File Exchange: Nonprofit/501(c)(3)

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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Completed example of the streamlined application for tax-exempt status, reflecting a typical K-8 PTO; included in the PTO Startup Toolkit.
Downloads: 44 ptotoday icon plus icon
  • This file is for users with a PTO Today Plus membership. Learn more
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!
Downloads: 2635 hot icon
  • This file is for users with a PTO Today Plus membership. Learn more
Use this Gifts-In-Kind donation form for all of your secured donations.
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  • This file is for users with a PTO Today Plus membership. Learn more
Flier for a Casino Night within our organization.
Downloads: 842
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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.
Downloads: 1543 hot icon ptotoday icon plus icon
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Completed example of the application for tax-exempt status, reflecting a typical K-8 PTO's activities; included in the PTO Startup Toolkit.
Downloads: 386 ptotoday icon plus icon
  • This file is for users with a PTO Today Plus membership. Learn more
Some guidelines for how long to keep PTO paperwork, based on IRS rules.
Downloads: 6457 hot icon ptotoday icon
  • This file is for users with a PTO Today Plus membership. Learn more
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.
Downloads: 101 ptotoday icon plus icon
  • This file is for users with a PTO Today Plus membership. Learn more
Sample of what a Policies and Procedures Binder is and what could go in one.
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A Sample set of Standing Rules.
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  • This file is for users with a PTO Today Plus membership. Learn more
Massachusetts Form PC (fillable PDF) -- annual report for the Attorney General's office
Downloads: 2030 hot icon
  • This file is for users with a PTO Today Plus membership. Learn more
MA Annual Report for Charities (fillable PDF)
Downloads: 635
  • This file is for users with a PTO Today Plus membership. Learn more
Chart to compare/contrast PTA and PTO groups.
Downloads: 12329 hot icon ptotoday icon
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Letter to Parents about a Meeting to Switch
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  • This file is for users with a PTO Today Plus membership. Learn more
Form Letter to a state PTA about intent to disband
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  • This file is for users with a PTO Today Plus membership. Learn more
Comprehensive guide for PTO and PTA treasurers to ensure that funds are handled correctly and protected for the long term.
Downloads: 3024 hot icon ptotoday icon plus icon
  • This file is for users with a PTO Today Plus membership. Learn more
Annual treasurer's reports to support IRS Form 990-EZ, Schedule A, Schedule G, and Schedule O; included in the Treasurer's Toolkit.
Downloads: 405 ptotoday icon plus icon
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Each line of Form 990-EZ, explained in detail; included in the Treasurer's Toolkit.
Downloads: 2897 hot icon ptotoday icon
  • This file is for users with a PTO Today Plus membership. Learn more
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.
Downloads: 201 ptotoday icon plus icon
  • This file is for users with a PTO Today Plus membership. Learn more
Annual IRS form, with lines filled in to illustrate a typical parent group's fiscal year; included in the Treasurer's Toolkit.
Downloads: 437 ptotoday icon plus icon
  • This file is for users with a PTO Today Plus membership. Learn more
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