BOOSTER CLUB, PTA, PTO REQUIREMENTS

Booster clubs, PTOs, and PTAs are required to register with school districts by August 1 of each year.  Sumter School District policies related to support organizations are:

• Policy GBEBC- Gifts to and Solicitations by Employees

• Policy KBE – Relations with Parent Organizations

• Policy JJE - Student Fundraising Activities

Please view this legislation.  Sumter School District requires the following information from each entity:

School support organizations must provide the following information/documents:

INFORMATION

1.  Submitter's First and Last Name

2.  Submitter's Email 

3.  Organization's Name

4.  Organization's Address/City/State/Postal Zip Code

5.  School Year for Registration

6.  School that is being supported

7.  SC Secretary of State Public Charity Number

8.  Federal Tax ID Number

9.  Officers' Information:

             President's Name/Email/Phone/Full Address/District Employee Y/N

             Vice President's Name/Email/Phone/Full Address/District Employee Y/N

             Secretary's Name/Email/Phone/Full Address/District Employee Y/N

             Treasurer's Name/Email/Phone/Full Address/District Employee Y/N

             Date Officers Were Elected

COMPLIANCE AND DOCUMENTS

1. Date of Last Annual Report Filed with Secretary of State

2. Filing Date of Last IRS Form 990

3. Federal and State Registration Documents  (Tax and Charity ID Documents) (attach)

4. Bylaws (attach)

5. Most Recent Annual Financial Report (attach)

6. Proof of Insurance (attach)

7. Planned Budget for the School Year (attach)

8. Financial officer SLED background check

STATEMENTS OF UNDERSTANDING

As a registered support organization of Sumter School District, you (the registering organization) agree to the following:

A. 99% of funds collected must benefit the school being supported (administrative costs must be kept at a minimum - not to exceed 1%);

B. a budget will be provided each year of registration;

C. the organization will hold monthly meetings at which monthly revenue and expenditure (detailed) will be provided and submitted to the school principal, who will forward to the district chief financial officer;

D. the organization will maintain minutes of the meeting and forward to the school principal;

E. the organization will ensure that the principal is a member of the board in the capacity of principal only;

F. the organization will not place the name of a school employee on any bank accounts (no treasury access or ability) or organization documents;

G. the organization will gain approval to hold events from the principal before carrying out any activities once registered;

H. the organization will support the entire school - not just one sport, club, etc.

Additional Information

*All fundraising activities that take place must be conducted by an organization, not an individual. 

*Any club or organization requesting permission to hold a fundraiser must have a valid charter and board approved bylaws. 

*The principal must approve the fund-raising activities of both parent/legal guardian and student-governed

organizations. The approval must be in writing and issued prior to the beginning of the fundraising

activity.

*Organizations must make written requests for fundraising activities to include the following.

  - the inclusive dates of the activity or sales campaign

  - the type of activity clearly explained

  - name of supplier of sales items or activity

  - intended use of the money raised

  - how this use of funds can improve the school

* The district encourages each club or organization to hold at least one fundraising project per school year.

* All information, advertising, tickets and other materials used for promotion of the activity must carry the name of the sponsoring club or organization. Organizations may not use a board of trustees endorsement on any materials, notices or advertising without the specific written consent of the board.

Please send all information to boosterclub@sumterschools.net by August 1, 2026.