Is Your PTA in Compliance with the IRS?


Are you looking to support your PTA by becoming a better leader? One way you can help your Local Unit PTA excel is by making sure it is in compliance with the IRS!

Many local and state leaders don’t realize that every PTA, due to being a 501(c)(3) non-profit organization, must file some type of paperwork with the IRS every year. To help support our local and state PTAs with this issue, National PTA is developing a series of e-Learning courses on how to maintain your 501(c)(3) status regardless of your PTA size or income!

The first of these courses, Maintaining Your PTA’s 501(c)(3) Status, is set to be released Nov. 14. This course looks at the issue of revocation through the eyes of a Local PTA leader and walks you through the process of maintaining your Local PTA’s 501(c)(3) status.

In just 10 minutes, this e-Learning course will help you will identify the last time your PTA filed paperwork with the IRS and learn how to properly fill out your IRS paperwork for filing on time each year.

Have more questions about managing your PTA’s IRS paperwork? No problem! Maintaining Your PTA’s 501(c)(3) Status will be only the first in a series of finance courses based on this subject that will be released over the next few months!

Have general questions about managing your PTA’s finances? We can help with that, too! Over the past few months we have released other finance-related e-Learning courses to help local PTA leaders with some other areas of interest:

  • Quick Guide to Budget Basics
  • Quick Guide to 501(c)(3) Status
  • Quick Guide to Taking & Approving Meeting Minutes

All three of the above e-Learning courses cover a specific topic in under 10 minutes or less! These “micro-courses” are different from normal full length courses in that a specific topic is covered in depth over a short period of time, rather than covering many different topics over 30-45 minutes.

We believe that these new micro-courses give our members the flexibility to learn about a subject they are interested in or need help with over a very short amount of time, which fits better into all of their busy lives.

To access the PTA eLearning courses, visit You will find our entire e-Learning library of 17 full-length courses, three micro-courses and four of our most popular e-Learning courses in Spanish!

Make sure to be on the lookout for more updates on National PTA eLearning courses in the future via National PTA’s Twitter and Facebook pages!

Jonathan Baker is the e-learning manager at National PTA.

No Refund Coming? Tax Fraud is Still a Threat

LifeLock is a financial sponsor of National PTA, and has been invited to submit a blog post as part of their engagement with PTA. National PTA does not endorse any commercial entity, product, or service, and no endorsement is implied by this content.

Even if you expect to write a check to the Internal Revenue Service this year—rather than receive a refund—you should still file your taxes as soon as possible. Why? You’re still at risk of becoming a victim of income tax fraud.

Fraudsters don’t care about your actual tax or income figures. All the crooks need is your personal identification information—your name and Social Security number. Everything else— address, job information—they’ll make up, so that they’ll get a return, of course.

If you’ve been the victim of identity theft or a data breach, the Identity Theft Resource Center says that becoming a victim of tax identity theft is a very real possibility. In other words, your personal information is “out there,” and a tax thief may have it and put it to use. The crooks get to work as soon as the filing season opens. (This year, that was Jan. 19, 2016, for electronic tax returns.)

The General Accounting Office says the IRS paid out $5.8 billion for the 2013 tax year. So many tax returns being processed means that if you’re the victim of tax identity theft, it could take months to resolve your claim. As painful as it is to gather your documents and file your taxes, it’s no doubt much easier and less stressful than discovering you’re a victim of identity tax fraud.

Here are three different ways you can report a tax fraud issue:

  1. If you suspect someone stole your identity and used your Social Security number, then complete Form 14039 and mail a printed copy to the IRS.
  2. If you suspect fraudulent activity or abusive tax scheme by a tax return preparer, then complete Form 14157 and mail a printed copy to the IRS.
  3. If you suspect or know of an individual or business that isn’t complying with tax laws, then use Form 3449-A and mail to the IRS, Fresno, CA 93888.

Take advantage of LifeLock’s protection plans. As a proud supporter of National PTA, LifeLock is offering all PTA members and their families a very special offer. Learn more about the offer.

You can also visit the Identity Theft Resource Center and Internal Revenue Service websites for additional resources.

Cory Warren is the blog editor of LifeLock UnLocked.