One-stop shopping page for all financial information. From this page you can download forms that you need and view treasurer reports and this year's budget. Is there something else you'd like to see on this page? Contact Treasurer Wendy DeLong.
Budgeting 101
Spring is the time to bring the budget committee together to work on next year's budget. Where do you start? Who needs to give input? What should be presented? Answers to these and other questions and examples of forms and sample budgets can be found in these two documents.
Budget Basics Presentation
Budget Presentation Examples
Budget Basics Presentation
Budget Presentation Examples
Charitable Solicitations
Charitable Solicitations filings must be received no later than May 31.
You will need just 3 items to complete the Charitable Solicitations form: the postcard & instructions from WSPTA, your 990 or 990EZ tax form, and the Charitable Solicitations form (downloadable online.)
Some helpful documents and links:
Washington State PTA Charitable Solicitation Renewal Instructions
Secretary of State Guidelines for Completing Solicitation Report
Charitable Solicitations Form Online
Council Forms
In need of a form, but can't get to the Resource Center? Download them here and print out your own!
Reimbursement Form
Donna Albertson Health and Welfare
Deposit Register
Questions About Using Online Banking?
This document from WA State PTA will shed some light on what's legal, what's not, and where you need to use caution.
WA State PTA: Online Banking: Accepting Payments
Hiring Independent Contractors
Planning to hire an instructor to teach a course? PTSA needs to have a contract in place, a
W-9 from the instructor (unless they are incorporated) and a final invoice from the instructor so that we can issue payment. Use these steps and forms for a seamless process!
- Create a contract with the instructor detailing things like the subject of the class, the approximate size, and the date. Contract
- Ask the instructor to print out and fill out an IRS form W-9. The PTSA needs to report all payments over $600.00 to the IRS for independent contractors that are unincorporated. Form W-9
- Submit the signed contract and W-9 to the treasurer for filing and for use in preparing the end-of-year taxes. When checks come in for people taking the class, fill out a deposit register, listing who the checks were from, and the amounts. Deposit Register
- At the end of the class, have the instructor fill out an invoice and make sure it gets to the treasurer. The treasurer will the make sure the payment gets to the instructor. Invoice