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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.
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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: 3600 Hot!
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.
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: 256
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: 7573 Hot!
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: 12113 Hot!
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.
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: 4092 Hot!
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: 7776 Hot!
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: 3161 Hot!
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: 2088 Hot!
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: 1883 Hot!
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.
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.
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.
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: 9701 Hot!
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: 12054 Hot!
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: 19575 Hot!
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.
Meeting Reminder Stickers
Completely editable meeting reminder stickers for Avery 5163 labels, 2" x 4" each (neon colors suggested).
