Our 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 PTO 501(c)(3) 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.
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 501(c)(3) Toolkit right now. To learn more about Plus and all the benefits of membership, including access to all of our expert guides (retail value $332), visit PTOtoday.com/plus.
Price: $29.00After your purchase is complete, you’ll receive instructions on how to download the toolkit.
CONTENTS
Chapter 1: Getting Started
How This Toolkit Is Organized
A Note About Switching From PTA to PTO
When To Seek Professional Help
Should We Go for It?
Chapter 2: Incorporation: Becoming a Legal Entity
Incorporation, Step by Step
What Are Articles of Incorporation?
Chapter 3: Obtaining an EIN
Getting an EIN Online, Step by Step
More Information About the Responsible Party
Chapter 4: Applying for Tax-Exempt Status Using
IRS Form 1023-EZ
Why Become an Official 501(c)(3) Organization?
How Can Your Group Become Official?
Form 1023-EZ Eligibility Worksheet
Registering on Pay.gov
Form 1023-EZ, Line by Line
Approval
Appendix A: Applying for Tax-Exempt Status Using
IRS Form 1023
Registering on Pay.gov
Form 1023, Line by Line
Schedules (Additional Forms)
Approval
Also included:
- Incorporation: Key Questions
- Sample Articles of Incorporation
- Form 1023-EZ Eligibility Worksheet
- Form 1023-EZ Completed Sample
- Form 1023 Completed Sample
- Form 1023 Schedule E Completed Sample
- Form 1023 Statement of Revenue and Expenses