The New Treasurer Series
The New PTO Treasurer
A Six-Session Course for Your First Year Handling the Money for PTOs, PTAs, and School Parent Groups
- Formats
- Paperback, Hardcover, Kindle eBook
- Pages
- 138
- Trim size
- 6 x 9 in
- Written for
- Treasurers of parent-teacher organizations, PTAs, home-and-school associations, and other school parent groups
- Publisher
- Front Porch Puzzle Press
You said yes at pickup. Now there’s a bank bag, a login to the fun run website, and a carnival coming in May.
Most parent-group treasurers get the job with no training at all, and often over a summer when everyone else has scattered. This course walks you through your first year in six practical sessions, with plain-English explanations built around a small elementary-school parent group you’ll get to know along the way.
- How to take over from the last treasurer, even when the handoff lands in June
- Getting your group’s EIN and tax-exempt status in order, and why it matters
- Starting banks, two-person counts, and same-day deposits for cash-heavy events
- Online platform payouts and fees, and why personal payment apps are off limits
- Teacher reimbursements, classroom grants, field-trip money, and gifts to the school
- The monthly report, next year’s budget, the year-end audit, and the 990-N
Each session ends with discussion questions to work through with your outgoing treasurer, your executive board, or a mentor. A companion workbook with practice exercises and reproducible forms is available separately.
The treasurer books are general education for volunteers. They are not individual tax, legal or accounting advice; for your organization's specific situation, consult a qualified professional.
