treasurer’s report

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…

25 Nonprofit Financial Reports to Know

The Volunteer Treasurer’s Guide to Nonprofit Financial Reports

What, Why and When to Use 25 Different Nonprofit Reports Managing finances for a volunteer-run nonprofit can feel overwhelming at times—especially when you open your accounting software to find a long list of unfamiliar reports. What’s the difference between a Balance Sheet and an Income Statement? When should you use a Reconciliation Report? Do you…