PTO Today

Our PTO recently was told by the district that we needed to become a stand alone not for profit organization and all that comes with it. Are there any free resources out there that give examples of a PTO chart of accounts and recordkkeeping tips?

Have you tried searching this site? I know there have been many discussions on Treasurer's duties, bookkeeping tips, accounts, filing taxes, applying for non-profit status and writing your bylaws. You just might have to take a little time to find what you need, but it's probably here!

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Hey Rocky, watch me pull a rabbit out of my hat.

I think that the Treasurer's toolkit is available for purchase on this site (Tim??) but you can get it and others for free if you become a Plus member. It looks like you actually need more that just info on the Treasurer duties though so search these boards for info on applying for your EIN, registering as a business with your state and applying for 501(c)3 designation.

Ask lots of questions, folks here are REALLY helpful.

I'll second the suggestion that you get PTO Today's Treasurer Toolkit. It covers the chart of accounts/budget, financial controls and tons more specifically for the PTO treasurer. It also comes with a CD that has forms and other stuff you can modify.

Thanks to all for your suggestions!!