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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 Tax Return Toolkit. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
Downloads: 7357 Hot!
PTO Today: IRS Schedule A Completed Sample
The 2021-22 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 Tax Return 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.
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PTO Today: IRS Form 990-EZ Completed Sample
The 2021-22 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 Tax Return 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.
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 Tax Return 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.
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: 2997 Hot!
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.
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 writing a mission statement and bylaws, setting up a budget, working with school staff, choosing insurance, and more.
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.
PTO Today: IRS Form 1023
A link to the IRS form to file for 501(c)(3) nonprofit status.
Downloads: 3577 Hot!
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.
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.
PTO Today: Mission Statement Samples
Several examples of mission statements from actual parent groups. If it's time to revise or create your group's mission statement, you can use these as a model. Learn more about running your PTO and setting the direction for its mission and vision in the PTO Leader's Toolkit and the PTO Startup Toolkit.
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: 32910 Hot!
