Historian Report

Every PTA is required to prepare an Annual Historian Report. Information from these reports is compiled and forwarded to the California State PTA.

Each historian, or someone designated by the president, shall prepare the Annual Historian Report. However, final responsibility remains with each president to see that the report is completed and submitted in accordance with due dates established by the California State PTA.

The Annual Unit Historian Report Form includes instructions to document pertinent information, volunteer hour totals, and brief descriptions about successful PTA program activities from July 1 and projected through June 30 of the following year. The California State PTA commissions and committees use the information as guidelines for review and revision of programs, publications, projects, and leadership training. The volunteer hour numbers are used to raise the awareness of legislators, school, and community personnel.

The volunteer hours must be totaled before the end of most school or PTA terms in order for the state office to process the information. Unit and council volunteers are asked to project ahead and estimate as closely as possible the number of hours they will spend in PTA activities through June 30.

The Unit PTA report is due to OCC PTA no later than the April council meeting each year.


Historian Forms

Volunteer Hour Tally Form – Use this at every meeting. Remember to round-up your hours.

UnitHistorianReport – This report is for you to fill out and give to your PTA President.

Historian Duties – Guideline of what you need to keep track of.

historian-reports-2014 – 2016 – Not sure what was reported for your PTA in the past? Use this as a guideline.

The historian assembles and preserves the record of activities and achievements of the PTA and assists the president in preparing the Annual Report. Historian’s records, like minutes and ledgers, should be kept forever. A copy of the PTA charter as well as any other legal documents should be kept with the historian’s records.The historian is in charge of computing volunteer hours as well as keeping photographic records of special activities. The historian also should keep a list of officers and a record of recipients of special awards and recognition.The historian, along with the president, is in charge of completing the Annual Report to send to either the Council (to be forwarded to District) or directly to the District if there is no Council. Annual Reports are due to the Orange Community Council historian in April. Please share your successes with us!

Instructions – Filling out the Historian Report

UnitHistorianReport Instructions-page-001 (1)