Thirty-Third District PTA

UNIT

COUNCIL

THIRTY-THIRD DISTRICT PTA

CALIFORNIA STATE PTA

NATIONAL PTA

The mission of the California State PTA is to positively impact the lives of all children and

families.

The mission of Thirty-Third District PTA is to support and empower its councils and units as we further the Purposes and Benefits of PTA by expanding membership, developing and strengthening leadership, and promoting informed advocacy on behalf of all children and families.

Consists of 19 Councils and 15 Out-of-Council Units

Councils (# of units) Out-of-Council Units

ABC Council (24)Bellflower (12)Beverly Hills (4)Compton (9)Culver City (7)Downey (19)El Segundo (4)Inglewood (8)Lawndale (7)Long Beach (44)

Manhattan Beach (7)Montebello (23)Norwalk La Mirada (22)Palos Verdes (16)Paramount (15)Redondo Beach (11)Santa Monica Malibu (14)Torrance (30)Whittier (26)

Cabrillo-Smith (Centinela Valley)Jefferson (Centinela Valley)Juan de Anza (Centinela Valley)Kenneth L Moffett (Centinela Valley)Peter Burnett (Centinela Valley)Ramona (Centinela Valley)Richard Henry Dana (Centinela Valley)

Lakeland (Little Lake)Studebaker (Little Lake)Janie P Abbott (Lynwood)Will Rogers (Lynwood)Destiny Girls Academy (LACOE)LACOE Head Grantee (LACOE)Renaissance PAU (LACOE)Santa Monica Mtns PAU (LACOE)

Advocate for the education, health, safety, and well-being of all children

Inform, engage, and empower our members and the public on issues concerning children and families

Mentor the leaders of tomorrow Promote, practice, and embrace inclusiveness Promote and build family engagement to foster

positive outcomes for every child Strengthen our voice for all children by increasing

membership

Provide support and training to councils and units

Expand membership to reflect our diverse communities

Provide effective communications Develop and strengthen district leadership Increase informed advocacy efforts

PTAs are independent charitable organizations

PTAs are not part of the school district PTAs do not carry out the business of the

school district, even if requested PTAs are inclusive of all members and act in

the best interest of the students and their families

Charter:• Issued by the California State PTA at the time the PTA

was organized

Minutes:• Permanent legal record of all business and financial

reports

Bylaws:• Rules of your organization, as approved and signed by

the California State PTA parliamentarian and voted by your members

Books of Account:• All financial records should be kept for seven years,

which include the current year. Ledger books are kept permanently.

PTA Basic Policies

What’s in your Bylaws?

NON-COMMERCIAL• Do not promote or endorse product, services or businesses• ‘PTA’ is a registered service mark

NON-SECTARIAN• Be welcoming & inclusive to ALL• Respect all faiths, cultures, and beliefs

NON-PARTISAN• Do not support or oppose political parties or candidates• May support or oppose issues affecting kids

Official Name of Unit/Council Basic policies of the organization

[501(c)(3) qualifications] Membership qualifications and dues Officers and how they are elected Officer duties Quorums Required actions (audits, elections, etc.) Requirements for amending bylaws Reporting Requirements (budgets, annual reports,

governmental filings, etc.)

TAKE THE TIME TO READ and UNDERSTAND THEM.

The old (2019-2020) board CAN NOT conduct any business – pay bills, make commitments, fundraise, membership drive, plan for the school year, meet with principal ➣ SUPPORT STUDENTS

Work with your PTA Council to hold elections virtually AS SOON AS POSSIBLE

Our students and families need PTA more than ever!

ALL 2020-21 Elections MUST BE Completed no later than September 30, 2020

All board members are require to fill out Conflict/Whistleblower Form each year

IRS requirement of Non-Profit entities

Actual conflict or appearance of conflict

No officer shall benefit from their PTA position

President, (Recording) Secretary and Treasurer are REQUIRED by non-profit law

Other suggested positions (as designated in bylaws) may include:◦ Executive Vice-President◦ Specific Vice-Presidents (Membership, Programs, etc.)◦ Parliamentarian◦ Financial Secretary◦ Historian◦ Auditor

Executive Board Meetings◦ Elected and Appointed Officers, Chairmen of

Standing Committees, Teacher Rep and Principal◦ Must be current members of the unit’s PTA

Association Meetings◦ General membership meetings – open to all PTA

members of the Association including those on the Executive Board

Executive Committee Meetings (Board of Directors)◦ Elected and Appointed Officers◦ Must be PTA members of an association in the council

Executive Board Meetings◦ Elected and Appointed Officers, Unit Presidents, and

Chairmen of Standing Committees (may include Superintendent and Principals of PTA Unit Schools – see bylaws)

◦ Must be PTA members of an association in the council

Association Meetings◦ General membership meetings – open to all PTA

members of the Association including those on the Executive Board

For all Committee, Executive and Association/General meetings:

Must keep minutes Must have a quorum (attendance) Motions Budget information Financial reports Expense/bills Approve minutes from previous meeting

Meet monthly Transact business between association meetings Handle business as directed by association Pay approved bills Create committees and review recommendations Recommend actions to association Fill vacancies – appointment after elections Present reports to association Receive monthly financial reports Review budget – make recommendations

Meet on dates set in bylaws

Elect Nominating Committee

Elect officers

Approve/Ratify all PTA expenditures

Approve all contracts for PTA programs, events, and projects

Approve all programs and fundraisers

Adopt the budget

Adopt all audit reports

Elect convention delegates

Committees are formed to Plan, Promote and Implement the activities of the PTA

Standing Committees – formed to perform a continuing function (in bylaws or standing rules)

Special Committees - should have a definite purpose and is subject to the directives of the membership

Appointed or elected, according to bylaws

◦ Nominating Committee is ALWAYS elected

Committees do not act on their own

The president is an ex-officio member of all committees except the nominating committee

PTA Committees

Board Members – Key RolesPTA Brand Ambassador

Board MembersFocus on the 3 C’s

Communicate +

Collaborate +

Cooperate =

Successful Team

Continue to meet via teleconference Hold elections Stay on top of financials Run membership drive Communicate with school administration Communicate with your members Stay informed

Thirty-Third District PTA Websitewww.33rdpta.org

California State PTA Website(including the CAPTA Toolkit)

www.capta.orgtoolkit.capta.org

National PTA Websitewww.pta.org