Sixth District

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California Sixth District PTA
Santa Clara County, California
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Membership & Financial Deadlines
2014-2015



Finance Checklist
Get your PTA year off to a good start!
[Click here] for your Beginning-of-Year Financial Checklist for Treasurers.


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 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
Submit to
Sixth District by
Ready, Set, Remit Award (at least 30 members)

*

Oct 15
Oct 15
General Membership (at least 15 members)
*
Oct 15
Oct 15
100% Membership Award (# of members equal to or exceeding school's enrollment)
*
Jun 15, 2015
Jun 15, 2015
*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
Submit to
Sixth District by
General Liability Insurance
Premiums: Units, $209; Councils, $141.
*
Oct 15
Oct 15
Workers' Comp Insurance 3.5% [Form]
If your PTA pays people in December, submit Worker's Comp Report in December, after paying the last person.

*

Oct 15
Oct 15
Out-of-Council Administration Fee, $50.

--

Oct 15
--
*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
Submit to
Sixth District by
Financial Forms --
- 2013-2014 Budget
- 2012-2013 Annual Report
- Audit report for period ending Jun 30, 2013
- 990/990EZ Tax Return
- FTB199
- RRF-1
- Any other governmental filings
*
Oct 15
Oct 15
*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
 

copyright 2006, 2007, 2008 California Sixth District PTA