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:
   • Get the main packet in English or in Spanish.
   • Get the 2023 PTA Insurance Guide (saved in a separate PDF) in English or in Spanish.
3. View or download just the sections you need in PDF format:
   • Important Dates – English or Spanish
   • Insurance Information – English or Spanish
   • Tax Filing Information – English or Spanish
   • Workers’ Compensation Information – English or Spanish
   • Additional Information and Reminders – English or Spanish