Being a good treasurer takes planning and organization. Follow these pointers and you'll be ready for success.
A to do list of PTO and PTA treasurer duties and tasks for the whole year.
Does your head spin thinking about the IRS and tax-exemption? Our free webinar covers the whats, whys, and hows and answers a ton of frequently asked questions.
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.
Would you make a good treasurer candidate? Ask yourself these 3 key questions to see if you have the basic skills.
An outline of weekly and monthly treasurer duties, characteristics of a good PTO or PTA treasurer, and other job requirements.
Bring more efficiency to cash management with our editable Excel forms.
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.
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.
Guidelines for how long you should keep bank statements, meeting minutes, and more.
How to prevent theft—and what to do if it happens to you.
Questions about tax-exemption? Get the scoop on 501(c)(3).
Avoid unnecessary headaches with these practices to keep your assets safe and your records clean and up to date.
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.
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.
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.