Stay in compliance with the IRS by completing your Form 990-EZ accurately! We’ll walk you through it line by line with the PTO Tax Return Toolkit.
This toolkit is an easy-to-understand guide for those volunteers who are taking care of annual financial and accounting tasks for their school parent group, including tax-exemption filings. It has explanations, how-tos, and line-by-line references to make sure that the annual reporting tasks are handled correctly, including the annual financial review. Kit includes: Overview of annual tasks, instructions for completing annual tax information returns, and completed samples and line-by-line instructions for Form 990-EZ and related schedules, plus guidelines and templates for a volunteer auditor to complete the annual financial review.
Did you know that PTO Today Plus members get all our toolkits as part of their membership? If you’re a Plus member, you can download the complete PTO Tax Return Toolkit right now. To learn more about Plus and all the benefits of membership, including access to all of our expert guides (retail value more than $350), visit PTOtoday.com/plus.
After your purchase is complete, you’ll receive instructions on how to download the toolkit.
Chapter 1: Annual Tasks
Year-End Financial Review (Annual Audit)
State Reporting Requirements
Annual Tax Information Return: IRS Form 990-series
Key Dates for Annual Tasks
Chapter 2: Tackling Your PTO Tax Return
Which Form To File
Finding What You Need From the IRS
When and How To File
Overview of Form 990-EZ
Overview of Schedules A, G, and O
Chapter 3: Annual Audit: A Key Tool Often Overlooked
Who Does the Audit?
When To Audit
What the Auditor Does
Making Things Easier
The Auditor’s Report
The secretary's role is one of the most important for keeping the business of the PTO running well, and for communicating all of the group's important work to its members. This comprehensive guide will help both new and veteran secretaries do their job more effectively and efficiently.
The toolkit includes duties lists divided by corresponding and recording secretary roles, information on preparing a meeting agenda and taking minutes, writing thank-you letters, communicating with members via newsletter, social media, and the web, and more—as well as helpful templates for creating meeting agendas and meeting minutes, sending letters and press releases, and other tools for communicating with members.
Did you know that PTO Today Plus members get all our toolkits as part of their membership? If you're a Plus member, you can download the complete Secretary's Toolkit right now. To learn more about Plus and all the benefits of membership, including access to all eight of our expert guides (retail value $332), visit PTOtoday.com/plus.
After your purchase is complete you’ll receive instructions on how to download the toolkit.
Chapter 1: What a Parent Group Secretary Does
Secretary’s Job Description
Recording Secretary Duties
Corresponding Secretary Duties
Possible Additional Secretary Duties
Success Tips for All Secretaries
Chapter 2: How To Prepare a Meeting Agenda
Chapter 3: How To Take Meeting Minutes
What To Include in the Minutes
What Not To Include in the Minutes
No Motions? No Problem
After the Meeting
Chapter 4: Writing Welcome Letters and Thank-You Notes
Welcome Letter Tips
Thank-You Notes for Donors
Thank-You Notes for Volunteers
Chapter 5: Putting Together a Newsletter
What To Put in Your Newsletter
Newsletter Design Tips
Sharing Your Newsletter
Chapter 6: Using Social Media and the Web
General Tips and Best Practices
Chapter 7: Additional Secretary Duties: Tips for Success
Coordinating a Membership Drive
Setting Up Meetings (Welcome and Refreshments)
Ongoing New Family Welcome
Creating a School Directory
Appendix A: How To Write a Press ReleaseDo Your Homework
Do Your Legwork
Create a Good Product
Make Contact Early
It’s Not Over When It’s Over
Appendix B: Group Email Communication TipsThe Basics
- PTO Secretary Job Description
- Robert’s Rules Tip Sheet
- Volunteer Interest Survey (English and Spanish)
- Meeting Announcement Half-Sheets (English and Spanish)
- Letterhead Templates
- Record-Retention Rules from the IRS
- Meeting Agenda Outline
- Meeting Minutes Template
- Sample Meeting Minutes
- Meeting Minutes Approval Process
- Welcome Letter
- Thank-You Letter for Business Donors
- Thank-You Letter for Volunteers
- Facebook Code of Conduct/Guidelines Template
- Press Release Template
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