PTO 501(c)(3) Toolkit

Our comprehensive guide for starting a new parent group walks you through all the essential legal steps to make your group a successful independent entity. The PTO 501(c)(3) Toolkit includes information and tools on incorporating your group, getting an EIN, and filing for tax-exempt status with the IRS—including step-by-step guidance to completing the required Form 1023-EZ or the longer Form 1023.

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

Chapter 3: Obtaining an EIN
Getting an EIN Online, Step by Step
More Information About the Responsible Party

Chapter 4: 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

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

Registering on
Form 1023, Line by Line
Schedules (Additional Forms)

Also included:

  • Incorporation: Key Questions
  • Sample Articles of Incorporation
  • Form 1023-EZ Eligibility Worksheet
  • Form 1023-EZ Completed Sample
  • Form 1023 Completed Sample
  • Form 1023 Schedule E Completed Sample
  • Form 1023 Statement of Revenue and Expenses


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