Finance

Finance

PTA Treasurers play a crucial role in maintaining the health of the organization. This guide shares best practices for budgeting, banking and conducting a PTA audit, with specialized information on contracts, incorporation, insurance and federal tax requirements.

PTA Finance 101 
Be sure to tackle your role using Your First 30 Days as a Treasurer as a guide, then delve into the particulars of finance in this section.
See PTA’s Finance Templates, Tools & Resources
Congrats and thank you for taking on this important role for your PTA! PTA Treasurers play a crucial role in maintaining the health of the organization.

This guide shares best practices for budgeting, banking and conducting a PTA audit, with specialized information on contracts, incorporation, insurance and federal tax requirements.

Key Strategies for Smart Money Management

  • Keep PTA funds separate. PTA funds should never be deposited into a personal account, school account or the account of any other organization or group.
  • Get help. Effective financial management requires support from many leaders and members, including finance, budget and audit/internal review committees.
  • Put proper financial procedures in place to help protect your PTA from theft and fraud.

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Templates, Tools, & Resources

These basic finance tools and templates are designed to help a PTA president or treasurer navigate the intricacies and law surrounding fiscal responsibilities.

Note that additional resources pertaining to fundraising or grants will be found in the Fundraising Templates, Tools & Resources section.

Finance Links, Videos, and E-Learning
Effective Nonprofit Management featuring National PTA Secretary Treasurer Donald Dunn (~3 minutes)

Local PTA Budget Basics: This e-Learning course will provide you with a short guide to specific budgetary duties and responsibilities that are needed to fulfill the requirements of a local PTA (~10 minutes)

Local PTA 501c3 Compliance Basics: Designed to help local PTAs navigate the revocation process and help maintain their 501(c)(3) status (~10 minutes).

Preventing Theft in Your PTA: Learn how to detect theft in your PTAs and what to do if you suspect it is happening (~30 minutes).

Downloadable Finance Tools