---
title: "PTA or Booster Club Treasurer: What to Do and File | MCC"
description: "For volunteer treasurers of PTAs, PTOs, booster clubs and youth leagues in New Jersey: the IRS 990-N, the State's $10,000 charity registration line…"
url: "https://mcc-solutionsnj.com/bookkeeping/pta-booster-club-treasurer"
---

Volunteer treasurers

# Just became the PTA or booster club treasurer?

Most volunteer treasurers inherit a checkbook, a spreadsheet and no instructions. Here's what you actually have to file, the habits that protect you, and how to leave clean books for whoever's next.

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## What you file

- **IRS Form 990-N:** a tax-exempt group with gross receipts normally $50,000 or less files this short online notice every year. Miss three years in a row and the group automatically loses tax-exempt status. ([IRS](https://www.irs.gov/990N)) Larger groups file a longer 990.

- **New Jersey charity registration:** a group run by unpaid volunteers with no more than $10,000 in contributions a year is exempt. Once contributions pass $10,000, it has 30 days to register with the State. ([N.J.A.C. 13:48-3.3](https://www.law.cornell.edu/regulations/new-jersey/N-J-A-C-13-48-3-3))

- **Your parent organization:** chapters of a state or national PTA have their own reports and deadlines.

## Habits that protect you

- Two people count all cash and both sign the count sheet.
- A second officer approves every payment.
- Keep a receipt for every dollar out.
- Check the books against the bank statement every month.
- Never mix group money with your own, even for a day.

## Handing off at year end

Reconcile the last statement, print budget vs actual for the board, file the 990-N, change the bank signers, and hand over the checkbook, cards, logins and a year of receipts. Start next year's file with this year's ending balance.

Group grown past volunteer bookkeeping? [We keep books for small nonprofits](/bookkeeping/) · [Church treasurers](/bookkeeping/church-treasurer-new-jersey)

Printable kit

### Booster Club and PTA Treasurer Workbook

An Excel workbook with transactions, budget vs actual, fundraiser results, a monthly bank check and a year-end handoff checklist.

[See what's inside ($19)](/toolkits/booster-club-pta-treasurer-workbook)14-day full refund

General information, checked November 2026. Not legal advice. MCC Solutions is not a law firm.

## Questions

**Does our booster club have to file anything with the IRS?**

If it's tax-exempt, yes: usually the Form 990-N e-Postcard each year when gross receipts are normally $50,000 or less.

**Do we have to register as a charity in New Jersey?**

Not if you're run by unpaid volunteers and contributions stay at $10,000 or less a year. Over that, register within 30 days.

**What happens if we never file the 990-N?**

After three years in a row of not filing, the IRS automatically revokes tax-exempt status.

Tallyfinch

### Books you keep on your own computer

Tallyfinch does invoices, bills, bank import, reconciliation and the main reports, in a file you own. $99 once, then $5 a month for updates; the app keeps working if you stop the plan. It does not do payroll or sales tax filing. The free download records up to 60 entries.

[See Tallyfinch](/bookkeeping/mcc-books-downloadable-bookkeeping-software) [Download it free](/tools/pro/trial/mccBooks) [Compare the three apps](/software)

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