How to keep your PTA in compliance with state PTA requirements

Within Givebacks (formerly MemberHub), you can submit your compliance requirements to your state PTA. 

Specific Requirements vary state to state, but all PTA's can submit their required compliance information by going to their Compliance under your tools on the left menu > Enter State Submissions and selecting Submit on one of the different areas on their Compliance Module Dashboard.  

Common compliance categories found here include: 

Officers: You can click this button to be brought to a page that provides your current and past year officers in your site.  You can add new officers and remove current year officers in this area. 

Unit Data: You can click this button to view all data pertaining to your PTA.  If you see any discrepancies on this page, contact your State PTA to update this. 

Submissions: This section is where you would submit each of your different areas of compliance

• Insurance Confirmations
• ByLaws Submissions
• Form 990 
• Audit/Financial Reviews

Documents: Here is where your unit can submit electronic documents to your State PTA. 

Approval status:

Awaiting Review: Upon completing submission, the status of your Compliance form will display as awaiting review.  Your state PTA can then review and approve according to their procedures.

Approved: If your State Approves your submission, they will mark it as approved and the status will be indicated in your site.   The person who submitted the form will also receive an email notification of the status update.

Rejected:  If your State Rejects your submission, they will mark it as rejected and can explain the reason.  The status will be indicated in your site and  the person who submitted the form will also receive an email notification of the status update.  Reason for rejection can also be viewed from your Compliance Submissions Page. 

** After a submission is rejected, you can either choose to Resubmit or Archive the submission to allow you to start over.

Please note: Your state PTA may have additional requirements not listed in this article. If you have any further questions on this, please reach out to your State PTA leaders to inquire. If you are unsure who to contact, please reach open a ticket and we can help direct you to the best contact information.