PTO's Finance Forms

The Cato Ridge Middle School PTO is held to the highest standards of financial integrity. Our treasurer meticulously tracks all expenditures and maintains diligent financial records. Our organization undergoes regular audits to ensure full compliance with IRS and 501(c)(3) regulations.

To help us process requests efficiently and maintain complete fiscal responsibility, please use the links below to access our essential financial forms.

For questions, please contact us at treasurer@catoridgepto.org.

For our IRS Determination Letter confirming our 501(c)(3) status, click here.

For PTO Purchases

Reimbursement Form

Use this form to request a reimbursement check for authorized PTO purchases made using your personal account.

Reimbursement Form click here

Vendor Payment Form

Use this form to request payment to be made directly to a vendor for an authorized PTO purchase. Payment can be check, card, or ACH transfer.

Vendor Payment Form click here

Debit/Credit Card Usage Form

Use this form for all authorized PTO purchases made using a CRMS PTO Debit/Credit Card. Form must be submitted within 14 days of purchase.

Debit/Credit Card Usage Form click here

Petty Cash Request Form

Use this form to request petty cash funds for an authorized event related to the CRMS PTO budget.

Petty Cash Request Form click here

For CRMS Teachers/Staff Only

Back to School Reimbursement Form

Use this form to request a reimbursement check for purchases made using your personal account related to your Cato Ridge position, up to your pre-approved amount. All forms must be submitted by October 15.

Back to School Reimbursement Form click here