PTO Treasurer Duties and Tips

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What Every Treasurer Should Know

Being a good treasurer takes planning and organization. Follow these pointers and you'll be ready for success.

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

Bring more efficiency to cash management with our updated forms.

Parent Group Treasurer Job Description

An outline of weekly and monthly treasurer duties, characteristics of a good PTO or PTA treasurer, and other job requirements.

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.

The 411 on Credit Card Payments

Accepting payments by credit card is a step that can increase your parent group’s income. Our guide will help you understand the benefits and risks, evaluate costs, and more.

Could You Be Your PTO's Treasurer?

Would you make a good treasurer candidate? Ask yourself these 3 key questions to see if you have the basic skills.

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.

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.

Rules for Keeping PTO and PTA Records

Guidelines for how long you should keep bank statements, meeting minutes, and more.

14 Tips for Preventing PTO and PTA Embezzlement

How to prevent theft—and what to do if it happens to you.

Taxes, PTOs, and the IRS

Questions about tax-exemption? Get the scoop on 501(c)(3).

Dealing With Bad Checks

Many problems with check payments can be avoided by having a clear policy in place from the start.

Figuring Finances for Events

How to build a simple cost model and estimate the start-to-finish finances for your group's new events.

5 Smart Financial Controls

Avoid unnecessary headaches with these practices to keep your assets safe and your records clean and up to date.

How To Manage Your Budget

These basic bookkeeping procedures will help you keep your PTO budget in order.

Preventing Theft: Why It's Crucial

Theft from PTOs and PTAs doesn't happen because there's a criminal in your midst. It happens because need meets opportunity—opportunity you can and should prevent.

Budget Basics for PTOs

Budgeting makes all of your financial decisions easier. Follow these steps to create a budget for your PTO, even if you've never had one before.

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.