ANNUAL HOLIDAY BREAKFAST AT

THE SAN GABRIEL HILTON MONDAY, DECEMBER 9

Please join us for our Annual Holiday Breakfast, Association Meeting, and Silent Auction. Spend time connecting with one another, indulging in holiday shopping, while enjoying high school students’ performance. 

Our special program focusing on student mental health will feature this year’s keynote speaker Dr. Jocelyn Meza from UCLA. She will be discussing her work with adolescent youth, early warning signs for teen anxiety and/or depression and when medical intervention/guidance may be recommended. We will also have guest speakers from NAMI SGV (National Alliance on Mental Illness/San Gabriel Valley). They will be sharing their programs while highlighting “Ending the Silence.” You won’t want to miss either presentation immediately following our association meeting. 

To support the event, each council and out-of-council unit is asked to donate a silent auction basket as well as small raffle items. Proceeds from the event fund our First District Commemorative graduating high school senior scholarships.

Mariana Bustos, VP Special Events

districtevents@pta1.org

TAX REPORTS DUE

IMPORTANT: All council and unit PTAs are required to file annual tax reports with the IRS, California Franchise Tax Board, and State of CA Office of the Attorney General’s Registry of Charities and Fundraisers.

• Fiscal Year End 5/31 – Tax filing due date was October 15th
• Fiscal Year End 6/30 – Tax filing due date is November 15th
• Here is a list of the tax reports that every PTA must file:
• Internal Revenue Service Form 990, 990EZ (gross receipts over $50,000) or 990N (gross receipts $0 - $50,000)
• California State Franchise Tax Board Form 199 (gross receipts over $50,000) or 199N (gross receipts $0 - $50,000)
• California State Attorney General’s Office Registry of Charities and Fundraisers form RRF-1 (all PTAs) and CT-TR-1 (gross receipts $0 - $50,000)

o  **NOTE: New RRF-1 & CT-TR-1 fee schedule for the RRF-1 effective January 1, 2022**

• Less than $50,000 in revenue – filing fee is $25
• Between $50,000 and $100,000 – filing fee is $50
• Between $100,001 and $250,000 – filing fee is $75

More information about tax filing requirements can be found on the California State PTA Leaders website (leaders.CAPTA.org) on their Tax Filing Support Center page. This page also includes very helpful annotated RRF-1 and CT-TR-1 forms for you to use as guidance to complete these reports.

Once your tax reports are completed, please remember these final steps:

• Send tax reports to each agency via certified mail, receipt requested, and KEEP PROOF of MAILING
• Upload copies of completed filings to MyPTEZ Document Management (this feature in myPTEZ is FREE for ALL PTAs to use; contact your council PTA or First District PTA for a username and password if you do not already have one)

QUESTIONS? CONTACT ME!

If you have any questions, please contact me at Compliance@PTA1.org, and be sure to add my email address to your safe email sender list to avoid losing important information in your spam folder. If you have an urgent question (need a response in less than 24 to 48 hours), you can text or call me at (818) 653-7703.

Amy Kamm, Compliance Support Officer

compliance@pta1.org

INSURANCE PREMIUMS DUE

All PTA insurance premium payments must be made directly to our insurance broker AIM (Association Insurance Management, Inc). Insurance payments must be made to AIM no later than December 20th or a late fee applies. Please allow time for it to arrive by the deadline if you are paying by check. It is “received by,” not “postmarked by” the 20th. You may pay the insurance premium via ACH transfer or PTA check.

All PTAs will fill out the insurance questionnaire and submit payment through the AIM Insurance Portal. Your president received an email directly from AIM with a link to the portal. You may also access the payment portal by clicking the link below.

PAY INSURANCE HERE

A short video tutorial on how to use the portal and make your payment is linked below.

HOW TO PAY INSURANCE VIDEO

If you have any questions, please contact me.

Rebecca Johnson, Treasurer

treasurer@pta1.org

MEMBERSHIP IS SWEET!

COMMIT-MINT TO MEMBERSHIP GROWTH

As of Friday, November 1, 2024, First District PTA has 56,117 members, which is 77% of the way to our year-end goal of 73,000! Please encourage your membership teams to keep up their efforts with a mid-year campaign. We are making a difference every day by demonstrating the value of PTA.

DEADLINES

12pm, November 25^th: Membership Per Capita & 15 Membership Minimum.

Membership per capita is the amount of money that must be forwarded through channels for each membership received in the unit in order to be considered a unit in good standing by California State PTA. A minimum of 15 memberships is required for a unit to remain in “good standing.”

Please remember that unit good standing affects the unit’s ability to qualify students for the Reflections Art Program and PTA scholarships.

• Units must turn in a membership remittance form and check to the First District PTA office by 12pm, November 25^th.
• Memberships may also be purchased through TOTEM by 11:59pm, November 30th.
• Look ahead to membership per capita deadlines on the First District PTA Financial Calendar.

Membership Challenges & Incentives = FUN!

• First District PTA Membership Challenges with Remittance Deadlines

• CAPTA Membership Incentives and
• First District Remittance Deadlines for those CAPTA incentives

SCHOLARSHIPS   

PTA Membership is required for PTA scholarship opportunities.

CAPTA High School Graduating Senior Scholarships – Applications Due 11:59pm, February 1, 2025

Applications, reference forms/letters, and all supporting documents must be received in the California State PTA office by the deadline. All applicants are notified of their status in March. Scholarship winners receive a letter of congratulations and a recognition certificate from California State PTA along with a check.

1)   Volunteer Service Scholarship – Award amount TBD

2)   Ralph E. White Scholarship - $500 to each of 2 successful applicants of the Volunteer Service Scholarship

For questions and more information, please contact the California State PTA at scholarships@capta.org.

First District PTA Commemorative Scholarships – information coming soon!

OFFICE HOURS

Zoom Links for 11/14 at 1pm and 11/21 at 1p.m. and 7 p.m.

Membership questions or want to discuss a few ideas? Drop in to a Zoom session! Sessions will close if no attendees are present within the first 15 minutes, so let me know if you are attending later. Of course, contact me at any time!

Yours in Continuous Membership Growth,

Wendy Tateishi, VP Membership

membership@pta1.org

REFLECTIONS

Reminder: School site unit PTAs should check with their school district council PTA for Reflection due dates. All Reflections entry submission spreadsheets from council PTAs and all Out-of-Council PTAs are due virtually to First District PTA by Monday, December 2, 2024 by noon.  

Any questions can be sent to Reflections@pta1.org.

Ed100 Contest

Don’t miss out on our  participation contest!

Learn how California’s education system works at Ed100.org through a series of 5-minute virtual lessons.  Ed100.org is a FREE resource to build family engagement and create informed parent leaders. Spread the word! First District PTA will be awarding top schools who participate in Ed100 via our Shine Light on Education contest.

Learn more at pta1.org/ed100contest or scan the QR code!

Visit our website to see past issues of "You Heard it Here First!"