Online Forms & Resources

Get more resources and access to training through Sixth District PTA's website.

What's Due & When?

  • Monthly

    • Per Capita Membership - Council/District/State/National portion ($5.25 per member)

    • Unit Remittance Form

  • September / First Council Meeting:

    • First membership per capita payment ($5.25 per member)

    • Insurance Payment (amount should be known in August; get expense approved immediately after budget is approved)

    • 2 copies of each

      • Evidence of tax filing for year just completed: Federal 990, State 199, DoJ RRF-1

      • Prior year Annual Financial Report (budget to actual for July 1 - June 30)

      • Year end Audit, including closing period bank statement, Audit Checklist, List of Recommendations from Checklist

      • Current Year Budget

      • Current Year Goals, Program & Calendar

      • Draft of first General Association Meeting of year minutes showing that GA approved program, fund raisers, & budget

    • Updates to board roster

  • October Meeting

    • Insurance payment

    • Workers' Compensation Annual Payroll Form

  • November Meeting

    • Evidence of tax filing must be submitted

  • February Meeting

    • Mid-Year Audit, including closing period bank statement, Audit Checklist, List of Recommendations from Checklist

    • Membership Envelope Order

    • Community Concern Donation

  • By March 15

    • Incoming Officer Roster

    • Historian Report

President Resources

Financial Officers

Parliamentarian

Membership

Secretary

Reflections

Historian