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.
Check out the Leaders’ Website to download the contents for the 2025-2026 Financial Mailing.
Most of the materials in the Financial Mailing are available in both English and Spanish. They include:
- Tax Filing Support Center Information
- State of California Attorney General’s Tips and Resources for Charities
- PTA as an Employer – What You Need to Know
- The 2025 AIM Insurance Guide — English and Spanish
Helpful Tips to Protect your PTA