Here is a timeline to keep your unit in Good Standing:

July/August:

• Create a Budget
• Bylaws - read and begin renewal process if warranted (updates/renews every 3 years)
• Review Incorporation Status
• Business Data Search
• Conduct a financial review/audit for the fiscal year ending June 30 (This is done yearly)
• Submit a completed copy to your council and MDPTA office within 120 days of the end of fiscal year
• MDPTA Convention - Training for Officers

September:

• Budget approved by General Membership
• Submit Council Dues
• Submit Monthly payment (Membership cards sold) to MDPTA

October:

• Submit Monthly payment (Membership cards sold) to MDPTA

November:

• Federal tax forms (990's) are due 11/15 (if your fiscal year ends on a date other than June 30, contact MDPTA)
• File annually regardless of income, keep a copy
• Failure to file could incur a $10,000 fine
• Send a copy of the 990 to the MDPTA office
• Submit Monthly payment (Membership cards sold) to MDPTA

December/January:

• Submit Monthly payment (Membership cards sold) to MDPTA
• By Dec. 31 - Charitable Organization Renewal Filing (COF-85) with MD State due
• Submit Monthly payment (Membership cards sold) to MDPTA

February:

• Check mail for Maryland Personal Property Tax form from the Dept. of Assessments and Taxation
• This form is due 4/15 and covers Calendar year, not fiscal year
• Submit Monthly payment (Membership cards sold) to MDPTA

March:

• Return unused membership cards to MDPTA, and reconcile memberships payments to MDPTA
• NOTE: Your unit will be charged for all unused cards

April:

• Maryland Personal Property Tax forms due 4/15 - failure to file can result in revocation of unit charter and non-profit status
• Every unit must file this form. Keep a copy for your records

May:

• Knight Insurance Services will send an invoice for your units
• Insurance and Bonding - make your check payable and send to Knight Insurance
• Each unit must follow their bylaws to select new officers if required
• Arrange for new officers to get required training

June:

• Unit will receive Convention Materials, credential cards for July Convention and training
• Prepare Treasurers Books for Yearly Financial Review (Audit)
• Prepare Year end Treasurer Financial Statement (see Money Matters)
• Send your Elected officer information to Council and MDPTA office
• MDPTA: Contact them at officeadministrator@mdpta.org or 410.760.6221
  5 Central Av., Glen Burnie MD 21061