Unit Resources

**NEW!! Check out our SHARED Files: For All 24th District PTA Members. You can find presentations and recordings from our June Training, workshop handouts from the 2025 Convention and so much more!!!

Are you a new officer looking for more information? Did you miss the District PTA Training in June? Take a look at this list of Resources for PTA Leaders in Twenty-Fourth District. It’s full of links to handy information!  Still have questions or need more help? Visit the Board Directory Tab for contact information for all Twenty-Fourth District PTA officers; we’re here to help you!

The California State PTA Toolkit is a comprehensive guide to all things PTA. It covers PTA basics, managing your PTA, membership, finance, advocacy, communication, and programs. An entire section is devoted to job descriptions for officers and chairmen.
Toolkit en Espanol

The California State PTA Insurance Guide is designed to help you select appropriate program, fundraisers and events for your PTA. and is mailed to every PTA President each November.  You can download a copy of the Insurance Guide, access Insurance FAQs and find the Approved Vendors List here.

*** Insurance Certificates are sent directly to each unit president ***

Note: Fillable Forms must be downloaded to work correctly. Do not attempt to complete them in your web browser.

REPORTS/FORMS FOR 24TH DISTRICT PTA UNITS
Due to District:
(Out-of-Council units only)
For Your Use:
Unit Remittance Form Checklist 2025-26
Fillable Unit Remittance Form District PTA Calendar 2025-26
Financial Review Info (formerly known as Audit) Cash Verification Form
Financial Review Form (formerly Audit Form) Cash Verification Form (fillable)
Financial Review Checklist (formerly Audit Checklist) Payment Authorization/ Request for Reimbursement
Workers’ Compensation Payroll Report Online Form – Available Online in December Fillable Payment Authorization/ Request for Reimbursement
Tax Filings (AG, FTB, IRS), Budget, Annual Financial Reports, Calendar:
Upload in myPTEZ or email to UnitInformation@24thpta.org
Authorization for Payment Via Electronic Service (Debit, ACH, EFT, Bank Bill Pay)
Historian Report (optional) Fillable ACH/Online Deposit Receipt
Fillable Historian Report (optional) Can We Write This Check? (Decision Tree)
Roster of 2025-26 Officers PTA Insurance Info
Fillable Roster of 2025-26 Officers Volunteer Hours
2025-27 Mentor List