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A WALK THROUGH THE BYLAWS
PTA Officer Training May 2014
RESTRICTIVE
RULES
Who Needs Them?
QUIZ TIME!
BYLAWS…
Form the legally binding document that governs the organization.
Provide the basic framework for PTA purposes and our governing structure.
May never be suspended. Should be reviewed annually to determine
if any amendments are needed. Every board member should know and
understand the contents.
Bylaws vs. Standing Rules examples
BYLAWS
1. State when the meetings are
2. Gives primary responsibilities of officers and chairmen
STANDING RULES
1. State where and what time
2. Gives the specifics
On the cover
National PTA ID Number CA PTA ID Number Legal Name of your unit Name of our PTA district Address of your school Grade levels at your school Organization date of your PTA
Next up…
The procedures for reviewing your bylaws – the “how” and “who”
When and how to get them approved by your membership
How to complete them – lots of specifics and directions – worth a read
Table of Contents
ARTICLE I
The name of your organization as it was chartered
This must appear on all legal documents such as minutes, tax filings, etc.
The council and district you are a part of
ARTICLE II
The purpose of the organization Review your PTA’s goals to ensure
alignment with the purpose of PTA Explains that you are a 501(c)(3)
ARTICLE III
Basic policies of PTA Noncommercial, Nonsectarian,
Nonpartisan Defines work with schools and
community for quality education Promote health and welfare of children
and youth No part of earnings shall benefit or be
distributed to members of the PTA
Shall carry out as activities as designated in IRS tax code
What happens to the assets of your PTA if it is dissolved
How the PTA and its members may participate in influencing legislation and campaigns
Using official capacity to endorse commercial entities, etc.
Entering into membership with others organizations
ARTICLE IV
Details membership and its non-discriminatory policy
Amount of dues and how much goes where
When dues should be paid to earn awards and to stay in good standing
ARTICLE V
Lists officer positions Details nominating committee
requirements (how many people, when formed, when to report)
Specifies month elections should take place
Lists eligibility requirements for nominees Tells how to fill vacancies Lists term restrictions
ARTICLE VI
Details of officers and their dutiesPresidentExecutive Vice-President and other VPsSecretaryTreasurerFinancial SecretaryAuditorHistorianParliamentarian
Explains officer removal process
ARTICLE VII
AKA “Everything You Always Wanted to Know about Association Meetings but Didn’t Know Where to Look” Day of the week and meeting months When elections are held When the budget should be presented How to call a special meeting How many members are required for a quorum Who can make motions and debate Proxy voting
ARTICLE VIII Who is on the Executive Board The duties of the EB How the board approves payments What committees it can create How to fill vacancies How often the EB should meet and when How to call special meetings of the EB Number of officers to establish a quorum Conflict of Interest policy
ARTICLE IX
How to form committees How long committees serve How to make and file committee reports Due process for committee chairmen
ARTICLE X
Council PTA membership We have no councils; all PTA units are
“out-of-council” so we line this section out
ARTICLE XI
Details the charter procedure for new PTAs
Lists requirements of a PTA to remain in “good standing”
Tells what happens if a unit’s charter is withdrawn
ARTICLE XII
Explains the relationship of your unit PTA with the California and National PTA organizations
CAPTA Parliamentarian approves these bylaws
Reminds units that in addition to their bylaws, they should follow CAPTA policy statements found in the Toolkit
ARTICLE XIII
Contains the Articles of Organization These bylaws trump anything else
ARTICLE XIV
States the beginning and end of the fiscal year
Lists various identification numbers associated with your unitEIN (Employer Identification Number)National PTA ID NumberCAPTA ID NumberCharitable Trust NumberEntity Number from Franchise Tax Board
ARTICLE XV
States that parliamentary authority is Robert’s Rules of Order Newly Revised
ARTICLE XVI
Outlines bylaw amendments procedure Includes the signature page which has
the CAPTA Parliamentarian and Association Secretary and datesYOU MUST HAVE THIS PAGE TO KNOW
WHEN YOUR BYLAWS WERE LAST ADOPTED
