Forms

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

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)


FinancialReviewChecklist.pdf
FinancialReviewForm.pdf