PTO Finance Center

The Chapel School PTO is committed to transparency, accountability, and responsible stewardship of all funds. This Finance Center provides access to important policies, our approved budget, and the forms needed to request payments or reimbursements.

 

Please review the relevant policies before submitting any financial request.

Financial Policies & Budget

Standing Rules & Procedures

Review our financial policies, approval processes, and internal controls.

 

➝ View Standing Rules & Procedures

Approved PTO Budget

View the current PTO budget, including committee allocations.

 

➝ View PTO Budget (TO COME)

Payment & Expense Forms

Use the appropriate form below depending on your request. Submitting complete and accurate information helps ensure timely processing.

 

 

✔ Already paid yourself? → Expense Reimbursement

✔ Vendor needs to be paid? → Payment Request

✔ Need PTO to buy something? → Purchase Request

✔ Used PTO debit card? → Debit Card Form

 

Expense Reimbursement Form

Use this form if you already paid for an approved PTO expense with your own money and need to be reimbursed.  


Example: You purchased supplies for an event using your personal credit card.

 

➝ Submit Expense Reimbursement Request

Payment Request Form (Check / Online Payment)

Use this form when the PTO needs to pay a vendor, speaker, performer, or service provider directly. Payment will be issued by the PTO via check or online payment.

 

Example: Paying a DJ, assembly presenter, or event vendor.

 

➝ Submit Payment Request

Purchase Request Form

Use this form before making a purchase if you would like the PTO to buy an item or supply on your behalf for a PTO program, event, or committee activity.


Example: Ordering event decorations, classroom supplies, or committee program materials.

 

➝ Submit Purchase Request

Debit Card Transaction Use Form

 

Use this form if you used the PTO debit card to make a purchase. Submit the form to record the transaction and upload the receipt.

 

Example: You purchased supplies for an event using the PTO debit card.

 

➝ Submit Debit Card Transaction Form

Important Reminders

  • All expenses must be pre-approved and within the approved committee budget.
  • Reimbursement requests must be submitted within 30 days of the expense being incurred.
  • Please allow at least one week for payment processing.
  • The PTO is a sales tax–exempt organization. Be sure to provide vendors with our tax-exempt certificate at the time of purchase.

If you have questions about any financial process, please contact the PTO Treasurer.