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PTO Today: IRS Schedule A Line-by-Line Description
Detailed explanations for a typical K-8 school parent group filling out IRS Schedule A, to supplement IRS Form 990-EZ. More about Form 990-EZ and Schedule A are in the Tax Return Toolkit. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
Downloads: 2668 Hot!
Chart: Where To Include Fundraiser Info on Form 990-EZ
Not sure which line of Form 990-EZ the carnival expenses get added to, or whether to include the candy sale fundraiser proceeds on Schedule G? We've included some of the most common types of revenue-generating activities for PTOs and PTAs, noting where each one gets reported on IRS Form 990-EZ, Schedule A, and Schedule G. From the Tax Return Toolkit.
Downloads: 4414 Hot!
PTO Today: IRS Schedule G Completed Sample
The 2021-22 tax year version of Schedule G, 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 G, and this completed sample are in the Tax Return Toolkit. Also in the Toolkit is a Schedule G 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: Meeting Minutes Outline
Customizable template for putting together minutes from school PTO or PTA meetings. The outline is on two pages; it can be shortened to one page or go longer if needed.
Downloads: 21409 Hot!
Sample Cover Letter and Table of Contents for a Policies and Procedures Manual
Sample of what a Policies and Procedures Binder is and what could go in one.
Downloads: 15309 Hot!
MA Form PC (fillable PDF)
Massachusetts Form PC (fillable PDF) -- annual report for the Attorney General's office
Downloads: 3840 Hot!
MA Annual Report for Charities (fillable PDF)
MA Annual Report for Charities (fillable PDF)
Downloads: 2104 Hot!
PTO Today: Annotated Bylaws
Complete sample bylaws with explanations for each section.
Downloads: 50874 Hot!
Policy Flyer: Handling of PTO Funds Received
Simple, one-page flyer listing general policies for handling funds received.
Downloads: 13449 Hot!
Basic Bylaws
These bylaws are the ones we use for our middle school PTO. They are very basic, but have the essentials.
Downloads: 38353 Hot!
Committee Orientation Folder Contents - Word doc version
Word doc version of Committee Chairperson New Year Folder.
Downloads: 4905 Hot!
Committee Chair Tips From the Treasurer (Word Vers)
Customizable form for the treasurer to share with committee leaders. (Word version)
Downloads: 5634 Hot!
Committee/Project Worksheet
This is a worksheet we created for each committee or project that our PTA does. There's room to record the budget, items needed, people contacted to
Downloads: 12179 Hot!
PTO vs. PTA: Differences at a Glance chart
Reproducible chart comparing PTA and PTO groups' dues, insurance, nonprofit status, and more.
Downloads: 22153 Hot!
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