PTO Startup Toolkit
PTO Startup Toolkit

Our comprehensive startup guide walks you through all the essential steps you need to take to make your group a successful independent entity! The PTO Startup Toolkit includes information on how to get organized, incorporating your group, applying for nonprofit status, writing bylaws (and sample bylaws), and filing for tax-exempt status with the IRS, including a step-by-step guide to completing IRS Form 1023.

PTO Today Plus Members: Download the PTO Startup Toolkit and all additional resources directly from the File Exchange. Learn more about Plus.

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CONTENTS

Section 1: Getting Started

Section 2: Getting Organized and Obtaining an EIN

  • A Note about Switching From PTA to PTO
  • Getting Your EIN
  • Filling Out Form SS-4

Section 3: Incorporation: Becoming a Legal Entity

  • Incorporating, Step by Step
  • What Are Articles of Incorporation?

Section 4: Your Bylaws

  • Bylaws, Step by Step
  • Final Steps

Section 5: Applying for Tax-Exempt Status (IRS Form 1023)

  • Why Become an Official 501(c)(3) Organization?
  • How Can Your Group Become Official?
  • Form 1023, Line by Line
  • Schedules (Additional Forms)
  • Form 1023 Checklist
  • Attachments
  • Approval

Section 6: Financial First Steps

  • Opening a Bank Account
  • Keeping the Books
  • Obtaining Licenses and Permits
  • Insurance

Section 7: Great Work by Great Groups

Appendix A: Are You Covered?

Additional Resources

The following Startup Tools are included within the updated toolkit or linked to as a separate customizable file in the toolkit; they can also be downloaded individually from the File Exchange.



Buy Now ButtonPrice: $49.00

Includes free shipping + handling

Plus Members: Download free from the File Exchange
 
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