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.
PTO Today Plus Members: Download the PTO Startup Toolkit and all additional resources directly from the File Exchange. Learn more about Plus.
Price: $49.00
After your purchase is complete, you’ll receive instructions on how to download the toolkit.
CONTENTS
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 Pay.gov
Form 1023-EZ, Line by Line
Approval
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
Attachments
Submitting Your Application
Approval
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
<< back to PTO Today Toolkits Home |