Archive for category Due Dates
2010 Insurance Premiums Are Due!
Posted by Webmaster in Due Dates, Financial Info on January 1, 2010
The California State PTA insurance and bonding premium for 2010 is:
- $202.00 for each unit,
- $120.00 for each council.
Be sure to include your PTA unit (or council) name, address, contact person’s name with phone number and email address with your payment.
Units that are “out-of-council” should send all payments to Susan Bell, Financial Secretary (contact her or view the latest Seventeena to find the address to mail to. DO NOT SEND PAYMENTS TO CALIFORNIA STATE PTA.
Units that are “in-council” should send in their insurance premium payments to their council treasurer in December, so councils can forward the payments to 17th District PTA by the Jan. 15, 2010 due date.
(Am I in- or out-of-council?)
Any payment received from councils or out-of-council units that is postmarked after January 15, 2010 (postmarked) will incur a $25.00 late fee. Please submit the payment along with a remittance form.
Also due to Seventeenth District will be the Workers Compensation Form [PDF]. This form is due to your council treasurer, if “in-council,” in December.
All “out-of-council” units should send the form to Susan Bell, Financial Secretary by January 15, 2010 (postmarked).
If no one was employed or paid (even babysitters!) by your PTA in 2009, then fill in “NO ONE PAID” on the Workers Compensation form. If payments made to ALL employees totaled $1,000.00 or more, then your PTA will need to pay 5% of the amount over $1,000.00 to Seventeenth District PTA.
DO NOT MAIL THE FORM TO CALIFORNIA STATE PTA, even though their address is on the top of the form!
If you have any questions, please contact Susan Bell, Financial Secretary.
Remitting Per Capita Dues
Posted by webmaster in Due Dates, Financial Info on September 10, 2009
Councils and out-of-council units: per capita remittance of dues ($3.50 per member) to district, state and national PTA should be sent in monthly. Remittance forms can be downloaded from the Forms page. Send checks, payable to 17th District PTA, to
Susan Bell, Financial Secretary
17th District PTA
c/o San Mateo County of Education,
101 Twin Dolphin Drive,
Redwood City CA 94065-1064.
AUDITS
End of year audits are due NOW! NOTE: State PTA allows you to send in your audit before it is adopted by your PTA.
PTA units that are part of councils must send their audit to their council. The council will forward the audit to the 17th District PTA.
PTA units that are not part of councils must send their audits directly to the 17th District:
17th District PTA Auditor, Myra Gruschka,
c/o San Mateo County Office of Education,
101 Twin Dolphin Drive,
Redwood City, CA 94065-1064
When submitting your audit, please include the audit report form, the audit checklist and a copy of the last bank statement of the audit period.
PTA Councils: Your council audit is also due. Forward your audit along with the unit audits to:
17th District PTA Auditor, Myra Gruschka,
c/o San Mateo County Office of Education,
101 Twin Dolphin Drive,
Redwood City, CA 94065-1064
If you have any questions, please contact Myra Gruschka, Auditor.
TAX FILING
All PTAs, units and councils must file a version of IRS form 990 for the past tax year (2008) by November 15 this year. Send copy of your filing (or receipt, if filing 990N) to your council or district financial officer. Observe the IRS deadline, even if only to file for an extension. Your non-profit status depends upon fulfilling this requirement.
If you have any questions, please contact Helen Geimer, Treasurer or Susan Bell, Financial Secretary.
Are Your Rosters In Yet?
Posted by Webmaster in 17th District News, Due Dates on May 10, 2009
Have you submitted your Roster of 2009-10 Officers yet? Did you know that they were due back on April 30? Roster data is very important as it will allow your officers to receive a summer mailing from the California State PTA with very important information for the new school year, along with newsletters and important mailings from State PTA and 17th District during the next school year. You need to submit rosters even if some of your officers are serving a second term. Plus, if you do not submit roster information for a president, secretary, and treasurer, your unit will not be in good standing, making it a candidate for charter withdrawal.
Please don’t wait! Submitting your rosters is as easy as filling out a simple online form, that will be sent to 17th District AND to your council simultaneously (if you’re in-council), and will enable us to transmit roster data to State PTA by their fast-approaching deadline. Or, if you prefer the old-school method, a PDF form and a Microsoft Word form are also available. (Please submit those directly to your council if you’re in-council.) All you need to have handy is contact information for your incoming officers (President, Executive Vice President, Treasurer, Secretary, Auditor, Historian, Parliamentarian, Principal, Reflections Chair) and a copy of your bylaws.
Incoming council boards also need to submit a roster with information for their incoming officers!
A big thank you to the following who have already submitted their rosters (as of May 6, 2009):
In Belmont-Redwood Shores Council:
Sandpiper Elementary PTA
In Burlingame Council:
Burlingame Intermediate PTA
Roosevelt Elementary School PTA
Washington Elementary PTA
In Jefferson Council:
Westmoor High School PTSA
In Millbrae Council:
Green Hills Elementary PTA
Taylor Middle PTA
In San Carlos Council:
Arundel Elementary PTA
Brittan Acres Elementary PTA
Central Middle School PTA
In San Mateo-Foster City Council:
San Mateo-Foster City Council of PTAs
Borel Middle School PTA
Meadow Heights Elementary PTA
In South San Francisco Council:
South San Francisco Council of PTAs
El Camino High School PTSA
Los Cerritos Elementary PTA
Out of Council:
La Entrada Intermediate PTA (South County)
Manuel F. Cunha Elementary PTA (Coastside)
Menlo-Atherton High School PTSA (Sequoia Union HSD)
Woodside Elementary PTA (South County)
So what are you waiting for? Submit your roster data ASAP!
Attention Historians: Annual Report Forms are Due May 15th!
Posted by Webmaster in 17th District News, Due Dates on May 5, 2009
The Annual Report Form is your opportunity to spotlight everything that your PTA has accomplished this year. It is the Historian’s responsibility to estimate the number of volunteer hours at your PTA for the school year (July 1, 2008-June 30, 2009) and submit the information on this form. If your unit does not have a Historian, the responsibility falls on either the President or the Secretary.
Units should download the Unit Annual Report Form [PDF]. All units should keep one copy of the form for the Historian’s procedure book. Units that belong to a council should submit two copies to their council as soon as possible! Out-of-council units need to submit two copies to 17th District by May 15th.
Councils need to tally the total volunteer hours reported from their units as well as council hours reported as estimated for the school year (July 1, 2008-June 30, 2009) on the Council Annual Report Form [PDF]. Councils should keep one copy of the form for the Historian’s procedure book, and submit one copy of their form with all unit reports attached to 17th District by May 15th.
Please get this information together now! It doesn’t take much work to complete, and 17th District needs this information for us to send our annual report form to State PTA by June 1st!
Please do NOT send these forms to 17th District’s office, instead send them direct to Pat Targgart, 17th District Historian, whom you may contact to obtain the address or if you have any questions.
All of these forms and more can be found on the Forms page of our 17th District website.
Submit Your PTA Officer Rosters!
It’s that time of year again! As soon as your unit or council elects its officers for the 2009-10 school year, you need to submit your roster information to 17th District.
You can very easily submit your roster data online, and your information will be immediately sent to 17th District and to your council (if in-council). It’s quick and easy! Or if you prefer, you can download the PDF version or Microsoft Word version of the roster form and send it to your council (if in-council) or 17th District (if out-of-council).
We ask that you submit these rosters to us by April 30th so that your incoming officers can receive important information from State PTA over the summer. If you have any questions, please contact Kathryn Cross.
Apply for 17th District Convention Scholarships!
Posted by Webmaster in 17th District News, Convention, Due Dates on February 19, 2009
As you’ve probably heard, this year’s California State PTA Convention will be taking place April 30-May 3 down in San Jose, right next door to us. We’ve mentioned that attending Convention is a great opportunity to get training, network with other PTA members statewide, have a voice in the direction of the statewide organization, and encourage your members to get more involved in PTA. But did you know that 17th District is offering scholarships to help defray the costs of Convention?
We are offering a number of scholarships of up to $500, depending on how many applications are received, which may be applied towards the costs of going to Convention (registration, housing, meals, and transportation). The scholarship is intended for new and emerging leaders who have been elected by their PTA/PTSA to be a full-time voting delegate at Convention. The deadline for the scholarship application is March 10, 2009, and you can download the scholarship application here [PDF].
What if I’m not going to be attending full-time? If you are interested in attending Convention but cannot attend as a full-time delegate, but are still interested in financial aid, please contact Kathryn Cross, Vice President of Programs & Convention. If we have additional scholarship money available, we might be able to help defray your Convention costs as well, depending on your circumstances.
Prospective student delegates are also invited and encouraged to attend Convention, and are welcome to apply for this scholarship as well. (Previously, 17th District offered separate scholarships for emerging leaders and for students; we are combining them this year to better meet the needs of our applicant pool.)
Don’t delay, because these scholarships are due in less than three weeks! If you have any questions, please contact Kathryn Cross, Vice President of Programs & Convention.
2009 Insurance Payments Information
Posted by Webmaster in Due Dates, Financial Info on November 25, 2008
All PTA units and councils are required to pay insurance fees in order to remain in good standing. Here is the information that units and councils need to know for this year’s insurance payment. Please note that the fees typically vary year-to-year, so future insurance payments may be higher or lower than these.
2009 Insurance Premiums for Units: $190
General liability $80; Directors & Officers $40; Bonding $56; Workers Comp. $14* = $190.00
*If your total payroll for individuals that your unit hires exceeds $1000, then you may have to pay an additional premium for workers compensation insurance. The Workers Compensation Report form [PDF] can determine how much this premium will be.
All units MUST submit a Workers Compensation Report form [PDF] along with your insurance payment, even if your unit did not pay anyone. (If no one was paid, write “NO ONE PAID” across the form.)
In-Council Units: Submit your insurance payment & workers comp. form to your council. Contact them to determine their due date; it will likely be in mid-December.
Out-of-Council Units: Submit your insurance payment, with a remittance form (download PDF or download MS Word) and your workers comp. form directly to 17th District by Dec. 31, 2008. The address to send the payment to is located on the remittance form.
A $25 late fee will be charged for insurance payments postmarked after the deadline.
2009 Insurance Premiums for Councils: $110
Directors & Officers $40; Bonding $56; Workers Comp. $14* = $110.00
*If your total payroll for individuals that your council hires exceeds $1000, then you may have to pay an additional premium for workers compensation insurance. The Workers Compensation Report form [PDF] can determine how much this premium will be.
All councils MUST submit a Workers Compensation Report form [PDF] along with your insurance payment, even if your council did not pay anyone. (If no one was paid, write “NO ONE PAID” across the form.)
Submit your council’s insurance payment and workers comp. form, plus the payments and forms your council has received from your units to 17th District by Dec. 31, 2008. Use the council remittance form (download PDF or download MS Word) to submit your payment and itemize the payments that you forward from your units.
A $25 late fee will be charged for insurance payments postmarked after the deadline.
Questions? Contact Myra Gruschka, 17th District Financial Secretary.
Have You Submitted Your Per Capita Yet?
Posted by Webmaster in Due Dates, Financial Info, Membership on November 24, 2008
Every unit was required to submit their initial per capita dues to 17th District by November 15th. In order to remain in good standing, each unit must have submitted per capita for at least 15 members by this date. If you have not done this yet, please contact Myra Gruschka, 17th District Financial Secretary, right away, or your unit may be in danger of losing its charter.
Please remember that your membership drives don’t end in the fall, but continue year-round! Continue to submit per capita for all of your members as you receive them on a monthly basis until March 2009. (Because PTA’s membership year ends on March 31, 2009, any per capita received after March will count to the 2009-10 school year.)
Also, please make sure that all of your members receive membership cards! Every person who joins your unit should receive their membership card so that they can be entitled to the numerous member benefits that are a part of joining PTA. Members also must have a current membership card to apply for PTA grants and scholarships and to attend the California State PTA Convention in April/May. You can download the template for printing membership cards [MS Word], and you can obtain more membership cards by contacting John Sanna, 17th District Membership Chair.
Have You Turned In Your Rosters Yet?
Posted by Webmaster in 17th District News, Due Dates on May 13, 2008
All units and councils are required to submit roster information for incoming officers (for the 2008-09 school year) IMMEDIATELY following their elections. California State PTA and 17th District PTA uses this information to send out important summer information to incoming officers, as well as to update our directory of information so that we can contact you with important information during the school year. Plus, the roster information allows us to subscribe your president, principal, and treasurer to our Seventeena newsletter.
The official deadline for rosters has come and gone, but we still need you to submit your information to us to that we can update our records! We highly encourage you to utilize our online roster form, which will instantly submit your information to 17th District and to your council (if you’re an in-council unit). If you prefer to submit in a hard-copy form, those are also available to download from the same page; please note that if you’re in-council, you need to submit the form to them first.
If you have any questions about the rosters, or if you need to make a correction to your already-submitted rosters, please contact Deborah Kemper, 17th District President.
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