Start of Year Unit Financial Check-In:
President or Treasurer of each unit should complete this form together to the best of their unit's ability:
Name and position of person completing form: *
Your answer
Unit *
How many money does your PTA earn annually (approximately): *
Our treasurer has received the following records from the outgoing treasurer: (check all that apply) *
Required
If not, please explain why...
Your answer
My unit has access to the following: (check all that apply) *
Required
My unit uses the following system for accounting: *
My unit has updated Minutes for last year, including for our election: *
Status of Unit's End-Year Annual Financial Statement for 2018-2019: *
Auditor Status: *
Status of Unit's 2018-2019 End-Year Audit: *
Status of Unit's 2018-2019 Tax Filings: *
Required
Status of Unit's 2019-2020 Annual Budget: *
I have read a copy of my unit's current bylaws: *
A copy of the Unit's bylaws have been provided to all Board Members: *
Board Members have received conflict/whistle blower forms to complete: *
Our unit has a list of current membership: *
Other problems/issues/concerns/questions Council should know about this unit...
Your answer
Submit
Never submit passwords through Google Forms.
This content is neither created nor endorsed by Google. Report Abuse - Terms of Service