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the observer

e-newsletter for PTA leaders from Ninth District PTA   

 

UPCOMING EVENTS

June 8
Summer Leadership Conference
San Diego

June 20-23
National PTA Convention
Cincinnati, Ohio

 

 

GRANT OPPORTUNITIES
WHAT'S DUE

June 1 

Officer contact information must be submitted.

 

Annual Historian Reports due   

 

June 15 

Deadline to turn in

your final membership to Ninth District PTA for this year  

 

End of your
fiscal year

Federal 199 tax return

 State 990 tax return

State RRF-1 

 

 Check with your Council for specific due dates. 



 
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From President 

Karen Fleck     

May 22, 2013

Greetings!

      
I've been thinking:  What wisdom might I pass along Karen Fleck before my presidency ends on June 30?  What sets the good PTAs apart from the great PTAs?

Two that come to mind are fundraising and marketing. 

 

Unless your neighborhood has a lot more $$ than mine, fundraising has a negative connotation for most PTAs and their parents, but necessary for us all.  

 

Next year, consider planning what you want to bring to your school (more family nights, more books, more field trips, more assemblies?) and recruit parents to help send your students on, for example, more field trips. Let the parents plan/fundraise to pay for them. Parents will feel a sense of accomplishment for bringing a fun and free author visit to your school or for contributing to a technology purchase. Few parents feel that same accomplishment for selling more wrapping paper. It's all in how you market it.    

 

Which brings me to the second thing:  PTA marketing.  I have just looked through all the fabulous newsletters and websites submitted for Ninth District awards (can I just say - WOW!). The best newsletters made it easy for parents to see which events were school events and which were PTA events.  If you want parents to join PTA, to fundraise for PTA, and to volunteer for PTA, then they must know which events at your school are sponsored by the PTA. Put that logo and those three letters - PTA - everywhere!


I hope these tips help you succeed as you plan your new year. 

 

Karen   

 

P.S. Can't wait to see you all at Summer Leadership Conference on June 8th - it promises to be our biggest and best one yet!

 
SUMMER LEADERSHIP CONFERENCE
Darlene Harris, VP Leadership 

Summer Leadership on Saturday, June 8 at the University of Darlene Harris new San Diego is the biggest PTA training event in San Diego! It's the best way to get your incoming board trained and ready to go for next year. If you haven't already registered, you can register online. Register by 3 p.m. on Wednesday, May 29 to get the $50 price which includes a continental breakfast and lunch. On-site registration is $75 per person. See you at Summer Leadership!  Learn more. 

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PRESIDENTS, WE NEED YOUR ROSTERS
Don't miss your summer mailings! 

After you hold your election for next year's officers, make sure you send your roster to your Council or to Ninth District PTA if out-of-council. This is a duty of this year's president spelled out in your bylaws. If you have board vacancies, go ahead and send what you have - you can always update the roster as positions are filled. We must have the home address for the president so he or she will receive an important California State PTA mailing to their home over the summer.  Now you can upload your roster directly to California State PTA's Online Officer Contact System! It's free and it's easy. 

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PEPPER DRIVE ELEMENTARY FORMS A PTA!
Pepper drive school
Pepper Drive Elementary, Santee School District

Pepper Drive Elementary in El Cajon, a California Distinguished School, has formed a PTA. Pepper Drive is in the Santee School District and will be part of the Tierra Del Sol Council. This new PTA will make Santee School District a 100% PTA school district! We welcome the 760 Pepper Drive students, their families and their staff to PTA.  

TREASURER'S CHECKLIST FOR END OF TERM
Shawna Straw, Treasurer 
Here's a handy checklist for treasurers to help you close out the year.
  • Make sure all membership dues have been forwarded to Council
  • Pay all outstanding bills
  • Prepare your "Annual Financial Statement" (here's a sample) to help next year's board create a new budget
  • Prepare your books for the year-end audit
  • Train your successor
  • File your state and federal tax returns and the RRF-1 after the close of the fiscal year 

Financial Questions? Contact your Council treasurer.  

 

TREASURERS - PREPARE TO FILE YOUR TAXES

More units now qualify to file the simpler 199N e-postcard for 2012 

As outgoing treasurer, you are responsible for filing the end-of-year tax returns. Every unit must file - or have filed - some form of a 990 and a 199 tax return for the 2010, 2011 and 2012 years or you will lose your non-profit status in California and penalties will be imposed. It's not too late to file for past years but you must file before the due date for the 2012 tax year deadline (November 15, 2013 for units whose fiscal year begins July 1.)

 

Good News -- gross receipts limits for the California 199 have changed for 2012. The limit for 2012 and moving forward is now the same as federal - PTAs with receipts of $50,000 or less can now file a 199N e-postcard. This is a much simpler form. This new rule only applies to 2012 returns, not the earlier ones. 

 

An RRF-1 must be filed every year by every PTA. Be sure to check for the most recent version of the RRF-1 form and instructions because they are making changes.  You will also need your Annual Year End Financial Report in order to file your RRF-1.  Watch a YouTube video on how to file the e-postcard tax returns. 

 

PROCEDURE BOOK - A WEALTH OF INFORMATION
Pass one on to your successor. 

As the year winds down, it's time to complete your procedure book - one of the most helpful tools for a PTA Binder volunteer. It gives the incoming officer or chairperson all the critical information for them to do their job and pick up where you left off. This information can be passed from volunteer to volunteer each year and provide a valuable resource. If you didn't receive a procedure book for your position, now is the time to create one. Here are some tips on what to include in your procedure book.

 

APPLY FOR A NATIONAL PTA HEALTHY LIFESTYLES GRANT
This year's focus is on energy balance 

National PTA will award 25 Healthy Lifestyles Energy Balance 101 Grants of $2000 each to local PTAs for family education events targeting grades PreK-5. Energy balance is simply finding a balance between the calories we consume and the calories we burn. Deadline to apply is Friday, June 28, 2013. Learn more. 

 

THE VALUE OF PTA MEMBERSHIP

Beth Bacting, VP Members Services  

Becoming a PTA member opens up leadership opportunities and builds skills in communication and advocacy strategies. Members who are willing to get involved are a valuable resource for starting and Beth Bacting maintaining programs and projects to benefit children, youth and the community. Get connected and add your voice to others. There's no better way to know what's happening in your school. Regularly scheduled meetings are an opportunity for you to share information with other members. Because PTA is a forum for exchanging ideas, you are encouraged to make suggestions. PTA can be a way for you to more effectively suggest change at your child's school.

 

It's not too late to participate in the Ninth District PTA Membership Challenge...Increase your membership by 25% over last year's total and your unit will be entered to win one of (8) $25 Ninth District PTA Summer Leadership scholarships!

 

If you want to get prepared for next year, register for the California State PTA Webinar, "How to Increase PTA membership at your school" on May 29 or 30. 

 

 

OCEANVIEW HILLS PTSA WINS LUCKY 13
Beth Bacting, VP Members Services  

Congratulations to Oceanview Hills PTSA  in San Ysidro. They were the Southern California  winners of the Lucky 13 in

lUCKY 13 BASKET
It takes two - Beth Bacting and Karen Fleck - to carry the winning basket!

2013 Membership drawing at the California State PTA Convention. This "Lucky" unit received a very LARGE gift basket full of PTA banners, t-shirts and other prizes including a Samsung tablet!

 

 

 

LOCAL STUDENT GOING TO NATIONAL PTA YOUTH SUMMIT
First-ever Youth Leadership Summit open to student leaders   

Julianne Harris, a sophomore at Eastlake High School in Chula Vista and daughter of Ninth District PTA's VP of Leadership Darlene Harris, will join students from across the United States at National PTA' Darlene's daughter s first-ever Youth Leadership Summit. Held in connection with the National PTA Annual Convention in Cincinnati, Ohio, the summit will prepare  students to mobilize their peers around specific issues in their school and community, such as ways to address bullying. Interested students should register by June 1.  

WORLD NO TOBACCO DAY ON MAY 31
Judi Strang, MATOD Abuse Prevention Chairman

World Health Organization (WHO) sponsors World No Tobacco Day on May 31, 2013, highlighting the health risks no tobacco day associated with tobacco use and advocating for effective policies to reduce tobacco consumption. Public health advocates recognize that youth are price sensitive and raising the cost of cigarettes will reduce the number of teens who start to smoke.  California State PTA supports SB 768 which would raise the tobacco tax by $2 to fund proven and effective tobacco prevention and cessation programs, as well as improved access to health care for low-income families. It is co-sponsored by the American Cancer Society. Learn more.  

 

HEALTHY FLYERS FOR YOUR NEWSLETTER
Shirley Salado, EFNEP Nutrition Education Shirley Salado

Here are two flyers for your PTA newsletter and websites to get everyone eating healthy and staying safe over the summer months. One is about how to pack a safe picnic basket. The other is about how to pick good berries for your 4th of July party. Both are available in English and Spanish and include delicious, healthy recipes.  June flyer   July Flyer    

 

COMMUNICATION CLASSES AT SUMMER LEADERSHIP CONFERENCE
Laura Schumacher, VP of Communications
The Ninth District PTA Summer Leadership Conference on June 8th at USD is offering some great classes for your incoming PTA communications chair:
  • Social Media - How to Begin
  • Social Media - Advanced
  • PTA Websites (Taught by San Diego Unified webmaster) 
  • PTA Newsletters
Be sure and sign up for these info-packed classes by May 29 to get the early-bird price of $50. Learn more.
 
PTA MCDONALD'S COUPON GIVEAWAY
Enter for chance to win 50 McDonald's coupons for your school's staff
One lucky PTA in Ninth District will receive up to 50 coupons McDonald for one free Egg White Delight McMuffin to share with your school's teachers. McDonald's has made a commitment to offer improved nutrition choices at its restaurants and part of those efforts means offering fresh, wholesome food for families on the go. The Egg White Delight McMuffin® and Premium McWrap® are two new menu items that fit the bill. The Egg White Delight McMuffin rings in at 250 calories and the Premium McWrap starts at 360 calories.  Enter here.

MILITARY FAMILIES, PARTICIPATE IN SURVEY
Brian Bonner, Military Liaison

The University of Southern California School of Social Work works with eight school districts to support military-connected families -- Chula Vista, Escondido Union, Fallbrook Union, Fallbrook High School and Oceanside School District. To help schools in California do a better job addressing the needs of their military families, parents are invited to participate in the California Healthy Kids Survey. The survey has added a question that asks students whether they have a father, mother or caretaker currently in the military. We invite parents from the school districts above to participate in the survey during the first quarter of 2013. Learn more. 

 

STANFORD PROFESSOR TO SPEAK ON MATH EDUCATION AT VISTA SCHOOL
Math Parent Night for Students Grade 4-8 
Dr. Boaler
Stanford Professor Jo Boaler
Dr. Jo Boaler, Stanford University professor and researcher of mathematics education, will speak at Washington Middle School in Vista on Thursday, May 23 from 6:00 to 7:30 p.m. Parents will learn how the new Common Core will change the face of math education. Learn more.
If you would like to be added to our e-mail list, please email office@ninthdistrictpta.org   
Sincerely,

 

Laura Schumacher
The Observer Editor