Financial Deadlines -- Sixth District PTA

Sixth District

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California Sixth District PTA
Santa Clara County, California

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Membership & Financial Deadlines
2011-2012

Taxes

All tax-exempt organizations,
including PTA Units and Councils,
must submit Federal and State tax returns.

•	All PTAs, incorporated or unincorporated, must file.
•	The specific tax forms depend on your PTA's gross receipts and total assets.
•	Filing deadline: four months and 15 days after the end of your PTA's fiscal year.
•	[Click here] for a summary of changes.
•	[Click here] for more detailed info and links to forms.

Membership
[State PTA Info for Membership Chairs]

To remain in “good standing,” a Local Unit PTA must have at least 15 members, including three officers
(President, Secretary, & Treasurer), and must submit per capita dues by the deadlines.
[further details for Units] [details for Councils]

In-Council Units

Out-of-Council Units

PTA Councils

Submit to Council by

Submit to
Sixth District by
(firm deadline)

Ready, Set, Remit Award (at least 30 members)

Oct 13*

Oct 20

General Membership (at least 15 members)

Nov 1*

Nov 15

100% Membership Award (# of members equal to or exceeding school's enrollment)

Jun 1, 2012*

Jun 15, 2012

*Each Council sets its own deadlines, so please check with your Council's Treasurer!

Insurance & Fees
[State PTA Info about Insurance Requirements]

To remain in “good standing,” a Local Unit PTA must submit insurance premiums by the deadlines. [further details for Units] [details for Councils]
	In-Council Units	Out-of-Council Units	PTA Councils
	Submit to Council by	Submit to Sixth District by (firm deadline)	Submit to Sixth District by (firm deadline)
General Liability Insurance Premiums: Units, $199; Councils, $131.	Fri Oct 28*	Fri Nov 4	Fri Nov 4
Workers' Comp Insurance 3.5% [Form]	Tue Nov 22*	Fri Dec 2	Fri Dec 2
Out-of-Council Administration Fee, $50.	--	Fri Nov 4	--

*Each Council sets its own deadlines, so please check with your Council's Treasurer!

Financial Forms
[State PTA Info for Financial Officers]

	In-Council Units	Out-of-Council Units	PTA Councils
	Submit to Council by	Submit to Sixth District by (firm deadline)	Submit to Sixth District by (firm deadline)
Financial Forms -- - 2011-2012 Budget - 2010-2011 Annual Report - Audit report for period ending Jun 30, 2011 - 990/990EZ Tax Return - Any other governmental filings	Fri Oct 21*	Tue Nov 1	Tue Nov 1

*Each Council sets its own deadlines, so please check with your Council's Treasurer!

California State PTA | National PTA

California Sixth District PTA
1290 Ridder Park Drive, M/C 214, San Jose, CA 95131-2304
Phone 408-453-6536 * FAX 408-453-6768