Getting Help

Understanding Your Dashboard Status Cards

What the Bylaws, Federal Tax, State Registry, and Tasks cards on your dashboard mean, and what happens when you click one.

Overview

When you open your unit, council, or district in FutureFund Connect, you’ll see four status cards at the top of the dashboard:

  • Bylaws
  • Federal tax
  • State Registry
  • Tasks

Each card gives you an at-a-glance read on where things stand, and each one is clickable — it takes you straight to whatever it’s telling you about.

Reading a card

Every card shows three things: a label, a headline value, and a line of detail underneath.

The headline value is one of four words:

  • Current (green) — nothing needed right now.
  • Due soon (amber) — a deadline is approaching.
  • Past due (red) — something needs attention.
  • No data — we don’t have the information yet. On the State Registry card this usually means your organization has no EIN on file.

The detail line underneath tells you why. For example, a Bylaws card might read “Next review June 30, 2029,” a Federal tax card “990 · due November 15, 2026,” and a Tasks card “3 past due.”

The summary pill

If anything needs attention, a red pill appears next to the dashboard title summarizing the whole page — for example, 1 overdue · 1 due soon. When everything is current, the pill isn’t shown at all. It’s the fastest way to tell whether a dashboard needs you.

Bylaws

The Bylaws card compares your last bylaws approval date against your state PTA’s renewal cycle. It reads Current while you’re inside the cycle, Due soon as the renewal date approaches, Past due once it’s passed, and No data if there’s no approval on file at all.

Click the card and Connect looks for an open bylaws task for that organization. If one exists, you’ll land right on it. If there isn’t one (for example, your bylaws are already approved and there’s nothing pending), you’ll land on the Tasks list instead.

Tasks

The Tasks card counts how many tasks for that organization are past their due date. It shows the number as the headline, with “All caught up” or “3 past due” underneath, and turns red as soon as the count is above zero.

Click it to go straight to the Tasks list.

Federal tax and State Registry

These two cards are different from the others because the information doesn’t come from anything you enter in Connect — it comes straight from the IRS (for Federal tax) and your state’s charity or tax registration agency (for State Registry). Connect simply reports what those agencies publish, and we refresh that data weekly.

The Federal tax card shows your 990 filing status; the State Registry card shows your registry standing. A registry status containing words like delinquent, suspended, revoked, or not registered turns the card red immediately, regardless of deadlines.

When either card shows a status other than green, it becomes a button. Click it to open a window that explains:

  • What the status means and why it’s worth taking seriously. A lapsed federal exemption or a delinquent state registration can put your tax-exempt status, insurance coverage, ability to fundraise, and even your bank account at risk. It’s cheap to fix early and expensive to fix late.
  • What to do if you think the status is wrong. Contact the agency that holds the record (the IRS for Federal tax, your state agency for State Registry) with your EIN, legal name, and most recent filing. Once they update their records, the corrected status will show up in Connect after our next weekly update — it isn’t instant.
  • Who else can help. If you’re not sure where to start, your council, district, or state PTA can point you in the right direction.

Green cards don’t need any of this — there’s nothing to click and nothing to do.

Tips

  • If a Federal tax or State Registry card isn’t green, don’t wait — reach out to the agency as soon as you can. These issues tend to get more expensive and time-consuming the longer they sit.
  • Connect can’t change your status directly for either of these two cards; only the IRS or your state agency can, and Connect picks up the correction on its next weekly update.
  • A No data State Registry card usually means your EIN is missing. Ask your council, district, or state PTA to add it.
  • If you’re unsure who to contact or what to send, ask your council, district, or state PTA — they’ve usually seen it before.
  • These cards appear on unit, council, and district dashboards. The state PTA dashboard doesn’t have them, since it isn’t filing on its own units’ behalf.
  • Tasks — how tasks and approvals work, including bylaws tasks.
  • Documents — where your generated bylaws and uploaded filings live.
  • Reports — the Government Filing Compliance Report shows the same agency data across all your organizations at once.

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