PTO Treasurer's Planning Checklist

PTO Treasurer's Planning Checklist

A to do list of PTO and PTA treasurer duties and tasks for the whole …
Forms To Manage Your Group's Cash Flow

Forms To Manage Your Group's Cash Flow

Use editable Excel files with formulas built in to help keep track of your group's…
Create a PTO Budget

Create a PTO Budget

An important part of the planning process is to create a budget. Here are the…
Rules for Keeping PTO and PTA Records

Rules for Keeping PTO and PTA Records

Guidelines for how long you should keep bank statements, meeting minutes, and more.
Could You Be Your PTO's Treasurer?

Could You Be Your PTO's Treasurer?

Would you make a good treasurer candidate? Ask yourself these 3 key questions to see…
14 Tips for Preventing PTO and PTA Embezzlement

14 Tips for Preventing PTO and PTA Embezzlement

How to prevent theft—and what to do if it happens to you.
PTO Finances: Midyear Budget Review

PTO Finances: Midyear Budget Review

Do you know how much money you’ll be putting away this year? A springtime budget…
Taxes, PTOs, and the IRS

Taxes, PTOs, and the IRS

Questions about tax-exemption? Get the scoop on 501(c)(3).
What Every Treasurer Should Know

What Every Treasurer Should Know

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