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Lincoln Elementary PTA
As of January 31, 2027
Trial Balance
A trial balance lists all account balances from the general ledger to confirm that total money in equals total money out. It helps ensure the books are mathematically accurate before preparing financial statements.
Date: This Fiscal YearReset

Account NameMoney InMoney Out
Assets
Checking Account$49,588.64$15,853.39
Savings Account$5,000.00$0.00
Liabilities
PTA Pass-Through Dues Payable$0.00$0.00
Equity
Carry Over Funds$0.00$0.00
Income
Donations$0.00$10,238.64
Event Revenue$0.00$0.00
Fundraising Revenue$0.00$23,950.00
Grant Income$0.00$0.00
Interest Income$0.00$0.00
Membership Dues$0.00$4,375.00
Other Income$0.00$0.00
Sponsorships$0.00$6,000.00
Book Fair
Book Fair Revenue$0.00$3,100.00
Total Book Fair$0.00$3,100.00
Spirit Wear
Spirit Wear Sales$0.00$1,925.00
Total Spirit Wear$0.00$1,925.00
Expenses
Classroom Supplies$1,491.00$0.00
Convention & Training$0.00$0.00
Event Expenses$4,314.83$0.00
Founders Day$0.00$0.00
Fundraising Costs$0.00$0.00
Hospitality$0.00$0.00
Miscellaneous Expense$0.00$0.00
Reflections Program$0.00$0.00
Scholarships$0.00$0.00
Staff Appreciation$0.00$0.00
Student Programs$1,980.00$0.00
Teacher Grants$1,000.00$0.00
Volunteer Appreciation$0.00$0.00
Administration
Bank Fees$0.00$0.00
Insurance$0.00$0.00
Office Supplies$1,467.56$0.00
Printing & Copying$600.00$0.00
Website & Technology$0.00$0.00
Total Administration$2,067.56$0.00
Book Fair
Book Fair Costs$0.00$0.00
Total Book Fair$0.00$0.00
Spirit Wear
Spirit Wear Costs$0.00$0.00
Total Spirit Wear$0.00$0.00
Total$65,442.03$65,442.03
Confirmation

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