Updated! PTO self-assessment form to help continually strengthen the parent group's financial security.
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Downloads: 376
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Rating: 5.0 / 5
Shows the effect of spending and income for the month on the actual budget categories; Form 15 in Treasurer's Toolkit.
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Downloads: 547
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Rating: 4.5 / 5
Updated—customizable form to track deposit items; Form 8 in the Treasurer's Toolkit.
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Downloads: 9189
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Rating: 4.4 / 5
Updated—blank customizable form for payment requests; Form 7 in the Treasurer's Toolkit.
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Downloads: 10640
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Rating: 4.4 / 5
Detailed example of executive board member duties.
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Downloads: 9020
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Rating: 4.4 / 5
Updated! Guidelines and worksheet for an annual financial review of PTO accounts conducted by a volunter auditor.
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Downloads: 1623
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Rating: 4.3 / 5
Updated—customizable form for members to submit; Form 6 in the Treasurer's Toolkit.
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Downloads: 11536
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Rating: 4.3 / 5
Customizable letter to send to people whose checks bounce; Form 13 in Treasurer's Toolkit.
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Downloads: 9863
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Rating: 4.3 / 5
Updated—reproducible blank form to track committee chair cash requests; Form 11 in the Treasurer's Toolkit.
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Downloads: 5415
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Rating: 4.2 / 5
Completed example of the customizable Reimbursement Request form from the Treasurer's Toolkit.
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Downloads: 3479
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Rating: 4.2 / 5
Detailed cash box form - broken down by denomination.
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Downloads: 4508
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Rating: 4.2 / 5
For keeping track of checks that bounce.
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Downloads: 4309
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Rating: 4.1 / 5
Customizable form for the treasurer to share with committee leaders.
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Downloads: 4405
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Rating: 4.1 / 5
Budget spreadsheet for auction and other events.
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Downloads: 285
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Rating: 4.0 / 5
Recommended design for a monthly treasurer's report to the executive board; Form 14 in Treasurer's Toolkit.
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Downloads: 752
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Rating: 4.0 / 5
Example of a monthly treasurer report showing income vs. spending; learn more about budgeting in the Leader’s Toolkit and Treasurer’s Toolkit.
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Downloads: 3378
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Rating: 4.0 / 5
Quick guide to giving the oral treasurer's report at your monthly PTO meeting
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Downloads: 3202
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Rating: 4.0 / 5
Simple, one-page flyer listing general policies for handling funds received.
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Downloads: 3856
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Rating: 3.9 / 5
This is an excel workbook, which you can use to enter your guests, funds received, and track expenses of multiple persons for a dance. This workbook
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Downloads: 2768
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Rating: 3.9 / 5
One of several forms posted that relate to a fun run done at a middle school
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Downloads: 1291
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Rating: 3.9 / 5
Bulleted list of general policies for PTO funds
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Downloads: 5846
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Rating: 3.9 / 5
Updated! Comprehensive guide for PTO and PTA treasurers to ensure that funds are handled correctly and protected for the long term.
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Downloads: 1850
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Rating: 3.8 / 5
Budget Projection form for committees - all fields can be customized
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Downloads: 7125
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Rating: 3.8 / 5
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
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Downloads: 5381
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Rating: 3.7 / 5
Log checkbook register items on this worksheet to identify budget categories; Form 1 in Treasurer's Toolkit.
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Downloads: 621
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Rating: 3.7 / 5
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