File Exchange: Finance

Sample PTO budgets, plus forms and receipts for parent group treasurers to help manage the group's money and aid in financial planning.

Find related articles and more resources on the Finance & Budget topic page.

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Completed version of the blank Deposit Notice form from the Treasurer's Toolkit. Details
Downloads: 996  |  Rating: 0.0 / 5
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Completed version of the blank Miscellaneous Charge form from the Treasurer's Toolkit. Details
Downloads: 484  |  Rating: 0.0 / 5
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For monthly review of income and expenses as compared with the bank statement; Form 12 in Treasurer's Toolkit. Details
Downloads: 233  |  Rating: 0.0 / 5
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Annual treasurer's reports to support IRS Form 990-EZ, Schedule A, Schedule G, and Schedule O; included in the Treasurer's Toolkit. Details
Downloads: 301  |  Rating: 0.0 / 5
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Updated form to track deposits when the money will be allotted to more than one budget category; Form 9 in the Treasurer's Toolkit. Details
Downloads: 299  |  Rating: 0.0 / 5
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Two-part sample budget with simplified and detailed expense categories; included in the Treasurer's Toolkit. Details
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For a multi-year budget comparison to get a better sense of projected expenses and income; Form 4 in Treasurer's Toolkit. Details
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PDF guidelines and worksheet for an annual financial review (audit) of PTO accounts, to give to a volunter auditor. Details
Downloads: 203  |  Rating: 0.0 / 5
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PTO Today: "Where To Report It" Fundraisers Chart

Where to report income and expenses for several common PTO and PTA activities on Form 990-EZ, Schedule A, and Schedule G.

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