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Annual Financial Review Worksheet Template

Annual Financial Review Worksheet Template

Provide this worksheet along with the Annual Financial Review Guidelines to help your volunteer auditor conduct a thorough audit of your parent group's finances each year. From the Treasurer's Toolkit.
Downloads: 4599 Hot!
PTO Treasurer Month-by-Month Checklist

PTO Treasurer Month-by-Month Checklist

Year-round list of tasks for parent group treasurers, divided by month. Add your own tasks, too! From the Treasurer's Toolkit.
Downloads: 409 plus iconMembers only ?
Family Reading Night Planning Kit

Family Reading Night Planning Kit

Planning and hosting a Family Reading Night is easy with our free kit. Download step-by-step planning guidelines, flyers, activity and snack ideas, and more. (Free; registration required)
Downloads: 1513 Hot!
Family Tech Talk Night Planning Kit

Family Tech Talk Night Planning Kit

Planning and hosting a Family Tech Talk Night is easy with our free kit. Download step-by-step planning guidelines, flyers, a scripted slideshow presentation, and more. (Free; registration required)
Downloads: 1195 Hot!
Family Science Night Planning Kit

Family Science Night Planning Kit

Planning and hosting a Family Science Night is easy with our free kit. Download step-by-step planning guidelines, flyers, activity instructions, and more, plus get a colorful poster and banner by mail to promote your event. (Free; registration required)
Downloads: 988 Hot!
Check Request Form (Excel)

Check Request Form (Excel)

A fully editable and customizable spreadsheet form for checks needed to pay reimbursements and bills. Volunteers only need to complete the shaded areas. Part of the Treasurer's Toolkit.
Downloads: 529 plus iconMembers only ?
Deposit Split Form (Excel)

Deposit Split Form (Excel)

If you'll be depositing money that will be allocated to several categories in your budget, make record-keeping easier by using this fully editable and customizable spreadsheet form. It also makes it easier to verify the total cash count for a single bank deposit when the money is coming from several sources. Formulas are already filled in, so volunteers only need to complete the shaded areas. From the Treasurer's Toolkit.
Downloads: 331 plus iconMembers only ?
Miscellaneous Charge Form (Excel)

Miscellaneous Charge Form (Excel)

A fully editable and customizable spreadsheet form to to record all non-check transactions that take money from your account. Examples include paying for a new box of checks, bounced check fees, and monthly bank account service fees. Because these charges are often known before they show up in your account, this form can also notify your group of upcoming financial activity. Volunteers only need to complete the shaded areas. From the Treasurer's Toolkit.
Downloads: 292 plus iconMembers only ?
Cash Box Request Form (Excel)

Cash Box Request Form (Excel)

A fully editable and customizable spreadsheet form to keep track of committee chair requests for money to have on hand at an event. Formulas are already filled in, so volunteers only need to complete the shaded areas. From the Treasurer's Toolkit.
Downloads: 6582 Hot!
Deposit Notice Form (Excel)

Deposit Notice Form (Excel)

A fully editable and customizable spreadsheet form for detailing cash and checks included in a given bank deposit. Formulas are already filled in, so volunteers only need to complete the shaded areas. From the Treasurer's Toolkit.
Downloads: 7996 Hot!
Reimbursement Request Form (Excel)

Reimbursement Request Form (Excel)

A fully editable and customizable spreadsheet form that members can use to request reimbursement for out-of-pocket expenses. Volunteers complete the shaded areas. From the Treasurer's Toolkit.
Downloads: 12683 Hot!
PTO Today: Meeting Toolkit

PTO Today: Meeting Toolkit

PTO Today's complete guide for anyone who is involved in running a meeting. This toolkit walks through what it takes to present a meeting well, with information on creating an agenda, the order of business, dealing with challenging discussions, and more.
Downloads: 794 plus iconMembers only ?
Meeting Reminder Stickers

Meeting Reminder Stickers

Completely editable meeting reminder stickers for Avery 5163 labels, 2" x 4" each (neon colors suggested).
Downloads: 114 plus iconMembers only ?
Meeting Agenda Sample

Meeting Agenda Sample

This sample agenda is based on a complete set of sample meeting minutes and outlines what an actual meeting agenda template might look like for your parent group meetings.
Downloads: 8599 Hot!
School Playground Planning Guide

School Playground Planning Guide

This guide walks you through all the important steps in planning and executing your playground project.
Downloads: 625
Family Movie Night Planning Kit

Family Movie Night Planning Kit

Planning and hosting a Family Movie Night is easy with our free kit. Download step-by-step planning guidelines, flyers, theme and snack ideas, and more. (Free; registration required)
Downloads: 9640 Hot!
Conversation-Starters for PTO Meetings

Conversation-Starters for PTO Meetings

Questions like "How long have you lived in our town?" can help break the ice at PTO meetings. Sheet contains eight printed questions and six blank tags to write in questions, if desired.
Downloads: 9610 Hot!
PTO Today: IRS Form 1023-EZ Completed Sample

PTO Today: IRS Form 1023-EZ Completed Sample

Completed example of the streamlined application for tax-exempt status, reflecting a typical K-8 PTO; included in the PTO Startup Toolkit. More information about IRS Form 1023-EZ and this completed sample can be found in the PTO Startup Toolkit, which includes line-by-line instructions for submitting the electronic application.
Downloads: 282 plus iconMembers only ?
Robert's Rules Tip Sheet

Robert's Rules Tip Sheet

Print this full-color sheet of quick tips on Robert's Rules to help keep your meetings on track.
Downloads: 51613 Hot!
PTO Today: Secretary's Toolkit

PTO Today: Secretary's Toolkit

PTO Today's comprehensive guide for parent group secretaries, with information on meetings, writing letters, communicating with members, and more.
Downloads: 1092 Hot! plus iconMembers only ?

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