San Jose Unified Council of PTAs

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Forms

Membership:

100% Membership Application Form
Unit Remittance Form
OMDR User’s Manual (OMDR stands for Online Membership Data Reporting)
OMDR Membership Dates and Card printing
OMDR Upload Template
Membership Card Template

Financial:

Audit Form & Checklist
Unit Treasurer’s Annual Report to Council
Independent Contractor –
W9 Form &  Report of Independent Contractors
(These forms are to be completed when an independent contractor is paid $600.00 or more in any calendar year.)
Tax Forms –
990EZ & 990A Use this form if your unit grosses  $25K-$100K.
Tax Forms -
990 & 990A Use this form if your unit grosses more than $100K.
Workers’ Compensation Annual Payroll Report

If your unit has income below $25K and received a tax form from the IRS,
you will need to indicate your income is less than $25K and return the form.

Questions? Email Jill Grellman,  SJU PTA Council Auditor,  jdgrellman@comcast.net

Historian:

Unit Historian Form

Miscellaneous:

SJU Council PTA Honorary Service Award and Outstanding Service Award
2007 —2008 Nominations Application
Application for PTA Awards
Honorary Service Award Order Form
Unit Officers Template





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