Q&A: Finance & Budget

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Questionable Accounts, transactions, and the principal.
Our principal has a discretionary fund, but unlike other cases here, she raises her own funds under...
Asked by Anonymous in Finance & Budget

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Fund in reserved
What is the max amount of pto reserved for next year pto?
Asked by laurapto168 in Finance & Budget

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PTO funds after PTO dissolves
Our PTO has dissolved...what happens to the funds that are left?
Asked by UmNoor in Finance & Budget

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VP Reimbursed out of pocket
Our VP of our PTO "felt bad" that a committee member was not able to get immediate reimbursement for...
Asked by ahiett in Finance & Budget

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Can PTA and/or PTO's purchase kids items?
Our state PTA tells us we can not spend any money on a child that coomes to our school, without a coat...
Asked by Lindley in Finance & Budget

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How to establish an endowment?
I'd like to establish a simple endowment fund for a public high school. Are there any generic endowment...
Asked by Marishipu in Finance & Budget

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filing taxes as a non exempt group
We are a non exempt school association. We have a tax exempt number and was wondering if we need to...
Asked by beaniewi in Finance & Budget

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Reimbursement forms
Hi I am new to the Treasurer position of our PTO and i was wondering do you need to fill out a reimbursement...
Asked by Anonymous in Finance & Budget

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keeping financial records
How long should the PTO keep financial records? And which records should be kept? Should all paperwork...
Asked by Marcia in Finance & Budget

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President taking money from the fundraiser
What is the procedure for handling a president that is taking money from the fundraiser?
Asked by Anonymous in Finance & Budget