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PTO Treasurer Month-by-Month Checklist

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.
Downloads: 608 plus iconMembers only ?
Teacher Appreciation Gifts From Students Printable Pack

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!
Downloads: 303 plus iconMembers only ?
Nonprofit Donation Receipt (Excel)

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.
Downloads: 816 plus iconMembers only ?
Check Request Form (Excel)

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.
Downloads: 654 plus iconMembers only ?
Deposit Split Form (Excel)

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.
Downloads: 425 plus iconMembers only ?
Miscellaneous Charge Form (Excel)

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.
Downloads: 376 plus iconMembers only ?
PTO Today: Meeting 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.
Downloads: 1137 Hot! plus iconMembers only ?
Meeting Reminder Stickers

Meeting Reminder Stickers

Completely editable meeting reminder stickers for Avery 5163 labels, 2" x 4" each (neon colors suggested).
Downloads: 136 plus iconMembers only ?
PTO Today: IRS Form 1023-EZ Completed Sample

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.
Downloads: 341 plus iconMembers only ?
PTO Today: Secretary's Toolkit

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.
Downloads: 1393 Hot! plus iconMembers only ?
Meeting Announcements, August-June (Spanish)

Meeting Announcements, August-June (Spanish)

Seasonal meeting announcements in Spanish for each month of the school year.
Downloads: 165 plus iconMembers only ?
Meeting Announcements, August-June (English)

Meeting Announcements, August-June (English)

Seasonal meeting announcements for each month of the school year.
Downloads: 425 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: 407 plus iconMembers only ?
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: 897 plus iconMembers only ?
Meeting Minutes Template

Meeting Minutes Template

An editable outline for putting together the minutes from school PTO or PTA meetings.
Downloads: 511 plus iconMembers only ?
Meeting Agenda Template

Meeting Agenda Template

An editable agenda template to customize and use for regular parent group meetings.
Downloads: 851 plus iconMembers only ?
Email, Facebook, and More: E-Communications Handbook for Parent Groups

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.
Downloads: 485 plus iconMembers only ?
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: 1685 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: 619 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: 168 plus iconMembers only ?

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