San Diego Unified Council of PTAs

San Diego Unified Council of PTAs
4100 Normal Street B-7
San Diego, CA 92103-2682
(619) 297-PTA1
Fax (619) 297-2152

bulletCash Verification Form pdf

bullet Sample Budget

bullet Sample Treasurer's Report

bullet California State PTA Toolkit Section 5: Finance

bullet Annual Financial Report

bulletFinancial Flowchart

bullet Unit Remittance Form

bullet Audit Checklist

bullet Audit Report Form

bullet Payment Authorization Form

bullet Donation Receipt pdf

bullet Hold Harmless Agreement pdf

bullet Check 21

bullet Charitable Raffles

bullet Fiduciary Responsibility

bullet Fiduciary Agreement

bullet Dues Remittance

bullet Contact the Council Treasurer

bullet Contact the Council Auditor

bullet Contact the Council Financial Secretary

The PTA Insurance Broker is
Armstrong/Robitaille Insurance Services
535 N. Brand Blvd.
10th Floor
Glendale, CA 92103
phone 800 733-3036
fax 919 662-9312
www.ari-pta.com