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PTO Today: 501(c)(3) Toolkit

PTO Today: 501(c)(3) Toolkit

PTO Today's comprehensive guide for starting a new parent group walks you through all the essential legal steps to make your group a successful independent entity. The toolkit includes information and tools on incorporating your group, getting an EIN, and filing for tax-exempt status with the IRS—including step-by-step guidance to completing the required Form 1023-EZ or the longer Form 1023. See the PTO 501(c)(3) Toolkit contents list for more information.
Downloads: 159 plus iconMembers only ?
PTO Today: Standing Rules Template

PTO Today: Standing Rules Template

An editable doc with common standing rules for school PTOs and PTAs, to use in conjunction with your bylaws. Learn more in the PTO Startup Toolkit.
Downloads: 4041 Hot!
PTO Today: Tax Return Toolkit

PTO Today: Tax Return Toolkit

This comprehensive guide for school parent groups will help the treasurer or other key volunteer with completing the annual information returns for the IRS accurately. The toolkit includes general guidance as well as line-by-line descriptions and completed samples. See the Tax Return Toolkit contents list for more information.
Downloads: 318 plus iconMembers only ?
PTO Today: IRS Form 990-N Line-by-Line Description

PTO Today: IRS Form 990-N Line-by-Line Description

Detailed explanations for a typical K-8 school parent group with gross receipts of less than $50,000, filling out IRS Form 990-N. More information about Form 990-N is in the Tax Return Toolkit. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
Downloads: 287
Room Service Menu for Teacher Appreciation

Room Service Menu for Teacher Appreciation

Delivering treats right to teachers' doors is a guaranteed way to make them feel special! Use this "menu" to take their orders, or customize with whatever treats you'd like to offer.

Downloads: 7718 Hot!
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 Tax Return Toolkit.
Downloads: 12403 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: 821 plus iconMembers only ?
Multilingual Thank-You Gift Tags

Multilingual Thank-You Gift Tags

Say thanks to volunteers, teachers, or anyone else in the school community in five different languages! Punch a hole at the top and attach with a ribbon, tape to the front of a gift, or write a note of thanks on the back. Three different tag designs are included in this file.
Downloads: 4139 Hot!
Facebook Guidelines Template for PTOs and PTAs

Facebook Guidelines Template for PTOs and PTAs

Facebook guidelines template that you can use and modify for your PTO or PTA to help boost your social media presence and reduce stress. Also available as an article: Facebook Guidelines Template for PTOs and PTAs.
Downloads: 7818 Hot!
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: 3207 Hot!
Family Tech Talk Event Planning Materials

Family Tech Talk Event Planning Materials

Planning and hosting a Family Tech Talk event is easy! Get access to a free Zoom presentation by a professional Internet safety expert, along with step-by-step planning guidelines, social media graphics, a customizable flyer, copy/paste newsletter text, and other tools to promote your event date.
Downloads: 2105 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: 1900 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: 798 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: 509 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: 457 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: 9764 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: 12156 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: 19701 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: 1658 Hot! 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: 172 plus iconMembers only ?

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