Welcome to Fall in PTA!
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 January)
If your unit does not currently have a login and password, please email Help@23rdDistrict.org, and we'll help get you started!
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!
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 Fall, and we'll see you on December 2nd!
- 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. This newsletter is to help support you on your PTA journey! 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 FORGET! Insurance Premiums are Due!
Remember! Insurance premiums must be received by 23rd District by December 2!
Units that do not remit the premium will incur a late fee and will not be in Good Standing.
In-council units must remit premiums through the Council only. Out-of-Council units (Alvord, Menifee, Jurupa Valley) must remit premiums directly to 23rd District. Please mail premiums to:
23rd District PTA
c/o Riverside County Office of Education
38670 Sky Canyon Dr. #200
Murrieta, CA 92563
If you need help or assistance, please reach out to Treasurer@23rddistrict.org
If an Insurance Premium Waiver is Needed
If remitting the insurance premium presents a hardship for your unit, filing a waiver request is possible. There is no guarantee that waiver requests will be granted; however, if the waiver is granted, California State PTA will cover the premium for the unit for the year. If the waiver is not granted, it will afford an extension to remit the premium without the late fee - which will allow the unit the opportunity to raise the funds needed to cover the premium!.
If your unit needs to file a waiver request, please reach out to Leadership@23rdDistrict.org.
All requests must be sent to Leadership@23rdDistrict.org .
Requests will be accepted beginning Monday, October 4, 2021, and will be accepted through Tuesday, November 30, 2021.
Do not submit waivers without submitting the waiver request.
DON'T FORGET! Reflections Entries are Due to 23rd District by December 2nd!
In council units must remit Reflections entries through the Council only.
Out-of-Council units (Alvord, Menifee, Jurupa Valley) will submit entries directly to 23rd District!
Have questions or need help? Reach out to us at Reflections@23rdDistrict.org or Help@23rdDistrict.org.
You've asked, and we've heard!
Here are 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! Materials will be sent to all registered attendees by the registered email address.
Our next anticipated training options will be our Mid-Year Training event in January, so don't miss out! Have questions or need assistance? Reach out to Leadership@23rdDistrict.org
Training: Programs and Ways & Means
When: Oct 11, 2021 05:00 PM Pacific Time (US and Canada)
Register in advance for this meeting:
https://us02web.zoom.us/meeting/register/tZ0sd-ysrjwrHNYxjV1Jj2PCCbKlkSJQu8tb
After registering, you will receive a confirmation email containing information about joining the meeting.
Training: General Finance
When: Oct 11, 2021 07:00 PM Pacific Time (US and Canada)
Register in advance for this meeting:
https://us02web.zoom.us/meeting/register/tZEtdO-srzMoHNQAIb_ymZv6WJaRXdtDQYhz
After registering, you will receive a confirmation email containing information about joining the meeting.
Training: Secretaries (and Historians, too!)
When: Oct 12, 2021 05:00 PM Pacific Time (US and Canada)
Register in advance for this meeting:
https://us02web.zoom.us/meeting/register/tZAuduqqrjksE9bSlt94_gHdGix3uMN4N9Hk
After registering, you will receive a confirmation email containing information about joining the meeting.
Training: Amazing Audits
When: Oct 12, 2021 07:00 PM Pacific Time (US and Canada)
Register in advance for this meeting:
https://us02web.zoom.us/meeting/register/tZYlf-6rqTMtHdVyvduUdcep_Qnvav1yVcAN
After registering, you will receive a confirmation email containing information about joining the meeting.
Training: Parliamentarians and Parliamentary Procedure
When: Oct 13, 2021 05:00 PM Pacific Time (US and Canada)
Register in advance for this meeting:
https://us02web.zoom.us/meeting/register/tZ0uf-2pqD4qGdJ5Z_H_CKs-X8AIlU5VR-4c
After registering, you will receive a confirmation email containing information about joining the meeting.
Training: Presidential Practices
When: Oct 13, 2021 07:00 PM Pacific Time (US and Canada)
Register in advance for this meeting:
https://us02web.zoom.us/meeting/register/tZ0vcuupqz8tGtcfuFbsYU5Wz4TUR70O6jRE
After registering, you will receive a confirmation email containing information about joining the meeting.
Training: General Finance
When: Oct 14, 2021 05:00 PM Pacific Time (US and Canada)
Register in advance for this meeting:
https://us02web.zoom.us/meeting/register/tZ0ud--gpzooGtw4st7x5mSUKVL4yvfs_OYh
After registering, you will receive a confirmation email containing information about joining the meeting.
Training: Treasurer Training
When: Oct 14, 2021 07:00 PM Pacific Time (US and Canada)
Register in advance for this meeting:
https://us02web.zoom.us/meeting/register/tZ0ocO2hrDksH9AORyIlqbzvrsSupepW3Lk7
After registering, you will receive a confirmation email containing information about joining the meeting.
DON'T FORGET! Taxes Must be Filed by November 15! (IRS, FTB, and AG!)
IRS Filings: 990 Directions
- If your unit's annual revenue exceeded $50,000 in the 2020-2021 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 2020-2021 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.
California State Attorney General
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.
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 an annotated version of the form 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!
DON'T FORGET! Monthly Bank Statements and Reconciliations Must Be Reviewed and Signed!
An important compliance item is that the unit bank statements and account reconciliations must be opened, reviewed, and signed (and dated!) monthly by a non-checksigner! The nonchecksigner (may be the secretary or the auditor) should be the same person every month, and should be recorded in the minutes!
If the unit receives online statements, the non-checksigner may be given "view only" or "authorized inquiry" access to download the statement for review, and then it can be provided to the treasurer.
(AIM Insurance Services Insurance Guide, pp. 29, sidebar item #9)
Have questions? Need help? Reach out to Rhonda James at Treasurer@23rdDistrict.org or Kaylene Dalke at Auditor@23rdDistrict.org.
We’re almost at 17,500 members district-wide – keep up the great work!
Have you joined our online membership system TOTEM yet? Reach out if you have questions
or need help setting it up!
Check out CAPTA for some tips on inviting teachers and administrators to join:
Need Membership Envelopes or Membership Cards?
Ordering for membership cards and envelopes is now open! Please use the form below to request cards and/or envelopes (Click on the form to have it open into a window to complete it)!
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; do not request envelopes or cards from 23rd District PTA if the unit is in-Council. 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.
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23rd District: September Membership ChallengeChallenge: Have a California State PTA Board of Managers member join your PTA! Complete the challenge for your chance to win a personalized Membership Campaign banner for your unit! Send your BOM member names to Membership@23rddistrict.org by October 5, 2021 to qualify. | CAPTA: Membership ChallengeDid you know that California State PTA has a host of membership challenges that every unit can meet? Click the link to access California State PTA membership challenges: https://capta.org/pta-leaders/run-your-pta/building-membership/incentives-and-awards/ | 23rd District: October Membership ChallengeChallenge: Have a 31 members join your PTA by October 31! Complete the challenge for your chance to win a personalized tablecloth and 20 PTA posters for your unit! Send your notice of 31 members (a screenshot of TOTEM dashboard or a copy of the membership roster) to Membership@23rddistrict.org by November 5, 2021 to qualify. |
23rd District: September Membership Challenge
Challenge: Have a California State PTA Board of Managers member join your PTA!
Complete the challenge for your chance to win a personalized Membership Campaign banner for your unit!
Send your BOM member names to Membership@23rddistrict.org by October 5, 2021 to qualify.
CAPTA: Membership Challenge
Did you know that California State PTA has a host of membership challenges that every unit can meet?
Click the link to access California State PTA membership challenges: https://capta.org/pta-leaders/run-your-pta/building-membership/incentives-and-awards/
23rd District: October Membership Challenge
Challenge: Have a 31 members join your PTA by October 31!
Complete the challenge for your chance to win a personalized tablecloth and 20 PTA posters for your unit!
Send your notice of 31 members (a screenshot of TOTEM dashboard or a copy of the membership roster) to Membership@23rddistrict.org by November 5, 2021 to qualify.
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
Be an advocate every day! Participate in the 23rd District PTA Monthly Awareness Ribbon Challenge for your chance to win a ticket to our District Dinner and Awards Celebration in May 2022! Collect nine ribbons (one per month) to be entered.
You will be able to download your very own ribbon tracker from our website after the first General Association meeting!
Have questions about advocacy? Reach out to Vice President of Advocacy Christen Vargo at Advocacy@23rdDistrict.org
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October: Ribbon Challenge October is Anti-Bullying Month! Discuss Anti-bullying program ideas at your unit's Executive Board meeting, take photos, and share them with us! Send photos at Advocacy@23rdDistrict.org by the 5th of November to show that you've participated in the challenge! Check out the attached handout for future challenges! | Advocacy Grant Advocacy can be something every PTA can do - no matter how big or small! To encourage units to engage in advocacy of all kinds - 23rd District PTA is offering an opportunity for a unit or council to win an Advocacy grant! Check out the attached application to enter and win! Questions? Reach out to Vice President of Advocacy Christen Vargo at Advocacy@23rdDistrict.org. | Student Legislative Conference Scholarships! Student voices are vital - PTA is all about students! 11th and 12th grade students have the opportunity to win a scholarship to attend/register for the California State PTA Legislative Conference! This conference, held in Sacramento, is a fantastic opportunity for students to participate in the process of legislation as it occurs at the California capitol! Students may enter via the attached application! Questions? Reach out to Vice President of Advocacy Christen Vargo at Advocacy@23rdDistrict.org. |
October: Ribbon Challenge
Discuss Anti-bullying program ideas at your unit's Executive Board meeting, take photos, and share them with us! Send photos at Advocacy@23rdDistrict.org by the 5th of November to show that you've participated in the challenge!
Check out the attached handout for future challenges!
Advocacy Grant
Check out the attached application to enter and win! Questions? Reach out to Vice President of Advocacy Christen Vargo at Advocacy@23rdDistrict.org.
Student Legislative Conference Scholarships!
Students may enter via the attached application! Questions? Reach out to Vice President of Advocacy Christen Vargo at Advocacy@23rdDistrict.org.
Happy Birthday to Our Councils and Units Chartered in September and October!
5 - Amelia Earhart Middle PTSA
8 - Rancho PTA
8 - William Collier Elementary School PTA
9 - Norco High PTSA
11 - Red Hawk Elementary PTA
11 - Ridge Crest Elementary PTA
12 - Tomas Rivera Elementary PTA
14 - Tuscany Hills Elementary PTA
18 - Ramona Rams PTSA
19 - Corona High PTSA
19 - Valley View Elementary PTA
20 - Hamilton High School PTSA
21 - Temecula Elementary PTA
21 - West Riverside Elementary PTA
23 - Pachappa Elementary PTA
25 - Peralta Elementary School PTA
27 - Wildomar Elementary PTA
28 - Jefferson Elementary PTA
30 - Norco Intermediate School PTSA
30 - Vicentia Elementary PTA
October
1 - Palm Middle PTSA
3 - Bubbling Wells Elementary PTA
3 - Fruitvale Elementary PTA
3 - Starlight Elementary PTA
5 - Lakeland Village School PTSA
6 - Letha Raney Intermediate PTSA
6 - McSweeny Elementary PTA
9 - Hemet Elementary Eagles PTA
9 - Alta Murrieta Elementary PTA
11 - Armada Elementary PTA
15 - William McKinley Elementary PTA
16 - Avaxat Elementary PTA
18 - Highland Elementary PTA
19 - John W. Stallings Elementary PTA
19 - Norco Elementary PTA
20 - Hamilton K-8 PTSA
21 - Ethan A. Chase PTSA
22 - Troth Street Elementary PTA
23 - Chemawa Middle PTSA
23 - Indian Hills Elementary PTA
25 - Emerson Elementary PTA
28 - Del Sol Academy PTA
29 - Winchester Elementary PTA
30 - Magnolia Elementary PTA
23rd District PTA - Reach out if you need us!
Mailing Address
23rd District PTA
c/o Riverside County Office of Education
38670 Sky Canyon Dr. #200, Office 202
Murrieta, CA 92563
