Q&A: Finance & Budget

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Looking for another finance software for our group.
We currently use a version of Quicken. It was put into place years ago by a previous treasurer. The current...
Asked by jmq1024 in Finance & Budget

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Principal and the budget
I need to know legally speaking what say a principal has on the budget. We are having some issues trying...
Asked by Anonymous in Finance & Budget

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Advice on changing from a PTA to PTO
First can we use our exsisting PTA EIN instead of applying for a new one when we change from a PTA to...
Asked by ChrisFord in Finance & Budget

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Hands off funds?
Does the local board of supervisors have any jurisdiction over PTO funding and how its moneys are spent?...
Asked by Anonymous in Finance & Budget

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Need advice on financial culpability
Here is my situation. I am the Treasurer for my PTO. The problem I am having is the Chairperson for the...
Asked by XxoDJoxX in Finance & Budget

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Budget Carryover
Our PTO helps our elementary school by holding money for several groups-even though it is not PTO money...
Asked by mcemb2@hotmail.com in Finance & Budget

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Budget template - help me please!!!
I need help!!! I designed a template for the Budget. But, I don't know if I did it right or not! I...
Asked by bowman0523 in Finance & Budget

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Tax exempt Number vs non-profit status
I am wondering if we have a tax exempt number from the state if we are also considered a tax exempt organization...
Asked by Anonymous in Finance & Budget

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How much is the principal involved
How much is a principal involved in the "running" of a PTO when it is not school controlled? Should that...
Asked by Anonymous in Finance & Budget

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Finance Manager thru PTO Today
I am a first timer here! The budget layout is confusing to me. I want a easy way of doing this! Is this...
Asked by bowman0523 in Finance & Budget