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School PTC Membership Cards

School PTC Membership Cards

Two-sided, editable template of membership cards to distribute to members of your PTC, including meeting dates.
Downloads: 1334 Hot!
School PCC Membership Cards

School PCC Membership Cards

Two-sided, editable template of membership cards to distribute to members of your PCC, including meeting dates.
Downloads: 1100 Hot!
School HSA Membership Cards

School HSA Membership Cards

Two-sided, editable template of membership cards to distribute to members of your HSA, including meeting dates.
Downloads: 1233 Hot!
PTO Today: Secretary's Toolkit

PTO Today: Secretary's Toolkit

PTO Today's comprehensive guide for parent group secretaries, including duties divided by corresponding and recording secretary, information on preparing a meeting agenda and taking minutes, writing thank-you letters, communicating with members via newsletter, social media, and the web, and more. See the Secretary's Toolkit contents list for more information, or purchase a copy of the Secretary's Toolkit if you're not a Plus member.
Downloads: 1969 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: 197 plus iconMembers only ?
Meeting Announcements, August-June (English)

Meeting Announcements, August-June (English)

Seasonal meeting announcements for each month of the school year.
Downloads: 489 plus iconMembers only ?
Meeting Minutes Template

Meeting Minutes Template

An editable outline for putting together the minutes from school PTO or PTA meetings. The outline is on two pages; it can be shortened to one page or go longer as needed.
Downloads: 632 plus iconMembers only ?
Meeting Agenda Template

Meeting Agenda Template

An editable agenda template to customize and use for regular parent group meetings. The template can go to more than one page if needed; the last page has usage notes.
Downloads: 995 Hot! 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: 37878 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: 82575 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: 31485 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 Tax Return Toolkit. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
Downloads: 2431 Hot!
PTO Today: IRS Schedule O Completed Sample

PTO Today: IRS Schedule O Completed Sample

Sample completed Schedule O for the 2021-22 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 Tax Return 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: 1720 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 501(c)(3) Toolkit, which includes line-by-line instructions for submitting the application. Note that the application itself can only be submitted electronically, however. The most recent version of this IRS form and its instructions should be downloaded from the IRS website.
Downloads: 655 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: 4948 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: 6063 Hot!
PTO Today: 2024-25 Parent Group Planning Calendar

PTO Today: 2024-25 Parent Group Planning Calendar

A list of fun holidays, appreciation days, national holidays and other observances during the 2024-2025 school year! (You can download the 2023-24 calendar for a little longer, too.)

Downloads: 116612 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: 1742 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: 20074 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 Tax Return Toolkit. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
Downloads: 2332 Hot!

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