JHB;146247 wrote: Congratulations! So the process took about 5 months, plus 2 months to make a change requested by the IRS. Wow - I didn't know it was running that long. I think the last one I did took about 6-8 weeks.
Thanks! It feels great to have it done. Yes, it did seem like it took them quite a while to start looking at it.
gjcoram;141893 wrote: Thanks for the responses. I ended up doing pretty much what JHB did: answer yes, and say it's specific to our school. Rockne, interesting that the IRS told you that, when their own form gives the examples it does.
(Form 1023 was postmarked 3/11 - hooray!)
On your old question/comment. Some of this stuff is really open to interpretation. Now that I consider, I may have even given the opposite advice in a different thread. And the question may have been worded a bit differently in the version I completed.
But the end point is the same. You can keep it simple and answer "no" because you aren't really set up to benefit individuals. Or you can answer "yes" and justify it within the context of your mission. Either way seems to get you to the same point as long as your answer makes sense.
Congratulations! So the process took about 5 months, plus 2 months to make a change requested by the IRS. Wow - I didn't know it was running that long. I think the last one I did took about 6-8 weeks.
Follow-up: Just received our determination letter, dated 10/15/2008. The IRS contacted me in August to say we needed to amend our articles of incorporation, and it took us 2 months to complete that process.
Thanks for the responses. I ended up doing pretty much what JHB did: answer yes, and say it's specific to our school. Rockne, interesting that the IRS told you that, when their own form gives the examples it does.
Actually, on the last form I helped complete, we answered "yes" to both 1B and 2. Answering "yes" requires you to document an explanation, but that's easy enough. We just created a Word document and kept adding sections every time we had to attach more info. This may not match exactly, but you'll get the idea. I'll paste in a big section of the document.
========== XYZ PTO EIN # xxxxxxxxxxx
Attachments Included: · Constitution · Bylaws · Conflict of Interest Policy · Membership form
Part IV Narrative of Activities
{this was the section where we listed the activites and % of effort}
Part VI Your Members and Other Individuals and Organizations that Receive Benefits From You
1B Benefits to Organizations – XZY PTO exists to support XZYZ Elementary School. The PTO provides volunteers, coordinated extracurricular activities, supports school programs, and raises supplemental funds for programs, equipment, and services that benefit the school, its students, and teachers.
2 Programs/Services Limited to specific individuals – Those who join the PTO as members are eligible to vote, run for elected office, and receive a free copy of the student directory. Otherwise, as stated above the PTO programs and services are targeted towards XYZ school and intended for all its students, families, and staff. The majority of activities are intended to benefit the entire school population.
