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BECOME A PTA MEMBER

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




Palomar Council PTA



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