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PTSO Teacher Forms for Accounting & Funds

PTSO Teacher Forms for Accounting & Funds

The following are required by the PTSO for budgeting and record-keeping.  If you are not sure which form you need, please email Pat Weaver, Treasurer.

Receipt Report and Reimbursement Request Form
Event/Activity Chairpersons or their team members as well as teachers use the Receipt Report and Reimbursement Request Form when they are turning in receipts to the PTSO Treasurer for items that were purchased using funds received from an approved budgeted line item or approved items that were paid out-of-pocket that need reimbursed. If requesting reimbursement, fill in the “Reimbursement Requested” section. Once the reimbursement is received please sign the form and return to the PTSO Treasurer.
 
The Cash or Check Request Form is typically used by Event/Activity Chairpersons to request a check for purchases related to an approved budget item or cash for use during an event/activity (typically for change). When the cash or check is received please sign the form and return to the PTSO Treasurer. Once purchases are made and the event is over the Receipt Report should be completed and excess cash returned using the Submission of Funds form.
 

Submission of Funds Form (2 forms on a page)

The Submission of Funds form is typically used by Event/Activity Chairpersons to turn in money for deposit to the PTSO Treasurer after a fund raising event – for example, Spirit Wear clothing, or cash that was used for change. This form can also be used to return unused Mini-Grant funds.

PTSO Mini-Grant (2022-2023)

Teachers use the Mini-Grant Application to apply for grants for deserving teachers, teams, clubs and activities. The form should be signed by the school administration and turned in to the PTSO for review at least 48 hours prior to a PTSO meeting.  Received Mini-Grant Applications will be reviewed and put forward for approval by vote at the meeting.  Please include a brief description of how the funds were used for review at the May PTSO meeting (see form for further instructions)