File Exchange: Organization
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: 376
Free kit to help strengthen skills and become an even more effective school parent group leader. Details
Downloads: 1494
Seasonal meeting flyers in Spanish for each month of the year; also available in English. Details
Downloads: 4127
Officer Nomination Form with Job Descriptions on Back and sof PTO accomplishments to the side Details
Downloads: 16130
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: 16300
Massachusetts Form PC (fillable PDF) -- annual report for the Attorney General's office Details
Downloads: 1048
Month-by-month list of holidays and other dates relevant to parent group leaders. Details
Downloads: 13201
Editable sample of financial information required when filing Form 1023 with the IRS; from the PTO Startup Toolkit. Details
Downloads: 385
Annual IRS form, with lines filled in to illustrate a typical parent group's fiscal year; included in the Treasurer's Toolkit. Details
Downloads: 224
Each line of the 2008 Form 990-EZ, explained in detail; included in the Treasurer's Toolkit. Details
Downloads: 1165
Updated checklist to help gauge whether to change or keep a parent group activity. Details
Downloads: 333
Auction timeline from 6 months before the event; can also be used for other kinds of events. Details
Downloads: 338
Where to report income and expenses for several common PTO and PTA activities on Form 990-EZ, Schedule A, and Schedule G. Details
Downloads: 1142
Detailed planning checklist for PTA and PTO leaders; learn more about parent group leadership and planning in the Leader's Toolkit. Details
Downloads: 400
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