Excess funds in our PTO account
We've raised a lot of money this year, but are limited to what the Principal is allowing us to spend...
Asked by Anonymous in Finance & Budget

How To Handle Past Years Transactions That Carried Over Into New Year On Tr...
Our fiscal year for 2020/2021 was 7/1/20 thru 6/30/21. However many checks or owed funds were not transacted...
Asked by RolandoD in Finance & Budget

Transfer from QuickBooks
I am considering migrating our PTO data from QB to Finance Manager. Is there any way to import historical...
Asked by pto4gs in Finance & Budget

PTO to cover cost for personal computers for the TEACHERS
We are being asked for funds to purchase laptops for teachers. I assume the board will vote a yes. I...
Asked by Anonymous in Finance & Budget

501 C7
We are a 501C 7 sportsman club with revenues of $400K. We have an opportunity tp enter into an agreement...
Asked by Anonymous in Finance & Budget

990 2019 numbers aren't the same as when I filed
Hello. I'm getting ready to start working on my 2020 990. I ran our Balance sheet and P&L and a few...
Asked by davinakim in Finance & Budget

Overstepping Question
We recently had work done on a part of our school that was in our budget. I am the treasurer. I said...
Asked by C3mom in Finance & Budget

Accidental stealing
Hi, Our treasurer has been charging personal online purchases to her PTO debit card. She claims it...
Asked by Anonymous in Finance & Budget

No treasurer? Can we still operate as a PTO?
Can our PTO (which is a 501c3) operate if we do not have an officer in the treasurer position? We have...
Asked by Anonymous in Finance & Budget

Large donation to alternate parent group
Our school has a new PTO. Our PTA has been losing members over the yrs. It doesn't look like we will...
Asked by Anonymous in Finance & Budget