FINANCIAL INFORMATION & RESOURCES FOR YOUR PTA
Every year California State PTA compiles a packet of financial information and resources to help your PTA run the financial side of your organization. Typically, PTA presidents receive the Financial Mailing in the fall and all PTA officers can view and download the packet from the California State PTA Leaders’ website.
Go to the Leaders’ Website to download the contents from the most recent Financial Mailing.
View the Leaders’ Website
Most of the materials in the Financial Mailing are available in both English and Spanish. They 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
- The PTA Insurance Guide
- Much more!.
Leadership Essentials is just for PTA leaders, featuring timely information and reminders about issues, tasks and responsibilities at any level. Plus, you’ll find helpful tips and news to help strengthen your PTA and leadership skills.
Take a look at the latest issues of Leadership Essentials:
One of the wonderful benefits of belonging to PTA is the support system it offers.
Running Your PTA… Made Easy provides simplified summaries of the PTA basics that all PTA board members should know. It covers meetings, recruiting volunteers, finance, membership and more.
Reading this basic guide will enhance your experience as a PTA leader and provide you with information on topics you will be likely to reference throughout your term of office.
To order PTA materials, awards, gifts and more, visit the PTA Store.
You can also download the list. Then download and complete the order form – available in English and Spanish.