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"S'more People" Gift Cards
Two cards on each page that say "We need s'more people like you."
Downloads: 1925 Hot!
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 Tax Return Toolkit. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
Downloads: 2329 Hot!
PTO Today: IRS Schedule O Completed Sample
Sample completed Schedule O for the 2021-22 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 Tax Return 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.
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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 501(c)(3) Toolkit, which includes line-by-line instructions for submitting the application. Note that the application itself can only be submitted electronically, however. The most recent version of this IRS form and its instructions should be downloaded from the IRS website.
PTO Today: Live Auction Bid Sheet (text only)
Simplified bid sheet form, no graphics included.
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.
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: 19847 Hot!
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 Tax Return Toolkit. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
Downloads: 2229 Hot!
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 Tax Return Toolkit. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
Downloads: 2499 Hot!
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 Tax Return Toolkit.
Downloads: 4223 Hot!
PTO Today: IRS Schedule G Completed Sample
The 2021-22 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 Tax Return 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.
PTO Today: Auction Underwriter Form
Customizable form to collect underwriting support from organizations for your PTO or PTA auction event.
PTO Today: Meeting Minutes Outline
Customizable template for putting together minutes from school PTO or PTA meetings. The outline is on two pages; it can be shortened to one page or go longer if needed.
Downloads: 20943 Hot!
Family Event Cost Model Template
This is a blank Excel worksheet that can be customized for your PTO or PTA event, to keep track of projected costs and income as well as actual costs and income when the event is finished. Read "Figuring Finances for Events" for more information on how to create a cost model analysis.
Downloads: 8532 Hot!
PTO Today: Press Release Template
Sample press release for publicizing events and fundraisers to media outlets.
Downloads: 3360 Hot!
Treasurer Oral Report Outline
Quick guide to giving the oral treasurer's report at your monthly PTO meeting, to explain the Performance to Budget Report. From the Treasurer's Toolkit.
Downloads: 11109 Hot!
Teacher Appreciation Survey
We have our teachers fill this out every year to make it easier for parents and children who wish to buy or make something for their teacher(s) during
Downloads: 10573 Hot!
PTO Today: Treasurer's Toolkit
PTO Today's comprehensive guide for parent group treasurers helps them manage their group's finances and keep funds secure. The toolkit includes guidance on all key financial steps, such as keeping accurate financial records, tips on smart budgeting, how to create a treasurer's report, and a checklist of important monthly tasks.
Annual Budget Samples With Descriptions
This sample budget has two separate sheets. The first has a sample budget with simplified expense categories; the second sheet has detailed expense categories. Both sheets have an income section and explanations for all categories. More details about these budgets are in the Treasurer's Toolkit.
Treasurer Support for Form 990-EZ
Detailed example of year-end financial info to support the completed samples of Form 990-EZ, Schedule A, Schedule G, and Schedule O for the 2022-23 tax year. More information about these year-end treasurer reports and annual filing with the IRS is in the Tax Return Toolkit.
