTA by inviting them to an upcoming meeting or asking how they wish to share their skills/talents.
  • Provide useful resources – New members want to know how their PTA membership can help them. Provide tools and resources to help their children reach their potential. Take a survey of your PTA members to learn if your PTA provides relevant tools and resources for your school and community.
  • Keep in touch! – PTA members want to be knowledgeable about their children, school, and community. Keep them informed about events that affect their child. Connect a new PTA member with a returning member to form a “tag-team”, keeping new members up to date on PTA happenings. Email and call members on a regular basis with news they need to know.
  • Ask for renewals – Remind members of the successes your PTA has achieved throughout the year and ask for membership renewal. Sharing your achievements helps PTA members stay connected, understand the value of PTA membership and stay energized! Use phone, email, and social media to ask for renewals. View steps to plan for membership renewal here and download a sample renewal letter.

Remember, successful PTA membership retention leads to a strong membership base, strong school and community ties, as well as a strong pool of potential PTA leaders.  Keep your members empowered, strong, and responsible with engagement that starts on day one!

Best wishes for strong PTA membership,

The PTA Membership Team

 

Have a question for the PTA membership team? Email National PTA’s membership marketing manager at jlindsey@pta.org. Type “Ask Membership! Monday” in the subject line, tell us your question, and include your first and last name, name of your local PTA, and city and state. If your question is selected, it will be answered here in the Ask Membership! Monday blog.

Joy Lindsey is membership marketing manager for National PTA. 

 

Discover Family Friendly Activities in Austin

The 2014 National PTA Convention and Exhibition will be June 19-22 in Austin, Texas– and while it’s a fantastic opportunity for PTA members to network and hear from top experts in the education community — it’s also a great chance to enjoy a new city!

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Austin has a bit of everything for the entire family to explore. Check out the following list for activities to seek out while you’re at convention:

Content provided with support from the Austin CVB.

Diversity in Leadership: What’s Your Motivation?

Membership_DiversityBeing a PTA leader is much more than managing duties and responsibilities. Being a leader also includes the ability to identify and empower others to carry out the mission and vision of PTA. One of the questions you may ask as a leader or emerging leader is: What motivates others to stay engaged in the work of PTA?

Do you remember when you started in PTA? Do you remember the motivations that led you to take a leadership role? The first question is easy to answer, but for the second one, you might have to think a little bit more. However, the answer to the second question is why you are still actively involved in Today’s PTA. It is precisely that motivation that others see in you and should encourage them to seek PTA leadership roles.

Your unique motivation helps build a diverse and active PTA leadership team. Motivation comes from the Latin word motivus  or  motus  meaning  “cause of motion”.  The Free Dictionary defines motivation as, “the psychological feature that arouses an organism to action toward a desired goal; the reason for the action; that which gives purpose and direction to behavior.” It is your motivation that keeps us aligned with the vision and mission of the association. Therefore, identifying leaders is not difficult, but it is important to identify your motivations and how these impact leadership growth and development for aspiring PTA leaders.

  • To assess your leadership motivations, ask yourself:
  •  What motivates you to stand up as parent leader?
  • How do you see yourself contributing to PTA one year from now?
  • What do you expect to achieve as a leader?
  • Which areas of your leadership are you looking to develop?

These questions will help you to bridge a relationship with other PTA members and align your motivations to help advance the PTA mission and vision.

Megan, my former PTA leader and mentor, asked me the same questions.  Megan was willing to support my leadership development through challenging personal times. As a minority, I wondered if I was right for a PTA leadership position. Yet, under her mentorship as a PTA leader, I felt confident and secure. Her motivation inspired me!

My circumstances, as a parent with younger children and limited time, were not a barrier because Megan helped me assess my unique motivations and focus on my leadership potential. In time, I returned the favor by identifying another emerging PTA leader!

Seeking diverse leadership is rewarding. It is how we grow Today’s PTA. I wish you much success in your current PTA leadership role or path to leadership.

Armen Alvarez is the multicultural membership development manager for National PTA.

Get 14 in ’14: The Perfect PTA Prospect Member!

Happy Membership Monday PTA! There’s still time to recruit the perfect PTA prospect and win $1,000 for your PTA.

14in14As a reminder, the National PTA Membership Committee is challenging PTAs nationwide to recruit 14 new members between February 1and May 31 for the 14 in ’14 Membership Challenge.  For every 14 new members your local PTA recruits and reports to your State PTA office, your PTA will be entered to win $1,000 to support membership recruitment, engagement and retention in your school and community.

The National PTA Legislative Committee asks you to consider the perfect prospect for PTA membership.  Who is the perfect prospect?  Elected Officials! Remember to ask them to join your PTA as you endeavor to get 14 in ’14. Whether a school board member or a mayor, elected officials are often times an integral part of local PTAs achieving their goals.

Recruiting elected officials as members of PTA helps connect your PTA to community leaders and keep your PTA members informed of issues affecting their child. Just like PTA, elected officials have deep roots to the community. Your local PTA wins when elected officials join by fulfilling one of the National PTA Standards for Family-School Partnerships, “Collaborating with Community” and allows them the opportunity to experience and understand PTA’s goals. What a great reason to align our efforts by recruiting them for membership!

To help you ask your elected officials to become a PTA member, the National PTA Legislative Committee provides you with an easy to use customizable template to recruit the perfect PTA prospect. Download the template here and visit the PTA Takes Action web page to find out elected officials in your state.

Strengthening Today’s PTA voice with elected officials from across America will be awesome. Winning the Get 14 in ’14 Membership Challenge by recruiting the perfect PTA member prospect will be an added bonus.

Good luck to your PTA!

 

How to Start a PTA at Your School Now

ChecklistYou love your school and want to make it better- we applaud you!  So now… excited to find resources or better yet, a network of people who understand your school needs, you begin your quest for things to help your school excel:

  • A strong voice to speak on behalf of every child… check!
  • Funding opportunities to grow programs and initiatives within your school… check!
  • A network of leaders and educators working together to influence local, state and federal legislation that will benefit the students within your community… check!
  • Program and training opportunities to help parents, administrators, and the community to work together to improve schools and help children and families… check!
  • Discounts and special offers for members…check!

Then the light bulb goes off- We need a PTA! And now the question arises: How do I begin the process of becoming part of the PTA voice?

PTA starts its local chapters, called “units,” through our state-level associations.   Each local unit is an independent nonprofit and is set up in accordance with state and federal laws.  The process is unique to each state, but there are general steps that all groups take on their way to establishing a unit.  All PTAs will:

  • Start the process with their state-level PTA office.  National PTA can assist.  The state PTA will set up an initial meeting and explain the process for chartering and the benefits of joining the PTA family.
    • Create bylaws that meet state and federal requirements.  State PTAs have templates and models to assist.  Bylaws provide the organizational structure of your unit.
    • Identify and elect officers, such as a President and a Treasurer, who will help run the unit throughout the year.
    • Run membership campaigns to attract supporters to their association.   These members will pay dues, a portion of which goes toward membership in the state and National PTA.
    • Create committees to carry out the work of the association;
    • Apply for an Employer Identification Number ( EIN) with the state PTA’s help; and then
    • Open a bank account in the new PTA’s name.

Having a PTA can benefit your child, school, and community! So what are you waiting for? Click here to get more info on starting a PTA now.


Stacey Rowe is Member Services Specialist for National PTA.