1. DPSCD PTA Training Series 2018-2019
Centering PTA Leadership on Hierarchy, Tools, Opportunities, etc.

2. Welcome Sibyl Collins Wilson President, Michigan PTA
Past Unit President (2 units)
Past Unit VP
Past Membership Chair
Past VP of Membership

3. Goals of this Webinar PTA Mission and Difference
Hierarchy and Structures
Update and Clarification on processes
Leadership Goals and Standards of Affiliation
Types of Year
Discussion of roles and responsibilities
Questions and Answers
Networking

4. PTA Mission National PTA
PTA's mission is to make every child’s potential a reality by engaging and empowering families and communities to advocate for all children.
Michigan PTA
Michigan PTA mobilizes the forces of school, home, and community in order to ensure a quality education and a nurturing environment for every child.

5. How PTA is Different
Consider these facts that set PTA apart from other parent groups:
PTA membership is open to anyone who cares about children
PTA/PTSAs make their own decisions
PTA offers programs such as Reflections and Three for Me that benefit schools and communities
PTA believes the core value of parents is more than just fundraising; raising funds is the means through which the work and goals of PTA are carried out
PTA provides access to valuable information and training programs at minimal cost
PTA represents a unified voice for all children

6. PTA Hierarchy/Structure
National PTA
Focuses on:
PTA Leader Support and Development
Conflict Resolution
Standards of Affiliation
Training and Support
Advocacy Training and Education
Brand Management
Michigan PTA
Region F
Monroe and Wayne Counties
District*
^This level will exist for DPSCD beginning in 2019
*These levels did not exist for DPSCD in 17-18
Council*^
Unit/School

7. DPSCD Hierarchy/Structure
Board of Education
Focuses on:
Student Achievement
Fundraising
Title I Accountability
Staff Payments
MOU with PTAs
Brand Management
Superintendent
F.A.C.E.
Principal/School Leader
P.A.L.
Unit/School

8. Update and Clarification on Processes
Old Way of Operating
Current Way of Operating
Staff and Office dedicated to Michigan PTA
Physical office space
Documents stored at office
Members drove or mailed items to office
Staff did not verify documents
Company used to answer phones and take messages
Post office box
Paperless operations
Members upload items to MemberHub
Volunteers will verify documents

9. Where to find information
Old Way of Operating
Current Way of Operating
Pay unit dues through Michigan PTA website
Register for events through Michigan PTA website
, fax, or mail rosters for staff to input
Call office for copies of documents
Pay unit dues through MemberHub store
Register for events though Eventbrite (free events) or MemberHub store (paid events)
Upload members to MemberHub
Create folder in MemberHub to store documents

10. Where to find information (continued)
Old Way of Operating
Current Way of Operating
Attend Summer Leadership Academy, Regional Training, and Annual Convention
Back to School Kit mailed from National PTA
Unit packets mailed from Michigan PTA
Membership cards mailed to units
Take basic classes online and attend in-person trainings, webinars, and Convention
Local Leader Kit live online year- round at ptakit.org
Communication via social media, , and websites
Membership cards in MemberHub

11. Where to find information (continued)
Old Way of Operating
Current Way of Operating
Units created unique membership options that often did not follow the one member, one vote, one membership model
Council leaders had reports that provided some metrics
MemberHub reminds officers of the membership structure
Council leaders will have reports with better detail and information

12. Leadership Goals
Learn as much as you can about your role as well as those of the officers you support
Read and take classes for your current role and the role(s) you want to pursue
Attend as many training sessions as you can
Keep notes and journals of experiences
Pass on information to your successor in a timely manner
Give everyone a shot to succeed

13. Standards of Affiliation
Unit Renewal Dues: $40
Updated Officer Contact Information
Current Approved Budget
Audit of Previous Year
Copy of submitted 990 or rejection*
Names and Dues of Members
Current Bylaws submitted every three years
Insurance
Due by December 1st each year
*if rejected, follow up with IRS as to why 990 was not accepted

14. SOA Requirement Implications
Annually to IRS
File 990-N Postcard on irs.gov
Penalty for not filing:
Immediate revocation after 3 years; lose tax exempt status
Annually to Michigan PTA
Submit Officer information
Submit Budget approved by membership
Submit Audit
Submit Unit Dues
Submit copy of filed 990-N Postcard
Submit Insurance verification
Submit membership (monthly)
Penalty for not completing:
Inability to participate in state and national programs; no good standing letter
Every three years to Michigan PTA
Submit bylaws (can submit any time there is a major change; clock restarts)
Penalty for not completing:
Affects SOA and ability to participate in state and national programs; no good standing letter
As Requested to DPSCD
Sign MOU
Penalty for not filing:
TBD by MOU/District

15. Suggested SOA Timeline
Item for SOA
Recommendation
Unit Dues
Audit
Budget
Bylaws
Submit through MemberHub by June 1st
Submit as soon as fiscal year ends, usually by July/August
Submit as soon as members approve
Submit as soon as members approve but no later than every 3 years

16. Suggested SOA Timeline (continued)
Item for SOA
Recommendation
Officers
Member names and dues
Update officers as soon as they are elected. Once the new fiscal year begins, s will not go to the previous year’s officers.
Submit members through MemberHub as soon as you get them. Membership is due in MemberHub by the 28th of every month.

17. Suggested SOA Timeline (continued)
Item for SOA
Recommendation
Insurance
990
Submit insurance certificate as soon as it is received. This will be available in MemberHub next year.
Submit 990 five months and 15 days after the close of the unit’s fiscal year—November 15th for most units.

18. Different type of “year”
Calendar year: January 1-December 31
Fiscal year: typically July 1-June 30
Membership year: October 1-September 30
School funding year: October 1-September 30

19. Resources Michigan PTA Office: 734-975-9500
Michigan PTA Website:
National PTA Website: pta.org
MemberHub:
Webinars:
Michigan PTA s and advocacy alerts
Michigan PTA Facebook page
National PTA Facebook page
Michigan PTA Local Leaders Handbook (January)
National PTA Local Leader Kit
National PTA DIY Membership Kit ptakit.org