Lovett Elementary Treasurer Forms
For Admins, Teachers & Parent Volunteers Purchase & Approval Form: (Rewards/Treasure Box/Popsicle Party/Other Party Form/3R's/Other items by admin.):
Purchase Request Form. Form link
Please use this form to submit a request for the purchase of popsicles, treasure box items, anything else party/reward related. Please submit your form with at least 4 days in advance.
Approval of Funds (to be Reimbursed) for Party Form (example: Multiplication Ice Cream Party) Form link
Please email this form to the President and treasurer at firstname.lastname@example.org, email@example.com.
For Chair/Committee/Volunteer Expense Reimbursement Forms:
Reimbursement Request Form. Form link
Please use this fillable online form to request for reimbursement for an expense along with receipts. You will receive an email from the treasurer when the reimbursement has been made.
Invoice Payment Request Form. Form link
Please submit this form along with the invoice to firstname.lastname@example.org for treasurer to pay invoice. Once the payment has been mailed, or paid online, you will receive an email from the treasurer.
For Chair/Committee/Volunteer Event Planning Forms:
Event Planning form (prior to your event). Form link
Fill this form for Board Approval and to start paying vendors.And save a copy in your Chair binder. Email it to email@example.com and copy the treasurer at firstname.lastname@example.org for payments to be made.
Event Feedback Form (after your event). Form link
Please fill out this form right after your event. And save a copy in your Chair binder. Email it to email@example.com
Sales & Use Tax Exemption Certificate Form. Form link
Take this form with you to make purchases to avoid paying sales tax. The treasurer will not reimburse sales tax.
W9 (Send this form to the vendor to fill it out). Form link
This form is REQUIRED for all individual entities we pay in excess of $600, during the fiscal year (not Corporations: Costco). Please send the W-9 for to your vendor to fill out so we can report the expense amount to the IRS.
Cash Box Request Form. Form link
If you need a cash box for your event, please print, fill out, and sign cash received. The treasurer will get it to you. Email request to firstname.lastname@example.org
General Tax Forms:
FEDERAL TAX-EXEMPT LETTER As a 501(c)(3) Organization. Form link
The Lovett Elementary PTO is exempt from paying income tax. In addition, those donating money to the PTO can claim their payment (less good or services received) as a charitable contribution on their tax return. The Tax-Exempt Letter can be shown to donors that we are a legitimate 501(c)(3) as designated by the IRS.
Texas Sales and Use Tax Letter. Form link
Lovett Elementary PTO is exempt form sales and use tax in Texas.
W9 (when requested for donations). Form Link
You can sign the form if you are a US Citizen or Resident. Otherwise please contact the Lovett Elementary PTO Treasurer at Treasurer@lovettpto.org to sign the form to send to requestee.
Treasurer reimbursement Form:
If the treasurer is in need of reimbursement. Please use this form. Form link
Please email the email@example.com, if you need help, have questions, run into problems.