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PTO Today: Deposit Split Form
If you'll be depositing money that will be allocated to several categories in your budget, facilitate record-keeping by using this 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. (See updated Deposit Split Form in Excel format instead.)
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PTO Today: Deposit Notice Form (completed sample)
Completed version of the blank Deposit Notice form from the Treasurer's Toolkit.
Downloads: 2096 Hot!
PTO Today: Check Request Form (completed sample)
Completed version of the blank, customizable Check Request form from the Treasurer's Toolkit.
Downloads: 3647 Hot!
Proposed Budget Worksheet
The last step in the budget planning process: After crunching the numbers on other budgeting worksheets, transfer your proposed categories and budget figures to this form to finalize the budget and present it to your fellow board members. From the Treasurer's Toolkit.
Budget Comparison Worksheet
Compare financial activity over several years to refine your group's budget. List the income and expense categories from your existing budget, then insert the actual amount of money spent or raised by the end of each year. From the Treasurer's Toolkit.
Budget Actual History Worksheet
After using Budget Category Transaction Worksheets, transfer the categories and total amounts
to this worksheet to calculate the difference between Total Income and Total Expenses. From the Treasurer's Toolkit.
Budget Sample Categories Worksheet
A starter list of categories that can be used when setting up a new budget. There's no right or wrong number or name for budget categories; these are just some examples to start with. From the Treasurer's Toolkit and the Startup Toolkit.
Budget Category Transaction Worksheet
Groups with spending histories can use copies of this form to analyze spending and identify budget categories before setting up a new budget. List check register transactions on copies of the worksheet, divided by category. After the analysis is complete, each worksheet will become a category in the new budget. From the Treasurer's Toolkit.
Volunteer Auditor Cover Letter
This customizable letter gets sent to someone who has volunteered to conduct an annual financial review or audit for your PTO or PTA. It outlines the financial review process and should be sent along with the Annual Financial Review Guidelines. From the Tax Return Toolkit.
PTO Today: Leader's Toolkit
Comprehensive guide to help parent group leaders be the best they can be, from setting priorities for the group to maximizing involvement.
PTO Today: Welcome Packet Outline
Tips about the forms and information to send to parents at the start of the school year.
Downloads: 32570 Hot!
PTO Today: Teacher Survey
Updated reproducible form to give to teachers so they can share what their priorities are in terms of PTO planning and assistance.
Financial Risk Assessment Checklist
A yearly checklist to help your PTO executive board assess the group’s financial security. Over time, the goal is to have each item on the list rated low risk rather than high risk. Learn more about managing school parent group finances in the Treasurer's Toolkit and the Leader's Toolkit.
Downloads: 4767 Hot!
PTO Today: Officers Mini-Retreat Outline
Updated agenda for an orientation for PTO officers and chairpeople.
PTO Today: IRS Decision Flow Chart
Easy-to-read chart to help determine whether your group should become a federally recognized nonprofit group, and if so, how much it might cost and which annual return to file. Part of the Leader’s Toolkit.
Downloads: 3105 Hot!
PTO Today: Event Effectiveness Evaluation Checklist
Checklist to help gauge whether to change or keep a parent group activity.
PTO Today: Budget Sample
Updated sample of a detailed PTO or PTA budget; more info on budgeting can be found in the PTO Leader's Toolkit and the PTO Treasurer's Toolkit.
PTO Today: Volunteer & Teacher Appreciation Toolkit
PTO Today's Appreciation Toolkit shows you how to make volunteer appreciation an ongoing effort that will significantly improve the volunteer experience and increase involvement. It also details how to make your staff and teacher appreciation efforts the best they can be. See the Volunteer & Teacher Appreciation Toolkit contents list for more information, or purchase a copy of the Appreciation Toolkit if you’re not a Plus member.
PTO Today: Parent Involvement Toolkit
Comprehensive guide to help build parent involvement at your school.
PTO Today: Newsletter Ad (black and white)
Black-and-white JPG of a "job" ad to encourage involvement.
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