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Great news about Good Standing!
Great news about Good Standing!
All nonprofits—yes, all—must meet Good Standing requirements each year with the IRS, Secretary of State, and Attorney General’s Office. It might sound overwhelming, but it doesn’t have to be. As a PTA, you’re never alone—Minnesota PTA is here to provide the tools, reminders, and support that make compliance simple and manageable, so you can focus on what really matters: making an impact.
Get ready in three steps:
Submit items to Minnesota PTA throughout the year, but all items should be turned in no later than June 1st.
September
September
All officers must be listed in Givebacks
Your financial review is being finalized, or has been completed.
Prepare to file your 990 to the IRS before November 15th
December
December
Upload a copy of your 990 submission to Givebacks
File a renewal with the Secretary of State
File with the Attorney General (if applicable)
Review and submit any changes to Standing Rules
March
March
Submit memberships before March 1st to qualify for the April membership awards.
June
June
SUBMIT
Officers for next year
Standing Rule updates
Membership information & dues
Copy of the 990
Financial review verification
Read about the IRS and more about filing your 990N, 990EZ or full 990 with the IRS.
Read more about submitting your state dues. Refer to Givebacks for more information.
Go to our Standing Rules page for more information on completing your updates.
Renew your Secretary of State Registration Online. Read here for more instructions.
Find more guidance on the Attorney General's reporting requirements, and to find out if your PTA qualifies.
More info coming Soon! Read more about how to complete a Financial Review and find our sample template online.
Other Nonprofit Regulating Offices in Minnesota:
If your PTA conducts Bingos, Raffles, paddlewheels, or pulltabs, this may be regulated by the Minnesota Gambling Control Board.
PTA's that file with the Department of Revenue may qualify to make some purchases tax-exempt. Read more.
Read more details about Good Standing Submissions, and how to maintain Good Standing.
What is Good Standing?
Nonprofit good standing means that your nonprofit has taken the necessary steps to comply with regulatory requirements. This includes registering with and reporting to various state and federal agencies, such as the Secretary of State, departments of revenue, state charity officials, and the IRS. Good Standing is also required with Minnesota PTA and National PTA in order to remain in affiliation, retain your nonprofit status, and be eligible for services, grants, and other opportunities.
There are three levels of Good Standing…
In Good Standing - Your ready to go for the year!
Pending / Missing Items - You will not qualify for some services, grants and awards
Not in Good Standing - Your unit is in critical condition and may lose it's nonprofit status
How do we maintain Good Standing?
Submit all your Good Standing Items no later than June 1st every year.
On average, it should only take about 10 minutes a year to submit all these items to our office to stay in Good Standing.
Need help? Just ask! Want training? Just ask! We are here to help! If you are missing items, please contact the office.
When do we submit Good Standing Items?
Your annual timeline for submissions should look like this:
September
ENSURE your officers are added into the Givebacks officer list, and added as members.
Start your Membership Campaign
Finalize your Financial Review
Prepare to file your 990N, 990EZ, or 990 to the IRS before November 15th
December
Upload a copy of your 990 submission to Givebacks
File a renewal with the Secretary of State
File with the Attorney General (if applicable)
Financial review confirmations can be submitted via Givebacks
Submit any changes to Standing Rules, or update if they are over 5 years old.
March 1st
Submit all members for the April membership awards
June 1st
All Good Standing items must be received by this date to be in Good Standing for the next fiscal year.
Next year’s officers are due ASAP! Do this even if they are not changing!
Standing Rule updates
Submit All Membership information and dues
Verification of 990 submission
Financial review verification
How do we know if we are in Good Standing?
Check the compliance section in Givebacks to see if your submitted items are accepted
Check your email for requests from our office for items after they were due
Check your school mailbox to see if you've received a paper correspondance
Email the Minnesota PTA office to inquire
Use the forms below if you are UNABLE to submit through the Givebacks portal.
Officer Update Form
Officer Update Form
Use this form ONLY when your PTA is NEW or if you do not have access to Givebacks. Please update additional officers in the Givebacks platform.
Membership Remittiance Form
Membership Remittiance Form
Use this form ONLY if your PTA has not setup your Stripe account in Givebacks. Include the fiscal year on your check.
Standards of Affiliation: The National PTA Standards of Affiliation (SOA) is a policy of the National PTA Board of Directors that defines the relationship between the state constituent associations and National PTA, including what National PTA will provide to those associations. The policy sets the standards for a successful state constituent association; protects the National PTA name, identity, and brand; and ensures that all will be treated fairly and equally.
National PTA & Minnesota PTA recognizes its responsibility to preserve the reputation and trust of the PTA brand through support of its constituent associations from local to state. The SOA is in place to ensure state constituent & local constituents align all communications and actions with National PTA’s vision, mission, values, and policies and to comply with applicable federal laws. In addition, all associations shall support the current National PTA legislative and advocacy priorities and only take public positions which are consistent with adopted National PTA positions and resolutions.
See more about the National PTA Standards of Affiliation
Minnesota PTA will be adopting new Standards of Affiliation (SOA) to help guide local constituent associations in Minnesota through the requirements of the National PTA Standards for Affiliation. At this time our association defaults to the rules and regulations of National PTA's SOA when in reference to our local constituent associations in Minnesota.
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