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
9th District Training
September 12, 2019
9-11:30am
(Prez, Treasurer, Secretary, Programs and Membership)
6:30-9pm
(Prez, Treasurer, Parliamentarian/Bylaws)
Vista Innovations Center
836 Olive Avenue, Vista
RSVP for AM or PM Session: office@ninthdistrictpta.org or 858-268-8077
PCPTA In-Service Training
October 1, 2019, 7:00pm
Topic: Tax Help & 990N Filing (for units with income under $50,000) Bring 2018-2019 End of Year Financial Report
PUSD District Office - Computer Lab
15250 Avenue of Science, San Diego, CA 92128
PCPTA General Meeting
November 5, 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!
