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PTO Today: IRS Schedule O Line-by-Line Description

PTO Today: IRS Schedule O Line-by-Line Description

Detailed explanations for a typical K-8 school parent group filling out IRS Schedule O, to supplement IRS Form 990-EZ. More about Form 990-EZ and Schedule O are in the PTO Treasurer's Toolkit. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
Downloads: 1853 Hot!
PTO Today: IRS Schedule O Completed Sample

PTO Today: IRS Schedule O Completed Sample

Sample completed Schedule O for the 2017-18 tax year, filled in to reflect a typical K-8 school parent group. This completed sample supplements the IRS Form 990-EZ Completed Sample. More about Form 990-EZ, Schedule O, and this completed sample are in the Treasurer's Toolkit, which also includes a Schedule O Line-by-Line Description. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
Downloads: 1661 Hot! plus iconMembers only ?
PTO Today: IRS Schedule G Line-by-Line Description

PTO Today: IRS Schedule G Line-by-Line Description

Detailed explanations for a typical K-8 school parent group filling out IRS Schedule G, to supplement IRS Form 990-EZ. More about Form 990-EZ and Schedule G are in the Treasurer's Toolkit. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
Downloads: 1836 Hot!
PTO Today: IRS Schedule A Line-by-Line Description

PTO Today: IRS Schedule A Line-by-Line Description

Detailed explanations for a typical K-8 school parent group filling out IRS Schedule A, to supplement IRS Form 990-EZ. More about Form 990-EZ and Schedule A are in the Treasurer's Toolkit. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
Downloads: 1998 Hot!
Chart: Where To Include Fundraiser Info on Form 990-EZ

Chart: Where To Include Fundraiser Info on Form 990-EZ

Not sure which line of Form 990-EZ the carnival expenses get added to, or whether to include the candy sale fundraiser proceeds on Schedule G? We've included some of the most common types of revenue-generating activities for PTOs and PTAs, noting where each one gets reported on IRS Form 990-EZ, Schedule A, and Schedule G. From the PTO Treasurer's Toolkit.
Downloads: 3732 Hot!
PTO Today: IRS Schedule G Completed Sample

PTO Today: IRS Schedule G Completed Sample

The 2017-18 tax year version of Schedule G, filled in to reflect a typical K-8 school parent group. This completed sample supplements the IRS Form 990-EZ Completed Sample. More about Form 990-EZ, Schedule G, and this completed sample are in the Treasurer's Toolkit. Also in the Toolkit is a Schedule G Line-by-Line Description. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
Downloads: 179 plus iconMembers only ?
MA Form PC (fillable PDF)

MA Form PC (fillable PDF)

Massachusetts Form PC (fillable PDF) -- annual report for the Attorney General's office
Downloads: 3335 Hot!
MA Annual Report for Charities (fillable PDF)

MA Annual Report for Charities (fillable PDF)

MA Annual Report for Charities (fillable PDF)
Downloads: 1666 Hot!
Treasurer Support for Form 990-EZ

Treasurer Support for Form 990-EZ

Detailed example of year-end financial info to support the completed samples of Form 990-EZ, Schedule A, Schedule G, and Schedule O for the 2017-18 tax year. More information about these year-end treasurer reports and annual filing with the IRS is in the PTO Treasurer's Toolkit.
Downloads: 621 plus iconMembers only ?
PTO Today: IRS Form 990-EZ Line-by-Line Description

PTO Today: IRS Form 990-EZ Line-by-Line Description

Detailed explanations for a typical K-8 school parent group filling out IRS Form 990-EZ. More about Form 990-EZ is in the Treasurer's Toolkit. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
Downloads: 6440 Hot!
PTO Today: IRS Schedule A Completed Sample

PTO Today: IRS Schedule A Completed Sample

The 2017-18 tax year version of Schedule A, filled in to reflect a typical K-8 school parent group. This completed sample supplements the IRS Form 990-EZ Completed Sample. More about Form 990-EZ, Schedule A, and this completed sample are in the Treasurer's Toolkit; the Toolkit also includes a Schedule A Line-by-Line Description. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
Downloads: 258 plus iconMembers only ?
PTO Today: IRS Form 990-EZ Completed Sample

PTO Today: IRS Form 990-EZ Completed Sample

The 2017-18 tax year version of Form 990-EZ from the IRS, filled in to reflect a typical K-8 school parent group. This form is a review of one complete financial year and is often used in conjunction with Schedule A and Schedule G. More information about Form 990-EZ and this completed sample can be found in the PTO Treasurer's Toolkit, which also includes a Form 990-EZ Line-by-Line Description. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
Downloads: 562 plus iconMembers only ?
PTO Today: IRS Decision Flow Chart

PTO Today: IRS Decision Flow Chart

Easy-to-read chart to help determine whether your group should become a federally recognized nonprofit group, and if so, how much it might cost and which annual return to file. Part of the Leader’s Toolkit.
Downloads: 2615 Hot!

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