Treasurer Archive

Whether you're a new PTO treasurer or a veteran, you'll find tons of ideas and tips in the articles below to do your job even better. Find more helpful tools and info on the Parent Group Treasurer resources page.

PTO Treasurer's Planning Checklist
A to do list of PTO and PTA treasurer duties and tasks for the whole year.
Forms To Manage Your Group's Cash Flow
Use editable Excel files with formulas built in to help keep track of your group's money.
Get Your Financial House in Order
Implementing financial controls is a key organizational step. These practices will help your group track income and expenses and keep your assets safe.
Create a PTO Budget
An important part of the planning process is to create a budget. Here are the nuts and bolts of setting up a good parent group budget.
6 Digital Tools Your PTO Needs
From social media platforms to financial software to group texting apps, here are technological solutions to consider adding to your PTO toolbox for better communication and efficiency.
Rules for Keeping PTO and PTA Records
Guidelines for how long you should keep bank statements, meeting minutes, and more.
How To Close Out Your Financial Year
A few must-dos to wrap up your finances and close out the PTO or PTA books for the year.
10 Tips for Handling and Protecting Your Assets
Could your group use some more money smarts? Our 10 tips can help with your budget, record-keeping, and more.
PTO Finances: Midyear Budget Review
Do you know how much money you’ll be putting away this year? A springtime budget analysis can help PTO and PTA treasurers make plans for any surplus funds.
Managing Your Scrip Program
If you haven’t tried scrip yet, it can add an extra dimension to your fundraising. But it also requires some extra financial controls and a well-organized system to administer it.
Use PTO Experience To Get a Job
The skills you develop as a parent leader and school volunteer can give you an edge when going back to work.
New IRS Filing Requirement: E-Postcard
Starting in 2008, even nonprofit organizations with smaller gross receipts must electronically file an information return with the IRS.
16 Tips for Executive Board Members
Doing these simple things will help make you a more effective PTO or PTA board member.
Taxes, PTOs, and the IRS
Questions about tax-exemption? Get the scoop on 501(c)(3).
What Every Treasurer Should Know
Being a good treasurer takes planning and organization. Follow these pointers and you'll be ready for success.
Balancing PTO and Personal Life
It can be challenging to find balance. But a little strategy, a little organization, and a lot of support from friends and family go a long way.
Tax Breaks for Volunteers
School or parent group volunteers may be entitled to some tax breaks for their contributions; tax professionals recommend taking deductions only if the group is a registered 501(c)(3) charity.
Handling Cash: 6 Simple Steps
You want to make the money you raise count for the school and the kids. Set up these six checks and balances to reduce errors and the risk of loss.
Tackling Your PTO Tax Return
Even tax-exempt nonprofit organizations need to file a yearly statement with the IRS. With a little decoding, it's not so hard to do.
Annual Audit: How and Why
A yearly audit is a key safeguard for your money and a planning tool for the year ahead. Think of it as a "year in review" for your finances.

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Treasurer Archive