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Grab a File:501(c)(3) Toolkit

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PTO Today: 501(c)(3) Toolkit

PTO Today: 501(c)(3) Toolkit

PTO Today's 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 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. See the PTO 501(c)(3) Toolkit contents list for more information.
Downloads: 175 plus iconMembers only ?
PTO Today: IRS Form 1023-EZ Completed Sample

PTO Today: IRS Form 1023-EZ Completed Sample

Completed example of the streamlined application for tax-exempt status, reflecting a typical K-8 PTO; more information about IRS Form 1023-EZ and this completed sample can be found in the PTO 501(c)(3) Toolkit, which includes line-by-line instructions for submitting the electronic application. Note that the application itself can only be submitted electronically, however. The most recent version and its instructions should be downloaded from the IRS website.
Downloads: 410 plus iconMembers only ?
PTO Today: IRS Form 1023 Completed Sample

PTO Today: IRS Form 1023 Completed Sample

This IRS form has been filled in as an example of how a typical K-8 school parent group might complete the application. More information about IRS Form 1023 and this completed sample can be found in the PTO 501(c)(3) Toolkit, which includes line-by-line instructions for submitting the application. Note that the application itself can only be submitted electronically, however. The most recent version of this IRS form and its instructions should be downloaded from the IRS website.
Downloads: 650 plus iconMembers only ?
PTO Today: Sample Articles of Incorporation

PTO Today: Sample Articles of Incorporation

Example of articles of incorporation based on Virginia law, along with comments to help you understand what to do and why. Format and language vary from state to state, but the basic procedures will be the same. Find out more about incorporating your parent group in the PTO 501(c)(3) Toolkit.
Downloads: 719 plus iconMembers only ?
PTO Today: IRS Form 1023 Statement of Revenues and Expenses

PTO Today: IRS Form 1023 Statement of Revenues and Expenses

A detailed, fully editable example of supporting financial information required when filing Form 1023 for status as a federally recognized 501(c)(3) nonprofit with the IRS. This spreadsheet or a similar document should be included as an attachment with your completed Form 1023. Find out more about applying for nonprofit status in the PTO 501(c)(3) Toolkit.
Downloads: 760 plus iconMembers only ?
PTO Today: Incorporation—Key Questions

PTO Today: Incorporation—Key Questions

To speed up your PTO's incorporation process, gather this information before calling or logging onto the website for your state's corporations office. Learn more about incorporation in the PTO 501(c)(3) Toolkit.
Downloads: 376 plus iconMembers only ?

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