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-EZ.
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Section 1: Getting Started
Section 2: Getting Organized and Obtaining an EIN
A Note About Switching From PTA to PTO
Getting Your EIN
Using the Online EIN Assistant
Section 3: Incorporation: Becoming a Legal Entity
Incorporating, Step by Step
What Are Articles of Incorporation?
Section 4: Your Bylaws
Bylaws, Step by Step
Section 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, Line by Line
Section 6: Financial First Steps
Opening a Bank Account
Keeping the Books
Obtaining Licenses and Permits
Section 7: Great Work by Great Groups
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
- Incorporation: Key Questions
- Sample Articles of Incorporation
- Sample Bylaws
- Conflict of Interest Policy
- Form 1023-EZ Eligibility Worksheet
- IRS Form 1023-EZ Completed Sample
- IRS Form 1023 Completed Sample
- Form 1023 Statement of Revenues and Expenses
- Form 1023 Supporting Attachments Checklist
- IRS “Top 10 Reasons for Delays in Processing Form 1023”
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