PTO Today

Helping Parent Leaders Make Schools Great

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PTO Today: Robert's Rules for Beginners (color)

Cheat sheet for parents new to RRO; black and white version also available.

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File Exchange: Treasurer Forms

 

Forms and tools to make your treasurer's bookkeeping and financial management tasks easier, including reimbursements, bounced checks, and deposits.

Can’t find the file you need? Request a file on the File Exchange forum in the Message Boards. Lots of folks there might have exactly what you're looking for, and be happy to share.


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PTO Today: Audit Cover Letterpto today iconpto plus icon
Customizable letter to send to send to a volunteer auditor.
Number of Downloads: 32  |  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: Category Transaction Worksheetpto today iconpto plus icon
Log checkbook register items on this worksheet to identify budget categories.
Number of Downloads: 37  |  User Rating: 5.0 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: Cash Box Request Form (blank)hot iconpto today icon
Reproducible blank form to track committee chair cash requests.
Number of Downloads: 1049  |  User Rating: 4.7 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: Check Request Form (blank)hot iconpto today icon
Blank customizable form for payment requests.
Number of Downloads: 1664  |  User Rating: 4.5 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: Treasurer's Toolkitpto today iconpto plus icon
Comprehensive guide for parent group treasurers to ensure that funds are handled correctly and protected for the long term.
Number of Downloads: 71  |  User Rating: 4.5 out of 5  |  Created on: 08/05/2008
Share File: http://www.ptotoday.com/filesharing/document/550-pto-today-treasurers-toolkit  |  Details
PTO Today: Treasurer Job Description Samplehot iconpto today icon
Detailed example of executive board member duties.
Number of Downloads: 1761  |  User Rating: 4.4 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: Deposit Notice (blank)hot iconpto today icon
Customizable form to track deposit items.
Number of Downloads: 1564  |  User Rating: 4.4 out of 5  |  Created on: 12/12/2007
Share File: http://www.ptotoday.com/filesharing/document/87-pto-today-deposit-notice  |  Details
PTO Today: Reimbursement Requesthot iconpto today icon
Customizable form for members to submit.
Number of Downloads: 2077  |  User Rating: 4.3 out of 5  |  Created on: 12/12/2007
Share File: http://www.ptotoday.com/filesharing/document/96-pto-today-reimbursement-request  |  Details
PTO Today: Bounced Check Letterhot iconpto today icon
Customizable letter to parents whose checks bounce.
Number of Downloads: 1679  |  User Rating: 4.2 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: Bounced Check Control Formhot iconpto today icon
For keeping track of checks that bounce.
Number of Downloads: 984  |  User Rating: 4.1 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: Committee Chair Tips From the Treasurerhot iconpto today icon
Customizable form for the treasurer to share with committee leaders.
Number of Downloads: 1519  |  User Rating: 4.1 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 - Samplehot iconpto today icon
Completed example of the customizable form.
Number of Downloads: 1091  |  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
Committee Budget Formhot icon
Budget Projection form for committees - all fields can be customized
Number of Downloads: 1230  |  User Rating: 3.9 out of 5  |  Created on: 06/03/2008
Share File: http://www.ptotoday.com/filesharing/document/381-committee-budget-form  |  Details
Cash Box Form - Detailed
Detailed cash box form - broken down by denomination.
Number of Downloads: 505  |  User Rating: 3.7 out of 5  |  Created on: 04/26/2008
Share File: http://www.ptotoday.com/filesharing/document/320-cash-box-form-detailed  |  Details
PTO Today: Nonprofit Donation Receipthot iconpto today icon
Customizable receipt for donations to registered tax-exempt PTOs.
Number of Downloads: 3753  |  User Rating: 3.3 out of 5  |  Created on: 12/12/2007
Share File: http://www.ptotoday.com/filesharing/document/281-pto-today-nonprofit-donation-receipt  |  Details
PTO Today: Cash Box Request Form (completed sample)pto today icon
Completed version of the blank form.
Number of Downloads: 593  |  User Rating: 3.0 out of 5  |  Created on: 12/12/2007
Share File: http://www.ptotoday.com/filesharing/document/85-pto-today-cash-box-request-form-completed-sample  |  Details
PTO Today: Credit Card Vendor Fee Calculatorpto today icon
Interactive spreadsheet for estimating charges.
Number of Downloads: 503  |  User Rating: 3.0 out of 5  |  Created on: 12/12/2007
Share File: http://www.ptotoday.com/filesharing/document/105-pto-today-credit-card-vendor-fee-calculator  |  Details
PTO Today: Financial Risk Assessment Checklistpto today iconpto plus icon
Self-assessment to help continually strengthen your group's financial security.
Number of Downloads: 22  |  User Rating: 0.0 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: Budget Sample Categoriespto today iconpto plus icon
Some typical budget categories for creating a new budget.
Number of Downloads: 13  |  User Rating: 0.0 out of 5  |  Created on: 08/01/2008
Share File: http://www.ptotoday.com/filesharing/document/531-pto-today-budget-sample-categories  |  Details
PTO Today: Budget Actual History Worksheetpto today iconpto plus icon
To use in conjunction with the Category Transaction Worksheet for a new budget.
Number of Downloads: 17  |  User Rating: 0.0 out of 5  |  Created on: 08/01/2008
Share File: http://www.ptotoday.com/filesharing/document/532-pto-today-budget-actual-history-worksheet  |  Details
PTO Today: Budget Comparison Worksheetpto today iconpto plus icon
For a multi-year budget comparison to get a better sense of projected expenses and income.
Number of Downloads: 6  |  User Rating: 0.0 out of 5  |  Created on: 08/01/2008
Share File: http://www.ptotoday.com/filesharing/document/533-pto-today-budget-comparison-worksheet  |  Details
PTO Today: Proposed Budget Worksheetpto today iconpto plus icon
A simplified form to use in the final steps of budget planning.
Number of Downloads: 29  |  User Rating: 0.0 out of 5  |  Created on: 08/01/2008
Share File: http://www.ptotoday.com/filesharing/document/534-pto-today-proposed-budget-worksheet  |  Details
PTO Today: Check Request Form (completed sample)pto today icon
Completed version of the blank form.
Number of Downloads: 76  |  User Rating: 0.0 out of 5  |  Created on: 08/01/2008
Share File: http://www.ptotoday.com/filesharing/document/535-pto-today-check-request-form-completed-sample  |  Details
PTO Today: Deposit Notice (completed sample)pto today icon
Completed version of the blank form.
Number of Downloads: 43  |  User Rating: 0.0 out of 5  |  Created on: 08/01/2008
Share File: http://www.ptotoday.com/filesharing/document/536-pto-today-deposit-notice-completed-sample  |  Details
PTO Today: Deposit Split Form (blank)pto today iconpto plus icon
A way to track deposits when the money will be allotted to more than one budget category.
Number of Downloads: 16  |  User Rating: 0.0 out of 5  |  Created on: 08/01/2008
Share File: http://www.ptotoday.com/filesharing/document/537-pto-today-deposit-split-form-blank  |  Details
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