Forms

• Financial Remittance Form

• 2023-2024 Historian Report
  Online Historian Form - click here to do it online!

• Volunteer Hours Tally Sheet

• New Officer roster-2024-2025
  Online Roster Form - click here to do it online!

• ACH Payment Authorization Form-AIM

• CAPTA Insurance Information

• AIM PTA Insurance Renewal Application

• AIM Insurance Guide

• Sample W9 

• Blank fillable W9 form 

• Toolkit Forms & Samples
  ANNUAL FINANCIAL REPORT (SAMPLE).pdf

AUTHORIZATION FOR PAYMENT VIA EFT ACH BANK BILL PAY SERVICES.pdf

BUDGET (Sample).pdf

CASH VERIFICATION FORM.pdf

FINANCIAL REVIEW CHECKLIST.pdf

FINANCIAL REVIEW REPORT.pdf

FINANCIAL SECRETARY'S REPORT (SAMPLE).pdf

PAYMENT AUTHORIZATION REQUEST FOR REIMBURSEMENT.pdf

TREASURER'S REPORT (Sample).pdf

UNIT REMITTANCE FORM.pdf

WORKERS' COMPENSATION ANNUAL PAYROLL REPORT.pdf

• 2023-2024 Calendar

• Bylaws Transmittal

• Convention Scholarship Application

• Individual Convention Report Form

• Links to  Tax  Forms (Federal & State)
  IRS   -  Form 990N - Electronic Notice (e-Postcard) for Tax-Exempt Organizations 

https://www.irs.gov/charities-non-profits/form-990-series-which-forms-do-exempt-organizations-file-filing-phase-in

FTB   - Form199N - Charities and nonprofits

https://www.ftb.ca.gov/file/business/types/charities-nonprofits/199N.asp

Form CT-TR-1 - Charitable Trusts - Annual Treasurer's Report

https://www.oag.ca.gov/system/files/media/ct-tr1-form.pdf

Form RRF-1 - Charitable Trusts - Annual Registration Renewal Fee

https://oag.ca.gov/system/files/media/rrf1_form.pdf

Updated Form RRF-1 and Form CT-TR-1 are available for download now.

They are required with filings received by the Registry on or after January 1, 2022.

https://oag.ca.gov/charities/renewals

ORDER ENVELOPES

A box of 500 is $15.

$15.00

BUY NOW

Please put the following information in the Notes box when ording using the PayPal link below:

ENVELOPE ORDER

PTA Name: __________________________________________________________________________

Requestor Name: _____________________________________________________________________

How many envelopes needed? (500 to 1 box=$15) or (100 envelopes for $3ea)

FYI…they aren’t dated so they don’t expire

Qty ordered: _________________

Method of Envelope Order receipt:

 Mail envelopes to school

             “Mail to attention” name: _________________________________________________

             School address: __________________________________________________________

 Someone will pickup order from Third District office

             Pickup person’s name: ____________________________________________________

             Approximate pickup date: ____________________________ 

Order Envelopes (using Paypal)