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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.
Members only 
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: Teacher Survey
Updated reproducible form to give to teachers so they can share what their priorities are in terms of PTO planning and assistance.
PTO Today: Officers Mini-Retreat Outline
Updated agenda for an orientation for PTO officers and chairpeople.
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.
PTO Today: Newsletter Ad (color)
Color JPG of a "job" ad to encourage involvement.
PTO Today: Calling All Dads Flyer (black and white)
Customizable black-and-white flyer explaining why dads need to get involved.
PTO Today: Calling All Dads Flyer (color)
Customizable color flyer explaining why dads need to get involved.
PTO Today: Calling All Parents Flyer
Customizable flyer about the benefits of parent involvement.
PTO Today: Get Involved Flyer (black and white)
Black-and-white flyer about the benefits of parent involvement for kids' success.
PTO Today: Get Involved Flyer (color)
Color flyer about the benefits of parent involvement for kids' success.
PTO Today: Sample Articles of Incorporation
Example of articles of incorporation based on Virginia law, along with comments to help you understand what to do and why. Format and language vary from state to state, but the basic procedures will be the same. Find out more about incorporating your parent group in the PTO 501(c)(3) Toolkit.
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