AIM Insurance
California State PTA is committed to ensuring you have the best possible insurance coverage and service to protect your unit and your members. Our insurance broker, AIM (Association Insurance Management Inc.), works to ensure that our PTAs are receiving the best coverage for their premium costs.
Insurance rates are determined over the summer and officially announced after the August California State PTA Board of Managers meeting. A budgeting rule of thumb is to use the 2024/2025 rate ($288) plus 10%.
Between now and when the new insurance portal opens in early October, here are a few items to complete:
- Include the insurance premium in your annual budget, including any optional coverage if purchased
- Release funds and authorize the payment for the insurance premium so that you may pay the premium as soon as the online insurance portal is open, thus avoiding unnecessary late fees
- Attend the 2025 Annual Insurance Webinar with AIM on September 24, 2025 at 6:00 pm, to learn more about the PTA insurance program.
2025 Annual Insurance Webinar
Thursday, September 24, 2025 at 6:00 pm
In early October, the president will receive an email from AIM with a link to the secure and free online AIM insurance portal to pay the insurance premium. Within the online insurance portal, optional additional insurance can be purchased. Payments can be made online via EFT (recommended), credit card, or you can mail a check directly to AIM.
The insurance premium payment must be received by AIM no later than January 4, 2026, or a $50 late fee will apply. The certificate of insurance will be provided immediately after the payment and required signed affidavit are received by AIM.
Tax Filing Requirements
Tax-exempt organizations operating in the State of California, including PTAs, are legally required to file annual returns with the following federal and state agencies:
- United States Department of the Treasury – Internal Revenue Service (IRS)
- State of California – Franchise Tax Board (FTB)
- State of California Attorney General’s – Registry of Charities and Fundraisers (AG/RCF)
The federal and state agencies require the applicable form to be filed by the 15th day of the 5th month after your PTA’s fiscal year ends. For example, if your PTA’s fiscal year ends on June 30, the applicable form must be filed with the IRS by November 15. Please check your PTA bylaws for your fiscal year end to determine your filing deadline.
California State PTA is committed to providing information to help your PTA remain in compliance with its annual filing requirements. Please visit the California State PTA Tax Filing Support Center at leaders.capta.org for step-by-step pointers on what your PTA needs to file, and for other useful materials.
If your PTA requires assistance with completing any of the required filings beyond the information provided in the applicable forms, instructions, and publications, contact a Certified Public Accountant (CPA) or tax professional. We recommend contacting an Enrolled Agent (EA) who specializes in nonprofit organizations exempt from federal and state income tax as public charities.