For PTA Treasurers

 

NEW IRS REQUIREMENT:

Presidents & Treasurers: If your gross income is less than $25,000 your Treasurer for 2008-2009 will need to know how and when to complete this new requirement.

(read more...)

 

Insurance: AIM PTA Risk Management Guide (from the State PTA Website)

 

Important Dates for Treasurers:

  Date   Task   More Information/Instructions/Forms
           
  10/25/2008  

The following fees due to Council Treasurer:

  • Membership service fees*
  • Council Assessment Fee*
  • "Required Fee"*
  • Zoomerang Fee
  • Parent Ed remittance
 

Form: "Service Fees (October)"

Form: "Zoomerang Fees"

Form: "Parent Ed Remit"

           
  11/10/2008   Insurance payment due to AIM   AIM:  800-876-4044
           
  11/15/2008   Form 990/990EZ due to IRS   Pat Nelson, WSPTA, 800-562-3804
           
  11/15/2008   Charitable Solicitations Renewal due to Secretary of State**   Pat Nelson, WSPTA, 800-562-3804
           
  1/25/2009   Membership service fees due to Council Treasurer   Form: "Service Fees (January)"
           
  5/25/2009   Membership service fees due to Council Treasurer   Form: "Service Fees (May)"
           
  5/31/2009   Charitable Solicitations Renewal due to Secretary of State   Pat Nelson, WSPTA, 800-562-3804
           
           
*   May be combined on one check    
**   AUTOMATIC extension until 5/31/09 WITHOUT penalty