PTA Required Forms & Documentation
Each Seminole County Council PTA/PTSA operates as a 501c3 non-profit organization under the FL PTA Group Exemption. When you need official documentation for your PTA/PTSA (501c3 non-profit organization), you will recieve those documents from FL PTA.
All Seminole County Countil PTA/PTSAs are required to submit annual compliance items to FL PTA to certify that it is operating within the requirements to maintain their 501c3 non-profit organization status under the FL PTA Group Exemption.
All Seminole County Countil PTA/PTSAs are required to submit annual compliance items to FL PTA to certify that it is operating within the requirements to maintain their 501c3 non-profit organization status under the FL PTA Group Exemption.
REquest Your PTA Operating Documents from FL PTA
Each Seminole County Countil school-based PTA/PTSA operates under the FL PTA Group Exemption. Your PTA should have the following documentation for your local unit. These items should be maintained by the President, Secretary and Treasurer and available to board members as needed for donations and purchases.
Click the botton below to fill our the FL PTA online form. Select the type of documentation needed within the form.
- Legal Banking Letter (needed to open an bank account) or upon request of banker
- Florida SAles Tax Exemption Certificate - Form DR5
- Standard 501(c)(3) letter for donation requests;
- Stripe Account for credit card reader through Givebacks
Click the botton below to fill our the FL PTA online form. Select the type of documentation needed within the form.
Vendors or partners may request a W-9 form when working with your PTA/PTSA. You will use the information in your determination documents to complete the W-9.
Update BYLAWS (Every 3 years)
Every three (3) years, each PTA/PTSA must review their bylaws. You must use the current FL PTA Bylaws template. All FL PTAs have the same bylaws template, however, there are specific items within the template that are editable for your PTA as needed.
When it is time to review your bylaws, you will form a bylaws committee. They will review the bylaws and present their recommentation to a PTA/PTSA General Meeting.
The PTA/PTSA President, Secretary or designated officer will then submit the bylaws to FL PTA.
When it is time to review your bylaws, you will form a bylaws committee. They will review the bylaws and present their recommentation to a PTA/PTSA General Meeting.
- If there are no edits, the committee reports that there were no edits and that the bylaws will be updated to FL PTA with no changes.
- If there are changes, the committee must report thos changes for vote at a General Meeting. Upon approval, the updated bylaws are changed.
The PTA/PTSA President, Secretary or designated officer will then submit the bylaws to FL PTA.
Complete FL PTA Compliance Documents (Annually)
Item |
Deadline |
Responsible |
How to Submit |
Notes |
New & Returning Officer Contact Information |
July 1 |
Secretary |
Value |
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Audit Financial Review |
Aug. 31 |
Treasurer |
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Copy of IRS 990 |
Nov. 30 |
Treasurer |
PTA Budget $50,000 or less: File the 990N electronically PTA Budget of more that $50,000 File the 990EZ or Form 990 (may utilize a CPA) |
submit SCCPTA dues (annual) & FL PTA/National Dues (Monthly)
The Florida & National portion of dues are paid monthly when memberships are sold. As of July 1, 2025:
County dues are $70 per PTA/PTSA and due annually by October 31.
- Florida PTA dues are $1.25 per member
- National PTA dues are $3.25 per member
- Total = $4.50 per member
County dues are $70 per PTA/PTSA and due annually by October 31.
Item |
Responsible |
Online Payment |
Pay via Check |
Required: FL & National PTA Dues |
Treasurer |
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Required: SCCPTA Dues |
Treasurer |
Pay via SCCPTA Givebacks Store |
SCCPTA Dues & Senior Scholarship Donation Form |
Optional Donation to SCCPTA Senior Scholarship |
Treasurer |
Pay via SCCPTA Givebacks Store |
SCCPTA Dues & Senior Scholarship Donation Form |
Editable Templates
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An agenda is informs the participants of the purpose of the meeting. This gives them time to prepare for the tasks, and enables them to make a meaningful contribution.
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This form is to be used to request a check or reimbursement for an approved PTA expense. Note that only PTA expenses should be on a receipt.
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This template will help you set up your communication plan for the year for the school and PTA. It's easier to meet each other's expectations when you know what they are.
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This form is to be used to verify cash / checks before they are deposited into the bank. A minimum of two PTA members must be present and fill out the form.
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This form is to be used prior to using a PTA debit card or other electronic transaction. There must be two signatures prior to use just as if you were using a check.
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Meeting minutes are written, accurate accounts of the proceedings that take place at meetings. They should record important details, decisions and assignments.
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This document goes over the information needed to announce when your nominations are ready. Be sure to customize according to the roles that your PTA / PTSA has.
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This form is to set up an organization structure for the board along with email addresses. This can help keep contacts organized and provide a nice visual.
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This is for your officers and committee chairs to fill out at the beginning of the year to submit plans for board approval. This document can be adjusted throughout the year as needed and approved.
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This template will help you create an easy to edit annual budget and check register. Click HERE for a Google Sheets version.
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This template will help you create an easy your local units standing rule. Click HERE for a Google Docs version.
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Meeting Scripts
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This script will guide you through how to host your monthly board meeting virtually while maintaining decorum and following Robert's Rules.
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This script will guide you through how to host your end of year general meeting that includes the elections of your officers.
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