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School PTC Membership Cards
Two-sided, editable template of membership cards to distribute to members of your PTC, including meeting dates.
Downloads: 1336 Hot!
School PCC Membership Cards
Two-sided, editable template of membership cards to distribute to members of your PCC, including meeting dates.
Downloads: 1101 Hot!
School HSA Membership Cards
Two-sided, editable template of membership cards to distribute to members of your HSA, including meeting dates.
Downloads: 1235 Hot!
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.
Members only 
Meeting Announcements, August-June (Spanish)
Seasonal meeting announcements in Spanish for each month of the school year.
Meeting Announcements, August-June (English)
Seasonal meeting announcements for each month of the school year.
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.
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.
President's Planning Checklist
A handy checklist for helping break your job as president into manageable tasks throughout the year.
Downloads: 37895 Hot!
Sample General Meeting Minutes
Meeting minutes from an actual PTO meeting. Use them as a guide to create your own minutes.
Downloads: 82637 Hot!
PTO Election Ballot Template
Editable parent group election ballot template prints two ballots per page for group president, vice president, treasurer, and secretary.
Downloads: 31501 Hot!
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: 2434 Hot!
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.
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.
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: 4953 Hot!
PTO Today: New Leader Kit
Free kit to help strengthen skills and become an even more effective school parent group leader.
Downloads: 6065 Hot!
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: 116654 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!
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!
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