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Help in Changing from a PTA to a PTO

12 years 1 month ago #142079 by CJsMom
I have just taken over as PTA President for a smaller elementary school. We have found out that the past president did not fill out forms and send our dues into the state PTA. This has led to a discussion on transitioning to a PTO.

One thing that is confusing me is the statement in other bylaws (ours are quite old and have not been updated) that we must surrender our monies to another 501(c)(3). Can we start up a PTO before disbanding and give the monies to that group?

Also, since the info was not sent in, we are at the point of being terminated by the PTA. Of course, if we send the monies in, we will be reinstated immediately. If we choose to go the PTO route, should we rejoin and disband or just let them terminate us?

Thank you.
Sheri:confused:
12 years 1 month ago #142092 by Rockne

CJsMom;142079 wrote: I have just taken over as PTA President for a smaller elementary school. We have found out that the past president did not fill out forms and send our dues into the state PTA. This has led to a discussion on transitioning to a PTO.

One thing that is confusing me is the statement in other bylaws (ours are quite old and have not been updated) that we must surrender our monies to another 501(c)(3). Can we start up a PTO before disbanding and give the monies to that group?


Hi CJs --

You could do that, but I find that that often invites questions/conflict. Easier to spend the dollars down to zero or donate the funds to the school, in my opinion. Technically, I think you can do what you are proposing, but I don't recommend it.

Also, since the info was not sent in, we are at the point of being terminated by the PTA. Of course, if we send the monies in, we will be reinstated immediately. If we choose to go the PTO route, should we rejoin and disband or just let them terminate us?


If you're planning on disbanding and you're already basically inactive/defunct as it is -- no, I wouldn't reactivate and then terminate. No reason to. Just more busywork/bureaucracy for no gain, in my opinion.

Tim

PTO Today Founder
2 years 6 months ago #172205 by Anonymous
Replied by Anonymous on topic Help in Changing from a PTA to a PTO
Has anyone changed from a PTA to a PTO and do you have to apply for a new 501c3 or can you ask for a change in name
2 years 5 months ago #172213 by Rose H
HI there!

If you change from one to the other, you are essentially starting a brand new group, so you would need to apply for 501(c)(3) status for the new group.

We have lots of helpful info on moving from a PTA to a PTO and the 5019(c)(3) process.

Switching from a PTA to a PTO
www.ptotoday.com/pto-today-articles/arti...hing-from-pta-to-pto

501(c)(3)s for PTOs
www.ptotoday.com/pto-today-articles/article/394-501c3-for-ptos

Taxes, PTOs, and the IRS
www.ptotoday.com/pto-today-articles/arti...xes-ptos-and-the-irs

Hope this helps!

Rose
Community Manager
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