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MEETINGS FOR 2006/07 SCHOOL YEAR Please click on the link above to find the agenda for the upcoming meeting. September 21st, 2006 November 16th, 2006 January 18th, 2007 March 15th, 2007 April 19th, 2007 Special election for BAC Officers (2007/08) May 17th, 2007 |
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Members List:
Links Section
President:
Katherine Johnson
Secretary:
Patty Awadjie
Reflections:
Michelle Lutz
Legislative Chair:
Richard Lutz
Treasurer:
DeMarco Best
Comm Outreach:
Shannon Booth
2007/08 WSPTA REFLECTIONS LINK DIRECTLY TO WSPTA NATIONAL PTA MAD SCIENCE OF PIERCE COUNTY
RETENTION RULES FOR PTA
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RECORDS RETENTION FOR PTA
PERMANENT
- Articles of Incorporation
- Contracts still in effect
- Legal Correspondence
- Documentation of equipment currently owned by PTA
- Minutes (board & membership)
- PTA Charter
- Current Standing Rules
- Application for Tax exemption
- Letter of Determination of Tax-Exempt Status
- Letter assigning Employer Identification Number (EIN)
- Correspondence with IRS
- Annual reports to Secretary of State
- Annual registraction for Charitable Solicitations
- Annual audit reports
- Annual Treasurer's Reports
- Employer's Reports and Records (if PTA is an employer)
- 1096 Annueal Summary and Transmittal (if filed)
- Forms 990/990EZ and 990-T filed with IRS
SEVEN YEARS
- Accounts payable records
- Budgets
- Canceled checks
- Check register
- Monthly financial reports
- Income records
- Receipts/Invoices
THREE YEARS
- Correspondence (general)
- Insurance certificates
