Mandatory for PTA/PTSA to remain in Good Standing

What

Due Date

Dues – at least 15 members x NEW $5.75 PTA dues

Nov 1

Tax Returns: IRS 990, FTB 199, CA OAG RRF-1 + CT-TR1

Nov 15 to Gov’t

(Depends on fiscal year)

Insurance Premium - $305 for Unit PTA/PTSA

Dec 20 to AIM

Workers Comp Annual Payroll Report & any surcharge

Jan 30 to AIM

Roster of next year’s PTA/PTSA Officers into MyPTEZ

June 1

Upload into online MyPTEZ Document Management 

Due Date

Annual Financial Report of previous school year

Sept 1

Year-End Financial Review Report of previous year

Sept 1

Approved Budget

Oct 1

Copy of Filed Tax Returns (IRS, FTB, AG RRF1+CT TR1)

Nov 15

Mid-Year Financial Review Report (recommended)

Feb 1

Apply online to California State PTA for $$$

Due Date

Continuing Education Scholarships for:

PTA/PTSA volunteers, school nurses, credentialed teachers and counselors

Oct 15

Program Grants for: Parent Education, Cultural Arts,

Outreach Translation, or Healthy Lifestyle

Oct 15

Graduating High School Senior Scholarships

Feb 1

Spotlight Award (see leaders.capta.org)

Mar 15

Grant Report for any of above grants

June 1

17th District PTA forwards to California State PTA

Due Date

Founders Day Freewill Offering

May 1

Final Membership Dues of the year

June 1

Membership Awards – send dues by PTA channels

Due Date

100 Members in 100 Days

Sept 15

Ready, Set, Remit – 30 memberships

Sept 30

PTA Annual Convention - directly to Calif State PTA

Due Date

Draft Resolution & Convention Action Cover Sheet

Nov 1

Final Resolution & Convention Action Cover Sheet

Jan 5

Registration Information Available Online in March

Registration Accepted March-April

PTA Convention – Fresno, Calif – May 1-3, 2026