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 filing for tax-exempt status with the IRS, including a step-by-step guide to completing IRS Form 1023-EZ.

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Chapter 1: Getting Started
How This Toolkit Is Organized
A Note About Switching From PTA to PTO
When To Seek Professional Help
Should We Go for It?

Chapter 2: Obtaining an EIN
Getting an EIN Online

Chapter 3: Your Bylaws
Bylaws, Section by Section
Final Steps

Chapter 4: Incorporation: Becoming a Legal Entity
Incorporation, Step by Step
What Are Articles of Incorporation?

Chapter 5: Applying for Tax-Exempt Status Using
IRS Form 1023-EZ

Why Become an Official 501(c)(3) Organization?
How Can Your Group Become Official?
Form 1023-EZ Eligibility Worksheet
Registering on
Form 1023-EZ, Line by Line

Chapter 6: Financial First Steps
Signing the Checks
Opening a Bank Account
Keeping the Books
Financial Next Steps: Obtaining Licenses and Permits, Getting Insurance

Appendix A: Are You Covered?
Do We Really Need Insurance?
Which Policies Should We Purchase?
The PTO Today Plus Advantage

Appendix B: Applying for Tax-Exempt Status Using
IRS Form 1023

Form 1023, Line by Line
Schedules (Additional Forms)
Form 1023 Checklist
Submitting Your Application

Also included:

  • Complete Sample Bylaws
  • Sample IRS Conflict of Interest Policy
  • “Robert’s Rules for Beginners” Handout
  • Incorporation: Key Questions
  • Sample Articles of Incorporation
  • Form 1023-EZ Eligibility Worksheet
  • Form 1023-EZ Completed Sample
  • Form 1023 Completed Sample
  • Form 1023 Statement of Revenues and Expenses
  • Form 1023 Supporting Attachments List


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