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Can you believe this PTA term is already 25% over?

PTA teams are in place, membership drives are launched, and you have a pretty good idea of what programs your PTA can/will undertake this school year. Read on for grant opportunities to support your programs and apply, apply, apply!

How Does California's Education System Work?

Ed100 demystifies it! Episode 1 was just released - watch this mega-informational overview to help inform the important work that you and your PTA take on this year.

Click here for Jeff's blog post


National PTA Grants

Act fast! The Nat'l PTA due date is October 4th

National PTA is offering over $600K to over 500 PTAs to help conduct programs for families in the areas of digital safety, STEM, healthy lifestyles, the arts, and family engagement. By answering a few questions, your PTA can be eligible for $1,250 or more in program funding to help cover expenses like food, transportation and translation services to ensure all families can participate. No prior grant writing experience is needed. Visit to learn more and apply.

California State PTA Grants

The due date is October 15th

California State PTA is offering grants to local PTAs to support efforts that build and grow student achievement, parent engagement, and family involvement to make a difference in your community. Click here to learn more and apply

Continuing Education Grants and Scholarships for Graduating High School Seniors are also available. Learn more

Peralta District PTA Grants

The due date for this grant cycle for myPTEZ and Program Grants is November 1st

The due date for the next grant cycle will be April 1st

myPTEZ Grants

These grants are being offered to help units get started with myPTEZ accounting software, which includes reports and functions designed for PTAs. 

Click here to learn more and apply for a Peralta myPTEZ Grant

Program Grants

While funding is not needed to implement programs, it can be used as support in running programs or making programs more accessible to everyone (e.g., helping your PTA cover food, translators, etc.). This funding is meant to help you reach your PTA’s goals in your school community. Sample programs include Reflections, Founders Day, membership drives, community-building events, parent/guardian education, outreach, and volunteer recruitment. The program must be sponsored by your PTA.

Click here to learn more and to apply for a Peralta Program Grant

The Importance of Financial Reviews

What PTA used to call an "Audit" is now called a "Financial Review". It is critical that the entire fiscal year (July 1, 2022, through June 30, 2023) be reviewed to be covered by insurance.

Click below for a recording of last month's Annual Insurance Webinar 2023)

Typically, the outgoing Treasurer hands over the books in mid-July to the Financial Reviewer (formerly known as the Auditor). The Financial Review Report with Recommendations is then presented to the board in August/September and then adopted at the following Association Meeting in September/October.

Don't have a financial reviewer? Consider partnering with another PTA unit in your community and trade treasurers to check the books for each other. You can also contact Peralta District PTA Treasurer Kristin Hergert at [email protected].

Once your Annual Financial Report has been verified, you can confidently use it to prepare your tax documents due November 15th.

What You Need

October 30 Peralta Association Meeting

Did you know that just like Unit and Council PTAs, Peralta District PTA is required to hold Association meetings? According to the Peralta District PTA bylaws, the District Association voting body consists of members of the District board AND Presidents of all PTAs/PTSAs in good standing within the Peralta District.

Peralta District PTA holds four Association meetings each PTA year -- in August, October, March, and June. Training events are often held in conjunction with the June and August meetings.

Mark your calendars now for the October 30, 2023, Association meeting -- it will start at 6:30 or 7 p.m. and will be on Zoom, so you can attend from anywhere you happen to be! Watch for a Zoom link to be sent with the agenda by October 20, 2023.

Advocacy Day 2023

Registration is now open

We've all faced many challenges in our schools and communities recently. In recognition of that, our focus this year will be on putting children and families first by encouraging connection, community, and civility. We are hoping to help our families and schools come together so all our children can thrive. Students, parents, and community members are all welcome to register and attend. Register here

Gear Up for Important November 15th Deadlines

If your PTA's fiscal year starts July 1st, you will need to file the following by Nov 15:

  • IRS Form 990, 990EZ or 990N
  • Franchise Tax Board Form 199 or 199N
  • Attorney General’s Office of Charitable Trust Registration Renewal form RRF-1.

Click here for more info

After submitting your documents to the IRS and the Franchise Tax Board, be sure to upload digital/scanned copies to myPTEZ under Document Management - a paid subscription to myPTEZ is NOT required to upload.

If your PTA has gross revenues under $50,000 your PTA can file a

postcard version of the 990 and 199 in just a matter of minutes. If your PTA has gross revenues under $50,000 your PTA can file a postcard version of the 990 and 199 in just a matter of minutes. Note, you cannot file for an extension if you plan to file the postcard versions of the 990 and 199.

Don't forget to renew your Charitable Trust number with the California Attorney General's office using the Registration Renewal Form (RRF-1) and CT-TR-1 by November 15th as well. Again, copies should also be uploaded to myPTEZ.

If you have questions, please contact your Council Treasurer first (if you are in Alameda, Berkeley, Fremont, or Pleasanton), or District Treasurer Kristin Hergert at [email protected].

Need more help?

California State PTA's Tax Filing Support Center is here to help!

It is accessible from the new Leader website at

You will need to register for access with your unit ID#.

The Tax Filing Support Center is under the Finance dropdown.

You can also send them an email at [email protected]

Tax Preparation Training 

Every PTA is required to file an informational tax return -- these returns are due on November 15th of each year. If you have never filed a 990, 990N, 990EZ or 199 form, watch for an announcement of an upcoming Peralta District PTA Zoom training on Tax Preparation, scheduled to be held in mid-October.

In addition, California State PTA is holding the Monthly Leadership Call on October 5, 2023, from 6 p.m. to 7 p.m. Topics are Taxes and eBylaws.The tax portion will provide information on what needs to be filed based on gross receipts, where to file, due dates, and what to do if you are delinquent. 

Anyone can attend the Leadership Call -- just register in advance for this California State PTA meeting here:

Plan Ahead for Raffles

What is a raffle? A raffle is a type of lottery in which prizes are awarded to people who pay for a chance to win. PTAs must register with the Attorney General's Registry of Charitable Trusts before the raffle and must also file an aggregate financial disclosure report for all raffles held during the reporting year. Registration and reporting forms are available from the California Attorney General's website linked here.

Door prizes offered at a meeting or event where entry is free and there is no fee to participate, are not raffles. Door prize drawings are easy to run and are encouraged for increased attendance and engagement.

On-Demand Training

If you missed training at the recent CAPTA Convention or Peralta District PTA Leadership Training, PTA has your back with a multitude of other ways to help you succeed in your role. You may need to register for access to these sites.

California State PTA Training Center

California State PTA Online Toolkit

Thrive, National PTA Learning Community

National PTA eLearning

Peralta District PTA August 2023 Training

Steering the Course

If you find yourself getting overwhelmed with TMI (too much information), Peralta District PTA's Calendar and Due Dates document is designed to give PTA units the least you need to know, in chronological order.

PTA Planning

PTA is big on planning, and with good reason. Last-minute crunches are sometimes unavoidable, but oftentimes they are avoidable if you plan in advance. Avoid the stress that comes with last-minute demands with the help of California State PTA guidelines around event planning.

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