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Meeting Agenda Template

Meeting Agenda Template

An editable agenda template to customize and use for regular parent group meetings.
Downloads: 820 plus iconMembers only ?
President's Planning Checklist

President's Planning Checklist

A handy checklist for helping break your job as president into manageable tasks throughout the year.
Downloads: 33340 Hot!
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: 75601 Hot!
PTO Election Ballot Template

PTO Election Ballot Template

Editable parent group election ballot template prints two ballots per page for group president, vice president, treasurer, and secretary.
Downloads: 26649 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: 2020 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: 1678 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: 614 plus iconMembers only ?
Style Guide for PTO meeting minutes

Style Guide for PTO meeting minutes

This document shows the elements of style (consistency, accuracy, formatting, syntax, etc.) that we strive for in our meeting minutes. This guide can
Downloads: 4497 Hot!
PTO Today: New Leader Kit

PTO Today: New Leader Kit

Free kit to help strengthen skills and become an even more effective school parent group leader.
Downloads: 5645 Hot!
PTO Today: 2021-22 Parent Group Planning Calendar

PTO Today: 2021-22 Parent Group Planning Calendar

A list of national holidays and other observances during the 2021-22 school year, such as Family Literacy Day, No Name-Calling Week, and African-American History Month. Updated July 2021.

Downloads: 97084 Hot!
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: 1508 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: 18558 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: 1981 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: 2164 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: 3892 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: 189 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: 19347 Hot!
Simple agenda for secretary

Simple agenda for secretary

A Simple Agenda for Meeting to follow
Downloads: 7384 Hot!
Sample Cover Letter and Table of Contents for a Policies and Procedures Manual

Sample Cover Letter and Table of Contents for a Policies and Procedures Manual

Sample of what a Policies and Procedures Binder is and what could go in one.
Downloads: 14266 Hot!
Sample Standing Rules

Sample Standing Rules

A Sample set of Standing Rules.
Downloads: 10927 Hot!

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