expenses

financial reports

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…

Nonprofit Reimbursement

Nonprofit Reimbursement Approvals: Ditch the Old School Paper Chase

Simplifying Reimbursements for Nonprofits Processing reimbursements can be a time-consuming and sometimes frustrating part of your role as a nonprofit treasurer. Depending on your organization’s bylaws, your nonprofit reimbursement policy may require you to obtain approvals and signatures before reimbursing an expense. This can lead to delays in group members being reimbursed, potentially causing financial…

treasurer report presentation

How to Give a Treasurer’s Report at Your Next Meeting

If you’ve been newly elected as treasurer for your Parent Group, HOA, Sports Team or any other volunteer-based nonprofit organization, don’t worry. We have lots of resources to help you not just survive but succeed as treasurer. One of the first tasks you will want to master is the act of giving a treasurer’s report…