HOW DO I GET A COPY OF MY BYLAWS?
WHERE DO I MAIL MY PAPERS?
Truthfully, we want you to upload your papers and filings to PTAEZ rather than mail them.
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You don't need a PTAEZ account to upload documents. Follow the directions here:
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If you absolutely cannot upload to PTAEZ, you may send the documents to Andres at the address below.
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Mail your membership checks to:
Abby Nunez
3311 Wall Avenue
Richmond, CA 94804
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MONTHY
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Send $5.65 of each membership to Bayside Council. While the majority of members sign up in the fall, memberships do trickle in all year. Please send the portion of the dues to Bayside Council. They pay for important work done at Council, State, District and National PTA.
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Where does the money go?
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$1.00 Bayside Council​ of PTAs uses funds for officer training and support and district-wide events such as school board candidate forums.
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$.40 Thirty-Second District PTA empowers councils through training and leadership development and supports council advocacy, membership, and program efforts with materials, technology and communication tools.
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$2.00 California Association of PTAs (CAPTA) uses funds for child advocacy, training, conventions, scholarships and more.
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$2.25 National PTA aims its efforts in Washington, DC and advocates on behalf of children and family engagement.
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I NEED HELP RUNNING MY ELECTIONS
Excellent resources are available in the California State Toolkit. Click on this link to review them. Need more help?
Here's a great script to run elections: Elections Script
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BANKING
Elections probably means you'll need to add and remove people who are authorized to sign checks. With new banking laws, banks can be particular about what they'll accept to change check signers. Follow our Banking Script , which will help you to give the bank what they need.
Contact us! Baysidepta@gmail.com
I'D LIKE TO RUN A BETTER MEETING
PTA meetings may be board meetings, executive committee meetings, committee meetings or general meetings.
Check your unit’s bylaws to determine how many of each type of meeting is necessary. In general, only those individuals who belong to the group (board or committee or general membership) need to be at that meeting.
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TIPS FOR RUNNING MEETINGS
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The president and executive board should plan association meetings ahead of time.
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Be sure meetings are informative and of interest to your community.
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If you have an event tied to the meeting (potluck, school district speaker on a topic of interest, Math night, etc.) you may get more people to attend.
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Take a moment to brag about what your PTA is doing and explain activities that are coming up. This will highlight the value your PTA brings to your school and may interest some new volunteers!
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Be excited about PTA and how members are helping to make your school a better place.
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Thank members for joining and ask those who have not yet joined to join now.
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Always have a membership table set up at events and provide the opportunity to join at every association meeting.
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Keep the meeting moving along by providing copies of the necessary reports, especially those the membership needs to approve.
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FILING TAXES AND FILING YOUR YEARLY CHARITY WITH THE ATTORNEY GENERAL:
Taxes and the yearly registration of your charity (RRF-1) are due on or before November 15th of every year.
STATE AND FEDERAL TAXES
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You are required to file a State and Federal taxes yearly by November 15th.
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Here is a link that outlines everything. https://capta.org/pta-leaders/services/tax-filing-support-center/tax-filing-what-to-file/
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ATTORNEY GENERAL FILINGS
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You are required to file a RRF-1 with the Attorney General yearly. As of 2020, the forms are new and in the links below, you will find guides to filling them out. CT-TR-1 and RRF-1
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STEP 4 in this link has a diagram on how to fill out the RRF-1 form.
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REMEMBER....Your assets is your bank balance as of July 1st.
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Question #9 is probably NO. PTA does not conduct GAAP audits. If you hire an auditor, they might. Ask your auditor if a GAAP audit was done. https://capta.org/pta-leaders/services/tax-filing-support-center/tax-filing-what-to-file/
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Check this link to find out if you are current with the Attorney General. http://rct.doj.ca.gov/Verification/Web/Search.aspx?facility=Y
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If you are current, you may be able to file online: http://rct.doj.ca.gov/eGov/Login.aspx