Palomar Council PTA

Leadership Tip

GIVE YOUR PTA A GOOD START

It's almost that time of year – time for your PTA's first association meeting of the term! You may be thinking, "Can't we just skip association meetings and let the board make decisions and do the work?" The answer is no. Association meetings are a legal requirement for all non-profits in California, including PTAs.

Now is the time for the PTA executive board to do some planning for your first association meeting. There are several things that should be approved at your first meeting, including:

Budget
Calendar
Year-end financial report
Audit report

Don't forget to include your school-site administrator in your plans and meetings. Learn more about running your PTA with our online "Leadership Made Easy" packet, which you should also be receiving in the mail. Be sure to share this with your PTA community!

Upcoming Events

PCPTA General Meeting
Unit Assessement and Insurance Due
Early Bird Membership Due
Sept 3, 2019
6:30pm - Dinner
7:00pm - Meeting

PUSD District Office
15250 Avenue of Science, San Diego, CA 92128

Announcements

ONLINE TOOLKIT FOR LEADERS

California State PTA's Online Toolkit for PTA leaders is an important resource. Click on the drop-down menus to find key topics or use the search tool to quickly find the information you are interested in. You can also easily switch back and forth between the English and Spanish versions, as well as download and print individual pages, chapters or the entire Toolkit.

Plus, the Online Toolkit is now is even easier to use, thanks to printer-friendly and PDF-friendly formats. Simply click on the green "Print Friendly" button at the bottom of each page to share key info with your PTA leaders and volunteers. The Online Toolkit now also includes “fillable” versions of some of our most frequently used forms.

The Toolkit has been recently revised to reflect changes to procedures and policies. Updates include amended California State PTA Bylaws, newly adopted resolutions, revised job descriptions for several positions and changes to the “Running Your PTA” section. A complete list of changes is available online. The Toolkit is reviewed on an ongoing basis and updated in June and December.

View the Online Toolkit at toolkit.capta.org.

UNIT TAX FILING HELP - WE ARE HERE FOR YOU

PTA tax forms must be filed by the 15th day of the fourth month after the term begins. For units, councils and districts whose fiscal year starts on July 1st, tax filings are due to the IRS, Franchise Tax Board, and California Attorney General’s Registry of Charitable Trusts by November 15th.

California State PTA knows how intimidating this task may seem and offers special tax filing assistance to help your PTA/PTSA meet deadlines. Detailed tax assistance information and advice is available online with California State PTA's Tax Filing Support Center at www.capta.org/tax-filing-support-center.

If you need more information or assistance, please contact your council or district. Need even more help? California State PTA’s Tax Filing Assistant, Donna Broussard, can be reached at taxinfo@capta.org.

Tax filing assistance will also be available at both of our upcoming Regional Leadership Conferences – August 24 in Visalia and September 7 in Southern California (location TBD). Remember, we are here to help you!

Welcome

Palomar Council PTA serves 31 local PTA Units in the Poway Unified School District (PUSD). Our goal is to inform and inspire our local units so they can achieve their goals. We provide ongoing training and support of unit officers, and encourage their advocacy and legislative efforts. Palomar Council is the liaison between the units and PUSD, PUSD School Board and the Poway Federation of Teachers Union. We also assist district PTA leaders in the organizing of new PTA units. Our programs include Adopt-a-Family (helping families in need during the holidays), Reflections (a state-side art competition), an Awards & Grants program, and an annual High School College Fair.

Council General Meetings are held the 1st Tuesday of September, November, January, March and May. Please see the Calendar tab for more information. All Unit Presidents or your unit representative are encouraged to attend. We look forward to seeing you!

Important Links

PCPTA Facebook Page