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Dec 2019 - Refections Art Gallery
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Resources and Forms
Awards
Honorary Service Award Brochure
Honorary Service Award Nomination Form
- Fillable
Financial Reviewer
Fiduciary Responsibility
Financial Review
- A Q&A Guide
Financial Review Documents:
Report (Fillable PDF)
Checklist (Fillable PDF)
Recommendations Page (Word)
Financial Red Flags
Five-Minute Financial Review for PTAs
How to Complete a Financial Review
Information needed from the Treasurer and Secretary for Financial Review
Keys to a Successful Financial Review
Records Retention Schedule
General
Governance Standards
Sample Memorandum of Understanding Between PTA and Foundation
Historian
Unit Annual Historian Report Form
-
Complete the Unit Annual Historian Report Form and email it to Council Historian (historian@palomarcouncil.com). Important: Do not snail-mail report, and PTAEZ is not designed for uploading this report.
FutureFund
Accepting Invitation (2026)
Board Members & Team (2026)
Document Upload & Management (2026)
Links to Video Tutorials & Guides (2026)
Resetting Your Password (2026)
Roles & Permissions (2026)
Tasks (2026)
Understanding Your Dashboard (2026)
Creating and Submitting Unit Bylaws Guide (2026)
FutureFund Connect
Future Fund Connect
Training Video (Ninth District | Jan 2026)
FutureFund Connect Unit Officer Training (Oct 2025)
FutureFund Connect Council Officers Training (Oct 2025)
Future Fund Bee Keeper - Getting Started & Accounting
Accounting 101
Accounting 101 - Video Tutorials
Chart of Accounts
Data Import & Export
Getting Started
Imported Transactions - The Needs Review Workflow
Journal Entries
Treasurer Transition Kit
Future Fund Bee Keeper - Banking & Budgeting
Bank Connections
Bank Reconciliation
Budget Amendments
Budget Management
Received Funds & Deposits
Future Fund Bee Keeper Expense Management -
Expense Reports
Expense Reports - Reviewing & Approving
Expense Reports - Sharing & Exporting
Payouts
Receipts
Writing & Printing Checks
Future Fund Bee Keeper - Reports & Compliance
Annual Financial Report
Audit Kit
Close the Books
Financial Reports
Form 990-EZ Tax Preparation
Insurance & Workers Comp
Workers Comp Information (2026)
AIM PTA Insurance Guide (2026)
CAPTA Insurance Info
PTA Insurance Quick Reference Guide
CAPTA Insurance Webinar
Leadership
PTA Leaders Website (login required)
President's Annual Checklist
Be a Good President from the Start
Conflict/Whistleblower Form
Email Etiquette & Tips
Fraudulent Emails
Leadership Basics & Conflict Resolution
Unit President Ready, Set, GO Training
Unit President Beyond the Basics Training
Unit Procedure Book Sample
Welcome to the Executive Board Sample Letter
What Every President Should Know
Why PTA Presentation for Leaders
Why PTA Flyer for Parents
Legislative Advocacy
CAPTA: Advocacy for Children & Families
National PTA Advocacy Take Action
Social Media Sources & PTA Advocacy
What is a PTA Resolution?
Membership
Learn More About Totem
How National PTA Supports Your School
How to Print Your Unit's Membership QR Code
General Totem QR Code
Membership Marketing Plan
Membership Campaign Toolkit
Parliamentarian - Bylaws
Creating and Submitting Unit Bylaws Guide (2026)
Fillable Bylaws Template (2024)
Parliamentarian - Elections
Election Checklist
Election Process
Election Script to Fill Vacancies
Ideas for Filling Board Vacancies
More Strategies for Filling Boards
Parliamentarian - General
Basic Principles of Parliamentary Law
Parliamentary "Questions from the Field"
Parliamentarian - Nominating Committee
Interest Finder - Palomar Council Board
Nomination Form - Palomar Council Board
Nominating Committee Info
Nominating Committee Election Script
Nominating Committee Checklist
Nominating Committee - What's Next?
Nominating Committee Q & A
Board Candidate Sample Interview Questions
Board Candidate Checklist
Report of the Nominating Committee (Fillable)
Resource Documents
CAPTA Toolkit
PTA Store
PUSD Facilitron Tutorial
PUSD PUBS Info
Secretary - Resources
Secretary Job Description
Secretary Training Materials
Treasurer - Forms
CAPTA Finance Forms
2026 - 2027 Unit Remittance Form- Used for Units to Remit payments to Palomar Council
PDF
|
Excel
Reimbursement Request
Treasurer - Resources
Tax Guide (2026)
Franchise Tax Board
Dept of Justice (DOJ)
EVOKE DOJ Non-Profit Search Tool (2026)
Accounting Guide for Totem Transactions
Financial Management Checklist
IRS Form 990-N Electronic Filing Information
Treasurer - Training Videos
CAPTA Treasurer Training Part I (1 hour)
CAPTA Treasurer Training Part 2 (50 mins)
Ninth District Treasurer Training (1hr 20 mins)
Ninth District Building a Budget (57 mins)
Ninth District Tax Filing Help (46 mins)
Treasurer - Ninth District Mini Trainings - Getting Started
Calendar of Events Slides
Calendar of Events Video (39 mins)
Tips To Get Started Slides Tips To Get Started Video (1 hour)
Future Fund Connect & Document Management Slides
Future Fund Connect & Document Management Video (32 mins)
New Fiscal Year Budget & Strategies Slides
New Fiscal Year Budget & Strategies Video (32 mins)
Treasurer - Ninth District Mini Trainings - Budget & Membership
Treasurer Reports & Budget Adoption Slides
Treasurer Reports & Budget Adoption Video (35 Mins)
Organizing Budget Categories & Membership Dues Slides
Organizing Budget Categories & Membership Dues Video (35 mins)
Preparing for the First Association Meeting & TOTEM Slides
Preparing for the First Association Meeting & TOTEM Video (32 mins)
Income, Expenses, & Procedures Slides
Income, Expenses, & Procedures Video (37 mins)
Tracking & Verifying Memberships Slides
Tracking & Verifying Memberships Video (34 mins)
Treasurer - Ninth District Mini Trainings - Tax & Year End
Tax Filings Sep 2025 Slides
Tax Filings Sep 2025 Video (38 mins)
Tax Filings May 2026 Slides
Tax Filings May 2026 Video (35 mins)
Closing Out the Books Slides
Closing Out the Books Video (41 mins)
Preparing for the Financial Review Slides
Preparing for the Financial Review Video (33 mins)
Visual and Performing Arts
Create CA Website
Equity in Arts Learning
Guide to Visual & Performing Arts in CA Public Schools
Volunteers
Building Up Your Volunteer Base
Sample Room Parent/Volunteer Packet
Family Engagement in Schools
Ideas for Filling Vacancies on Your PTA Board
Strategies for Filling Boards
Volunteer Burnout Training
Year-End Turnover
Procedure Book
Incoming PTA Board Info
Beginning of the Year Checklist