MemberHub

There are a number of tasks that must be done in MemberHub for every PTA. Below you will find step by step instructions for each task. If you need help contact your council leaders, your district director, or the membership chair for Georgia PTA. 

  • Upload officers by May 1 
  • Upload chairpersons by end of August
  • Upload members
  • Print membership cards*
  • Verify audit in MemberHub and email documents to Georgia PTA
  • Verify 990 in MemberHub and email documents to Georgia PTA

*New information on printing membership cards from Georgia PTA:

We aren’t recommending that membership cards be printed. Each member will get an email with login information and a link to his/her card automatically, assuming the members are entered correctly.  If cards do need to be printed, that can be done from Admin Console > PTA/PTSA tab > Members list, or it can be done from Admin Console > People. There are no pre-printable cards this year.

Instructions

Step 1 for all of these instructions is to log in to MemberHub. This also assumes that you have an administrative access level to perform these functions. If you don’t, then contact your PTA president for access. If you are the PTA president and you do not have access, contact your council leaders, the District 10 Director, or the state office. 

Upload Officers/Chairpersons 

  1. Click on Admin Console at the top of the page.
  2. Select the PTA (PTSA) tab under your local unit’s name (this may be the default).
  3. On the right, under PTA Pages, click Officers (again, this may be the default – in which case you are on the page).
  4. At the bottom of the page, click Add Officer.
  5. Enter the information, select the office, and click Add Officer

Upload Members

  1. Click on Admin Console at the top of the page.
  2. Select the PTA (PTSA) tab under your local unit’s name (this may be the default).
  3. On the right, under PTA Pages, click Members.
  4. At the top right of the form, click Enter Members.
  5. Enter the Member Information and Payment Information, and click Add Member

To Import members instead:

1. In Excel, create a file with these fields: First Name, Last Name, Email Address, Phone Number, Member Type 

The four member types are:

  • Parent/Guardian
  • Faculty (includes ALL staff and admins)
  • Student
  • Member (anyone who doesn’t belong in the three above)

Each person must have either an email or a phone number, or both. 

2. Save the file as CSV format.

3. Send the file to the membership chair for Georgia PTA – membership@georgiapta.org – with your full local unit name, Council name, and District 10.

If you have any issues formatting or creating the file, feel free to reach out to me. As long as you have the data in an Excel spreadsheet-like format I should be able to get it formatted in no time and I’ll send it up to the state for you.

Print Membership Cards

Members should print their own cards. 

Verify Audit 

Note: Your deadline may differ from the date listed in the form if your fiscal year does not end on June 30th. Please submit and log by YOUR due date, based on your fiscal year as stated in your bylaws.

  1. Click on Admin Console at the top of the page.
  2. Select the PTA (PTSA) tab under your local unit’s name (this may be the default).
  3. On the right, under PTA Pages, click Audit/Financial Reviews
  4. At the bottom of the page, click Add Audit/Financial Review.
  5. Enter the information, select the confirmation box, and click Submit.
  6. Please submit your Audit /Financial Review Report attachment, via email to audit990@georgiapta.org.

Verify 990 

Note: Your deadline may differ from the date listed in the form if your fiscal year does not end on June 30th. Please submit and log by YOUR due date, based on your fiscal year as stated in your bylaws.

  1. Click on Admin Console at the top of the page.
  2. Select the PTA (PTSA) tab under your local unit’s name (this may be the default).
  3. On the right, under PTA Pages, click Form 1990 Confirmations
  4. At the bottom of the page, click Add Form 990 Confirmation.
  5. Enter the information, select the confirmation box, and click Submit.
  6. Please confirm that you have submitted your IRS Form 990 to the IRS by emailing a copy of the confirmation to Georgia PTA, to audit990@georgiapta.org.

Some local units may find that they cannot get to MemberHub within their schools because of firewall blocking that is enabled. Please feel free to use this document as a starting point for reaching out to your school districts’ technology leaders to ask them to open the domains. Also, please contact the District Director if this is happening at you school. 

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