Welcome to Peralta District PTA

Peralta District PTA encompasses all of Alameda County and is one of 29 PTA districts that make up the California State PTA. Peralta District PTA serves nearly 150 PTAs, about half of which are in the 6 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.

Mission Statement: The mission of the California State PTA is to represent our members and to empower and support them with skills in advocacy, leadership, and communication to positively impact the lives of all children and families.

Current News 

Budget Meeting  
Friday, August 1st  at:  44999 Cree Court  Fremont, CA  94539   at: 6PM
 

Next Peralta District PTA Executive Board Meeting
7 PM  ACOE   AUGUST 18th, 2014

 Click here for the current version (June 2014) of the Peralta Newscaster.

Required Paperwork

Submitting paperwork in a timely manner is a sign of a unit in good standing, a unit that is functioning well. Know what must be submitted to your council or district.

2014-2015 Calendar for Units and Councils in Peralta District
Be ahead of the game - plan ahead for important dates and events! 

2014-2015 Rosters of Officers:
Since it’s so important for us to be able to share information and resources with officers, we hope you will make sure that we have a complete roster as soon as possible after your PTA’s elections. The form may be emailed or mailed; directions are on the form. Please do not modify the numbers and positions of columns.
Click here to download a PTA Officer Roster 2014-2015 Excel file.

Our Executive Board meetings are open to officers of the district, presidents of councils, area representatives, 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.

 OFFICER VACANCIES

Peralta District PTA has three vacancies of offices that directly impact our ability to serve our units and councils. We invite qualified volunteeers to apply for these vacancies that have appeared between elelctions. Please contact a Peralta officer to learn more about being a member of our Board of Directors!

President

(Officer duties under construction)

3rd V.P. OF Membership - officer duties:

Membership is a vital PTA activity and we welcome an enthusiastic volunteer whose talent (shall we be honest...) is marketing!

  • Promotes yearly membership drives to increase membership. 
  • Obtains membership cards and envelopes from the State PTA and distributes to councils and units.
  • Responds to requests for information and materials in a timely manner.
  • Maintains the membership data base. 

 Auditor - officer duties:

Audits determine the vitality of the PTA and demonstrate compliance with California nonprofit regulations. Audits are a critical part of the management of the PTA.

  • Audits the books and financial records of the sitrict semi-annually.
  • Assists units and/or councils with the completion of their audits, or recommends a person who can do that. 

MEMBERSHIP CARDS

Membership cards have arrived at Peralta District PTA!
Membership cards will be given to COUNCIL presidents, membership chairs, or council representatives.
Cards are for all the units in that council. We still have cards for Berkeley Council to be distributed.
Please contact Nancy Mitchell at <nancyrm [at] mac [dot] com> to arrange for the transfer of cards. 
If you are a unit IN a council, please contact your council officers and not the District PTA. 

For OUT-OF-COUNCIL units, please contact Nancy at the above e-mail. You must have submitted a 2014-2015 Roster of Officers to receive your cards.

CARD TOTALS

The number of cards each unit will receive has been computed on the May 31st, 2014, total of per caps that reached the State PTA. We received 95% of this number.
If you had per caps that arrived at the State PTA in June, those per caps were not included in this number and you will not receive cards for those members.

E-CARDS

Peralta District PTA will be offering e-cards through the State PTA. This is a good alternative to the shortage of paper cards.
More information on e-cards will be forthcoming after July 25th, 2014.

Updated 7/21/14 

MEMBERSHIP DUES 

At the May 2014 California State PTA convention, delegates adopted a motion to increase the state portion of the dues by 75¢ for a total of $2.00 per member. The increase will become effective July 1, 2015.

PTA units write in the following on their current bylaws:

  • Article IV, 4b – strike $1.25 and insert $2.00*.
  • Add: *Proviso: For the period July 1, 2013 to June 30, 2015, the California State PTA dues portion will be one dollar and twenty-five cents ($1.25), and will increase to two dollars ($2.00) on July 1, 2015.

No bylaws revision required. 

UNIT OPTIONS

  •  Option 1: To pass along the 75-cent increase, collect an additional 75 cents from each member. Increase would be hand-written into the bylaws.
  •  Option 2: PTA does not increase dues amount of each member. The additional 75 cents per member passed along to council or district would come from the portion of the dues that the unit keeps.
  •  Option 3: The PTA may wish to increase its own dues in addition to the CAPTA increase. The regular process of approval by the membership and revision of the bylaws would then be required.

  Report Due Dates

Submit your reports by area to the following PTA Financial Area Officers:

Susan Nathan
susan [dot] nathan [at] comcast [dot] net
New Haven, San Leandro, Livermore, Albany
Susan Nathan
susan [dot] nathan [at] comcast [dot] net
Berkeley Council, Newark
Susan Nathan
susan [dot] nathan [at] comcast [dot] net
Pleasanton Council, Hayward, Castro Valley
Nancy Mitchell
nancyrm [at] mac [dot] com
Fremont Council, San Lorenzo Council
Susan Nathan
susan [dot] nathan [at] comcast [dot] net
Alameda Council, Oakland

 

Report Due By
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 your Financial Area Officer (see table above) 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 your Financial Area Officer (see table above) by the due date below. (* With several exceptions. See list of Units Out Of Council.) Click here to download any necessary forms.

 

October 6th
Association Meeting

End of Year Financial Report for 2013-2014
End of Year Audits for 2013-2014
Membership Approved 2014-2015 Budget

October 15th

Membership Dues (Per Caps) – need at least 30 members to qualify for "Ready Set Remit" award (received by Financial Secretary)

November 15th

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)

December 6th

Worker's Compensation Annual Payroll Report due for those who made no payments to independent contractors.
Insurance Premiums due to remain in good standing and retain PTA charter. 2014-2015 Amounts: Units: $TBA Councils: $TBA

December 7th

Insurance Late Fee of $25 applies to Insurance Premiums not received to date.

January 15th Workers Comp forms and Insurance surcharges due to Peralta District PTA.

March 1st

Last day to remit memberships for convention recognition.

March 16th

May 30th, 2015

Mid-Year Audits

Peralta Association Meeting and annual training. PLEASE NOTE DATE CHANGE TO LAST SATURDAY IN MAY.

 

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 9th, 2014 

Reflections entries due to District Reflections Chair
Turn-In: 6-8PM, Alameda County Of Education Bldg.

January 10th, 2014  Reflections Awards Ceremony
Location TBA
February 1, 2015 Senior Scholarships and SPOTLIGHT Awards
March 1, 2015 Hearst Award
March 2015 TBA Founder's Day and Awards Night, Elections
May 1, 2015 New Board Roster due to District President
May 15, 2015

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

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:
www.capta.org/sections/basics/basic-policies.cfm

 

District and Council Officers

For a list of Peralta District officers and Council presidents, please visit the Officers page.

Council Web Sites

Berkeley Council PTA
Fremont Council PTA
Pleasanton Council PTA

Unit Web Sites

Emma C. Smith Elementary
Forest Park Elementary
Mendenhall Middle School
Ocean View Elementary

Walnut Grove Elementary

PTA Web Sites

Peralta District PTA: www.peraltadistrictpta.org
California State PTA: www.capta.org
National PTA: www.pta.org 


Website Questions or Problems? E-mail the webmaster at: webmaster [at] peraltadistrictpta [dot] org.