PTO Today

Our comprehensive Start-Up Toolkit walks you through all the essential steps you need to take to make your group a successful independent entity.

This guide 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 this guide and all additional resources directly from the File Exchange. Learn more about Plus.

CONTENTS

Chapter 1: Getting Started and Getting Organized
Chapter 2: Incorporation: Becoming a Legal Entity
Chapter 3: Your Bylaws
Chapter 4: Applying for Nonprofit Status/Why Become an Official 501(c)(3)?
Chapter 5: Financial First Steps (Bookkeeping, Bank Accounts, Licenses and Permits, and Insurance)
Chapter 6: Conclusion
Chapter 7: List of Tools
Appendix A: List of Secretaries of State (for Incorporation)
Appendix B: Are You Covered?

Additional Resources

• Conflict of Interest Statement
• IRS Form 1023
• IRS Form 1023 Attachments Checklist
• Incorporation Checklist
• Sample Articles of Incorporation
• Bylaws Sample
• Sample IRS Form 1023 Statement of Revenue and Expenses
• Top 10 Reasons for Delays in Processing Form 1023

Price: $39.00 Plus Members: Download free from the File Exchange