Reimbursement Forms

2021/2022 PTO Reimbursement Information

Request for Payment/ Reimbursement

Spending & Reimbursement Guidelines

PTO Travel Reimbursement Policy

PTO Tax Exempt Certificate for Making Tax Exempt Purchases

2021-2022 Julia Green PTO Budget

PTO Reimbursement Information

If you have made expenditures for an approved budget item or need the PTO to issue a check to a vendor for an approved budget item, please submit the request electronically to the Treasurer for payment. The form must be filled out completely, and all receipts/invoices must be digitally uploaded before submitting to the Treasurer.  The PTO is a tax-exempt organization, so we do not reimburse sales tax.  Instructions for making tax exempt purchases are detailed in the “PTO Reimbursement Policy” document.  You can find the tax exempt form above.  Please contact the PTO Treasurer, Lindsay Wells, with any questions at lindsaywells@bellsouth.net

 

Finance Committee

The Finance Committee is comprised of the PTO executive board, the Principal, Assistant Principal, a faculty representative from each grade level (including related arts), and the chairs of each fundraising event. The Finance Committee reviews and votes on all budget requests presented to the PTO. There are four Finance Committee meetings scheduled during the year. The first two meetings occur in the Spring and begin the budgeting process for the following year’s budget. This is where the bulk of the budget requests are submitted. At these meetings, the committee will review and approve requests up to 70% of the PTO’s available funds for the coming year. The remaining 30% of funds are held back to be available for budget requests that arise during the school year. The fall budget process will take place in October.  All parents are encouraged to attend these meetings and participate in the discussion. 

2021 Fall Budget Cycle Dates

  • Friday, October 1 at 5:30 pm - Deadline for fall budget requests to be submitted

  • Tuesday, October 19 at 5:30 pm - Finance Committee Meeting #1 – Requests are presented and discussed

  • Tuesday, October 26 at 5:30 pm - Finance Committee Meeting #2 – Voting

 

The budget request form can be accessed directly at the following link: BUDGET REQUEST FORM

 

We look forward to reviewing the requests received and continuing to use the funds so generously donated to the PTO for the benefit of all Julia Green students!