Get Nebraska State Pta Annual Audit/financial Report

This guide provides clear instructions on completing the Nebraska State PTA Annual Audit/Financial Report. Users can follow these steps to ensure they accurately report their financial activities and uphold their good standing.

Follow the steps to complete your report with ease

1. Click ‘Get Form’ button to access the Audit/Financial Report and open it in your preferred online editor.
2. Fill in the date at the top of the form. Ensure it reflects the date you are completing the report.
3. Enter your unit name, EIN number, school address, city, and zip code in the designated fields.
4. Provide the names of the principal and PTA president, along with the contact details of the person completing the form including their title, phone number, and email address.
5. Report this year’s total gross income and total members in the respective fields.
6. Indicate whether the 990 tax form has been filed by selecting 'Yes' or 'No.'
7. Confirm if an audit or review was conducted by checking 'Yes' or 'No.'
8. Estimate the total number of volunteer hours contributed by your unit this year.
9. Complete the fields for the date filed and date completed.
10. List the names of individuals or businesses that performed the audit/review in the corresponding section.
11. Indicate whether your budget for the next year has been prepared by selecting 'Yes' or 'No.'
12. Select 'Yes' or 'No' to confirm if this year's PTA activities and programs have been evaluated.
13. Indicate if your unit contacted the Nebraska PTA office for assistance this year by checking 'Yes' or 'No.'
14. Confirm if your unit sent a delegate to the State Convention this year by selecting 'Yes' or 'No.'
15. Select 'Yes' or 'No' regarding the use of National PTA e-learning resources this year.
16. Provide details on what training or information would be most helpful to your unit.
17. Indicate if your unit has elected officers for the next year by selecting 'Yes' or 'No.'
18. Confirm whether goals have been made for the next year by checking 'Yes' or 'No.'
19. Select 'Yes' or 'No' to confirm if your unit used the Nebraska PTA website this year.
20. Indicate if you attended any trainings or leadership development this year by choosing 'Yes' or 'No.'
21. Confirm if your unit participated in any programs provided by the National PTA by selecting 'Yes' or 'No.'
22. If applicable, specify which program(s) were participated in.
23. Once all fields are filled out accurately, save your changes, download the completed report, print it, or share it as necessary.

Complete your Nebraska State PTA Annual Audit/Financial Report online today to ensure your good standing!