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Sample Performance to Budget Report

Sample Performance to Budget Report

Sample comparison of a parent group's planned budget to actual income and expenses to use when creating your own performance to budget report.
Downloads: 1075 Hot!
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Downloads: 2924 Hot!
Reimbursement Request Form

Reimbursement Request Form

Form we use for reimbursement requests.
Downloads: 2331 Hot!
Booster Club or PTO Treasurer's Report: Income and Expenses and Budget vs. Actual

Booster Club or PTO Treasurer's Report: Income and Expenses and Budget vs. Actual

A one-page Treasurer's Report with a starting balance, plus monthly income minus monthly expenses, plus a year-to-date actual compared to budget. Ther
Downloads: 6898 Hot!
Money Count Worksheet and Cash Receipts Form

Money Count Worksheet and Cash Receipts Form

Do your policies require two signatures when counting the proceeds of a fundraiser? This form has a place for two signatures for the beginning bank, t
Downloads: 4207 Hot!
Debit Card Record

Debit Card Record

Downloads: 1996 Hot!
PIE TREASURER

PIE TREASURER

Downloads: 3355 Hot!
DEPOSIT NOTICE

DEPOSIT NOTICE

THIS IS FORMATTED OFF YOUR PDF FILE. I SUBMITTED IN EXCEL TO ALLOW USER TO INPUT DATA AND PRINT.
Downloads: 2057 Hot!
Monetary policies/procedures

Monetary policies/procedures

Monetary policies and procedures for a parent group, with sample forms. In Microsoft Word format so it can be edited/easily customized. Covers money
Downloads: 5411 Hot!
PTO Today: Annual Financial Review Guidelines (PDF)

PTO Today: Annual Financial Review Guidelines (PDF)

PDF guidelines and worksheet for an annual financial review (audit) of PTO accounts, to give to a volunter auditor.
Downloads: 374 plus iconMembers only ?
Sample Cash Receipt Voucher

Sample Cash Receipt Voucher

This is a form that is required to be turned in with any funds collected and turned in to the Treasurer.
Downloads: 7290 Hot!
Sample Fundraiser Cost Model Analysis

Sample Fundraiser Cost Model Analysis

This is a sample form to figure the potential costs and profits of an event.
Downloads: 4132 Hot!
Sample Check Request Form

Sample Check Request Form

This is a sample of our check request form. It is used when someone needs to request reimbursement or payment of an invoice.
Downloads: 5181 Hot!
Sample Budget Request Form

Sample Budget Request Form

This is a sample of our Budget Request Form. I've seen these also referred to as Teacher Grant Request Forms.
Downloads: 6403 Hot!
Policy Flyer: Handling of PTO Funds Received

Policy Flyer: Handling of PTO Funds Received

Simple, one-page flyer listing general policies for handling funds received.
Downloads: 8730 Hot!
Committee Chair Tips From the Treasurer (Word Vers)

Committee Chair Tips From the Treasurer (Word Vers)

Customizable form for the treasurer to share with committee leaders. (Word version)
Downloads: 2440 Hot!
Basic Format for Oral Treasurer's Report

Basic Format for Oral Treasurer's Report

Quick guide to giving the oral treasurer's report at your monthly PTO meeting
Downloads: 6396 Hot!
PTA/PTO Monthly Budget Worksheet

PTA/PTO Monthly Budget Worksheet

Downloads: 9541 Hot!
Check and Cash Log for big fundraisers

Check and Cash Log for big fundraisers

Two spreadsheet forms you can use to write down the check numbers (and cash) submitted by students for large fundraisers.
Downloads: 6430 Hot!
Committee/Project Worksheet

Committee/Project Worksheet

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
Downloads: 7987 Hot!

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