Q&A: Finance & Budget

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How To Handle Past Years Transactions That Carried Over Into New Year On Tr...
Our fiscal year for 2020/2021 was 7/1/20 thru 6/30/21. However many checks or owed funds were not transacted...
Asked by RolandoD in Finance & Budget

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Transfer from QuickBooks
I am considering migrating our PTO data from QB to Finance Manager. Is there any way to import historical...
Asked by pto4gs in Finance & Budget

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PTO to cover cost for personal computers for the TEACHERS
We are being asked for funds to purchase laptops for teachers. I assume the board will vote a yes. I...
Asked by Anonymous in Finance & Budget

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501 C7
We are a 501C 7 sportsman club with revenues of $400K. We have an opportunity tp enter into an agreement...
Asked by Anonymous in Finance & Budget

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990 2019 numbers aren't the same as when I filed
Hello. I'm getting ready to start working on my 2020 990. I ran our Balance sheet and P&L and a few...
Asked by davinakim in Finance & Budget

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Overstepping Question
We recently had work done on a part of our school that was in our budget. I am the treasurer. I said...
Asked by C3mom in Finance & Budget

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Accidental stealing
Hi, Our treasurer has been charging personal online purchases to her PTO debit card. She claims it...
Asked by Anonymous in Finance & Budget

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No treasurer? Can we still operate as a PTO?
Can our PTO (which is a 501c3) operate if we do not have an officer in the treasurer position? We have...
Asked by Anonymous in Finance & Budget

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Large donation to alternate parent group
Our school has a new PTO. Our PTA has been losing members over the yrs. It doesn't look like we will...
Asked by Anonymous in Finance & Budget

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PTO Grant Funding
A group of teachers has worked on a fundraiser for supplies and staffing to support the social and emotional...
Asked by catemoe in Finance & Budget