First Association Meeting, unless otherwise stated in the Unit By-Laws

Approve: Budget, Fundraisers, Programs and Calendar for the year at Association Meeting

Forward budget, term-end budget and Annual Financial Reports to Council 

Start Membership Drive - TOTEM, Cash/Check

Start Reflections Program

Continue Membership Drive - TOTEM and Cash/Check 

Send memberships paid by Cash or Check to unit Council, along with Assessment fee - Remittance form Required

Officer Training

Get ready to complete the Tax filing - Due November 15.  Annual Financial Form required.

All paid memberships due before October 31 (minimum 15)

Get ready to complete the Tax filing - Due November 15.  Annual Financial Form required.

Tax Filing Due November 15 - 990N, 199N, CT-TR-1 and RRF-1

Reflections entries due to Fourth District (Dates TBD yearly)

Insurance due December 20th, paid directly to AIM

Elect Nominating Committee - refer to Unit By-Laws

Workers Comp Form due BEFORE January 31.

Kick off mid-year membership campaign and check for new incentives and challenges 

Sac Safari

Founders Day

PTA Officer Election

CA PTA State Convention - Send Incoming Board

Volunteer hours due to Council by April 30

Fourth District Officer Training

Teacher Appreciation Week

Roster of New Officers Due to Council by May 30.

Fiscal year ends June 30.

Out going Officer term ends of June 30.

Meet with new board finalize year-end membership campaign and begin planning for next term 

Enjoy some downtime

Fiscal year starts July 1

Update leaders in electronic membership system (TOTEM) 

Incoming Officer Term starts

Meet with new board to plan the year 

Set PTA program calendar and due dates

Review the Facilities Use Permit requirements and complete the form

 Review  Bylaws 

Prepare Financial Review (Audit)

Enjoy some downtime