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PTO Today: IRS Form 1023-EZ Completed Sample

PTO Today: IRS Form 1023-EZ Completed Sample

Completed example of the streamlined application for tax-exempt status, reflecting a typical K-8 PTO; included in the PTO Startup Toolkit.
Downloads: 73 plus iconMembers only ?
Auction Wish List

Auction Wish List

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: 3918 Hot!
Secured Gifts-In-Kind Auction Donation Form

Secured Gifts-In-Kind Auction Donation Form

Use this Gifts-In-Kind donation form for all of your secured donations.
Downloads: 5645 Hot!
Casino Night Flier

Casino Night Flier

Flier for a Casino Night within our organization.
Downloads: 1042 Hot!
PTO Today: IRS Schedule O Completed Sample

PTO Today: IRS Schedule O Completed Sample

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: 1554 Hot! plus iconMembers only ?
PTO Today: IRS Form 1023 Completed Sample

PTO Today: IRS Form 1023 Completed Sample

Completed example of the application for tax-exempt status, reflecting a typical K-8 PTO's activities; included in the PTO Startup Toolkit.
Downloads: 416 plus iconMembers only ?
PTO Record-Retention Rules

PTO Record-Retention Rules

Some guidelines for how long to keep PTO paperwork, based on IRS rules.
Downloads: 8133 Hot!
PTO Today: IRS Schedule G Completed Sample

PTO Today: IRS Schedule G Completed Sample

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: 107 plus iconMembers only ?
Sample Cover Letter and Table of Contents for a Policies and Procedures Manual

Sample Cover Letter and Table of Contents for a Policies and Procedures Manual

Sample of what a Policies and Procedures Binder is and what could go in one.
Downloads: 6490 Hot!
Sample Standing Rules

Sample Standing Rules

A Sample set of Standing Rules.
Downloads: 6215 Hot!
MA Form PC (fillable PDF)

MA Form PC (fillable PDF)

Massachusetts Form PC (fillable PDF) -- annual report for the Attorney General's office
Downloads: 2276 Hot!
MA Annual Report for Charities (fillable PDF)

MA Annual Report for Charities (fillable PDF)

MA Annual Report for Charities (fillable PDF)
Downloads: 812
PTO vs. PTA: Differences at a Glance

PTO vs. PTA: Differences at a Glance

Chart to compare/contrast PTA and PTO groups.
Downloads: 13750 Hot!
PTA to PTO switch letter for Parents

PTA to PTO switch letter for Parents

Letter to Parents about a Meeting to Switch
Downloads: 3065 Hot!
Notify State PTA of Disbanding Letter

Notify State PTA of Disbanding Letter

Form Letter to a state PTA about intent to disband
Downloads: 1915 Hot!
PTO Today: Treasurer's Toolkit

PTO Today: Treasurer's Toolkit

Comprehensive guide for PTO and PTA treasurers to ensure that funds are handled correctly and protected for the long term.
Downloads: 3195 Hot! plus iconMembers only ?
PTO Today: Year-End Treasurer's Substantiating Reports

PTO Today: Year-End Treasurer's Substantiating Reports

Annual treasurer's reports to support IRS Form 990-EZ, Schedule A, Schedule G, and Schedule O; included in the Treasurer's Toolkit.
Downloads: 434 plus iconMembers only ?
PTO Today: IRS Form 990-EZ Line-by-Line Description

PTO Today: IRS Form 990-EZ Line-by-Line Description

Each line of Form 990-EZ, explained in detail; included in the Treasurer's Toolkit.
Downloads: 3374 Hot!
PTO Today: IRS Schedule A Completed Sample

PTO Today: IRS Schedule A Completed Sample

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: 203 plus iconMembers only ?
PTO Today: IRS Form 990-EZ Completed Sample

PTO Today: IRS Form 990-EZ Completed Sample

Annual IRS form, with lines filled in to illustrate a typical parent group's fiscal year; included in the Treasurer's Toolkit.
Downloads: 453 plus iconMembers only ?

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