The Treasurer
The treasurer on a PTA board is a position of responsibility and accountability. It is for this reason that the Illinois PTA urges treasurers to take the necessary PTA courses in order to make your job easier. The Illinois PTA will come out to your PTA to present the following courses/workshops:

Money Matters Courses
The PTA Money Matters Courses are designed to provide financial information to help PTA leaders. The classes are intended to be interactive, with group exercises and discussion questions included. Each participant will receive course booklets. In addition, if a PowerPoint presentation is given, participants will receive a printed copy of the slide-show.
    Attendance at the PTA Money Matters Courses is one of the requirements for the Illinois PTA University Bachelor’s Degree, a recognition/ incentive program developed to encourage PTA leaders to take advantage of a variety of training opportunities.

 

The Fundraising Debate

Appropriate Use of PTA Funds

2011-2012 Dues Remittance Form

Audit Procedure

Budget Procedure

Dollar$ and $ense introduction

Dollar$ and $ense Packet

FAQs for PTA Funds

Incorporation Information

Bonding and Liability Insurance

IRS 990 Filing Requirements

IRS1099 Miscellaneous

IRS Tax Tidbits

IRS Requirements for Non-Profit Organizations

Current Edition of Exempt Organizations Update - You may subscribe or view archived issues.

National PTA Document Retention Schedule

 

National PTA Money Matters
Quick Reference Guide

E-Commerce Guidelines

Illinois Tax Compliance

Illinois Sales Tax - FAQs

Illinois Sales Tax Liability Chart

Preventing Theft Tips

Theft Warning Signs

Watch the Money

What to Do if You Suspect Theft

Reimbursement of PTA Expenses

Sales Tax Chart

Tips for Treasurers

Numbers and Your PTA

PTA Pitfalls and Ethical Dilemmas

PTAs and Raffles