PTO Today Q&A

Q&A: Finance & Budget

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NSF noted on Treasurers report
We have a check that bounced for NSF. How do you note that on the treasurers report? Do you put it...
Asked by de233 in Finance & Budget

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Can you rescind a funding request if there was an improper vote?
Recently a board member suggested the PTO pay for a "memorial bench" be placed to honor a student that...
Asked by Anonymous in Finance & Budget

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Recording transactions that bridge the end of the fiscal year
I just set up our Finance Manager this summer (fiscal year ends June 30). When I set it up, I was required...
Asked by Anonymous in Finance & Budget

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Building EIN numbers
We have a Executive Board and under us we have 5 buildings. We need to know is it necessary for all...
Asked by simoned in Finance & Budget

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(1 response)

When is a vote needed to amend a budget?
After further discussion with our accountants, we found that the starting balance on the budget for 2013-2014...
Asked by Anonymous in Finance & Budget

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(1 response)

Insurance Costs
About how much do they run? I know we can get it through ptotoday but just want some estimates before...
Asked by Anna1123 in Finance & Budget

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(1 response)

Filing Taxes
We are just starting our PTO and are not planning currently to file for 501(c)3 status. Do we need to...
Asked by Anna1123 in Finance & Budget

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New President has bad credit
After our elections, the PTO treasurer and President went to the bank to have the signor names changed...
Asked by Anonymous in Finance & Budget

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Tax Exempt Stauts
Our school is located in PA. We recently we made aware by our school solicitor that the PTO can not use...
Asked by reasey23 in Finance & Budget

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PTO membership missing the dues?
I am managing our membership database this year and am missing a few memberships without the dues, how...
Asked by Anonymous in Finance & Budget

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