treasurer tips
Your First 30 Days as a Parent Group Treasurer
Taking on the role of PTO/PTA Treasurer can be both rewarding and challenging. As the financial point person for your parent group, you’re responsible for ensuring that funds are managed effectively and transparently. You’ll also be providing this information to your group so that they may make sound and accurate decisions. However, your experience in…
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…
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…
What to do if Your 501(c)(3) Status Was Revoked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…
What is the Role of a Treasurer?
The treasurer of a nonprofit organization is usually appointed by the other members of that organization’s board. The role of treasurer is arguably one of the most important board positions in a nonprofit organization. After all, without someone carefully watching the finances and budgets, the organization has a higher chance of failing to meet its objectives.
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…
Should Club Treasurers do a Monthly Audit, an Annual Audit, or Both?
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 monthly versus annual audits. Do club treasurers need to do both? You’re likely familiar with the idea of holding an annual audit – that’s where you…
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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.
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