Standards of Affiliation

Ohio PTA is simplifying complying with the Standards of Affiliation (SOA) for Units and Councils this year. The SOA Checklist needs to be completed and submitted – your unit 990 and most other documents do not. The only exceptions are the Calling All Presidents and Volunteer Hours forms. The Standards of Affiliation are not anything new to Ohio PTA. As a state PTA, we have Standards of Affiliation with National PTA.

Many of the required indicators that Councils and Units are asked to provide in the Standards of Affiliation (SOA) are what your PTAs are currently doing. This will assist you to be in compliance with the Mission and Values of PTA, maintain good business practices and follow federal laws for 501(c)3 organizations.

Councils and Units will find the Standards of Affiliation (SOA) to be very helpful in running your Councils and Units.

The required indicators requested and the dates they are due are shown on the tracker sheet. Each of the required indicators will help support and facilitate a productive and smooth-running PTA.

Contact your District Advisor for assistance, or the Vice President of Field Service if you do not have a District Advisor.

SOA Guide

SOA Checklist

Sample Code of Ethics

Sample Conflict of Interest