Association Meetings

Due October! RE: Compliance Calendar (coming soon!) Meeting Calendar 2024-25:  email evp Annual Financial Report 2023-24 & Approved Budget 2024-25: email treasurer Year-End Financial Review Report (Jan 1st to June 30th, 2023-24): email financial reviewer Everything above should have already been approved by your association in your Aug/Sept association meetings. Membership remittances should be submitted to council. Upcoming for November! Federal & State Taxes for 2022-23 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) Prepare to elect your Nominating Committee at November association meeting; ref NomCom Process

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 […]