COVID-19 and School Closures: Help for PTOs and Parents

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.
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Volunteer Auditor Cover Letter

Volunteer Auditor Cover Letter

This customizable letter gets sent to someone who has volunteered to conduct an annual financial review or audit for your PTO or PTA. It outlines the financial review process and should be sent along with the Annual Financial Review Guidelines. From the Treasurer's Toolkit.
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PTO Today: Leader's Toolkit

PTO Today: Leader's Toolkit

Comprehensive guide to help parent group leaders be the best they can be, from setting priorities for the group to maximizing involvement.
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PTO Today: Mission Statement Samples

PTO Today: Mission Statement Samples

Examples of mission statements taken from real parent groups; learn more in the PTO Leader's Toolkit.
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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.
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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 Startup Toolkit.
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PTO Today: Startup Toolkit

PTO Today: Startup Toolkit

PTO Today's comprehensive guide for starting a new parent group walks you through all the essential steps to make your group a successful independent entity. The toolkit includes information and tools for getting organized, incorporating your group, applying for nonprofit status, writing bylaws, 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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PTO Today: IRS Form 1023 Statement of Revenues and Expenses

PTO Today: IRS Form 1023 Statement of Revenues and Expenses

Editable sample of financial information required when filing Form 1023 with the IRS; from the PTO Startup Toolkit.
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PTO Today: IRS Form 1023 Common PTO Attachments Checklist

PTO Today: IRS Form 1023 Common PTO Attachments Checklist

List of attachments often required from PTOs filing for 501(c)(3) status with the IRS; from the PTO Startup Toolkit.
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PTO Today: IRS Form 1023

PTO Today: IRS Form 1023

A link to the IRS form to file for 501(c)(3) nonprofit status.
Downloads: 3425 Hot!
PTO Today: Conflict of Interest Policy

PTO Today: Conflict of Interest Policy

Sample conflict of interest statement from the IRS, to include in your bylaws or adopt before filing IRS Form 1023 for nonprofit status. Find more information about creating bylaws in the PTO Startup Toolkit.
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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 Startup Toolkit.
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PTO Today: Nonprofit Donation Receipt

PTO Today: Nonprofit Donation Receipt

Use this blank form for community members who make donations to your group if it's registered as a tax-exempt charity. Customizable with your group's name and EIN. (Plus Members: Download the updated and fully editable Nonprofit Donation Receipt form in Excel format instead.)
Downloads: 29475 Hot!
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