File Exchange: Plus Members
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Files available only to members of the PTO Today Plus program. Learn more about Plus.
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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Updated! PTO self-assessment form to help continually strengthen the parent group's financial security. Details
Downloads: 402

Annual IRS form to supplement IRS Form 990 or 990-EZ, with lines filled in to illustrate a typical parent group; included in the Treasurer's Toolkit. Details
Downloads: 218

Updated and Revised!! Comprehensive guide to help build parent involvement at your school. Details
Downloads: 926


Updated! Tips and ideas to make volunteer and teacher appreciation efforts effective all year long. Details
Downloads: 1224


Shows the effect of spending and income for the month on the actual budget categories; Form 15 in Treasurer's Toolkit. Details
Downloads: 575

Updated! Guidelines and worksheet for an annual financial review of PTO accounts conducted by a volunter auditor. Details
Downloads: 1650


Cover letter to accompany an ad order form for soliciting auction program advertisements. Details
Downloads: 170

Recommended design for a monthly treasurer's report to the executive board; Form 14 in Treasurer's Toolkit. Details
Downloads: 797

Updated checklist to help gauge whether to change or keep a parent group activity. Details
Downloads: 350

Auction timeline from 6 months before the event; can also be used for other kinds of events. Details
Downloads: 350

Updated! Comprehensive guide for PTO and PTA treasurers to ensure that funds are handled correctly and protected for the long term. Details
Downloads: 1924


Editable sample of financial information required when filing Form 1023 with the IRS; from the PTO Startup Toolkit. Details
Downloads: 415

Annual IRS form, with lines filled in to illustrate a typical parent group's fiscal year; included in the Treasurer's Toolkit. Details
Downloads: 239

Black-and-white flyer about the benefits of parent involvement for kids' success. Details
Downloads: 894

Customizable letter to solicit auction pledge donations from local realtors. Details
Downloads: 1552


Log checkbook register items on this worksheet to identify budget categories; Form 1 in Treasurer's Toolkit. Details
Downloads: 639

Sample statement from the IRS, required in bylaws for groups applying for nonprofit status; taken from the PTO Startup Toolkit. Details
Downloads: 567

Comprehensive guide for school parent groups, including step-by-step instructions for filing for nonprofit status (IRS Form 1023). Details
Downloads: 1438


Updated! Comprehensive guide to help parent group leaders be the best they can be, from setting priorities for the group to maximizing involvement. Details
Downloads: 1100


Quick Links
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Arts & Science Day Planning Timeline
Detailed outline of tasks to put together a whole day of workshops for students.
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