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Meeting Announcements, August-June (Spanish)

Meeting Announcements, August-June (Spanish)

Seasonal meeting announcements in Spanish for each month of the school year.
Downloads: 156 plus iconMembers only ?
Meeting Announcements, August-June (English)

Meeting Announcements, August-June (English)

Seasonal meeting announcements for each month of the school year.
Downloads: 403 plus iconMembers only ?
Thank-You Letter for Volunteers

Thank-You Letter for Volunteers

An editable letter to let parents and community members know that their participation in your parent group's event made a difference.
Downloads: 375 plus iconMembers only ?
Thank-You Letter for Business Donors

Thank-You Letter for Business Donors

An editable letter to send to businesses that donate goods or services to your parent group.
Downloads: 960 Hot!
Welcome Letter for Parents

Welcome Letter for Parents

Use this editable letter as a starting point to welcome parents new to your school and your parent group.
Downloads: 821 plus iconMembers only ?
Meeting Minutes Template

Meeting Minutes Template

An editable outline for putting together the minutes from school PTO or PTA meetings.
Downloads: 458 plus iconMembers only ?
Meeting Agenda Template

Meeting Agenda Template

An editable agenda template to customize and use for regular parent group meetings.
Downloads: 793 plus iconMembers only ?
Sample General Meeting Minutes

Sample General Meeting Minutes

Meeting minutes from an actual PTO meeting. Use them as a guide to create your own minutes.
Downloads: 74728 Hot!
PTO Today: IRS Schedule O Line-by-Line Description

PTO Today: IRS Schedule O Line-by-Line Description

Detailed explanations for a typical K-8 school parent group filling out IRS Schedule O, to supplement IRS Form 990-EZ. More about Form 990-EZ and Schedule O are in the PTO Treasurer's Toolkit. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
Downloads: 1995 Hot!
PTO Today: IRS Schedule O Completed Sample

PTO Today: IRS Schedule O Completed Sample

Sample completed Schedule O for the 2017-18 tax year, filled in to reflect a typical K-8 school parent group. This completed sample supplements the IRS Form 990-EZ Completed Sample. More about Form 990-EZ, Schedule O, and this completed sample are in the Treasurer's Toolkit, which also includes a Schedule O Line-by-Line Description. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
Downloads: 1667 Hot! plus iconMembers only ?
PTO Today: IRS Form 1023 Completed Sample

PTO Today: IRS Form 1023 Completed Sample

This IRS form has been filled in as an example of how a typical K-8 school parent group might complete the application. More information about IRS Form 1023 and this completed sample can be found in the PTO Startup Toolkit, which includes line-by-line instructions for submitting the application.
Downloads: 609 plus iconMembers only ?
PTO Today: Live Auction Bid Sheet (text only)

PTO Today: Live Auction Bid Sheet (text only)

Simplified bid sheet form, no graphics included.
Downloads: 159 plus iconMembers only ?
PTO Today: Month-by-Month Guide

PTO Today: Month-by-Month Guide

Detailed planning checklist for PTA and PTO leaders; learn more about parent group leadership and planning in the Leader's Toolkit.
Downloads: 1480 Hot! plus iconMembers only ?
PTO Record-Retention Rules

PTO Record-Retention Rules

How long should you keep the monthly treasurer reports? What about canceled bank checks or the yearly Form 990-EZ information returns? This checklist is based on IRS rules and includes guidelines for some of the most common types of PTO and PTA paperwork.
Downloads: 18424 Hot!
PTO Today: IRS Schedule G Line-by-Line Description

PTO Today: IRS Schedule G Line-by-Line Description

Detailed explanations for a typical K-8 school parent group filling out IRS Schedule G, to supplement IRS Form 990-EZ. More about Form 990-EZ and Schedule G are in the Treasurer's Toolkit. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
Downloads: 1965 Hot!
PTO Today: IRS Schedule A Line-by-Line Description

PTO Today: IRS Schedule A Line-by-Line Description

Detailed explanations for a typical K-8 school parent group filling out IRS Schedule A, to supplement IRS Form 990-EZ. More about Form 990-EZ and Schedule A are in the Treasurer's Toolkit. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
Downloads: 2143 Hot!
Chart: Where To Include Fundraiser Info on Form 990-EZ

Chart: Where To Include Fundraiser Info on Form 990-EZ

Not sure which line of Form 990-EZ the carnival expenses get added to, or whether to include the candy sale fundraiser proceeds on Schedule G? We've included some of the most common types of revenue-generating activities for PTOs and PTAs, noting where each one gets reported on IRS Form 990-EZ, Schedule A, and Schedule G. From the PTO Treasurer's Toolkit.
Downloads: 3869 Hot!
PTO Today: IRS Schedule G Completed Sample

PTO Today: IRS Schedule G Completed Sample

The 2017-18 tax year version of Schedule G, filled in to reflect a typical K-8 school parent group. This completed sample supplements the IRS Form 990-EZ Completed Sample. More about Form 990-EZ, Schedule G, and this completed sample are in the Treasurer's Toolkit. Also in the Toolkit is a Schedule G Line-by-Line Description. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
Downloads: 185 plus iconMembers only ?
PTO Today: Auction Underwriter Form

PTO Today: Auction Underwriter Form

Customizable form to collect underwriting support from organizations for your PTO or PTA auction event.
Downloads: 182 plus iconMembers only ?
PTO Today: Meeting Minutes Outline

PTO Today: Meeting Minutes Outline

Detailed outline for meeting minutes that parent group leaders can customize for their school PTO or PTA.
Downloads: 19147 Hot!

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