Q&A: Finance & Budget

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(6 responses)

Form 199 or Form 199N, California Franchise Tax Board
Do all California PTOs need to file the California Franchise Tax Board form 199 or form 199N? I read...
Asked by Anonymous in Finance & Budget

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(1 response)

Form RRF-1, Charitable Trust Number form
Does a PTO need to file Form RRF-1 to obtain a charitable trust number from the Registry of Charitable...
Asked by Anonymous in Finance & Budget

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(1 response)

funds request form
In the past our procedure for teachers making requests for PTO fund support has been very casual. Typically...
Asked by Anonymous in Finance & Budget

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(1 response)

PTO Treasurer
I would like someones opinion of a PTO that has a treasurer who only has a checkbook without balances...
Asked by Anonymous in Finance & Budget

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(3 responses)

Uncashed check
I received a call from a mom who found 2 uncashed checks from 5 years ago. She would like me to write...
Asked by Anonymous in Finance & Budget

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(4 responses)

Donation Form
When the PTO receives something as a donation, is there a form we give to the donor? For instance, when...
Asked by candiceelyse in Finance & Budget

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(1 response)

Director requesting PTO Financial Records
I volunteered to be the PTO President since no one else wanted the position. First, the "school" is...
Asked by Anonymous in Finance & Budget

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(1 response)

Is it legal/ethical to handle school and teacher accounts?
I have just been elected Secretary to our PTO Board. We are all new Board members and looked over books/paperwork...
Asked by Anonymous in Finance & Budget

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(1 response)

gift cards for staff without principal approval
Can the PTO distribute funds from the PTO Account to staff members on VISA cards without the principal's...
Asked by Anonymous in Finance & Budget

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(1 response)

Funds for teachers without principal's approval
Can the PTO distribute funds using gift cards to grade levels to spend without the permission of the...
Asked by Anonymous in Finance & Budget