General Information

Local units and councils are required to report Unit/Council Officer information to the Oklahoma PTA state office immediately following elections, by adding new officers to their unit's Givebacks site. This must be done no later than October 31st following standard elections to remain in good standing. Any time a new officer is elected, the Oklahoma PTA office should be notified through Givebacks.

This serves as Oklahoma PTA’s primary way to update all mailing lists for information that is to be distributed to leadership and/or general membership.

Oklahoma PTA Bylaws / Uniform Unit Bylaws

OKPTA State Bylaws (6/17/23)

OKPTA Uniform Unit Bylaws

Plan of Work

Unit Reporting Due by Oct 31st to be in Good Standing

Financial Reconciliation Form

Group Tax / EIN form

File Taxes Annual Filing and Forms | Internal Revenue Service (irs.gov).

  • Gross receipts normally ≤ $50,000 can file 990-N online e-postcard.

  • Gross receipts normally < $200,000 need to file 990 EZ.

  • When complete, submit proof of filing through your unit's Givebacks site.

Membership dues - paid to OKPTA through your unit's Givebacks site. You must initiate the payment.

  • Questions? Call the state office at 405-681-0750

Uniform Unit Standing Rules with current school year unit approval date.

Financial Forms

Treasurer Month to Month Checklist

Cash Verification with Starting Balance

Fillable Cash Verification

Fillable Check Request Form