Creekside Learning Center

Due November! RE: Compliance Calendar (coming soon!) Federal & State Taxes for 2023-24 must be filed by November 15th State 199 or 199N Federal 990, 990EX, or 990N Charitable Trust RRF-1 (including CT-TR-1 if applicable) Elect your Nominating Committee at this November association meeting December Notices (no association meeting in December): a minimum of 15 PTA membership dues (remittances) must be paid to IUCPTA by Dec 31 date to remain in Good Standing with CaPTA; since there is no association meeting in December, you can send remittances to the council financial secretary by dropping off at IUCPTA mailbox at District Office (5050 Barranca) or sending via interoffice school mail to IUCPTA - ATTN: Financial Secretary Unit AIM Insurance Payment MUST be paid by December 20th. (online receipt is your proof of payment). Unit president and treasurer will receive an email invoice directly from AIM so it's critical that your myPTEZ emails are up-to-date Heads up for January: Unit Worker's Comp Annual Payroll Report - report will cover Jan 5 to Jan 4 of 2022-23. A reminder email will sent to each unit treasurer along with link to form. Info about this form can be found here. Nominating Committee (NomCom) should […]

Due for January: Unit Worker's Comp Annual Payroll Report - report will cover Jan 5 to Jan 4 of 2024-25. A reminder email will sent to each unit treasurer along with link to form. Info about this form can be found here. Nominating Committee (NomCom) should have first meeting where chair is elected - see your unit bylaws. NomCom process can be found, here. Coming up in February! Unit mid-year financial review report (Adopted) - covers July 1st to December 30th 2024 Submit financial review, here. For any questions, email NomCom presents slate of officers - must be posted at least 28 days BEFORE the March General Association meeting; NomCom process can be found, here. For any questions, email

April Outgoing president must enter the new board-elect members (minimum is president, treasurer, and secretary) into myPTEZ as that is the only way to ensure CaPTA, AIM, 4th District PTA, and IUCPTA communications get delivered to new members. It is important that IUCPTA gets an updated list of your board and chair roster as soon as possible so that Spring and Fall training can be planned properly Budget committees should be identified and a proposed budget should be prepared for May association meeting Unit Historian reports are now past due! Complete End of Year Survey Coming up in May! Wrap up of year All Presidents to complete Onboarding Form Transition Meeting - Invite incoming president to attend IUCPTA meeting with you Final Reports myPTEZ upload status Proposed IUCPTA budget to be presented; Units submit their proposed budgets to:

May Wrap up of year Transitions Final Reports myPTEZ upload status Proposed budgets to be presented Check List: Unit (aka school) President 2024-25 Onboarding Form* Council Committee 2024-25 Sign Up Form IUSD Communications Survey for IUCPTA Presidents only Confirm with your financial team that your Tax Filings have been completed Confirm that your charity status is CURRENT - if not then, rectify immediately Confirm your Financial Reviews have been completed (up thru Dec 2023) 4th District PTA June 1st Training Option - your budget should have training covered $20/person early-bird  (if you have new exec board members, it's a good idea to take this training in addition to the August 23rd free Fall Kick-Off Training & Vendor Fair provided by IUCPTA) Additional Resources: myPTEZ End of Year Checklist | Update Board Member Contact Video | Other Tutorials If you use MembershipToolkit, register for the Year End Checklist Webinar on May 21st 10am