The links on this page provide frequently requested information to help officers. Additionally, NCPTA has included other helpful information and tools to help PTAs in NC throughout the year.
Please contact the office if you have additional questions.
PTA Debit Card Forms
Debit Card User Agreement
Pre-Approval Form
10 Key Finance Practices for All Board Members
Annual Budget, NCPTA Bylaws Section 11.4
The PTA Budget
Budget Sample
Audit Committee, NCPTA Bylaws Section 8.2
Contracts, NCPTA Bylaws Section 11.8Annual 990 Filing and Forms
IRS form 990 Requirements
IRS 990-N/E-Postcard Requirements
Required Annual Information Return (990)
Nonprofit Incorporation
State Taxation and Nonprofit Organization
Tax-Exempt Revocation
Finance and Budget, NCPTA Bylaws Article 11
Duties of Treasurer, NCPTA Bylaws Section 6.10
Financial Review Committee, NCPTA Bylaws Section 11.3
Financial Review Information and Instructions – Please check the current Back to School Kit
Fundraising & Resource Development
Bingo Laws
Raffle Laws
Does Your PTA Need a Solicitation License
NC Charitable Solicitation License
Gift Cards/Certificates Use by PTAs
Liability & Insurance
Fraud Prevention Checklist
National PTA E-Learning Library
NCPTA Membership and Dues Reporting, NCPTA Bylaws Section 5.2
Record Retention Schedule
Required Dues Submission Form
Returned Check Policy
State Sales and Use Tax