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Peralta District PTA
Alameda County Office
of Education
313 W. Winton Avenue
Hayward, CA 94544-1198
(510) 301-5898
Annual Report for Units Out-of-Council Units submitting the Unit Annual Historian Report Form directly to the Peralta District PTA Historian. Units in Council send two copies to your own Council Historian.
Annual Historian's Report for Councils Councils submit the Council Annual Historian Report Form to Peralta District PTA.
Audit Checklist and Audit Report (PDF | DOC)
Bilingual Pamphlets: Peralta District is proud of its diversity and is pleased to provide some PTA brochures in the following languages:
- Chinese - Involvement Makes A Difference (284 KB)
- Chinese - Join PTA (316 KB)
- Farsi - Inovlvement Makes A Difference (8.7 MB)
- Hindi - Involvement Makes A Difference (12.4 MB)
- Korean - Involvement Makes A Difference (13.6 MB)
- Punjabi - Involvement Makes A Difference (11.5 MB)
- Tagalog - Involvement Makes A Difference (19.2 MB)
- Vietnamese - Involvement Makes A Difference (15.1 MB)
Bylaws Cover Sheet (PDF | DOC | DOCX)
This downloadable pdf document is the Unit Bylaws Information Summary which directs your attention to the most important sections of the bylaws that may require revision
Cash Verification Form (PDF) (Form A - XLS | Form B Checks Only - XLS) All units should be using the Cash Verification Form for keeping track of PTA funds. The money should be counted by two people who then sign the form. The financial secretary (or treasurer) then signs the form when she/he receives the money. All PTA funds should be deposited in the bank immediately or by the next business day.
End-of-the-Year Financial Report This document should be part of the June 30th Treasurer's Report. It will be needed by the auditor and the tax preparer. The report can be a computer print-out of your year-to-date income and expense totals or it can be manually entered on the following form. Please note that income and receipts "not belonging to the unit" only include per caps and Founders Day remittances from members that are passed on to the council or district. It does not include items such as bank charges that you think you do not deserve. Insurance/Workers Comp is an individual unit expense.
Excess Bond Application If units/councils/districts wish to purchase addition Bonding Insurance which increases the amount of coverage to $50,000, they may do so by completing the Excess Bond Application.
Honorary Service Award nomination form
IRS forms 990, 990/EZ and Schedule A For PTAs with gross income over $25,000 the previous fiscal year. For PTAs with fiscal year ending June 30th, the filing date is November 15th. Gross income is EVERYTHING deposited into your bank account including interest but not including transfers from a savings account and per caps / Founders Day receipts passed on to Council or District PTA. This is why separation of dues into the unit portion and the council/district/State portion is very important.. Access www.irs.gov/charities and go to Resources - Forms and Publications.
Reflections 2011
- Reflections Form A - Unit (PDF)
- Reflections Form A - Council (PDF)
- Reflections Student Consent Form (PDF)
- Reflections Local participation spreadsheet (XLS)
- Reflections Council participation spreadsheet (XLS)
- Reflections Entries to Peralta Spreadsheet (XLS)
Remittance Forms
- Out of Council (PDF | DOC | XLS)
- Alameda Council (PDF | DOC | XLS)
- Berkeley Council (PDF | DOC | XLS)
- Fremont Council (PDF | DOC | XLS - A-K | XLS - M-W)
- Pleasanton Council (PDF | DOC | XLS)
- San Lorenzo Council (PDF | DOC | XLS)
Roster of Officers (English and Spanish) (PDF | DOC) Please fill out and return this report as soon as elections have been held. If there is a vacancy, a second report can be sent after the additional election/appointment. Please send this report to the current Peralta District PTA president.
Volunteer Hour Tally Worksheet
Workers Compensation Report This report is due to the State PTA by January 31st of each year. Please allow enough time for it to be sent through council and district channels. All PTAs with employee/contractor salaries on W2 or 1099-MISC forms or neither over $1,000 must compute the additional Workers Comp remittance amount and remit it along with the base premium established each October. Remittances received after December 20th by the State PTA must include the $25.00 late fee.