Peralta District PTA encompasses all of Alameda County and is one of 28 PTA districts that make up the California State PTA. Peralta District PTA serves nearly 150 PTAs, about half of which are in the 5 PTA councils (of Alameda, Berkeley, Fremont, Pleasanton and San Lorenzo) and the other half in PTA units in the cities of Albany, Castro Valley, Hayward, Livermore, Newark, Oakland, San Leandro, and Union City.
CONTACT INFORMATION - 2015-2016
Providing us with contact information for the 2015-16 officers should be done by entering information directly into PTAEZ at: www.ptaez.com
We have also updated our roster form for 2015-16. Click here to download the XLS.
These are the only two ways your PTA can provide us with the required officer contact information.
VERY IMPORTANT – if you receive a letter from a governmental agency - the Internal Revenue Service (IRS), Franchise Tax Board (FTB) or Attorney General’s Office (AG) - please do not call the governmental entities that sent you the letters. Provide treasurer [at] peraltadistrictpta.org with a copy of the letter asap.
These agencies specifically have asked that all help requests start with California State PTA because PTA has formed working relationships with the IRS, FTB and AG and can address your PTA-specific questions.
Be ahead of the game - plan ahead for important dates and events!
Our Executive Board meetings are open to officers of the district, presidents of councils, chairmen of standing committees, the immediate past president, and all California State PTA and National PTA officers and chairmen residing in the district. Our Association meetings are open to all PTA members. Meetings are generally held at the Alameda County Office of Education at 313 West Winton Avenue in Hayward from 7:00-9:00pm. Any changes in dates or locations will be publicized in our monthly newsletter and on the web site.
Report Due Dates
Submit your reports to Peralta District PTA at: financialreports [at] peraltadistrictpta.org.
|Officer Roster||By the September meeting|
|Annual Financial Report||By the September meeting|
|Approved Budget||By the September or October meeting|
|Year-End Audits||By the September meeting|
|Copy of IRS/FTB Tax Returns||By November 15th|
|Unit and Council RRF-1 Forms||By November 15th|
|Workers Comp form without surcharge
(accompanies insurance form)
|By December 6th|
|Workers Comp form with surcharge||By January 15th|
|Mid-Year Audits||By the January or February meeting|
|Annual Historian Reports||By the May meeting|
Financial Due Dates
If you are located in the following areas, you are part of a Council and must contact your Council Treasurer for due dates: Alameda, Berkeley, Fremont, Pleasanton, and San Lorenzo. Your Council Treasurer must submit these items to Peralta by the dates below. For a complete list of Units in Council, please click here.
If you are a unit in the following areas, Albany, Castro Valley, Hayward, Livermore, Newark, Oakland, and San Leandro*, you must submit the items to Peralta by the due date below. (* With several exceptions. See list of Units Out Of Council.) Click here to download any necessary forms.
October 5th, 2015
End of Year Financial Report for 2014-2015
Membership Dues (Per Caps) – need at least 30 members to qualify for "Ready Set Remit" award (received by Financial Secretary)
IRS Forms 990EZ or 990 due to the IRS for PTAs grossing over $50,000 the previous fiscal year. IRS Form 990-N must be filed electronically by PTAs grossing under $50,000 the previous fiscal year.
FTB Form 199 due to the FTB (State of California) for PTAs grossing over $50,000 the previous fiscal year. FTB Form 199-N must be filed electronically be PTAs grossing under $50,000 the previous fiscal year.
Attorney General form RRF-1 due to Attorney General's office by November 15th.
First required remittance of membership dues (per caps): Every PTA must remit 15 members to remain in good standing. (send to Financial Secretary)
Worker's Compensation Annual Payroll Report due for those who made no payments to independent contractors.
Insurance Late Fee of $25 applies to Insurance Premiums not received to date.
|January 15th, 2016||Workers Comp forms and Insurance surcharges due to Peralta District PTA.|
March 1st, 2016
Last day to remit memberships for convention recognition.
March 16th, 2016
June 4th, 2016
Peralta Association Meeting and annual training.
Although not a PTA deadline, TAX FORMS ARE DUE NOVEMBER 15th for any PTA with a fiscal year that ends on June 30 (which is true for 99.9% of the Peralta District PTAs). The IRS does send penalty letters to those not filing. Please contact Peralta District immediately upon receiving such correspondence from the IRS. For more information on who must file, see Tax Information.
Additional Due Dates
The following are due dates for receipt by Peralta District for various awards and events.
|December TBA, 2015||
Reflections entries due to District Reflections Chair
|January 9th, 2016||Reflections Awards Ceremony
|February 1, 2016||Senior Scholarships and SPOTLIGHT Awards|
|March 1, 2016||Hearst Award|
|March 7, 2016||Founder's Day and Awards Night, Elections|
|May 1, 2016||New Board Roster due to District President|
|May 15, 2016||
Annual Reports due to District Historian
Please Note: These deadlines are for councils and out-of-council units only. Units in a council must follow their council deadlines so that their council can meet these Peralta deadlines. Any other deadlines mentioned in mailings from State and National PTA are deadlines for districts, not for units and councils.
The TOOLKIT is the resource guide / manual of the California State PTA. It will not be sent in the 2013 service mailing. The 2011 Toolkit should be passed on with other PTA materials during the transition to a new president. The Toolkit is available to all officers and chairman on CD in both English and Spanish. Click here to order this CD from the California State PTA: www.capta.org under "Resources." You can also download the whole Toolkit from the web site or just the part that you need.
For more information on PTA Basics, please consult the web site:
District and Council Officers
For a list of Peralta District officers and Council presidents, please visit the Officers page.
Council Web Sites
Unit Web Sites
PTA Web Sites
Website Questions or Problems? E-mail the webmaster at: webmaster [at] peraltadistrictpta.org.