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The checklist explains the SOA’s purpose in ensuring ethical, policy-aligned operations, strong business practices, and adherence to IRS, Washington state, insurance, and PTA requirements. It outlines benefits, highlights changes for the current year, clarifies board responsibility, submission approach, deadlines, and key requirement categories, including examples like IRS Form 8822-B.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/wspta-standards-of-affiliation-soa-agreement-checklist-faq-purpose-benefits-changes-requirements/303759/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/wspta-standards-of-affiliation-soa-agreement-checklist-faq-purpose-benefits-changes-requirements/303759.png","ImageObject",442,249,{"name":88,"@type":89},"Miles","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-22","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":9},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What is the purpose of the WSPTA Standards of Affiliation (SOA) agreement checklist?","Question",{"text":108,"@type":109},"The SOA checklist supports local PTAs and councils with guidance to keep their independent nonprofit business aligned with WSPTA ethics, policies, and principles while meeting IRS, state, insurance, and PTA requirements.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What benefits does the SOA provide to local PTAs and councils?",{"text":113,"@type":109},"The SOA clarifies the requirements for being in good standing, consolidates expectations in one place, promotes consistent expectations across the state, helps monitor legal compliance, and enables better service and support across PTA levels.",{"name":115,"@type":106,"acceptedAnswer":116},"What changed this year in the SOA requirements?",{"text":117,"@type":109},"A vice president election requirement was removed, since state law only requires a president, secretary, and treasurer. 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What is the purpose ofthe WSPTA Standards of Affiliation agreement (SOA)?  \nWashington State PTA (WSPTA) is providing this Standards of Affiliation (SOA) Agreement Checklist to provide support and guidance to local PTAs and councils. Completing this checklist will help local PTA and council leaders ensure their independent nonprofit business remains current with all IRS, state, insurance, and PTA requirements. We encourage you to include your entire board of directors in this work and to keep your membership up to date with your progress.  \nThe SOA agreement is in place to ensure local PTAs and councils align with WSPTA’s ethics, policies, and principles; maintain good business practices; and comply with applicable federal and state laws. WSPTA has a similar SOA requirement with National PTA.  \n2. What are the benefits of the SOA?  \nThe SOA has multiple benefits to local PTAs and councils:  \no Clarifies what requirements define a local PTA or council in good standing.  \no All requirements are in one place – no need to check multiple resources to know what is expected.  \no Consistent expectations across the state.  \no Helps local PTAs and councils stay on track with legal requirements.  \no Allows for improved service and support from all levels of PTA.  \n3. What changed this year?  \no Electing a vice president has been removed as a requirement. State law only requires a president, secretary, and treasurer be elected. WSPTA Uniform Bylaws were amended at the 2022 convention to align with the change to state law.  \no Current fiscal year members must be entered into the WSPTA membership database within 30 days of receipt of the join request (paper form or online join. ) This allows PTAs that “presell” membership in the Spring for the next fiscal year to enter those into the database within 30 days of it reopening in July.  \n4. At my local PTA or council, who is responsible for the SOA?  \nWe recommend the SOA agreement checklist be reviewed by the board of directors, reported to the membership, and recorded in the meeting minutes. Keep copies of this checklist and all pertinent documentation with your legal or financial documents (current year plus at least the prior three years. )  \n5. What is the deadline?  \nThere is no deadline for completion of the agreement checklist. Most requirements have their own deadlines or best practice timeframes, and everything should be completed by the end of the fiscal year. It is up to your board of directors to monitor the progress  \ntowards completion and be able to present the required documentation, if requested, for periodic review.  \n6. How do we submit our completed SOA checklist?  \nNo need to submit the checklist! We recommend you keep a copy of the checklist and copies of all pertinent documentation in your legal documents or treasurer binder.  \n7. What are the requirements of the SOA?  \nThe SOA is made up of requirements from the IRS, state of Washington, your insurance company, and Washington State PTA. There are 13 requirements for local PTAs and 13 for councils. Please refer to the checklists for the specific requirements.  \n8. Are there any other legal requirements for my PTA that are not on the SOA?  \nBusiness licenses, gambling, and other permits, as well as State Department of Revenue filings may be required so check with the legal entities for specific requirements. The PTA and the Law class also has more information about other legal filings your PTA may be subject to.  \nOne example may be:  \nIRS Form 8822-B must be filed when the PTA’s mailing address changes or the identity of the “responsible party” as listed on the IRS Form 990 changes (usually the president or treasurer) . The IRS requires a personal social security number.  \nUpdate IRS Form 8822-B  \n• Relevant information:  \no File Form 8822-B if the PTA’s mailing address changes or the identity of the“responsible party” as listed on the IRS Form 990 changes (usually the president or treasurer) .  \no File within 60 days","cbCaihro2CaXHjUH","https://ap.wps.com/l/cbCaihro2CaXHjUH","pdf",229108,"English","# WSPTA SOA Agreement Checklist FAQ\n## Purpose and benefits of the SOA\n## Changes for the current year\n## Board responsibility, deadlines, and submission\n## SOA requirements and related legal requirements\n## Annual training requirement","[{\"question\":\"What is the purpose of the WSPTA Standards of Affiliation (SOA) agreement checklist?\",\"answer\":\"The SOA checklist supports local PTAs and councils with guidance to keep their independent nonprofit business aligned with WSPTA ethics, policies, and principles while meeting IRS, state, insurance, and PTA requirements.\"},{\"question\":\"What benefits does the SOA provide to local PTAs and councils?\",\"answer\":\"The SOA clarifies the requirements for being in good standing, consolidates expectations in one place, promotes consistent expectations across the state, helps monitor legal compliance, and enables better service and support across PTA levels.\"},{\"question\":\"What changed this year in the SOA requirements?\",\"answer\":\"A vice president election requirement was removed, since state law only requires a president, secretary, and treasurer. Also, current fiscal year members must be entered into the WSPTA membership database within 30 days of receiving the join request.\"}]","WSPTA Standards of Affiliation (SOA) Agreement Checklist - FAQ - Purpose, Benefits, Changes, Requirements | PDF",1789806749]