Star Chart

See what items are due by local PTAs and check if your PTA is a "star"!

Please upload the required documents to MYPTEZ "Document Management" using your PTA's MYPTEZ account.

Star Chart 2024-25 (with myptez data).xlsx

Where on MYPTEZ "Document Management" to upload "Star Chart" items?

2023-24 Annual Report --> Annual Financial Report under fiscal year "2023-2024"

Jan - Jun Financial Review --> Audit_Year-End under fiscal year "2023-2024"

24-25 Budget --> Budget under fiscal year "2024-2025"

2023 Federal Form 990 --> IRS_990_990EZ_990N under fiscal year "2024-2025"

2023 State Form 199 --> FTB_199_199N under fiscal year "2024-2025"

CA AG Form RRF-1 --> AG_RRF1 under fiscal year "2024-2025"

Workers' Comp Form --> Worker’s Comp Payroll Report under fiscal year "2024-2025"

Jul - Dec Financial Review --> Audit_Mid-Year under fiscal year "2024-2025"