Treasurer

Everything you need to know and more about how to be an effective PTO treasurer. Advice and insight on budgets, reports, and other requirements.

  • 5 Smart Financial Controls

    Avoid unnecessary headaches with these practices to keep your assets safe and your records clean and up to date.

  • What Every Treasurer Should Know

    Being a good treasurer takes planning and organization. Follow these pointers and you'll be ready for success.

  • Treasurer's Toolkit

    Our comprehensive guide to all of a parent group treasurer's required tasks, plus ready-to-use finance and budgeting forms, worksheets, and reports.

  • Taxes, PTOs, and the IRS

    Questions about tax-exemption? Get the scoop on 501(c)(3).

  • Midyear PTO Budget Review

    PTO Finances: Midyear Budget Review

    Do you know how much money you’ll be putting away this year? A springtime budget analysis can help PTO and PTA treasurers make plans for any surplus funds.

  • Finance Manager

    Easy-to-use, web-based software that takes the stress out of treasurer tasks like account reconciliation, budget creation, and reporting.


Parent Group Treasurer Basics

See all articles for PTO and PTA treasurers


Money Management