Forms

forms_banner

Required Forms

AIM Insurance Application – (due November 1)

Audit Part 1 – Procedure (due by Aug 31)

Audit Part 2 – Form (due by Aug 31)

Board List – (due June 1)

Link to e-postcard for IRS Form 990  – (due November 15)

Local Unit Standing Rules Template – (due November 30)

Local Unit Uniform Bylaws

Membership Dues Remittance Form – (due November 1)

Sample Membership Roster – (due November 30)

Volunteer Service Report– (due September 15)

 

Forms for Treasurers

Before Leaving Office Checklist

Cash Counting Sheet for Events

Duties of the Treasurer

Financial Audit Procedure

Finance E-Banking Best Practices

Financial Management Checklist

Finance Quick Reference Guide 2016-2017

Fraud Prevention Checklist

Idaho State Tax Commission Publication 50

Idaho State Tax Commission Publication 51

Instructions IRS Form 990 N

Letter to Clarify Schools vs PTA

Local Unit Treasurer Deadlines

PTA Treasurer’s File

Records Retention Schedule

Re-seller Permit

Sample Annual Treasurer’s Report

Sample Audit Form

Sample Budget

Sample Credit Card Policy

Sample Financial Review Form

Sample Monthly Treasurer’s Report

Sample Receipt Forms

Sunshine Funds – Using PTA Funds to Benefit an Individual Student or Family

Comprehensive PTA Treasurer and Finance Training

 

Forms for Secretaries

Basic Responsibilities of the Secretary

Board Basic Responsibilities Checklist

Local Unit Uniform Bylaws

Local Unit Standing Rules Template

Meeting Tips

Sample Meeting Minutes

Sample Meeting Agenda

Sample Goal Planning Guide

Sample Plan of Work

Standards of Affiliation

 

Reflections

Student Entry Form

Rules and Instructions

Quick Links

Membership

Membership Dues Remittance Form

Diversity and Inclusion Policy

Membership Growth Plan Worksheet

Sample Membership Growth Plan

PTA Engagement Activity Planning Template

Welcome to the Unit Email

Mid Year Status Email

Renewal Letter

2016 Member Benefits Flier

Membership Marketing – Join Today’s PTA Flier   (Spanish Version)

 

Communication

2016 Communications Guide – Interactive

Brand and Visual Standards

PTA Boilerplate

PTA Social Media Tip Sheets

PTA Style Guide

Sample Press Release & Sample Media Advisory

Sample Invitation Letter to Families

Sample Photo Release Form

Sample Social Media Policy

Fundraising

Documentation Requirements for Charitable Contributions Chart

Fundraising Quick Reference Guide 2016-2017

Sample Proposal for Writing a Special Events Sponsorship Proposal

Sample Receipt Forms

Sample Solicitation Letter

Selecting Appropriate Fundraising Activities

Special Events Action Plan

Advocacy

Advocacy Quick Reference Guide 2016-2017

Advocate for PTA

Where Social Media and PTA Advocacy Collide

Working with the Media

 

Election and Lobbying Guides:

501(c)(3) Permissible Activities Checklist

Candidate appearances at your nonprofit or event

Hosting a candidate forum

Nonprofits and ballot measures

Nonprofits, voting and elections

Resolutions and Positions Statements

 

 Advocacy E-learning Courses:

Effective Advocacy for Your Child

Writing and Proposing PTA Resolutions

Awards

Idaho PTA Life Merit Award Nomination Form

Idaho PTA Outstanding Educator Award Nomination Form

Idaho PTA Outstanding Student Award Nomination Form