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Q&A: Finance & Budget
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
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
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
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
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
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
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
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
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
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