MAKING A PTO FUNDING REQUEST
The purpose of the PTO is to promote the education and welfare of children by providing educational enrichment through monies raised by fundraising. Any teacher, administrator, staff member, parent or student may request funds. All requests in any dollar amount must be submitted in writing.
Please read our summary of financial forms to determine and download the most appropriate application.
PTO has several funding programs.
1. BUILDING FUNDS: Each school has its own PTO fundraiser and all monies earned are for that school’s use. Funding for purchases under $500 only requires the approval of two PTO section chairs for that school. Funding requests over $500 must be evaluated by the entire PTO Financial Planning and Research Committee and approved at a monthly meeting. In both cases, building fund money is available throughout the year.
2. MAJOR DISBURSEMENTS: Funds for large dollar items are generally available in the spring. The time line for these requests will be outlined in an email to all staff in December. The Financial Planning and Research Committee evaluates all major disbursement requests and makes recommendations to the General PTO for vote at the April PTO meeting. Major purchases may be approved earlier if monies are available and timing is a factor.
3. STUDENT ENRICHMENT FUNDS: Each year, PTO makes $1500 available to each school for enrichment activities. The school principal has discretion over the use of these funds. If you have an idea for an enrichment activity, please share it with your principal. Enrichment requests that exceed $1500 may be granted through the use of building funds or major disbursements.
4. PROFESSIONAL DEVELOPMENT FUNDS: Each year, PTO makes $1500 available to each school for professional development. The school principal must approve these requests prior to submission.
Please fill out your request completely and with as much detail as possible. You may attach extra sheets of paper to include catalog pages, pictures and anything that will help the PTO understand the scope and nature or your request. Also, please attach the quotes or bids to your application. If possible, please get at least two quotes to ensure that we are paying a competitive price. This will expedite our approval process.
Remember that PTO generally will only fund items of educational value to our students. PTO does not fund salaries and gives low priority to furniture, office equipment and carpeting. Also, purchases that will become part of the ongoing curriculum should be incorporated in the department’s budget for the following year as they will not be funded by the PTO in subsequent years.
After completing your form, please have your building principal review and sign. The principal should retain one copy. Please email the completed form to your building section representatives.
The PTO will evaluate the request and let you know if funding is granted or denied. If granted, you may purchase the items with your own funds and then be reimbursed by PTO. In this case, send all receipts (or copies) to the PTO Treasurer and include a reference to the particular grant request for which you are seeking reimbursement. Also, please indicate where you would like the check delivered. Keep in mind that we are tax exempt, and PTO does not reimburse any sales tax paid. The school’s tax exempt number is 34-6000575 and should be used for all purchases so sales tax will not be assessed. Tax exemption forms are available from your school secretary.
The PTO is pleased to provide funding that supports and strengthens the educational and enrichment programs in our schools. Please contact me at the e-mail below if you have questions.
PTO Financial VP