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For Peralta Board

 

 

Peralta District PTA
Alameda County Office
of Education
313 W. Winton Avenue
Hayward, CA 94544-1198
(510) 301-5898

 

 

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, and San Leandro.

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

Click here for the current version (May 2012) of the Peralta Newscaster.

2011-2012 Insurance Premiums
Units: $224 Councils: $131

Peralta District Officer Training - June 2nd, 8:15am-2:15pm
Sign up now for the annual Peralta District officer training! Training will be held at Canyon Middle School in Castro Valley. Cost is $15 per person, includes continental breakfast and lunch. Training Flier | Registration Form

2012-2013 Rosters of PTA Officers:
Click here to download a PTA Officer Roster form Excel file. Once you fill out this form, please either submit it by email (preferable) or print it out and mail it to Susan Nathan at the address listed. Feel free to submit this document more than once as officer names are added or deleted during the year. If you are in a council (Alameda, Berkeley, Fremont, Pleasanton, San Lorenzo) please mail a copy of this form to your council president. Thank you.

Reports Due to Peralta:

  • Year-End Annual Financial Report
  • End-of Year Audit
  • Annual Budget
  • Workers Compensation Report
  • 990 Informational Tax Return (IRS)
  • 199 Informational Tax Return (FTB)
  • RRF-1 Report to Attorney General
  • Mid-Year Audit

Submit your reports by area to the following PTA officers:
Carol-Ann Koch-Weser (cakwca@comcast.net): New Haven, San Leandro, Livermore, Albany
Joan Nurge (jrnrph@comcast.net): Berkeley Council, Newark
Linda Contreras (linda_mei66@hotmail.com): Pleasanton Council, Hayward, Castro Valley
Nancy Mitchell (nancyrm@mac.com): Fremont Council, San Lorenzo Council
Susan Nathan (susan.nathan@comcast.net): Alameda Council, Oakland

Please contact us if you need a physical address.

 

Our Executive Board meetings are open to any officer or chairman from any PTA unit, council, or district in California. 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.

Schedule of 2011-2012 Meetings

Executive Board
August
Executive Board
September 19th
Executive Board
October
Association
October 17th
Executive Board
November 21st
Executive Board
December 19th
Executive Board
January 16th
Association
Februrary
Executive Board
February 20th
Executive Board
March
Association
March 19th
Executive Board
April 16th
Executive Board
May 17th
Association
June 2nd
District Training
Executive Board
June

 

The dates of Peralta District PTA's upcoming training workshops are:

PTA Training Conference
Flier | Registration
June 2nd, 2012
8:15am - 2:15pm
Canyon Middle School
19600 Cull Canyon Road
Castro Valley, CA
(Grove Way exit off I-580)

 

Report Due Dates

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
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 the District Treasurer or Financial Secretary 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 the District Treasurer or Financial Secretary by the due date below. (* With several exceptions. See list of Units Out Of Council.) Click here to download any necessary forms.

 

October 17th
Association Meeting

End of Year Financial Report for 2010-2011 (Submit to Peralta District Financial Secretary)

End of Year Audits for 2010-2011 (Submit to Peralta District Auditor or Financial Secretary)

Membership Approved 2011-2012 Budget (Submit to Peralta District Financial Secretary)

The following remittances should be submitted to the Peralta District Financial Secretary accompanied by a District Remittance Form.

October 15th

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

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 $25,000 the previous fiscal year. FTB Form 199-N must be filed electronically be PTAs grossing under $25,000 the previous fiscal year.

Submit copy of tax return to Peralta Financial Secretary.

First required remittance of membership dues (per caps): Every PTA must remit 15 members to remain in good standing.

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. 2011-2012 Amounts: Units: $199; Councils: $131

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 19th

Mid-Year Audits are due to the Peralta Auditor or Financial Secretary

 

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 Reflections entries due to District Reflections Chair
Turn-In: 5:30-6:30PM, ACOE
January TBA Reflections Awards Ceremony
Place TBA
February 1, 2012 Senior Scholarships and SPOTLIGHT Awards
March 1, 2012 Hearst Award
Spring TBA Founder's Day and Awards Night
May 15, 2012 New Board Roster due to District President
May 15, 2012 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 that is sent to all PTA presidents every two years. (Changes and updates are sent in the Summer Service Mailing from State PTA and must be inserted in the Toolkit.) It 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 download the whole Toolkit 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

Amador Valley High School
Emma C. Smith Elementary
Forest Park Elementary
Ocean View Elementary
Walnut Grove Elementary

Website Questions or Problems? E-mail the webmaster at: webmaster@peraltadistrictpta.org.

 

Last Updated: 11-May-2012