PTO Today File Exchange | Finance

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PTO Today: Financial Risk Assessment Checklist pto today icon

Self-assessment to help continually strengthen your group's financial security.

Number of Downloads: 158 | User Rating: 5.0 out of 5 | Created on: 07/31/2008
Share File: http://www.ptotoday.com/filesharing/document/524-pto-today-financial-risk-assessment-checklist | Details

PTO Today: Audit Cover Letter pto today icon

Customizable letter to send to send to a volunteer auditor.

Number of Downloads: 245 | User Rating: 5.0 out of 5 | Created on: 08/01/2008
Share File: http://www.ptotoday.com/filesharing/document/529-pto-today-audit-cover-letter | Details

PTO Today: Treasurer Job Description Sample hot icon

Detailed example of executive board member duties.

Number of Downloads: 4265 | User Rating: 4.7 out of 5 | Created on: 12/12/2007
Share File: http://www.ptotoday.com/filesharing/document/99-pto-today-treasurer-job-description-sample | Details

PTO Today: Performance to Budget Report pto today icon

Shows the effect of spending and income for the month on the actual budget categories.

Number of Downloads: 172 | User Rating: 4.5 out of 5 | Created on: 08/01/2008
Share File: http://www.ptotoday.com/filesharing/document/543-pto-today-performance-to-budget-report | Details

PTO Today: Deposit Notice (blank) hot icon

Customizable form to track deposit items.

Number of Downloads: 4522 | User Rating: 4.5 out of 5 | Created on: 12/12/2007
Share File: http://www.ptotoday.com/filesharing/document/87-pto-today-deposit-notice | Details

PTO Today: Check Request Form (blank) hot icon

Blank customizable form for payment requests.

Number of Downloads: 5236 | User Rating: 4.4 out of 5 | Created on: 12/12/2007
Share File: http://www.ptotoday.com/filesharing/document/86-pto-today-check-request-form | Details

PTO Today: Reimbursement Request hot icon

Customizable form for members to submit.

Number of Downloads: 6041 | User Rating: 4.4 out of 5 | Created on: 12/12/2007
Share File: http://www.ptotoday.com/filesharing/document/96-pto-today-reimbursement-request | Details

PTO Today: Treasurer's Toolkit pto today icon

Comprehensive guide for parent group treasurers to ensure that funds are handled correctly and protected for the long term.

Number of Downloads: 730 | User Rating: 4.3 out of 5 | Created on: 08/05/2008
Share File: http://www.ptotoday.com/filesharing/document/550-pto-today-treasurers-toolkit | Details

Basic Format for Oral Treasurer's Report

Quick guide to giving the oral treasurer's report at your monthly PTO meeting

Number of Downloads: 781 | User Rating: 4.3 out of 5 | Created on: 11/19/2008
Share File: http://www.ptotoday.com/filesharing/document/724-basic-format-for-oral-treasurers-report | Details

PTO Today: Bounced Check Control Form hot icon

For keeping track of checks that bounce.

Number of Downloads: 2494 | User Rating: 4.3 out of 5 | Created on: 12/12/2007
Share File: http://www.ptotoday.com/filesharing/document/93-pto-today-returned-check-control-form | Details

PTO Today: Cash Box Request Form (blank) hot icon

Reproducible blank form to track committee chair cash requests.

Number of Downloads: 2872 | User Rating: 4.3 out of 5 | Created on: 12/12/2007
Share File: http://www.ptotoday.com/filesharing/document/84-pto-today-cash-box-request-form-blank | Details

PTO Today: Bounced Check Letter hot icon

Customizable letter to parents whose checks bounce.

Number of Downloads: 5358 | User Rating: 4.3 out of 5 | Created on: 12/12/2007
Share File: http://www.ptotoday.com/filesharing/document/103-pto-today-returned-check-letter | Details

PTO Today: Financial Review Guidelines and Worksheet hot icon

Step-by-step audit guide, adapted from the PTO Today Treasurer's Toolkit.

Number of Downloads: 1289 | User Rating: 4.2 out of 5 | Created on: 12/12/2007
Share File: http://www.ptotoday.com/filesharing/document/79-pto-today-audit-guide | Details

Cash Box Form - Detailed hot icon

Detailed cash box form - broken down by denomination.

Number of Downloads: 1962 | User Rating: 4.1 out of 5 | Created on: 04/26/2008
Share File: http://www.ptotoday.com/filesharing/document/320-cash-box-form-detailed | Details

PTO Today: Committee Chair Tips From the Treasurer hot icon

Customizable form for the treasurer to share with committee leaders.

Number of Downloads: 2745 | User Rating: 4.0 out of 5 | Created on: 10/18/2007
Share File: http://www.ptotoday.com/filesharing/document/2-pto-today-committee-chair-tips-from-the-treasurer | Details

PTO Today: Reimbursement Request - Sample hot icon

Completed example of the customizable form.

Number of Downloads: 2125 | User Rating: 4.0 out of 5 | Created on: 12/12/2007
Share File: http://www.ptotoday.com/filesharing/document/97-pto-today-reimbursement-request-sample | Details

PTO Today: Sample IRS Form 1023 Statement of Revenue and Expenses pto today icon

Example of one of the documents required when filing form 1023 with the IRS.

Number of Downloads: 145 | User Rating: 4.0 out of 5 | Created on: 07/28/2008
Share File: http://www.ptotoday.com/filesharing/document/503-pto-today-sample-form-1023-statement-of-revenue-and-expenses | Details

PTO Today: Category Transaction Worksheet pto today icon

Log checkbook register items on this worksheet to identify budget categories.

Number of Downloads: 389 | User Rating: 4.0 out of 5 | Created on: 08/01/2008
Share File: http://www.ptotoday.com/filesharing/document/530-pto-today-category-transaction-worksheet | Details

PTO Today: Financial Activity Report pto today icon

Recommended design for a monthly treasurer's report to the executive board.

Number of Downloads: 345 | User Rating: 4.0 out of 5 | Created on: 08/01/2008
Share File: http://www.ptotoday.com/filesharing/document/542-pto-today-financial-activity-report | Details

Policy Flyer: Handling of PTO Funds Received hot icon

Simple, one-page flyer listing general policies for handling funds received.

Number of Downloads: 940 | User Rating: 4.0 out of 5 | Created on: 04/21/2009
Share File: http://www.ptotoday.com/filesharing/document/811-policy-flyer-handling-of-pto-funds-received | Details

Distribution of PTO Funds - General Policy hot icon

Bulleted list of general policies for PTO funds

Number of Downloads: 2230 | User Rating: 3.9 out of 5 | Created on: 07/22/2008
Share File: http://www.ptotoday.com/filesharing/document/488-distribution-of-pto-funds-general-policy | Details

Committee Budget Form hot icon

Budget Projection form for committees - all fields can be customized

Number of Downloads: 4188 | User Rating: 3.8 out of 5 | Created on: 06/03/2008
Share File: http://www.ptotoday.com/filesharing/document/381-committee-budget-form | Details

Committee/Project Worksheet hot icon

This is a worksheet we created for each committee or project that our PTA does. There's room to record the budget, items needed, people contacted to

Number of Downloads: 3154 | User Rating: 3.7 out of 5 | Created on: 09/09/2008
Share File: http://www.ptotoday.com/filesharing/document/614-committeeproject-worksheet | Details

Sample Fundraiser Cost Model Analysis

This is a sample form to figure the potential costs and profits of an event.

Number of Downloads: 622 | User Rating: 3.7 out of 5 | Created on: 06/09/2009
Share File: http://www.ptotoday.com/filesharing/document/829-sample-fundraiser-cost-model-analysis | Details

PTO Today: Committee Chair Tips From the Treasurer (Word Vers)

Customizable form for the treasurer to share with committee leaders. (Word version)

Number of Downloads: 651 | User Rating: 3.6 out of 5 | Created on: 12/04/2008
Share File: http://www.ptotoday.com/filesharing/document/741-pto-today-committee-chair-tips-from-the-treasurer-word-vers | Details

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