2022-23 Financial Information & Resources for your PTA


In late October PTA Presidents received the 2022-23 Financial Mailing and all PTA officers can view and download the packet on our website. The Financial Mailing helps you successfully run the financial side of your PTA. Have a question now? Reach out to your Council or District PTA for local help, or set up an appointment with the state treasurer if local help isn’t sufficient.

PTA Leaders:

To help you successfully run the financial side of your PTA, every year California State PTA compiles a packet of financial information and resources.

These materials include:

  • Important Dates
  • PTA Insurance Premium Invoice/Notice
  • Tax Filing Support Center Information
  • Financial Filing Requirements for Tax-Exempt Groups Including PTAs
  • State of California Attorney General’s Tips and Resources for Charities
  • Workers’ Compensation Annual Payroll Report (Instructions only)
  • PTA as an Employer – What You Need to Know
  • Additional Resources and Information:
    • PTA Finances and Email Phishing Scams
    • Electronic Membership System Flier and Important Financial Updates
    • 2023 Convention Flyer
    • PTA Store Flier
  • The PTA Insurance Guide
  • Much more!

There are three ways to get the 2022-23 Financial Mailing:

  1. Receive a hard copy in your mailbox late October.
  2. View or download the entire Financial Mailing in PDF format:
  3. View or download just the sections you need in PDF format:

PTA Insurance Guide

The PTA insurance policy protects all members of the PTA in case they are held legally liable for bodily injury or property damage to another person that resulted from a covered PTA event. This is not a medical policy, but a policy that pays because you are legally liable.

If someone is injured, but the injury is not the result of PTA negligence, the individual should utilize his/her medical insurance for coverage. The policy is designed to cover allowable PTA events. Our PTA insurance does not provide any coverage for booster clubs, parent clubs or any non-PTA event. It is critical that before planning any PTA activities the RED, YELLOW and GREEN list included in the insurance guide be reviewed. Certain activities and events are prohibited because they are excluded by the insurance policy or because they are dangerous or jeopardize the safety of our children and youth. If the PTA sponsors a RED event and someone is injured because of PTA negligence, the individual PTA officers could be held personally liable.

Check the Insurance services page for additional information.

Leaders Welcome Packet

Welcome to a new PTA term. Thank you for your leadership.

You are part of an amazing association with strength and resiliency that comes from you and leaders like you. We are still facing challenges in our schools, communities, and in PTA, and I want you to know that we are all here for you. Together, as PTA leaders, we positively impact the world through our focus on what is best for our children – all children. That has been PTA’s mission for more than 125 years. This is your kind of PTA. You are connecting, including, inspiring, and growing PTA and your school communities. We are here to support you along this journey.

The Leaders’ Website contains information and resources for you and your PTA team. Please share it with your board and committee members. You can pass along links from the site or pages from the welcome packet either by printing them or sharing them electronically. To help with planning, make copies of the Planning and Due Date calendar. Feel free to download and share extra copies of anything you need from our website and use the many links and QR codes.

The PTA calendar in the welcome packet can help keep you on track. It includes highlights to keep in mind but does not include everything. Like you, we are always making plans during the year, so check the PTA calendar on the Leaders’ Website often to learn about new and exciting events and opportunities as they come up.  Stay in contact with your council and district leaders, and add their deadlines and information to the calendar provided so you don’t miss out on local and regional opportunities either!

We urge you to take advantage of our numerous online resources. They are designed to help you in all aspects of running your PTA, from advocating for children’s issues, to gaining members, to learning about the education system, to understanding your bylaws. You’ll find all you need to know to make your job easier and positively impact the lives of children and families. When you share resources and empower others, you help assure the success of your PTA.

You can view or download all materials in their the full “Leaders Welcome Packet,” “Running Your PTA … Made Easy,” and the “2022 Convention Highlights,” on the Leaders’ Website.

Login to the Leaders website to view and download these documents.

We know your PTA year will be exciting and probably busy, so a little planning can make all the difference. Setting goals and timelines now can help create a positive and productive PTA year. The resources in this section and elsewhere on our website are designed to spark new ideas, confirm best practices, inspire leaders, and provide guidance for a safe, fun, productive school year. Be sure to follow and engage with us on social media; we love to know all the great things you are doing.

Thank you for your dedication, commitment, and service to positively impact the lives of all children and families, and for all you do on behalf of the children and families you serve.

This is your KIND of PTA,
Carol Green President, California State PTA

PTA Proclamation Kit – Celebrating 125 Years

In honor of PTA’s 125th Anniversary, we are asking cities, counties, and school boards throughout California to recognize PTA. You can make that happen! Not only is this a great opportunity to become a little more civically engaged, it’s is fun and exciting for the kids and volunteers who make up your PTA.

Click here to download the PTA Proclamation Kit to use as your guide in getting started on your PTA proclamation.

Learn how to:

  • Prepare, plan and coordinate for your proclamation request;
  • Access Founders’ Day resources;
  • Use sample phone scripts and letters;
  • Make the most of your proclamation moment and more!

Coordinate your Proclamation Locally

  • Everyone should have the chance to participate. Coordinate locally so you don’t have several requests go to the same government agency.
  • Individual school site PTAs can talk to their principal and see if the PTA can be highlighted at a virtual or in person assembly. 
  • Council PTAs can consider asking the School Board and the city or cities in their council to recognize them during a meeting.
  • District PTAs can consider asking the county/or county’s Board of Supervisors and Board of Education to recognize them during a meeting

More resources to celebrate PTA’s 125th birthday:

Share Your Founders’ Day Or Proclamation Success Story


  • Contra Costa County Board of Education (CCCBOE) added Resolution 25-21/22 to their February 9th Board Agenda to recognize California State PTA Day.
  • Mayor of the City of Pleasant Hill Michael G. Harris, OD commends PTA on the occasion of its 125th anniversary and proclaims February 17, 2022 as “PTA Appreciation Day”.
  • Mt. Diablo Unified School District Governing Board has approved a resolution recognizing Thursday, February 17th, 2022 as the 125th Anniversary of the National Parent Teacher Association (PTA) and California State PTA Day.

Leadership Monthly Call

Leaders Website Login

Join the Leadership Services Commission for their monthly call and get your PTA questions answered! Don’t miss out!

Can’t make this month’s call? Save the date for a future call, and check back here often for updates to the monthly topics and registration links.

2022-23 Monthly Leadership CallFUTURE DATES:

      • August 25, 2022 05:00 PM – Topic: “Let’s Get the Year Started!”
      • September 15, 2022 06:00 PM – Topic: “A Welcoming PTA”
      • October 20, 2022 06:00 PM – Zoom Link – Topic: “Nominating Committees”
      • November 2022 – No Meeting
      • December 15, 2022 06:00 PM – Zoom Link – Topic: “You’ve Got Questions, We’ve Got “Answers
      • January 19, 2023 06:00 PM – Zoom Link – Topic: “Elections”
      • February 16, 2023 06:00 PM – Zoom Link – Topic: “HSA & Founder’s Day”
      • March 16, 2023 06:00 PM – Zoom Link – Topic: “How to Get the Most Out of Convention”
      • April 20, 2023 06:00 PM – Zoom Link
      • May 18, 2023 06:00 PM – Zoom Link
      • June 15, 2023 06:00 PM – Zoom Link


last updated: 09/25/2022

PTA insurance Premiums are due now. Check with your PTA Council or District for your insurance due date.

PTA insurance Premiums are due now. Check with your PTA Council or District for your insurance due date. Your regular PTA insurance premium of $258 for local PTA units is due in the California State PTA office no later than December 20! That means you need to get it into your council or district before their due dates, so they can process it for payment. Insurance received in the state office after December 20, is subject to a $25.00 late fee. Do not send your insurance premium directly to the state, it must go to your council (if in council) and/or your district first!

If you pay for additional insurance above and beyond the standard rate, you need to contact AIM insurance directly to receive an invoice for the additional premiums. Once your payment is processed, you will receive an insurance certificate specific to your PTA. Many school districts require a new copy of the insurance certificate each year showing your coverage.

Starting next year, all PTAs will pay AIM directly for their insurance regardless of whether they buy additional coverage or not. Details will start being shared in Spring 2022, so keep an eye out.

Find more insurance information and resources here and download the 2022 AIM Insurance Guide, here.

Look for Your Workers’ Compensation Insurance Survey

On December 15th, the window for reporting your Workers’ Compensation status opens. Your president will receive an email with the link for filling out the Workers’ Compensation survey. You have until January 31st, 2022 to report any employees/independent contractors/sole proprietors who have provided services for your PTA for the time period between January 5th, 2021 and January 4th, 2022.

In order to fill out the survey, you will need information about any individual you paid directly for services during that time period. Do not include companies with more than one employee or board members you have reimbursed for purchases they made on your PTA’s behalf. Most PTAs do not owe an additional premium because they don’t have any qualifying workers that they need to cover.

If an individual has their own Workers’ Compensation insurance, they should provide you with proof.

If an individual does not have their own Workers’ Compensation insurance (liability insurance is not the same), you must cover them. The state of California does not require sole proprietors to carry their own, but our insurance company does in order to keep the costs of your general insurance down. You will need to report the total amount of money paid to the individual. The additional premium is 5% of the total of all paid individuals, minus the first $1,000.00.

The Workers’ Compensation insurance premium, if required, is paid directly to AIM. You will receive an invoice after you submit the paperwork to them.

 For further information check out: https://capta.org/pta-leaders/services/insurance/

Screen Side Chat with your California State PTA President

Screen Side Chat 2022/2023 Monthly CallsJoin California State PTA President Carol Green for an interactive discussion about inclusion. All PTA members are welcome.  Join the chat or listen in.  Register in advance for these webinars.

October 11, 2022 noon to 1:00pm
Register Now: https://us02web.zoom.us/meeting/register/tZYocO-rqTgoGtHwDujN_345ppZNLrliZMKW

Join us for a screen side chat with our special guest Henry Roberts, chair of the education committee at the NAACP.

We will discuss intentional inclusion and belonging as well as hot topics of interest to both the PTA and NAACP—like education funding, school safety and Family Engagement.

Founded in 1909 in response to the ongoing violence against Black people around the country, the NAACP is the largest and most pre-eminent civil rights organization in the nation. It has over 2,200 units and branches across the nation, along with well over 2M activists. Our mission is to secure the political, educational, social, and economic equality of rights in order to eliminate race-based discrimination and ensure the health and well-being of all persons.



Save the date for future Screenside Chats: 

Can’t make a call? Save the date for a future call, and check back here often for updates to the monthly topics.

November 8, 2022 at noon – Register Now: https://us02web.zoom.us/meeting/register/tZckdu-srTgsH9dsfveGMW22SsP2kSce2gB4

December 13, 2022 at noon – Register Now: https://us02web.zoom.us/meeting/register/tZwtf-ypqjwqGtQzxB7CsobMLPUc-Z-Rh4Bf

January 9, 2023 at noon – Register Now: https://us02web.zoom.us/meeting/register/tZ0vduGupzIiGNMrpbb4U-YrhGWp8Aec2YXn

February 14, 2023 at noon – Register Now: https://us02web.zoom.us/meeting/register/tZIvd–srzMrGdV8dcYI2oNQLhyEpVr3s3A4

March 14, 2023 at noon – Register Now: https://us02web.zoom.us/meeting/register/tZUkde2vqT8iGteXq9m0_kG9HarmaVVW7vxt

April 11, 2023 at noon – Register Now: https://us02web.zoom.us/meeting/register/tZwuceyvpjsoHtZJpmUX0Fw5lI6INAn-ABv1

May 9, 2023 at noon – Register Now: https://us02web.zoom.us/meeting/register/tZIoc-2oqzwrHd1BpfSESXaqRiIIVk0Haci9

June 13, 2023 at noon – Register Now: https://us02web.zoom.us/meeting/register/tZ0rcu-pqjwpEt2XGDONdx5ZjJaCtLkze5zt


Take the PTA Leadership Survey

Thanks for supporting your PTA unit, council or district. Your time, energy and talent enable all of us to advance California State PTA’s mission to positively impact the lives of all children and families.

To make sure PTA continues to provide the services and support needed by our members across the state, we’d like to ask you to complete an important survey. It is divided into several sections and takes approximately 10-12 minutes to complete. Your individual responses will be kept strictly confidential.

We know that you are very busy, but your input is very valuable. Thank you again for your dedication and service.

The survey is only available until August 20, so don’t wait!

Click here to take the survey in English.

Haga clic aquí para realizar la encuesta en español.