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PTO Today: Live Auction Bid Sheet (text only)
Simplified bid sheet form, no graphics included.
Members only 
PTO Today: "Get out of Recess Duty" Teacher Appreciation Cards
Hand these out to teachers so they can have their assigned recess duty covered by a volunteer and take a break instead! Four per page, front and back.
Downloads: 7042 Hot!
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: 20083 Hot!
Annual Financial Review Guidelines (PDF)
PDF version of the step-by-step instructions for conducting an annual audit of your PTA or PTO, including a worksheet on the second page to help the volunteer auditor reconcile income and expenses for the year. (Fully editable Word version of these guidelines also available.) The guidelines and worksheet can be accompanied by the Volunteer Auditor Cover Letter. More information on annual audits can be found in the Treasurer's Toolkit.
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: 2336 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: 2604 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: 4375 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.
Winter 2010 Spanish Version Collection Sheet
Follow up of the Winter 2010 Collection Sheet in Spanish.
Downloads: 4508 Hot!
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: 21320 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: 8870 Hot!
PTO Today: Email Opt-In Form
Editable form to get permission from parents to send email communications.
Downloads: 5433 Hot!
PTO Today: Press Release Template
Sample press release for publicizing events and fundraisers to media outlets.
Downloads: 3434 Hot!
PTO Today: Field Day Activity Ideas by Age
Fun, age-appropriate activities for your field day or gym night event.
Downloads: 25253 Hot!
PTO Today: Event Evaluation and Planning Form
Give this form to committee chairs to keep track of key information for planning specific events and to rate how well the event went.
Downloads: 27495 Hot!
PTO Today: Annotated Bylaws
Complete sample bylaws with explanations for each section.
Downloads: 50568 Hot!
PTO Today: Internet Safety Week Flyer
Reproducible flyer with tips to celebrate Internet Safety Week.
Downloads: 3015 Hot!
Box Tops For Education Parent Letter - Spanish
This is a Spanish version of the Box Tops for Education Parent Letter. It is set up for an Elementary School.
Downloads: 8338 Hot!
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