Unit Leader Tools and Resources

Compliance Requirements

Financial Review Form

990N and 990EZ Filing Instructions and Information

Your 501c3 and Why 

​Job Descriptions for Local Unit Leaders:

President Job Description

President Tip-Sheet
Vice President

Secretary

Treasurer
Local Unit Responsibilities Checklist

Association Insurance Management (AIM) is the national leader and the largest insurer of PTAs, currently protecting over 22,000 units across all 50 states. We make it easy and affordable for your PTA to obtain high-quality insurance, starting at only $65 per year!

Types of Insurance Your PTA May Need:

Event Insurance

General liability coverage protects you from a lawsuit if someone was injured at a PTA activity.

 Embezzlement Insurance

Embezzlement insurance covers your money. If anyone in your association you trust (president, treasurer, board member, volunteer or courier) runs off with your money, AIM replaces those missing funds.

Professional Liability

If someone sues your officers for mismanagement, misrepresentation, dissemination of false or misleading information or inappropriate action, professional liability insurance would pay to defend you.

Property Insurance

Protect your PTA’s raffle merchandise, auction items and fundraising supplies while they are in your possession.

Questions? Contact AIM at 1-800-876-4044 / aim@aim-companies.com / aim-companies.com

Officer Specific Information Provided from National PTA

Login with your National PTA Profile to gain access to a comprehensive digital guide designed to help you learn the basics of running your PTA unit. Find just about everything you need as a local PTA leader, including guidance to help you:

  • select and work with your board
  • formulate your PTA calendar of programs and events
  • navigate unique financial challenges of a 501(c)(3)
  • grow your PTA membership
  • choose and organize a PTA fundraiser
  • communicate with your school community
  • and more!

These tools and templates, online resources and training courses will inform your work as you establish your PTA and volunteer roles and throughout the year, ensuring that your PTA stays on track to achieve the PTA mission: to make every child’s potential a reality by engaging and empowering families and communities to advocate for all children.