Monetary Policy & Forms

SWL PTO funds are intended to benefit the students through the enhancement of school programs and activities.

The Officers are the guardians of these funds and have an obligation to see that they are protected and used wisely, as well as accounted for properly according to organization by laws, accounting rules, and local, state, and federal laws.

These policies apply to the following accounts: SWL PTO General Fund, Fifth Grade Camp Fund, SWL PTO Principal Fund, and Kirkersville, Pataskala, and Etna PTO General Funds.

All expenses and sponsorship of any type by the SWL PTO and member schools must have prior approval using the “SWL PTO Assistance Request Form”. Blank copies of ALL FORMS referenced are in the in the PTO mailbox in the main office of each school and on the PTO website.

The approval process must always begin with completion of the “Assistance Request Form”. This form along with attached reimbursement, check, cash box, debit card, and deposit forms referenced herein and supporting receipts serve as a complete record of the treasury of the SWL PTO for audit purposes.