tips
How to Find the EIN Number for Your School Group (PTA, PTO, Boosters)
School groups play a vital role in supporting schools and students. But, to ensure their continued success and avoid legal issues, it’s essential for these groups to maintain compliance with various laws and regulations. One crucial aspect of compliance is the Employer Identification Number (EIN). What is an EIN Number? An EIN is a nine-digit…
PTO / PTA Treasurer Duties: A Month-to-Month Guide
Raising your hand to be your PTO or PTA Treasurer might seem like a straightforward task. How complicated can it be to manage your Parent Teacher Association or Organization finances? In reality, the role carries significant responsibility. From adhering to your group’s bylaws to complying with IRS regulations if you’re a tax-exempt organization, the financial…
The Nonprofit Officer Exit: 5 Steps for a Compliant Transition
In this week’s Two Minute Treasurer Tip Podcast, Cyndi discusses the topic of the nonprofit officer transitions. The officer exit is an occurrence every small nonprofit will go through, with some going through it each year. Here’s a transcript, with an audio below. Transitioning treasurers in an organization usually requires a fair bit of training.…
PTO & PTA Treasurer’s Summer Checklist
10 Ways for Parent Group Treasurers to Wrap Up and Prepare As a busy parent volunteer, we know how busy the school year can be, and how quickly it can fly by. We hope you’re enjoying a well-deserved summer break filled with sunshine, relaxation, and quality time with loved ones. Savor those moments of bare…
How to Prepare for Your Nonprofit Group’s Audit
Welcome to the Two-Minute Treasurer’s Tip Podcast. I’m Cyndi Meuchel, and today we’re talking about how to prepare for your audit. Ideally, you will have been preparing for your group’s audit, or sometimes it’s called a financial review, all year long by tracking transactions, reconciling your bank accounts, and basically keeping your paperwork organized. If…
How to Get Started as a Group or Club Treasurer
So, you’ve become your group or club’s treasurer! Whether it was a volunteer move or you’ve been lovingly assigned out of necessity, this can be a rewarding responsibility—and a vital one to your club’s success. So, first and foremost, be proud of your newly assigned role. Next, it’s time to make sure you know what…
Which Form 990 do PTOs and PTAs Need to File?
The world of tax forms can be confusing for Parent Teacher Organizations (PTOs) and Associations (PTAs). Let’s shed a little light on which form 990 to file. Why File a Form 990? The IRS sets certain rules that tax-exempt organizations, like PTOs and PTAs, must follow to keep their tax-exempt status. One of these requirements…
Year-End Tips for Outgoing Nonprofit Treasurers
Following is a transcript from this episode of MoneyMinder’s Two Minute Treasurer’s Tip Podcast. Welcome to the Two-Minute Treasurer’s Tip Podcast. I’m Cyndi Meuchel, and today we’re talking about year-end tips for treasurers who will be ending their tenure. School group treasurers, you will also find this PTO/PTA Treasurers Year-End Checklist handy. If you’re getting…
How to Start a PTO or PTA at Your Child’s School
Whether it’s the need for playground equipment or funding for a class field trip, classroom supplies, technology upgrades, extracurricular programs or staff appreciation events, there are many reasons Parent Teacher Organizations (PTOs) or Parent Teacher Associations (PTAs) get started. In a nutshell, a PTOs and PTAs support a variety of activities and initiatives designed to enhance the…
What to do if Your 501(c)(3) Status Was Revoked
Following is a transcript from this episode of MoneyMinder’s Two Minute Treasurer’s Tip Podcast. Welcome to the Two-Minute Treasurer’s Tip Podcast. I’m Cyndi Meuchel, and today we’re talking about what to do if your group’s tax-exempt status was revoked. According to the IRS, if an organization fails to abide by their rules, they may be…
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Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
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