23rd District in October
September/October News for PTAs/PTSAs in Riverside County
We Want to Make Sure That You Have the Information You Need to Be Successful!
Twenty-Third District PTA wants to ensure that every leader has the information they need to be successful!
NEW OPPORTUNITIES FOR THE WEEK OF OCTOBER 16-20
ARE LIVE NOW!
Virtual training opportunities for the month will be made available in the first week of the month via the link below. Pre-registration is required, and cameras must be on during the training workshop:
View Upcoming Training Opportunities Here
[NEW: Spanish Language Workshops are now available!]
Remember, general finance and positional training are required annually to preserve insurance coverage.
Remember! Reflections Entries must be submitted to Twenty-Third District PTA at the in-person December 7 Association Meeting!
- In-Council: In-council units must remit Reflections entries through the council only. Council presidents will remit all entries advancing from the council at the meeting.
- Out-of-Council: Out-of-council units (Alvord, Menifee, Moreno Valley, Val Verde, Jurupa Valley) will submit entries directly to Twenty-Third District PTA at the meeting.
Late entries will not be accepted. If entries cannot be submitted at the meeting, reach out to Reflections@23rdDistrict.org at least 48 hours before the association meeting to make an appointment to remit entries - be aware that appointments are not guaranteed!
Have questions? Reach out to us at Reflections@23rdDistrict.org
When Donations are Solicited FOR PTA, They BELONG to PTA!
Donations sometimes make the difference between whether an event is a hit or flop, but it's also important that donations are recording appropriately because remember - documentation is required!
- Step 1: Donation solicitations ("asks") must be documented! In an executive board meeting, who will be requesting donations must be recorded in the minutes. For example: "Minnie Mouse will be reaching out Ralphs, Target, Walmart, and Sprouts for bottle water donations."
- Step 2: A letter including the EIN should be prepared for donation solicitations, and should be provided to all donors.
- Step 3: Donations received must be documented! In an executive board meeting, what donations were received (and their purpose) must be reported and recorded in the minutes. For example: "Ralphs donated 45 cases of bottled water, Target donated no cases of bottled water, Walmart donated 20 cases of bottle water, and Sprouts donated 5 cases of bottled water. The bottled water donations will support PTA family nights throughout the year."
- Step 4: Thank the donor! A letter of thanks, or a shout out during an event or on social media thanking the donor is fine - remember, we cannot commercially endorse any entity! For example: "Thank you to Fantasyland Pizza for the donation of 25 pizzas for our Astronomy Night event!" is absolutely fine!
Remember: Donations must be used for their intended purpose - you have to ask the donor to use a donation for another purpose - so make sure you are clear in your donation request!
Check out more programs and fundraising information by clicking this link.
IRS: 990EZ, 990, or 990N
All units must file taxes annually! For units in 23rd District (Riverside County) - all taxes must be filed by November 15!
- If your unit's annual revenue exceeded $50,000 in the 2022-2023 fiscal year, your unit will file the 990 or 990EZ. If you are not familiar with tax filing preparation, we advise you to consult with a professional tax preparer to complete the filing. Don't forget to ask for a copy of the filing to share through channels/upload/store in the treasurer's records. The tax preparer can also file the RRF-1 for your organization!
- If your unit's annual revenue averaged less than $50,000 over the last three years, your unit will file the 990n (the postcard). This filing can only be submitted online.
Check out our Tax Filing Support at www.23rdDistrict.org
Check out CAPTA Tax Filing Support at CAPTA.
Check out the CAPTA Leaders Website at Leaders.CAPTA.org
CAPTA Grab and Go Video Link (990n)
FTB: 199 or 119N
All units must file taxes annually! For units in 23rd District (Riverside County) - all taxes must be filed by November 15!
- If your unit's annual revenue exceeded $50,000 in the 2022-2023 fiscal year, your unit will file the 199. If you are not familiar with tax filing prepartion, we advise you to consult with a professional tax preparer to complete the filing. Don't forget to ask for a copy of the filing to share through channels/upload/store in the treasurer's records.
- If your unit's annual revenue averaged less than $50,000 for the last three years, your unit will file the 199n (the postcard).
This filing can only be submitted online.
Check out our Tax Filing Support at www.23rdDistrict.org
Check out CAPTA Tax Filing Support at CAPTA.
Check out the CAPTA Leaders Website at Leaders.CAPTA.org
CAPTA Grab and Go Video Link (199n)
AG: RRF-1 (and maybe CT-TR-1!)
All nonprofit public charities, all units must file documents with the California State Attorney General annually! The deadline is November 15!
- RRF-1: RRF-1 Form and Directions (See annotated form attached to help you!)
If the unit is current, filing may be completed online via this link: clicking this link. If the unit is delinquent, the filing must be done by mail. Verify status by clicking this link and entering your unit's EIN.
If the unit files a 990 or 990EZ, a copy must be submitted with the RRF-1 - don't forget! - CT-TR-1: CT-TR-1 Form and Directions (See annotated form attached to help you!)
If your unit filed the 990n (postcard), the CT-TR-1 must be completed and submitted with the RRF-1. Make sure to keep copies of both the RRF-1 and the CT-TR-1 for the treasurer's records!
California State PTA Tax Filing Support
Does filing taxes feel daunting - or even scary? We're here to help!
California State PTA has tools and support to help you get tax filing done right! Please see the attached flyer for support videos and even information on how to book a time slot to get full-service support on filing all documents required on October 16, 17, and 19th.
If those dates don't work, or you want help closer to home - reach out to us directly at Help@23rdDistrict.org, and we will make sure you get the help you need to keep your organization running smoothly.
If your unit needs help filing and ensuring forms are filled out completely and submitted properly, we are here to help!
Insurance Premiums: DUE DECEMBER 20th!
Premium Amount for
UNITS: $282.00
Premium Amount for
COUNCILS: $195
Each organization (unit or council) should have received an email from AIM directly - DO NOT IGNORE THIS EMAIL! Using the information provided, complete the insurance form via the link included in the email and then pay the insurance premiums DIRECTLY TO AIM.
Premiums may be paid by: ACH Transfer or by mailing a check. If mailing a check, the check must be received by AIM by close of business on December 20th.
If premium amounts are not received on time, late penalties are assessed! Don't jeopardize your unit's standing - make sure the insurance premium is paid!
PTAs and PTSAs organized AFTER September 1st DO NOT REMIT THE PREMIUM PAYMENT. Twenty-Third District PTA will contact you directly regarding how to proceed.
Have questions? Reach out to us at Insurance@23rdDistrict.org.
Need Help? LET US KNOW!
Assistance may be possible with ensuring your unit remains current!
Reach out to us at Insurance@23rdDistrict.org
Worker Compensation Forms: DUE JANUARY 31st!
The form will open around December 15, and it covers the calendar year of 2023, not the fiscal year! If you haven't paid any employees - you'll note "0" paid, and submit the form! Don't forget to print a copy of the form (it will be sent to your email) for your treasurer to keep with the financial records!
More information on this submission will be coming soon!
DON'T FORGET! Monthly Bank Statements and Reconciliations Must Be Reviewed and Signed!
In addition to treasurer's reports at every meeting, an important compliance item is that the unit bank statements must be opened, reviewed, dated and signed by a noncheck-signer monthly. The account reconciliation (whether it's the report from the accounting software, or the reconciliation form in the statement) must also be reviewed, dated and signed by a noncheck-signer monthly. Both items are then filed in the treasurer's records.
The same person should do this each month, and it should be a member of the board (like the financial reviewer or secretary) - not site staff!
If the unit receives online statements, the authorized party can be given "view only" or "authorized inquiry" access to the account to print the statement - it should not be printed and shared by the treasurer.
Does your treasurer need a prepared treasurer binder to help ensure records are kept in a way that is clean, clear, transparent and purposeful? Reach out to us at Help@23rdDistrict.org.
Have finance questions? Reach out to Twenty-Third District PTA Treasurer Diana Saenz at Treasurer@23rdDistrict.org
Advocacy Starts With YOU!
Thank you for being a part of the largest and oldest child 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
https://capta.org/pta-leaders/run-your-pta/advocacy-for-pta-leaders/advocacy-resources/
Have questions about advocacy? Reach out to us at Advocacy@23rdDistrict.org
Ed100: Learn About the School System and WIN!
Check out Ed100 at this link - and learn more about how the education system works and why what we do is so important!
If you - or a leader at your unit - complete all ten chapters of Ed100.org, let us know at Advocacy@23rdDistrict.org so that we can recognize you - and your unit!
CAPTA Legislative Conference: Advocate for Better for Our Children!
Join advocacy superstars from all around the state to meet state legislative leaders and ensure the focus is where it should be - in making things better for students!
Dates: January 22-23
More information coming soon!
CAPTA: Membership Challenges
Check out the attached CAPTA incentives above, and your unit might even get the chance to win $500 from CAPTA!
23rd: Membership Challenges
Check out the attached membership challenges handout, and if your unit qualifies, make sure to let us know! Email proof of participation to Membership@23rdDistrict.org by the 5th of the following month for a chance to win!
Every Member Matters!
We have almost 30,000 members district-wide – that's 30,000 people making great things happen for kids! Even better, it's 2,000+ more members than we had last year at this time! Will we hit 50,000 members this year? Only you know!
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/
Reach out to Vice President of Membership Laura Lucas at Membership@23rdDistrict.org!
We'll get you everything you need!
We are so excited to welcome these brand-new units to the Twenty-Third District PTA Family!
- Alamos Owls PTA (Temecula Valley Council)
- Bear Valley Kodiaks (Out-of-Council)
- Box Springs PTA (Out-of-Council)
- Collett Courageous Cougars PTA (Out-of-Council)
- Roaring Dragons PTA (Out-of-Council)
- SV Cubs PTA (Out-of-Council)
- Summit Academy PTSA (Temecula Valley Council)
- Triple Crown Elementary PTA (Out-of-Council)
- Val Verde Elementary PTA (Out-of-Council)
Happy Birthday to Our Councils and Units Chartered in September and October!
September
- 1 - Victoria Eagles PTA
- 5 - Amelia Earhart Middle PTSA
- 8 - Rancho Elementary PTA
- 8 - William Collier Elementary School PTA
- 9 - Norco High PTSA
- 11 - Red Hawk Elementary PTA
- 12 - Tomas Rivera Elementary PTA
- 14 - Tuscany Hills Elementary PTA
- 16 - Avaxat Elementary PTA
- 18 - Ramona Rams PTSA
- 19 - Corona High PTSA
- 20 - Hamilton Secondary PTSA
- 21 - Temecula Elementary PTA
- 21 - West Riverside Elementary PTA
- 22 - Elsinore Elementary PTA
- 23 - Pachappa Elementary PTA
- 26 - Lincoln Alternative School PTA
- 27 - Wildomar Elementary PTA
- 30 - Bella Vista Elementary PTA
- 30 - Norco Intermediate School PTSA
- 30 - Vicentia Elementary PTA
October
- 1 - Hemet-San Jacinto Council of PTAs
- 1 - Palm Middle PTSA
- 3 - Bubbling Wells Elementary PTA
- 3 - Fruitvale Elementary PTA
- 3 - Starlight Elementary PTA
- 5 - Lakeland Village School PTSA
- 5 - Rail Ranch Elementary PTA
- 6 - Letha Raney Intermediate PTSA
- 6 - McSweeny Elementary PTA
- 9 - Alta Murrieta Elementary PTA
- 9 - Hemet Elementary Eagles PTA
- 11 - Armada Elementary PTA
- 11 - Ramona Roadrunners Elementary PTA
- 15 - William McKinley Elementary PTA
- 17 - E. Hale Curran Elementary PTA
- 18 - Highland Elementary PTA
- 19 - John W. Stallings Elementary PTA
- 19 - Norco Elementary PTA
- 20 - Hamilton Elementary PTA
- 21 - Ethan A. Chase PTSA
- 23 - Centennial High PTSA
- 23 - Chemawa Middle PTSA
- 23 - Indian Hills Elementary PTA
- 25 - Emerson Elementary PTA
- 28 - Del Sol Academy PTA
- 30 - Magnolia Elementary PTA
Twenty-Third District PTA
c/o Riverside County Office of Education
38670 Sky Canyon Drive #200; Office #202Murrieta, CA 92563