We are doing our best to make sure 2022-2023 is the best year ever, and a lot of that starts with you! There is a lot of information contained in this newsletter (handouts, too!), so don't miss out!

Don't forget, you can also check out our website for help and support!

A couple of notes to get things moving in the right direction for this term:

Let's Keep Things Flowing Smoothly!

As we get into the swing of things, we ask that our units and councils please remember that following unit-council-district in terms of communication and requests helps us ensure 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 you have a fantastic level of support that helps support you right at your school district level. You are always welcome, but we need everyone kept in the loop to make sure things run smoothly!

Don't Forget - Taxes and Attorney General Filings Can Be Submitted NOW!

The fiscal year for all units ended June 30 - that means important filings like taxes and Attorney General filings (RRF-1 and CT-TR-1, if needed) can be filed NOW! Don't wait until the November 15th deadline; make sure your unit stays in good standing! We have attached annotated versions of the RRF-1 and CT-TR-1 to help you, too!

Paperwork Submission Can Be Done Digitally!

All of those forms that are required for good standing? They can all be uploaded to MyPTEZ, and then we can ALL see them!

• Annual Financial Report
• Attorney General RRF-1
• Attorney General CT-TR-1 (if Required)
• Audits (Mid-Year/Year-End)
• Budget
• Bylaws Signature Page
• FTB (Franchise Tax Board) Filing (199/199N)
• IRS (Internal Revenue Service) Filing (990/990N)
• Worker Compensation Payroll Report Form

If your unit does not currently have a login and password, please email Help@23rdDistrict.org, and we'll help get you started!

If you have any questions, you are always welcome to reach out! We are happy to help!

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

Have a wonderful September!

- Laura Lucas

- - -

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

Don't miss this opportunity to get trained for 2022-2023! Remember, all officers must attend training (positional and financial) each fiscal year - don't miss out!

Training will occur virtually September 6, 7, 8, and 9th. Register for workshops below!

Workshop: Bylaws/Parliamentarian

When: September 6, 2022 05:00 PM Pacific Time (US and Canada)

Register in advance for this meeting:

https://us02web.zoom.us/meeting/register/tZ0tf-mpqjkuHNJNICQOJmoYj-BSskBaq56g

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

Workshop: Programs/Ways & Means (Fundraising)

When: September 6, 2022 07:00 PM Pacific Time (US and Canada)

Register in advance for this meeting:

https://us02web.zoom.us/meeting/register/tZcpcuigqDwvHNLptgjle-ZFjZxKuzHb8Drz

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

Workshop: Focus on Finance (General Finance)

When: September 7, 2022 10:00 AM Pacific Time (US and Canada)

Register in advance for this meeting:

https://us02web.zoom.us/meeting/register/tZItc-utqzwoEt0_Wgo76S3xkJhzHqWxTt-y

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

Workshop: Presidential Practices (President Training)

When: September 7, 2022 05:00 PM Pacific Time (US and Canada)

Register in advance for this meeting:

https://us02web.zoom.us/meeting/register/tZctd-6orTIuHdA-RY4QnimU1-kWuES4sdHR

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

Workshop: Treasurer Training

When: September 8, 2022 05:00 PM Pacific Time (US and Canada)

Register in advance for this meeting:

https://us02web.zoom.us/meeting/register/tZwvcemupjgsHd3_2U95IwGAB7LL6bspDeGg

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

Workshop: Focus on Finance (General Finance)

When: September 9, 2022 05:00 PM Pacific Time (US and Canada)

Register in advance for this meeting:

https://us02web.zoom.us/meeting/register/tZArdOyhqTwjGtUjWh-PFR9gJh3nCeq9_0e_

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

Workshop: Secretary Success (And Historians, Too!)

When: September 9, 2022 07:00 PM Pacific Time (US and Canada)

Register in advance for this meeting:

https://us02web.zoom.us/meeting/register/tZAkcequrzguE9YyvWJe85z3dj1Qh6yEFSzc

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

Ordering for membership cards and envelopes is now open! Please use the form below to request cards and/or envelopes!

Click this link to access the form

Cards and envelopes are available from 23rd District PTA for Councils and Out-of-Council units only.

In-Council units will go through their respective Council to request cards or envelopes. In-Council units submitting requests will be redirected to their Council with no exceptions.

Membership cards are free, but resources are limited! Please place orders in multiples of 8. Membership envelopes are 500/box at $15/box. Units will be invoiced, and this is an acceptable unit expense.

Unsure? Need Help? Reach out and contact us at Membership@23rdDistrict.org.

***NOTE*** The process to remit insurance premium HAS CHANGED.

Premiums must be remitted directly to AIM Insurance Services using the new process. READ BELOW FOR MORE INFORMATION ***NOTE***

Insurance Premiums are now remitted directly to AIM Insurance Services. All unit leaders will receive an email from AIM Insurance Services in around the first week of October detailing the new process. DO NOT REMIT PREMIUMS THROUGH CHANNELS.

Premiums MUST BE RECEIVED BY AIM Insurance Services by December 1, 2022. Premiums received after December 1, 2022 will be subject to a $25 late fee due and payable through channels to California State PTA.

PREMIUM AMOUNTS FOR 2023

Unit Premium: $272.00

Council Premium: $188.00

If remitting the insurance premium will cause undue hardship to the unit, an Insurance Waiver Request may be submitted to 23rd District PTA. If your unit is submitting a waiver, contact 23rd District directly as soon as possible - do not wait.

Council Presidents and out-of-council unit presidents can submit waiver requests to 23rd District directly by email to Leadership@23rdDistrict.org, using subject line: 2022 Insurance Waiver

Don't forget! Year-end audits are now due!

Adopted year-end audits should be remitted to your council (if in-council) or district (if Out-of-Council) by no later than the end of August. 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.

Compliant audits should be completed by one of four ways, and anyone involved in the audit process should receive position 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 choose 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 for insurance purposes, and should be completed within two weeks of the close of period.

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

Lisa Hamilton, 23rd District Auditor

auditor@23rddistrict.org

We want to help ensure that every unit has the opportunity to participate in Reflections! The arts are essential, and every student deserves a chance to shine. Please know that we are available to help assist any units interested in participating in Reflections 2022!

7 years out of the last 9 years, artists advancing to the National PTA level have been from 23rd District PTA - let's keep it going!

• Is your unit new to Reflections? Great! We'll be glad to see the amazing things your student artists create!
• Have you participated in Reflections before, but aren't sure how to make it happen again? We can help with that!
• Have questions and aren't sure where to start? We can help with that, too!
  

We even have attached a 23rd District PTA Reflections checklist to help you on your way!

Have questions? Reach out to us at Reflections@23rdDistrict.org