File Exchange: Nonprofit/501(c)(3)
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Forms and information (other than bylaws) directly related to operation of a nonprofit organization or filing for federally recognized 501(c)(3) status.
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Annual IRS form to supplement IRS Form 990 or 990-EZ, with lines filled in to illustrate a typical parent group; included in the Treasurer's Toolkit. Details
Downloads: 218
Massachusetts Form PC (fillable PDF) -- annual report for the Attorney General's office Details
Downloads: 1155
Editable sample of financial information required when filing Form 1023 with the IRS; from the PTO Startup Toolkit. Details
Downloads: 415
Annual IRS form, with lines filled in to illustrate a typical parent group's fiscal year; included in the Treasurer's Toolkit. Details
Downloads: 239
Each line of the 2008 Form 990-EZ, explained in detail; included in the Treasurer's Toolkit. Details
Downloads: 1261
Updated! Comprehensive guide for PTO and PTA treasurers to ensure that funds are handled correctly and protected for the long term. Details
Downloads: 1924
Sample statement from the IRS, required in bylaws for groups applying for nonprofit status; taken from the PTO Startup Toolkit. Details
Downloads: 567
Sample of what a Policies and Procedures Binder is and what could go in one. Details
Downloads: 3638
Comprehensive guide for school parent groups, including step-by-step instructions for filing for nonprofit status (IRS Form 1023). Details
Downloads: 1438
Updated! Comprehensive guide to help parent group leaders be the best they can be, from setting priorities for the group to maximizing involvement. Details
Downloads: 1100
List of attachments often required from PTOs filing for 501(c)(3) status with the IRS; from the PTO Startup Toolkit. Details
Downloads: 406
Examples of mission statements taken from real parent groups; learn more in the PTO Leader's Toolkit. Details
Downloads: 363
Updated! Customizable letter to send to a volunteer auditor who is conducting the annual financial review for your PTO or PTA. Details
Downloads: 545
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: 160
Information needed for a parent group looking to incorporate; part of the PTO Startup Toolkit. Details
Downloads: 184
Adapted from the IRS, the most common mistakes that delay applications for nonprofit status; from the PTO Startup Toolkit. Details
Downloads: 521
Sample incorporation text, with notes to help explain what to do and why; from the PTO Startup Toolkit. Details
Downloads: 302
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