PTO BUDGET & REIMBURSEMENT

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2022/2023 PTO Reimbursement Information

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Request for Payment/ Reimbursement

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Spending & Reimbursement Guidelines

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PTO Travel Reimbursement Policy

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PTO Tax Exempt Certificate for Making Tax Exempt Purchases

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2022-2023 Julia Green PTO Budget

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PTO Reimbursement Information

If you have made purchases 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.  The PTO is a tax-exempt organization, so we do not reimburse sales tax.  Instructions for making tax exempt purchases are detailed in the “Spending & Reimbursement Guidelines” document and our tax exempt certificate in linked above.  Please contact the PTO Treasurer, Lindsay Wells, with any questions at lindsaywells@bellsouth.net

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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.

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2022 Fall Budget Cycle Dates

  • Friday, October 7th - Budget requests due

  • Tuesday, October 18th at 5:30 pm - First finance committee meeting to review fall budget requests

  • Tuesday, November 1st at 5:30 pm - Second finance committee meeting to vote on fall budget requests

 

The budget request form can be accessed directly HERE!

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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 and staff!

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