Treasurer

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  • Finance & Budget

    Could You Be Your PTO's Treasurer?

    Would you make a good treasurer candidate? Ask yourself these 3 key questions to see if you have the basic skills.

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  • Leadership

    What Every Treasurer Should Know

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

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  • Downloadable

    Parent Group Treasurer Job Description

    An outline of weekly and monthly tasks, characteristics of a good PTO or PTA treasurer, and other job requirements.

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  • Finance & Budget

    Easily Manage Your Group's Finances

    With Finance Manager software, now any parent volunteer can easily manage funds, customize a budget, and monitor spending. Try a free 30-day trial today!

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  • PTO Today Article

    Tackling Your PTO Tax Return

    Even tax-exempt nonprofit organizations need to file a yearly statement with the IRS. With a little decoding, it's not so hard to do.

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  • PTO Today Article

    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.

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  • Organization

    Rules for Keeping PTO and PTA Records

    Guidelines for how long you should keep bank statements, meeting minutes, and more.

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  • Officers

    3 Skills Treasurers Need

    Have you ever considered becoming your group's treasurer? Ask yourself these three simple questions.

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  • Finance & Budget

    Protect Your Parent Group From Embezzlement

    How to keep your PTO from being a victim of theft, and advice from groups that have gone through it.

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  • PTO Today Article

    Taxes, PTOs, and the IRS

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

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  • Expert Guide

    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.

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  • PTO Today Article

    Dealing With Bad Checks

    Many problems with check payments can be avoided by having a clear policy in place from the start.

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  • PTO Today Article

    Figuring Finances for Events

    How to build a simple cost model and estimate the start-to-finish finances for your group's new events.

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  • PTO Today Article

    5 Smart Financial Controls

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

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  • Finance & Budget

    How To Manage Your Budget

    These basic bookkeeping procedures will help you keep your PTO budget in order.

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  • PTO Today Article

    Preventing Theft: Why It's Crucial

    Theft from PTOs and PTAs doesn't happen because there's a criminal in your midst. It happens because need meets opportunity—opportunity you can and should prevent.

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  • Finance & Budget

    Budget Basics for PTOs

    Budgeting makes all of your financial decisions easier. Follow these steps to create a budget for your PTO, even if you've never had one before.

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  • Finance & Budget

    How To Close Out Your Financial Year

    A few must-dos to wrap up your finances and close out the PTO or PTA books for the year.

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  • PTO Today Article

    Annual Audit: How and Why

    A yearly audit is a key safeguard for your money and a planning tool for the year ahead. Think of it as a "year in review" for your finances.

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