annual
What a PTO or PTA Financial Report Should Include
Financial reports tell your parent organization’s money story to board members, fellow parents, and school administrators. They demonstrate accountability and support smart decision-making by showing how fundraising dollars are being managed and what your financial outlook looks like. Most PTO and PTA boards expect to see financial reports monthly or quarterly, often presented at general…
Annual Secretary of State Nonprofit Filings
Here at MoneyMinder, we often talk about the annual Federal requirements for small nonprofits, like filing the 990-N or 990-EZ with the IRS. But it’s equally important to stay compliant with your state’s regulations. The truth is, requirements for annual filings can vary significantly from state to state. But there are some things to keep…
Our Top 10 Nonprofit Blogs of 2019
We’ve said it before, but where has the time gone this year!? We celebrated our 16th year in business in 2019. We grew, especially in our HOA and Parent Group sectors. We enjoyed working with each of our customers to help them tackle their finances, freeing up their time to meet their mission. And we’ve…
See Strength In Numbers: The Annual PTA or PTO Audit
The annual PTA/PTO financial review (aka audit) is something that often strikes fear into the hearts of many Treasurers and committee members. Many consider this mandatory task a tiresome burden at best or a complete nightmare at worst; but it doesn’t have to be that way. DEVELOP A NETWORK Utilize your local PTA/PTO community to streamline…