The Revocation Task Force was created to develop best practices and related resources for state PTAs to use in assisting local units to maintain compliance or come into compliance with IRS guidelines and filing requirements. This task force consisted of staff and volunteers from National PTA and state PTAs of all sizes and capacity to ensure that all states would be able to use these best practices. The contributing states were chosen for their proven results around this topic. We thank each and every member that contributed to this document and hope that all of our state congresses can use this document to help inform their own internal processes. Revocation and Reinstatement Subcommittee Sue Owen Ohio State PTA Executive Director – Erika Trujillo California State PTA Assistant Executive Director, Finance – Kelly Piatt Delaware State PTA Treasurer – Tim Duke Tennessee State PTA Treasurer – Heather Dean National PTA Deputy Executive Director, Programs and Operations – Federal Compliance Subcommittee Laura Bay National PTA Secretary-Treasurer – Lisa Anderson Utah State PTA Treasurer – Rita Lowman Maryland State PTA President – Mac Saleh Michigan State PTA Membership Co-Chair – Dawn Ducca Michigan State PTA Field Service Representative – LeeAnn Espinoza Nebraska State PTA President – Jessica Renzi National PTA Senior Accounting Manager – Resources and Training Subcommittee Janet Lamoureux Florida State PTA Treasurer – Teresa Willis Maryland State PTA Office Administrator – Don Romoser Connecticut State PTA President Elect – Rhode Island State PTA President Pam O’Brien – Sharon Pender Louisiana State PTA President – Suzan Yungner National PTA Director of Field Service and Training –
The Revocation Task Force was created to develop best practices and related resources for state PTAs to use in assisting local units to maintain compliance or come into compliance with IRS guidelines and filing requirements. This task force consisted of staff and volunteers from National PTA and state PTAs of all sizes and capacity to ensure that all states would be able to use these best practices. The contributing states were chosen for their proven results around this topic. We thank each and every member that contributed to this document and hope that all of our state congresses can use this document to help inform their own internal processes. Revocation and Reinstatement Subcommittee Sue Owen – Ohio State PTA Executive Director Erika Trujillo – California State PTA Assistant Executive Director, Finance Kelly Piatt – Delaware State PTA Treasurer Tim Duke – Tennessee State PTA Treasurer Heather Dean – National PTA Deputy Executive Director, Programs and Operations Federal Compliance Subcommittee Laura Bay – National PTA Secretary-Treasurer Lisa Anderson – Utah State PTA Treasurer Rita Lowman – Maryland State PTA President Mac Saleh – Michigan State PTA Membership Co-Chair Dawn Ducca – Michigan State PTA Field Service Representative LeeAnn Espinoza – Nebraska State PTA President Jessica Renzi – National PTA Senior Accounting Manager Resources and Training Subcommittee Janet Lamoureux – Florida State PTA Treasurer Teresa Willis – Maryland State PTA Office Administrator Don Romoser – Connecticut State PTA President Elect Pam O’Brien – Rhode Island State PTA President Sharon Pender – Louisiana State PTA President Suzan Yungner – National PTA Director of Field Service and Training
federal-tax-best-practices-updated-june-2014.docx