Leadership
What Every Treasurer Should Know
Being a good treasurer takes planning and organization. Follow these pointers and you'll be ready for success.
Free Electronic Payments Guide
Significantly Increase Your Group's Income With This
In our guide to online payment processing, we cover vendor options, benefits, risks, and more to help you get started.
PTO Today Article
PTO Treasurer's Planning Checklist
A to do list of PTO and PTA treasurer duties and tasks for the whole year.
Free Webinar: Tax Exemption
501(c)(3) Basics for School Parent Groups
Does your head spin thinking about the IRS and tax-exemption? Our free webinar covers the whats, whys, and hows and answers a ton of frequently asked questions.
FINANCES
Annual Audit: How and Why
A yearly audit is a key safeguard for your money and a planning tool for the year ahead. Think of it as a "year in review" for your finances. Here's how to do one.
Finance & Budget
Could You Be Your PTO's Treasurer?
Would you make a good treasurer candidate? Ask yourself these 3 key questions to see if you have the basic skills.
Downloadable
Parent Group Treasurer Job Description
An outline of weekly and monthly treasurer duties, characteristics of a good PTO or PTA treasurer, and other job requirements.
PTO Today Article
Forms To Manage Your Group's Cash Flow
Bring more efficiency to cash management with our editable Excel forms.
Finance & Budget
Create a PTO Budget
An important part of the planning process is to create a budget. Here are the nuts and bolts of setting up a good parent group budget.
PTO Today Article
Tackling Your PTO Tax Return
Even tax-exempt nonprofit organizations need to file a yearly statement with the IRS. With a little decoding, it's not so hard to do.
Organization
Rules for Keeping PTO and PTA Records
Guidelines for how long you should keep bank statements, meeting minutes, and more.
Finance & Budget
14 Tips for Preventing PTO and PTA Embezzlement
How to prevent theft—and what to do if it happens to you.
PTO Today Article
PTO Today Article
5 Smart Financial Controls
Avoid unnecessary headaches with these practices to keep your assets safe and your records clean and up to date.
PTO Today Article
Preventing Theft: Why It's Crucial
Theft from PTOs and PTAs doesn't happen because there's a criminal in your midst. It happens because need meets opportunity—opportunity you can and should prevent.
Finance & Budget
Budget Basics for PTOs
Budgeting makes all of your financial decisions easier. Follow these steps to create a budget for your PTO, even if you’ve never had one before.
PTO Today Article
PTO Finances: Midyear Budget Review
Do you know how much money you’ll be putting away this year? A springtime budget analysis can help PTO and PTA treasurers make plans for any surplus funds.