top tips

MoneyMinder’s Top 10 Blog Articles of 2024
Here at MoneyMinder, we’re always focused on providing valuable resources to help organizations like nonprofits, school groups, sports teams and community groups stay on track with their finances. Whether you’re managing a budget, planning a fundraiser or handling donations, our nonprofit blogs are designed to offer practical advice and insights to keep things running smoothly.…

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…

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…

The Magic Formula for PTO & PTA Budgets
A budget is the foundation of success for any nonprofit, and that includes Parent Teacher Organizations (PTO) and Associations (PTA). Budgeting provides the necessary framework for decision-making and ensures resources are allocated efficiently to achieve your goals. MoneyMinder is now offering free PTO and PTA Guides, and one of those is a complete guide to…

How to Make your Treasurer Reports So Sexy People Will Look (and Listen)
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 how to make your financial reports so sexy, people will read them. So, truth be told, I Googled that topic before I started this podcast,…

Tips for Filling Open Nonprofit Board Positions
Joining the board of a nonprofit organization can be a deeply fulfilling experience. It is a chance to contribute to your community and support a cause you care about. Whether it is for a PTO, Booster Club, Charity, Art Group or Service Club, these positions help make a tangible difference in the world. However, filling…

10 Ways for Your HOA Board to Kickstart the New Fiscal Year
Most Homeowners Associations operate on the fiscal year starting January 1st. So, welcome to a new year in the adventures of shaping your community’s future. The decisions you make in the these early days of the year will carve a path to a successful and well-managed year ahead. Steer your HOA toward a year filled…