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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.
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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: 13
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: 9889 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.
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: 2882 Hot!
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: 1877 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: 1689 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: 8778 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: 10828 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: 18187 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).
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: 12101 Hot!
School Playground Planning Guide (PDF download)
This guide walks you through all the important steps in planning and executing your playground project.
Downloads: 1152 Hot!
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: 10723 Hot!
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: 12078 Hot!
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.
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