newbie
We have been having problems with the bank this year since our new officers we are trying to get it straight...
Asked by Anonymous in Finance & Budget

EIN and responsible party
We need to obtain a EIN number. The school will not let us list them as the responsible party. Do you...
Asked by Anonymous in Finance & Budget

Who is in financial control?
We are not a PTO, but are considering changing after recent developments. If we become a PTO, can the...
Asked by Anonymous in Finance & Budget

Uncooperative Former Officers
Hi: I am the PTO president and teacher at the school. We are having problems getting our former treasurer...
Asked by Anonymous in Finance & Budget

Treasurers report
We use Quicken 2014 and of course have it broken down by categories to be able to pull from when doing...
Asked by tonisee in Finance & Budget

Can a PTO have non profit status without being tax exempt?
Our PTO completed the tax exempt documents and non profit back in 2008. Since that time they have never...
Asked by CockrillPTO in Finance & Budget

PTO Taxes
We just got incorporated this year and still working on the 501c3 paperwork, should be done soon. I am...
Asked by tonisee in Finance & Budget

Bookkeeping Question/Reimbursable Expense
I'm stuck and we don't have an accountant yet. Does anyone know the correct way to record a reimbursable...
Asked by big5 in Finance & Budget

President acting as Treasurer
We currently have a president who is also serving as our treasurer (even though we have a voted member...
Asked by Anonymous in Finance & Budget

How to decide what expenditures to vote on?
We usually have a membership vote for many of our expenses. How do we decide which items to actually...
Asked by Anonymous in Finance & Budget