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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.
Members only 
Teacher Appreciation Gifts From Students Printable Pack
Help students create sweet and from-the-heart gifts for their teachers with this collection of personal note cards, job coupons, heart tree crafts, and love notes!
Nonprofit Donation Receipt (Excel)
A fully editable and customizable spreadsheet form to provide to community members who make donations to your federally recognized 501(c)(3) tax-exempt group. Formatted with space to fill in your group's name, EIN, and event details as well as other details related to the donation received.
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.
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).
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.
PTO Today: Secretary's Toolkit
PTO Today's comprehensive guide for parent group secretaries, with information on meetings, writing letters, communicating with members, and more.
Meeting Announcements, August-June (Spanish)
Seasonal meeting announcements in Spanish for each month of the school year.
Meeting Announcements, August-June (English)
Seasonal meeting announcements for each month of the school year.
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.
Welcome Letter for Parents
Use this editable letter as a starting point to welcome parents new to your school and your parent group.
Meeting Minutes Template
An editable outline for putting together the minutes from school PTO or PTA meetings.
Meeting Agenda Template
An editable agenda template to customize and use for regular parent group meetings.
Email, Facebook, and More: E-Communications Handbook for Parent Groups
This guide for PTOs and PTAs outlines best practices for sending email, setting up accounts on Facebook/Twitter, what to include on a website, etc.
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.
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.
PTO Today: Live Auction Bid Sheet (text only)
Simplified bid sheet form, no graphics included.
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