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Quick-Reference Guides PTA President’s Quick-Reference Guide PTA Membership Quick-Reference Guide PTA Money Matters Quick-Reference Guide PTA Programs Quick-Reference Guide Leadership Training PTA Marketing Tools Resolutions Programs Online Membership Data Reporting (OMDR)Local Leadership Resources National & State Leadership Resources Leadership Bulletin Board PTA Board Members

Home > Running a PTA > Quick-Reference Guides > PTA Money Matters Quick-Reference Guide

Quick-Reference Guides: PTA Money Matters Quick-Reference Guide

The PTA Money Matters Quick-Reference Guide was created to support your duties as treasurer and covers

The Budget, Banking, and the PTA Audit
Contracts, Incorporation, and Insurance
Federal Requirements
Fundraising and Substantiation Requirements for Charitable Contributions
Financial Management Checklist
Lobbying
Instructions for IRS Form 990-EZ
Theft, Fraud, and Embezzlement

Additional Resources

Download the PTA Money Matters Quick-Reference Guide
(PDF)