File Exchange: Organization
Get Organized
From running meetings, to filing for nonprofit/501(c)(3) status, to writing bylaws, find the documents you need to help get your PTO or PTA organized and make plans for the long and short terms.
Find related articles and more resources on the Planning & Organization topic page.
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Updated! PTO self-assessment form to help continually strengthen the parent group's financial security. Details
Downloads: 658
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: 793
Free kit to help strengthen skills and become an even more effective school parent group leader. Details
Downloads: 2669
Editable sample of financial information required when filing Form 1023 with the IRS; from the PTO Startup Toolkit. Details
Downloads: 484
Each line of Form 990-EZ, explained in detail; included in the Treasurer's Toolkit. Details
Downloads: 1695
Seasonal meeting flyers in Spanish for each month of the year; also available in English. Details
Downloads: 4827
Comprehensive guide for PTO and PTA treasurers to ensure that funds are handled correctly and protected for the long term. Details
Downloads: 2295
Document that states the goals of the PTO and then a side-by-side list of what falls within PTO's responsibility and what does not. Great for setting Details
Downloads: 21879
Month-by-month list of holidays and other dates relevant to parent group leaders. Details
Downloads: 15796
Officer Nomination Form with Job Descriptions on Back and sof PTO accomplishments to the side Details
Downloads: 22645
Annual IRS form, with lines filled in to illustrate a typical parent group's fiscal year; included in the Treasurer's Toolkit. Details
Downloads: 270
Updated checklist to help gauge whether to change or keep a parent group activity. Details
Downloads: 438
Simple, one-page flyer listing general policies for handling funds received. Details
Downloads: 5416
Where to report income and expenses for several common PTO and PTA activities on Form 990-EZ, Schedule A, and Schedule G. Details
Downloads: 1569
Quick Links
Featured File
PTO Today: 10 Reasons To Get Involved - Spanish (black and white)
Black-and-white flyer in Spanish to photocopy and hand out.
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
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Video Blog: 3 Tips for Growing Involvement
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