PTO Today Q&A

Q&A: Finance & Budget

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501c3 - do we qualify
An answer to a previous question I had regarding should we be filing some return said to seek 501c3 status....
Asked by Anonymous in Finance & Budget

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Safe access
My pto just bought a safe for deposits and funds to be kept in until it can be taken to the bank. Our...
Asked by Anonymous in Finance & Budget

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Should we be filing some IRS return?
We became a PTO 3 years ago and got an EIN to open an account. We only charge membership dues which is...
Asked by Anonymous in Finance & Budget

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(1 response)

Designated Funds in PTO Account
I have just taken over the job of PTO Treasurer. Our PTO account has money raised by the PTO, and then...
Asked by Anonymous in Finance & Budget

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(1 response)

Treasurer Change
If the President announced a change in Treasurer and it was recorded in the minutes; but, the names of...
Asked by Tyoung426 in Finance & Budget

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Can a PTO Budget have a planned deficit?
I am the Treasurer for our PTO. We have some prior year expenses (approx. $8k) that we would like to...
Asked by Anonymous in Finance & Budget

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(1 response)

Treasurer Tool Kit Forms
Are there editable versions of forms 6-11 that are in the tool kit? Haven't been able to find any.
Asked by garcia04 in Finance & Budget

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(1 response)

Financial aid for low-income student to join ski club?
Our PTO has been approached by a school district social worker who wants to know if we could possibly...
Asked by rjmahoney in Finance & Budget

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(1 response)

Manager software
I updated my email info and purchased finance manager. It is not allowing access. Come up under the old...
Asked by Anonymous in Finance & Budget

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(1 response)

School Store
Is there a New York State law or a guidelines that is set for keeping track of purchases at a school...
Asked by luckicat23 in Finance & Budget

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