Updated for 2015-2017
- Alameda Council (DOC)
- Alameda Council (XLS)
- Alameda Council (PDF)
- Berkeley Council (DOC)
- Berkeley Council (XLS)
- Berkeley Council (PDF)
- Fremont Council (DOC)
- Fremont Council (XLS - A-L)
- Fremont Council (XLS - M-W)
- Fremont Council (PDF)
- Pleasanton Council (DOC)
- Pleasanton Council (XLS)
- Pleasanton Council (PDF)
- San Lorenzo Council (DOC)
- San Lorenzo Council (XLS)
- San Lorenzo Council (PDF)
- Out of Council (DOC)
- Out of Council (XLS)
- Out of Council (PDF)
Sample Annual Financial Report for Units.
Councils submit the Council Annual Historian Report Form to Peralta District PTA.
Out-of-Council Units submitting the Unit Annual Historian Report Form directly to the Peralta District PTA President. Units in Council send two copies to your own Council Historian.
Peralta District is proud of its diversity and is pleased to provide some PTA brochures in the following languages:
- Chinese - Involvement Makes A Difference
- Chinese - Join PTA
- Farsi - Involvement Makes A Difference
- Hindi - Involvement Makes A Difference
- Korean - Involvement Makes A Difference
- Punjabi - Involvement Makes A Difference
- Tagalog - Involvement Makes A Difference
- Vietnamese - Involvement Makes A Difference
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
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.
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.
For PTAs with gross income over $50,000 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.
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.
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.