Colorado PTA Forms

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Colorado PTA Forms

Officer Resources Due June 1, 2009

• Officers List Form Healthy Unit in Good Standing – requirement
Enter your officers onto this two-page form to be utilized for Colorado and National PTA mailings.

Awards, Recognition, and Scholarships
• Sue Anderson Education Advocate Award
• Honorary Colorado PTA Life Membership Award
• Business Partner Award & Business of the Year Award Nomination
• Colorado PTA Scholarship of High School Seniors

Membership Resources 1st Report Due November 1, 2009

Membership report due as a requirement to be a Healthy Unit in Good Standing
• Cover Submittal Form F5 Must submit this form with dues
• List Submittal Form F6 May submit Excel or OMDR download
• OMDR Membership Card Template Template for printing full sheets of membership cards
• OMDR User’s Manual
• OMDR Excel Upload Template

Tax Resources

• Notice from Colorado PTA regarding 990N, 990EZ, and 990 filings.
• Colorado Secretary of State Licensing Center – Solicitations Act
• Treasurer’s FAQ’s Do you need to file the Colorado Charitable Solicitations Act?
Do you need to file a 990? Answers to these questions and more.

Local Unit Documents	IRS Tax Documents
Expense Voucher	990 Form
Audit Report	990 EZ Form
Cash Receipt Verification	990-N Information
SAMPLE Treasury Report -blank	Schedule A for 990
SAMPLE Treasury Report	SAMPLE 990EZ
SAMPLE Proposed Budget	SAMPLE Schedule A
SAMPLE Adopted Budget	SAMPLE Supporting 990 Schedules
HB 1013 – NEW Sales Tax Rules for Non-Profit	990 and 990EZ Instructions

• Colorado PTA Forms – Forms section from the Colorado PTA Local Unit Resource Book. Valuable forms, sample letters, applications, and more

Purposes of the PTA

• To promote the welfare of children and youth in home, school, community, and place of worship. • To raise the standards of home life. • To secure adequate laws for the care and protection of children and youth. • To bring into closer relation the home and the school, that parents and teachers may cooperate intelligently in the education of children and youth. • To develop between educators and the general public such united efforts as will secure for all children and youth the highest advantages in physical, mental, social, and spiritual education.

Insurance Altert

PTA bylaws require local units to carry insurance including director/officer, liability , and bonding to be a unit in good standing. Colorado PTA has negotiated comprehensive coverage at volume discount rates from AIM as the preferred provider for the Colorado PTA. Your AIM renewal offer will come in September or early October and should not be confused with offers from other providers that might appear to be this annual insurance renewal. A PTA unit may obtain insurance from another insurance provider as long as the coverage requirements of the bylaws are met. When considering other providers, it is recommended to compare coverage amounts and rates as well as the actions required by the provider for covering your PTA events and property. Contact the Colorado PTA office if you have any additional questions.

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Colorado PTA General Disclaimer

The Colorado PTA is providing information and services on the Internet as a benefit and service in furtherance of the Colorado PTA's nonprofit and tax exempt status. Unless otherwise noted, PTAs may reproduce and distribute the materials from the Colorado PTA Web site without expressed written permission. Colorado PTA materials may not be duplicated by any other organization or person without written permission. The Colorado PTA does not exert editorial control over materials that are posted by third parties onto this site or materials that are emailed by third parties to any other persons. The Colorado PTA is not responsible for any material posted by any third party. The Colorado PTA specifically disclaims any and all liability for any claims or damages which result from any postings by third parties. Companies and/or products found on this Web site does not constitute endorsement. Although the Colorado PTA site includes links providing direct access to other Internet sites, the Colorado PTA has not participated in the development of those other sites, and does not exert any editorial or other control over those sites.