Q&A: Finance & Budget

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Separate Tax ID #'s
We have three elementary schools, a middle school and a HS in our district, all with their won PTOs,...
Asked by jpaez in Finance & Budget

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Bank reconciliation
Our new President wants two other people to do the monthly bank reconciliation instead of me (Treasurer)...
Asked by tvmangum in Finance & Budget

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Fund Use Annually
do funds have to be used up by the end of each school year?
Asked by kathy4 in Finance & Budget

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PTA bank account
I'm just joining my local PTA as the Treasurer. The PTA has it's own bank account but they are requesting...
Asked by jaskeland112 in Finance & Budget

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Banking & Principal
Our PTO is having a disagreement. One board member says we can add the principal to the PTO bank account...
Asked by Anonymous in Finance & Budget

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Depositing
Some of our chairpersons hold on to donation checks for a long time before handing them in to our treasurer....
Asked by mvg1013 in Finance & Budget

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Finance Manager and Form 990
Does this software help in preparing Form 990?
Asked by MWhite in Finance & Budget

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When is a good date for year-end?
What is best to chose for a PTO's year-end? June 30 or July 31? Classes generally start the last week...
Asked by melissa_l_sirianni@hotmail.com in Finance & Budget

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Should all the money budgetted for the year be used by the end of that scho...
Should all the money budgeted and raised for the school year be used by the end of that school year? For...
Asked by yogamomma in Finance & Budget

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PTO/PTA funds used for teachers health problems
Our PTO/PTA has voted to give $500 gift card to a teacher with health problems and $400 to a staff member...
Asked by Anonymous in Finance & Budget