12th District PTA

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  • Documents
  • Poinsettia
  • Home
  • Bylaws
  • Finance
    • Auditor
  • Membership
  • Programs
    • Senior Scholarship
    • Training
    • Convention
    • Reflections
    • Honorary Service Awards
  • Historian
  • Board of Managers
  • Documents
  • Poinsettia

documents

CAPTA Downloadable Toolkit
Welcome to the new ONLINE TOOLKIT!
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IRS Publications
  • Non-Profit Compliance
  • Charitable Contributions​

Resources
  • Working with School Personnel
  • Audits Q&A
Sample Financial Files
  • Sample Budget versus Actual
  • Sample Check Detail

Blank Financial Forms
  • Fiduciary Agreement
  • Payment Authorization Request
  • Request For Advance Payment
  • Audit Checklist
  • Audit Report Fillable
  • Audit Report Regular
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12th District Forms
  • 12th District Cash Verification Form
  • 12th District EFT Payment Authorization Form
  • 12th District Payment Auth-Req for Reimbursement Form
  • Out-of-Council Unit Remittance Form​

Compliance Files
  • Conflict Whistleblower Form
  • Workers Comp – Annual Payroll Form

Tax Forms and Links
  • Form 990ez
  • IRS Postcard 990n
  • 2018 Form 199
  • 199 Instructions
  • California Postcard 199n

Charitable Trust (CT) and Raffle Permit Forms
  • Initial Registration Guide
  • CT-1 Form – Initial Registration
  • RRF-1 Form – Annual Renewal Form / Instructions
  • Nonprofit Raffle Permit Checklist
  • CT-NRP-1 – Nonprofit Annual Raffle Permit Form
  • CT-NRP-2 – Nonprofit Annual Raffle Report

​Blank Forms
  • Report of the Nominating Committee
  • Blank Motion Slips
  • Volunteer Hrs/Tally Sheet – Annual
  • Volunteer Hrs/Tally Sheet – Event
  • Volunteer Hrs/Tally Sheet – Individual
  • Unit Annual Historian Report
  • Council Historian Report

Blank Bylaws Forms
  • Council Bylaws Fillable
  • eBylaws Cheat Sheet 2020 template
  • Unit Bylaws In Council Fillable
  • Unit Bylaws In Council ES Fillable
  • Unit Bylaws OOC Fillable
  • Unit Bylaws OOC ES Fillable
  • ​12th District Cover Sheet for Units and Councils to be submitted to state with Instructions​​






Descargue la completa Carpeta de recursos 
¡Bienvenido a la nueva Carpeta de recursos en la Red!
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Muestras de archivos Financiera
  • Presupuesto Feche al Real (Muestra)
  • Cheque Detalles (Muestra)

Formas financieros en blanco
  • Acuerdo fiduciario
  • Autorizacion de Pago
  • Solicitud de adelanto autorización de pago
  • Lista de verificación de la auditoria
  • Formulario del informe de auditoría

Archivos de cumplimiento
  • Formulario de Conflicto Denunciante
  • Informe de Nomina Anual de Compensacion de los Trabajadores

Los formularios en blanco
  • Cómputo anual de horas de voluntariado
  • Caso horas de voluntariado Hoja de registro
  • Hoja de anotaciones para el control de horas voluntarias
  • Hoja de la cuenta de horas del voluntario individual
  • Formulario para el informe anual del historiado (unit)
  • Formulario para el informe anual del historiador (consejo)
  • ​Estatutos de la unidad ( en el consejo)
  • Estatutos de la unidad (de un total de consejo )
  • Estatutos términos en español

Links

California State PTA
Ventura County Office of Education

Support

Contact
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