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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: 2274 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: 2543 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: 4283 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.
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PTO Today: Auction Underwriter Form
Customizable form to collect underwriting support from organizations for your PTO or PTA auction event.
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: 21069 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: 8655 Hot!
PTO Today: Email Opt-In Form
Editable form to get permission from parents to send email communications.
Downloads: 5400 Hot!
PTO Today: Press Release Template
Sample press release for publicizing events and fundraisers to media outlets.
Downloads: 3396 Hot!
PTO Today: Field Day Activity Ideas by Age
Fun, age-appropriate activities for your field day or gym night event.
Downloads: 25199 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: 27208 Hot!
PTO Today: Annotated Bylaws
Complete sample bylaws with explanations for each section.
Downloads: 50046 Hot!
PTO Today: Internet Safety Week Flyer
Reproducible flyer with tips to celebrate Internet Safety Week.
Downloads: 2992 Hot!
Teacher Appreciation Survey
We have our teachers fill this out every year to make it easier for parents and children who wish to buy or make something for their teacher(s) during
Downloads: 10633 Hot!
PTO vs. PTA: Differences at a Glance chart
Reproducible chart comparing PTA and PTO groups' dues, insurance, nonprofit status, and more.
Downloads: 21952 Hot!
PTO Today: Treasurer's Toolkit
PTO Today's comprehensive guide for parent group treasurers helps them manage their group's finances and keep funds secure. The toolkit includes guidance on all key financial steps, such as keeping accurate financial records, tips on smart budgeting, how to create a treasurer's report, and a checklist of important monthly tasks.
Annual Budget Samples With Descriptions
This sample budget has two separate sheets. The first has a sample budget with simplified expense categories; the second sheet has detailed expense categories. Both sheets have an income section and explanations for all categories. More details about these budgets are in the Treasurer's Toolkit.
Treasurer Support for Form 990-EZ
Detailed example of year-end financial info to support the completed samples of Form 990-EZ, Schedule A, Schedule G, and Schedule O for the 2022-23 tax year. More information about these year-end treasurer reports and annual filing with the IRS is in the Tax Return Toolkit.
PTO Today: IRS Form 990-EZ Line-by-Line Description
Detailed explanations for a typical K-8 school parent group filling out IRS Form 990-EZ. More about Form 990-EZ is in the Tax Return Toolkit. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
Downloads: 7466 Hot!
PTO Today: IRS Schedule A Completed Sample
The 2021-22 tax year version of Schedule A, 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 A, and this completed sample are in the Tax Return Toolkit; the Toolkit also includes a Schedule A Line-by-Line Description. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
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