23rd District PTA in February 2023!

Happy 2023 PTA and PTSA Leaders!

Happy February!

Hello to the incredible Riverside County PTA and PTSA Leaders!

There are a LOT of handouts attached to this newsletter (like always), but they are ALL designed to help you. Don't forget that you can find things on our website, too!

Keep Things Flowing Smoothly!

With more than 200 units to help in 23rd District, please remember that following unit-council-district in terms of communication and requests helps keep us organized and makes sure that everyone gets the information they need to be successful.

Out-of-Council units come directly to us at 23rd District for help, but if your unit is in a Council, that means your first stop for help is your council. The council helps support you right at your school district level. Remember - we need everyone kept in the loop to make sure things run smoothly!

June will come faster than we think! Don't forget to take care of you, too. Engage in self-care if needed, or talk to someone if it gets to be too hard to manage. Take time for family, and if you need help, reach out. You aren't alone.

Always Remember: You are BRAVER than you believe, STRONGER than you seem, and SMARTER than you think." - A.A. Milne

Have a wonderful February, and we'll see you at our next General Association Meeting on February 28th!

- Laura Lucas

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You are receiving this newsletter because as a PTA leader in Riverside County (Council or Unit), you are a part of the 23rd District PTA family. Each month, we'll be sending this newsletter to help support you! There is a whole chain of PTA support to help you - unit to council to district. Families support each other - and we are here to support you. You matter, and we are very glad that you are here.

Reach out to us for help: Help@23rdDistrict.org
Find support on our website: www.23rdDistrict.org
Join us on Facebook: 23rd District PTA

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You're Invited! 23rd District PTA Association Meeting - February 28

We need you to make business happen!

Presidents are our delegates, and we must make quorum to vote! We will be addressing the budget, releasing funds, providing information on upcoming programs and events, and electing officers for the 2023-2025 executive committee!

When: Feb 28, 2023 07:00 PM Pacific Time (US and Canada)

Register in advance for this meeting:


After registering, you will receive a confirmation email containing information about joining the meeting.

Need Financial Training? Don't Miss This One!

A General Finance Training will precede the association meeting. Please see the registration information below:

When: Feb 28, 2023 05:00 PM Pacific Time (US and Canada)

Register in advance for this meeting:


After registering, you will receive a confirmation email containing information about joining the meeting.

Don't Miss the Twenty-Third District Reflections Showcase!

For the last 50+ years, students around the country have been participating in Reflections, and we are pleased to announce the 2022-2023 Twenty-Third District PTA Reflections Showcase!

Join us to celebrate our students artists:

Friday, March 17, 2023

Temecula Valley High School Golden Bear Theater

31555 Rancho Vista Road

Temecula, CA 92592

Reception at 6:00 P.M.

Theater Doors Open at 6:30 P.M.

Showcase Begins at 7:00 P.M.

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Keep Your Eyes Peeled for the SPECIAL EDITION: CONVENTION Newsletter!

There is way too much information on Convention to include with this newsletter - information that we want you to know to make informed decisions! There are a lot of important decisions that will be made at Convention - and voting delegates make up the association! The means the delegates your associations elect to send to Convention - and this year it matters!

With that in mind, we will be sending a special edition "Convention News" only newsletter just before Convention registration opens. We want you to know:

- What you'll be voting on!

- How much it costs!

- Who can pay for it!

- How to get there!

...and more!

Need information to help with budgeting and time is tight? Reach out to us at Help@23rdDistrict.org for more information!

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Worker Compensation Form Submission WAS DUE JANUARY 31st!

The submission of the Worker Compensation Form is required every year - even if no one is paid! California State PTA and AIM Insurance Services have partnered to make submission as easy as possible! Make sure forms are completed and help ensure premiums do not increase!

The form can be found here - a copy of the form will be sent directly to the officer who files!

Find step-by-step instructions for completing this form by clicking this link!

This form does not get remitted through channels - it goes straight from your unit or council to AIM insurance services! A copy of your completed submission will be sent directly to the email of the person filing the report, which can then be uploaded to MyPTEZ directly for compliance purposes (or sent to your Council if your Council collects items for upload).

Mid-Year Audits/Financial Reviews Should Be Happening NOW!

Don't Forget!

The first audit period for the year (July 1 - December 31) has ended, and that means it's time for the Mid-Year Audit/Financial Review!

A complete audit includes 3 things:

  • Audit Report
  • Audit Checklist
  • Recommendations Page (if recommendations are needed)

All three documents, plus dates of adoption by your executive board and association must be included for the audit to be considered complete.

Don't forget to have bank statements and bank reconciliations reviewed, signed, and dated by a non-checksigner.

Compliant audits should be completed by one of four ways, and anyone involved in the audit process should receive positional and financial training to ensure they are familiar with PTA practices:

  • An accountant or CPA, paid by the unit, to conduct the audit.

  • An elected or appointed qualified auditor [A CPA or professional trained to conduct audits; however, does not need to be employed in that capacity at present]
    • This individual may not be involved in the handling or management of PTA funds.
    • This individual is elected as an officer, or appointed by the Executive Board as a whole, and not just the president.
    • This individual is ratified by the General Association and included in the minutes.

  • An elected or appointed* auditor [unqualified]
    • If the auditor is unqualified, an Audit Review Committee is required to review the audit after completion by the auditor.
    • Anyone completing the audit may not handle or manage PTA funds in any capacity.
    • The Audit Review Committee must include two or more people, and may include the auditor; however, the majority of those serving on the committee should not be check-signers, nor should they have handled or managed PTA funds.
    • The Audit Review Committee (and the auditor, if appointed) is appointed by the Executive Board, and not the president, then is ratified by the General Association and included in the minutes.

  • An appointed audit committee
    • If the unit does not have an elected or appointed auditor, an Audit Committee may be appointed to complete the audit (this is different than a review committee.). In this instance, a committee of two or more is elected or appointed* to complete the audit.
    • The committee must include two or more people, none of whom may be check-signers, and none of whom have handled or managed PTA funds.
    • *appointed by the Executive Board, and not the president, and then ratified by the General Association and included in the minutes.

If units chooses to pay a professional auditor, please ensure that the auditor is familiar with non-profit organizations - preferably with PTAs specifically.

Meeting minutes must reflect who will be doing the audit, and when the audit was adopted.

When the audit is adopted by the Executive Board and General Association (with dates recorded), upload the audit documents to myPTEZ or forward to your council (or district, if OOC.).

Audits are required twice a year, and should be completed within two weeks of the close of period.

You can review the attached Audit Q&A to help ensure your audits are *chef's kiss* perfect, and you can also click the link to view the CAPTA blog audit steps: https://capta.org/your-mid-year-audit-in-5-easy-steps-step-1/

Have questions? Need Help? Contact your council or 23rd District PTA. We are all here to support you!

Have questions? Reach out to your Council, or if needed, reach out to us! Help@23rdDistrict.org.
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Twenty-Third District PTA Membership Challenges - Your Unit Could Win a Prize!

2022-2023 is coming to a close, but that doesn't people can't still join PTA! In fact, there a still a few challenges left to go - your unit could win a prize from Twenty-Third District PTA!

Remember, evidence of challenge completion must be sent to Membership@23rdDistrict.org by the fifth of the following month for your unit to be entered to win!

February Challenge

February 17th is Founders Day! Add 17 new members to your PTA in February in honor of Founders Day and let us know!

Prize: A customized A-frame sign!

Deadline: March 5

High School Seniors! This One is For You!

It's that time of year, and we don't want high school students who are involved in PTSA to miss out!

The Twenty-Third District PTA Graduating Senior Scholarship Application is attached to this email! This application has been sent to the counseling department of all Riverside County high schools with active PTSA units in good standing, and we're excited to celebrate our students!

Applications are due to Twenty-Third District PTA by no later than April 14th, 2023, and applications and inquiries must be sent by students directly to Scholarships@23rdDistrict.org. Applications sent through channels or by other parties (not the student submitting the application) will not be accepted.

It is important to note that the Twenty-Third District PTA scholarship is a separate scholarship from other scholarship programs, and is not affiliated with any other council or unit. All inquires and submissions must come directly to Twenty-Third District, and should not be intercepted by council or unit. This helps prevent any suggestion of bias or preference with regard to the individual submissions.

Did you know that Riverside County Office of Education has free program ideas, options and support available that can help PTA and PTSA units truly reach families? Check out a few of Riverside County Office of Education Superintendent Dr. Edwin Gomez's initiatives below. Find out information on all of Dr. Gomez's initiatives by clicking this link!


  • 6 - George Washington Elementary PTA
  • 10 - Little Lake Elementary PTA
  • 10 - Riverview Elementary PTA
  • 14 - Terrace Elementary PTA
  • 18 - Idyllwild School PTA
  • 27 - Rio Vista PTA
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23rd District PTA - Contact Us Any Time!

Mailing Address

23rd District PTA

38670 Sky Canyon Dr #200, Office 202

Murrieta, CA 92563