Our Move is Complete

Please note our physical address is now: 309 S. Third Street, Alhambra, CA 91802. Our office hours are Monday-Thursday 9 a.m. - 2 p.m.

We also have a new mailing address. Please update your records and remember to send all remittances to:

First District PTA

P.O. Box 470

Alhambra, CA 91802

COUNCILS AND OUT-OF-COUNCIL REPORTS DUE APRIL 24

Every Council and Out-of-Council-Unit Historian must submit an annual historian report detailing volunteer hours to the First District PTA Secretary at secretary@pta1.org by Friday, April 24.  

(Note: Units that are under a council should NOT submit their reports directly to First District PTA. Instead, they should submit their reports to their council by the council's deadline. Councils set their own deadlines in order to meet the First District PTA deadline).

Links to blank forms for units and councils:

• Unit Annual Historian Report (Fillable)
• Unit Annual Historian Report (Print)
• Council Annual Historian Report (Fillable)
• Council Annual Historian Report (Print)

California State PTA requires the filing of this report as stated in PTA bylaws. Information on volunteer hours is used for audits, advocacy, and grant applications.

Historians and Secretaries can find more resources on the First District PTA website at https://pta1.org/secretary-historian/ 

Jennifer Vargo, Secretary

secretary@pta1.org

CALIFORNIA STATE PTA CONVENTION

The registration for CAPTA Convention is going on now. We would love to encourage councils, units, and out-of-council units to attend, if possible.

This is an election year, and the State PTA will be voting on many resolutions. By sending voting delegates, you ensure your voice gets heard.

Conventions are an excellent opportunity for all PTA leaders to connect, train, advocate, and return back to your council/unit with some valuable information. Please, share with all of your units and encourage them to attend!

Make sure you check your bylaws on how many delegates per association can attend. Also, as a safe practice, please motion and record in your minutes who your delegates are and the expenditures allowed.

Registration for the Convention is open:

• Pre-registration:  4/1/23 to 4/19/23, full time $299, single day $169
• On-site registration: 4/20/23 to 4/23/23, full time $349, single day $199
• Contact Sheraton or Hyatt directly for hotel reservations

Please feel free to reach out to me with any questions.

Lenka Kendall, VP Special Events

districtevents@pta1.org

SAVE THE DATE: APRIL 24

Please mark your calendars for Monday, April 24, for our Annual Association & Awards Meeting. The theme is Victorian Garden Party and fancy hats are encouraged! The meeting will be followed by a high tea reception.

The Program will include: 

● Membership Awards 

● President Awards to councils and units 

● Announcement of First District Commemorative Scholarship winners 

● Honorary Service Awards  

● Door prize drawings for all present! 

Kitty Cahalan, VP Membership

membership@pta1.org

SAVE THE DATE: JUNE 10

First District PTA is excited to invite you back to our District Leadership Conference for another year of learning and networking. Plan to spend the day with us as we offer entire board training to help prepare you for a successful PTA year. We have worked diligently to bring a wide variety of workshops that will benefit everyone on your board. We will also have exciting exhibitors with information about their programs, service and products. 

Registration, workshops, meals, and exhibits will be located at:

Edgewood High School Campus

1625 Durness Street

West Covina, Ca 91790

Please share this information with your board members, especially incoming board members, and encourage attendance. This is a legitimate PTA expense for your unit and council. This information is available at www.pta1.org.

If you have any questions, please contact Christy Brown at leadership@pta1.org.

REMITTANCE FORMS

New remittance forms for council treasurers and out-of-council unit treasurers can be found on our website or by clicking the link below. Please use the new forms when sending checks to First District PTA:

• COUNCIL PTA REMITTANCE FORMS AND COUNCIL TREASURER RESOURCES
• OUT-OF-COUNCIL PTA REMITTANCE FORM AND UNIT TREASURER RESOURCES

REMITTING MEMBERSHIP DUES - REQUIRED MONTHLY

With many membership contests still ongoing and the year-end fast approaching, this is a friendly reminder to continue to remit all NON-TOTEM PTA membership dues through channels. The dues portion not belonging to the unit (“per capita”) must be forwarded through channels at least monthly. To remain in good standing, a unit must remit all per capita membership and insurance premiums.

When PTAs fail to submit all per capita for their members, they are

withholding funds that do not belong to them. Withholding per capita is considered a misappropriation of collected funds. Whether it is an oversight, a result of poor bookkeeping, or intentional, underreporting membership and/or withholding dues hurts PTA’s cause for children:

• Damaged reputation and relationships
• Loss of members and outreach
• Loss of advocacy at the local, state, and national PTA
• Loss of grants

NEW RAFFLE REPORTING DATES

Raffle Registration Update from the California Office of the Attorney General

As of April 1, 2023, the new Raffle Registration year will be the calendar year (January 1 – December 31).

• All PTAs with a current raffle permit that expires on August 31, 2023, will have their permit expiration date extended to December 31, 2023.
• The Raffle Report (CT-NRP-2) form for the adjusted period from September 1, 2022, through December 31, 2023, will be due by February 1, 2024.
• 2024 Raffle Applications will be accepted starting on October 1, 2023. This permit will cover the period from January 1, 2024, to December 31, 2024.
• New CT-NRP-1 and CT-NRP-2 forms will be available on April 1, 2023, on the OAG website at www.oag.ca.gov/charities/raffles.

Please CLICK HERE for frequently asked questions and answers about how to conduct a legal raffle for your PTA and to learn the difference between a raffle and an “opportunity drawing.”



Please visit the Office of the Attorney General’s website for further information:

• About Nonprofit Raffles
• Nonprofit Raffles Checklist
• Form CT-NRP-1 & Instructions

Nonprofit Raffle Annual Registration

This form is required from all raffle registration applicants. A check in the amount of $30 made payable to the Department of Justice must accompany this registration form.

• Form CT-NRP-2 & Instructions

Nonprofit Raffle Annual Report

Raffle registrants must report annually using this form.

• Raffle Program Webinar

DONATED ITEMS AND GIVING DONATIONS TO THOSE IN NEED

Donations, Fundraising, Disasters, and Taxes–what’s a PTA to do? 

Knowing how to handle donations your PTA receives and perhaps some they want to make can be confusing. Tax laws affect both. California State PTA often gets questions about what PTAs can and can’t do. Here are some common questions and links to the California State PTA blog where the answers were addressed.

PTA Events and Donated Items

• Q: What should our PTA do with leftover donated items from our silent auction or other events?
• Q: What guidance should our PTA give to donors who want to deduct their contributions?

Donations to Other Nonprofits or Families in Need

• Q: Can our PTA donate to other community non-profits who are taking lead roles in supporting the many under-served families in our district? Can we offer some sort of direct support to members (individuals and families) in need in our school communities?
• Q: Are there other things our PTA can do to help families in need?

Amy Kamm, Treasurer

treasurer@pta1.org

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