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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Customizable receipt for donations to registered tax-exempt PTOs.
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Information needed for a parent group looking to incorporate; part of the PTO Startup Toolkit.
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Sample statement from the IRS, required in bylaws for groups applying for nonprofit status; taken from the PTO Startup Toolkit.
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A link to the IRS form to file for 501(c)(3) nonprofit status.
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List of attachments often required from PTOs filing for 501(c)(3) status with the IRS; from the PTO Startup Toolkit.
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Adapted from the IRS, the most common mistakes that delay applications for nonprofit status; from the PTO Startup Toolkit.
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Editable sample of financial information required when filing Form 1023 with the IRS; from the PTO Startup Toolkit.
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Comprehensive guide for school parent groups, including step-by-step instructions for filing for nonprofit status (IRS Form 1023).
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Sample incorporation text, with notes to help explain what to do and why; from the PTO Startup Toolkit.
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Updated chart to help decide whether to file for 501(c)(3) status from the IRS.
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Examples of mission statements taken from real parent groups; learn more in the PTO Leader's Toolkit.
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Comprehensive guide to help parent group leaders be the best they can be, from setting priorities for the group to maximizing involvement.
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Updated! Customizable letter to send to a volunteer auditor who is conducting the annual financial review for your PTO or PTA.
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Annual IRS form, with lines filled in to illustrate a typical parent group's fiscal year; included in the Treasurer's Toolkit.
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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.
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Each line of Form 990-EZ, explained in detail; included in the Treasurer's Toolkit.
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Annual treasurer's reports to support IRS Form 990-EZ, Schedule A, Schedule G, and Schedule O; included in the Treasurer's Toolkit.
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Comprehensive guide for PTO and PTA treasurers to ensure that funds are handled correctly and protected for the long term.
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Form Letter to a state PTA about intent to disband
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Letter to Parents about a Meeting to Switch
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PTO Today: Monthly Meeting Announcements (Spanish)

Seasonal meeting flyers in Spanish for each month of the year; also available in English.

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