PTA References
Administration
Council Dashboards
Finance References
- 2020 California State PTA Financial Mailing
- 2020 California State PTA Financial Mailing (Spanish)
- A. Finance Table of Contents
- Annual Financial Report Sample
- Authorization for Payment Via EFT/Bank Bill Pay Services
- Banking
- Budget (Sample)
- Budgeting
- Charitable Trust Treasurers Report (CT-TR-1)
- Charitable Trust Treasurers Report (CT-TR-1) Instructions
- Check and Checkbook Register
- Event/Program Worksheet
- Fiduciary Agreement
- Financial Officers
- Financial Red Flags
- Financial Review Checklist (Fillable)
- Financial Secretary’s Report
- Fundraising
- Glossary
- Healthy Fundraising
- Insurance
- Policies and Procedures
- Programs at Schools
- PTA as an Employer
- Record Keeping
- Record Retention Policy
- Records, Reports and Forms
- Toolkit – Finance Section
- Treasurer – 2023
- Treasurer’s Report (Sample)
- Unit Treasurer Template
- Workers’ Compensation Annual Payroll Report Form
Banking
Charitable Trust
- Charitable Trust (RRF-1) Form
- Charitable Trust (RRF-1) Instructions
- Charitable Trust Online Renewal
- Charitable Trust Search
- Charitable Trust Treasurers Report (CT-TR-1)
- Charitable Trust Treasurers Report (CT-TR-1) Instructions
- Video AG: Annual Registration Renewal Webinar – Electronic submission
- Video AG: Annual Registration Renewal Webinar – Paper Submissions
- Video AG: Completing the CT-TR-1 Webinar
- Video AG: Delinquency Webinar – How To Become Current In California
- Video AG: Registry Resources and Website Navigation
- Video AG: Updated Initial Registration Webinar
- Video AG: Updated Raffles Webinar
Financial Reviews
Remittances
Historian References
Leadership References
- Application for Youth Group Sponsorship or Renewal
- California State PTA Leaders Website
- Checklist for a Healthy PTA
- Committee Report
- Conflict of Interest Policy
- Conflict/Whistleblower Form
- Event/Program Evaluation
- Event/Program Final Action Plan
- Event/Program Needs Assessment Worksheet
- Event/Program Service Provider/Speakers/Program Participants Check List
- Facilities Use Permit Addendum
- Facsimile Consent Form
- Financial Red Flags
- Forms
- Fundraising
- Grants for PTA’s
- Healthy Fundraising
- Hold Harmless Agreement
- Job Descriptions
- Membership Resources
- Photography Release
- President – Part 1
- President – Part 2
- Presidente – Parte I
- Presidente – Parte II
- Programs
- PTA Leaders: Dedicated to Kids
- Record Keeping
- Record Retention Policy
- Service Awards
- T.E.A.M PTA – Tips for Building Your Squad
- Three Key Elements Govern All PTA
- Toolkit – Online
- Toolkit – Printable
- Toolkit – Spanish
- Twelve Things to Know and Do
- Understanding PTA Audits
- Using MyPTEZ
- Volunteer Tally Sheet
- Whistleblower Policy
Membership References
Out-Of-Council
OOC Finance
Parliamentary References
- Do you know basic parliamentary procedure
- Going Through the Motions
- Great ideas for parliamentarians
- Motion Chart
- Parliamentarian Job Description
- Parliamentary Basics
- Parliamentary myths and misconceptions
- Parliamentary Procedures
- Parliamentary questions from the field
- Revising Your Bylaws
- Stump the Parliamentarian
Program References
- Event/Program Evaluation
- Event/Program Final Action Plan
- Event/Program Needs Assessment Worksheet
- Event/Program Service Provider/Speakers/Program Participants Check List
- Facilities Use Permit Addendum
- Photography Release
- Programs
Honorary Service Awards (HSA) References
San Bernardino County City
Spanish Training Videos
Training Videos
- Ableism Workshop
- Closing the Digital Divide for Families and Students
- Fundraising – The Rules, Ideas, and Challenges
- Gender Identity Workshop
- Hot Topics affecting our Children and Schools
- Hot Topics in Washington DC
- Programs How to Workshop
- PTA 411 – Information for All Leaders
- Secretaries PTA Minutes Make the Meeting
- Special Education Presentation
- Stand Up and Be Heard
- T.E.A.M PTA – Tips for Building Your Squad
- Teen Impact Workshop
- What Graduates Need to Succeed
- Why PTA Matters
Advocacy Videos
Communications Videos
Family Engagement Videos
Finance Videos
- Building your Budget
- Everything You Need to Know About Taxes
- Everything You Wanted to Know About Compliance
- Filing Your PTA Tax Forms
- How to Complete a Financial Audit
- Preparing the PTA Budget
- PTA Audits
- PTA Finance For All Leaders
- Tax and Finance Workshop
- Taxes – 2023
- Treasurer – 2023
- Treasurer – Part 1
- Treasurer – Part 2
- Using MyPTEZ
- Video AG: Annual Registration Renewal Webinar – Electronic submission
- Video AG: Annual Registration Renewal Webinar – Paper Submissions
- Video AG: Completing the CT-TR-1 Webinar
- Video AG: Delinquency Webinar – How To Become Current In California
- Video AG: Registry Resources and Website Navigation
- Video AG: Updated Initial Registration Webinar
- Video AG: Updated Raffles Webinar
Leadership Videos
- Connecting with PTA Leaders
- Council Leadership
- Getting Ready for the First Association Meeting
- How to Develop Informed Influential Student Leaders
- Planning Your Program Year
- T.E.A.M PTA – Tips for Building Your Squad
- Transition Planning for Outgoing Officers
- Understanding the Role of Councils
- Using MyPTEZ
- Welcome New PTA Officers
Membership Videos
Parliamentarian Videos
President Videos
Reflections & The Arts Videos