Q&A: Finance & Budget

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Treasurer Report - Line Item expense
Our PTSA has an unexpected expense that is "goodwill". It is a very small amount ($35) that our PTSA...
Asked by mcoughlin in Finance & Budget

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(3 responses)

President vs. Treasurer
I am the President of our PTO. Everytime I ask our Treasurer to see statements or the checkbook she gets...
Asked by cottom7 in Finance & Budget

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Document Retention - Invoices, Reimbursement Requests
Hi, I found the VERY helpful document retention document in the files section, but I can't figure out...
Asked by bptak in Finance & Budget

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(3 responses)

Switching from PTA to PTO - Transferring the money
We are seriously considering making the switch from PTA to PTO. However, when it comes to our bank account,...
Asked by AlecaSullivan in Finance & Budget

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(2 responses)

District wants control of PTO funds
Our principal is telling us that the district wants control of funds we raise. Do they have a right...
Asked by Anonymous in Finance & Budget

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tax id
How do we get a tax id number without using someones social sceurity number
Asked by vincentnick in Finance & Budget

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What to do when treasurer and principal ignore a vote?
What would you do if a vote on spending took place but was not honored by the treasurer and then the...
Asked by Anonymous in Finance & Budget

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(3 responses)

PTO Treasurer Stealing
Found out last week that my PTO Treasurer had been writing checks to herself since December 2010. The...
Asked by Anonymous in Finance & Budget

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(3 responses)

software
We are co-treasurers for our PTO. Neither of us have a financial background. We are having trouble...
Asked by Tr2elem in Finance & Budget

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President out of control???
The president of our PTO has been claiming that she is not getting any help from the other board members...
Asked by Anonymous in Finance & Budget