Happy Fall to Our Amazing PTA Leaders!

We hope you all are doing well, and that you know that we are here to help!

We are coming up on some important deadlines: November 15th is a very important date for every PTA and PTSA in Riverside County, and we want to make sure our units and councils are prepared! In fact, we've even attached the 23rd District calendar and checklist to help make sure everyone gets everything handled! Don't forget to collect those completed checklists to turn them in at the end of the year!

Taxes, Registry of Charitable Trusts and CT-TR-1 forms must be remitted by November 15! Don't wait - get required filings done NOW!

Don't forget 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!

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 (a copy of what you submit)
• Attorney General CT-TR-1 (if Required) (a copy of what you submit)
• 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 (Form opens with AIM in late December)

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

Have a wonderful Fall, and we'll see you on December 1st, 2022 at our first live, in-person association meeting of the term! Check out details below!

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

- Laura Lucas

- - -

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, and providing information on upcoming programs and events!

Don't Miss This Meeting!

When: Dec 1, 2022 07:00 PM Pacific Time (US and Canada)

Location:

Murrieta Valley Office of Education

41870 McAlby Ct.

Murrieta, CA 92562

There will be a live, in-person General Finance workshop preceding the Association meeting, scheduled to begin at 5:00 P.M.

More information will be coming soon - don't miss out!

• In-Council: In-council units must remit Reflections entries through the Council only. Council Presidents will remit all advancing entries at the meeting.
  
  
• Out-of-Council: Out-of-Council units (Alvord, Menifee, Moreno Valley, Jurupa Valley) will submit entries directly to 23rd District at this meeting!

Late entries cannot be accepted. If entries cannot be submitted at the meeting, reach out to Reflections@23rdDistrict.org to make an appointment to remit entries!

Have questions or need help? Reach out to us at Reflections@23rdDistrict.org or Help@23rdDistrict.org.

You've asked, and we've heard!

Click the link below to view upcoming virtual training dates for all officers in need. It's important to note that pre-registration is required. Just click the link under the class you need, complete the registration, and you'll receive the meeting information!

Click this link to see available workshops

Have questions or need assistance? Reach out to Leadership@23rdDistrict.org

ALL UNITS THAT EXISTED IN THE 2021-2022 YEAR MUST FILE TAXES, REGARDLESS OF INCOME.

We're here to help with that!

• If your unit's annual revenue exceeded $50,000 in the 2021-2022 fiscal year, your unit will file the 990EZ or 990. If you are not familiar with tax preparation and tax filings, we advise you to consult a professional tax preparer for your filings! Don't forget to ask the preparer for a digital copy of the filing!
  
  The tax preparer can also file the RRF-1 for your organization, too!
  
  
• If your unit's annual revenue averaged less than $50,000 for the past three years, you unit will file the 990n (the postcard). This can be filed online by clicking this link.
  
  Don't forget to download/print the filing confirmation!

Regardless of how you file, submit a copy of your filing to Council (if in-Council), or upload to MyPTEZ.

California State Franchise Tax Board: 199 Directions

• If your unit's annual revenue exceeded $50,000 in the 2021-2022 fiscal year, your unit will file the 199. If you are not familiar with tax preparation and tax filings, we advise you to consult a professional tax preparer for your filings! Don't forget to ask the preparer for a digital copy of the filings!
  
  The tax preparer can also file the RRF-1 for your organization, too!
  
  
• If your unit's annual revenue averaged less than $50,000 for the past three years, you unit will file the 199n (the postcard). This can be filed online by clicking this link.
  
  Don't forget to download/print the filing confirmation!

Regardless of how you file, submit a copy of your filing to Council (if in-Council), or upload to MyPTEZ.

We know this is a lot to handle, so if you need help with filings, reach out and ask! You can find us all at Help@23rdDistrict.org. California State PTA also has help available for you! Click this link to access the California State PTA Tax Support and Filing Center

Reach out to us at Help@23rdDistrict.org for support and assistance!

So, you have your 990 and 199 filed? That's awesome! Don't stop there - make sure you get your Attorney General filings completed and submitted, too!

California State Attorney General (RRF-1 and CT-TR-1)

As nonprofit public charities, all PTAs must complete and submit the RRF-1 form (Charitable Trust renewal). If the unit is current, the RRF-1 renewal can be completed online by clicking this link. If the unit is delinquent, the renewal must be done by mail. Verify your organization's status by clicking this link and entering the unit's EIN in the designated box.

• RRF-1 Form and Directions

If your unit files the 990 (instead of the 990n), a copy of the 990 filing must be attached to RRF-1 submission - so don't forget to ask for a copy of the filing from the tax preparer!

Make sure the unit keeps a copy of the submitted form for the financial records - and we have even attached an annotated version of the form to help you!

• CT-TR-1 Directions

If your unit files the 990n (the postcard), the unit must file the CT-TR-1 (The Annual Treasurer's Report for the State of California). Find the form by clicking this link.

Make sure the unit keeps a copy of the submitted form for the financial records - and we have even attached annotated versions of the forms to help you!

We know this is a lot to handle, so if you need help with filings, reach out and ask! You can find us all at Help@23rdDistrict.org. California State PTA also has help available for you! Click this link to access the California State PTA Tax Support and Filing Center

Reach out to us at Help@23rdDistrict.org for support and assistance!

• 990n
• 199n
• RRF-1
• CT-TR-1

Workshop: 23rd District - Tax Filing Support

When: Nov 1, 2022 07:00 PM Pacific Time (US and Canada)

Register in advance for this meeting:

https://us02web.zoom.us/meeting/register/tZ0pfu2gqDgtHdBDUj1sgtJ_G_meiiMys-5s

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

We are at just over 27,500 members district-wide – that's 27,500+ people making great things happen for kids! Even better, it's 10,000+ more members than we had last year at this time!

Keep up the great work!

Is your unit using TOTEM? TOTEM helps make everything easier - don't miss out!

Check out CAPTA for some tips on inviting teachers and administrators to join:

https://capta.org/pta-leaders/run-your-pta/building-membership/ways-to-encourage-teachers-to-join-pta/

Thank you for being a part of the largest advocacy organization in the nation!

We encourage you to have an Advocacy officer on your board, but keep in mind that anyone and everyone can advocate! CAPTA and National PTA have a wealth of information on their websites. We’ve included the links to both sites below:

https://capta.org/focus-areas/advocacy/advocacy-resources-for-ptas/

https://www.pta.org/home/advocacy

Have questions about advocacy? Reach out to us at Advocacy@23rdDistrict.org