Forms
2023-2024 Historian Report
Online Historian Form - click here to do it online!New Officer roster-2024-2025
Online Roster Form - click here to do it online!Toolkit Forms & Samples
ANNUAL FINANCIAL REPORT (SAMPLE).pdf
AUTHORIZATION FOR PAYMENT VIA EFT ACH BANK BILL PAY SERVICES.pdf
FINANCIAL REVIEW CHECKLIST.pdf
FINANCIAL SECRETARY'S REPORT (SAMPLE).pdf
PAYMENT AUTHORIZATION REQUEST FOR REIMBURSEMENT.pdf
TREASURER'S REPORT (Sample).pdf
WORKERS' COMPENSATION ANNUAL PAYROLL REPORT.pdf
Links to Tax Forms (Federal & State)
IRS - Form 990N - Electronic Notice (e-Postcard) for Tax-Exempt Organizations
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
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A box of 500 is $15.
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ENVELOPE ORDER
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FYI…they aren’t dated so they don’t expire
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Mail envelopes to school
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School address: __________________________________________________________
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