File Exchange: Startup Toolkit
Need Insurance?
All tools and forms from PTO Today's Startup Toolkit. PTO Today Plus members can download the guide and all tools for free; see the complete listing of PTO Startup Toolkit contents and forms for more information or to purchase a copy.
Want to Share a File?
Submit a File
Editable sample of financial information required when filing Form 1023 with the IRS; from the PTO Startup Toolkit. Details
Downloads: 484

Complete sample bylaws, updated to include a conflict of interest policy; adapted from the PTO Today Startup Toolkit and PTO Leader's Toolkit. Details
Downloads: 54249

Sample statement from the IRS, required in bylaws for groups applying for nonprofit status; taken from the PTO Startup Toolkit. Details
Downloads: 644

Comprehensive guide for school parent groups, including step-by-step instructions for filing for nonprofit status (IRS Form 1023). Details
Downloads: 1779


List of attachments often required from PTOs filing for 501(c)(3) status with the IRS; from the PTO Startup Toolkit. Details
Downloads: 444

Completed example of the application for tax-exempt status, reflecting a typical K-8 PTO's activities; included in the PTO Startup Toolkit. Details
Downloads: 248

Information needed for a parent group looking to incorporate; part of the PTO Startup Toolkit. Details
Downloads: 209

Adapted from the IRS, the most common mistakes that delay applications for nonprofit status; from the PTO Startup Toolkit. Details
Downloads: 723
Sample incorporation text, with notes to help explain what to do and why; from the PTO Startup Toolkit. Details
Downloads: 353

Quick Links
Featured File
Officer Nomination Form (with job descriptions)
Officer Nomination Form with Job Descriptions on Back and sof PTO accomplishments to the side
Recently Added Files
Post this sheet on your site or distribute as a reference of the type of items that you would love to include in your auction!
PTO Today: PTO President Word Cloud
PTO Today: PTA President Word Cloud
Classroom Party Sign-Up Sheet: Winter Holidays
Request a File
Can’t find the file you need? Request a file here. Lots of folks might have (and be happy to share!) exactly what you’re looking for.


Get the latest expert tips, free tools and special giveaways delivered right to your inbox: