Record Keeping for Small Non Profit Organizations



Legally established 501(c)(3) organizations like PTOs, PTAs and Booster clubs must provide their financial results to members, parents, school officials and by law anyone who requests them. Additionally the IRS has a standard format for reporting your financial data.

In this webinar we will discuss how to keep your records so you can report financial results in a meaningful and accurate format to the IRS and general public.

We will show you how to create the right financial buckets (categories) and how they relate to the prescribed IRS format needed for your club’s tax return.

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