Q&A: Finance & Budget

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Mandatory fundraiser by principal to pad general fund legal?
Our principal contracted with a fundraising company and registered a teacher to be the coordinator without...
Asked by Anonymous in Finance & Budget

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Loaning money
The school district will not pay for food for an event the school is throwing. The principal is requesting...
Asked by kaylagunn in Finance & Budget

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After-school clubs
Our PTO wants to start giving teachers who volunteer their time payment for the after-school clubs they...
Asked by tedconte@gmail.com in Finance & Budget

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Teachers & PTO tax return
I'm in California. I am a teacher at my school site and I have been involved in re-developing our PTO....
Asked by Anonymous in Finance & Budget

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Excess funds in our PTO account
We've raised a lot of money this year, but are limited to what the Principal is allowing us to spend...
Asked by Anonymous in 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