Documents and Info:

Example PTA Balance Sheet

Example PTA Budget

Example PTA Profit & Loss Statement


IRS Pub 4752 - Keeping Nonprofit Status

Correct and Timely Form 990-N, 990EZ or 990


Remittance Form for Dues

Financial Review Report Form


Equipment-Supplies Grant Agreement (in Word)

Equipment-Supplies Grant Agreement (in PDF)


Reimbursement Request (Word)

Reimbursement Request (PDF)

Example PTA Check Voucher (in Word)

Example PTA Check Voucher (in PDF)