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PTO Today: 501(c)(3) Toolkit
PTO Today's 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 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. See the PTO 501(c)(3) Toolkit contents list for more information.
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PTO Today: Tax Return Toolkit
This comprehensive guide for school parent groups will help the treasurer or other key volunteer with completing the annual information returns for the IRS accurately. The toolkit includes general guidance as well as line-by-line descriptions and completed samples. See the Tax Return Toolkit contents list for more information.
Nonprofit Donation Receipt (Excel)
A fully editable and customizable spreadsheet form to provide to community members who make donations to your federally recognized 501(c)(3) tax-exempt group. Formatted with space to fill in your group's name, EIN, and event details as well as other details related to the donation received.
PTO Today: IRS Form 1023-EZ Completed Sample
Completed example of the streamlined application for tax-exempt status, reflecting a typical K-8 PTO; more information about IRS Form 1023-EZ and this completed sample can be found in the PTO 501(c)(3) Toolkit, which includes line-by-line instructions for submitting the electronic application. Note that the application itself can only be submitted electronically, however. The most recent version and its instructions should be downloaded from the IRS website.
Auction Wish List
Post this sheet on your site or distribute as a reference of the type of items that you would love to include in your auction!
Downloads: 11211 Hot!
Secured Gifts-In-Kind Auction Donation Form
Use this Gifts-In-Kind donation form for all of your secured donations.
Downloads: 14801 Hot!
PTO Today: IRS Schedule O Completed Sample
Sample completed Schedule O for the 2021-22 tax year, 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 O, and this completed sample are in the Tax Return Toolkit, which also includes a Schedule O Line-by-Line Description. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
PTO Today: IRS Form 1023 Completed Sample
This IRS form has been filled in as an example of how a typical K-8 school parent group might complete the application. More information about IRS Form 1023 and this completed sample can be found in the PTO 501(c)(3) Toolkit, which includes line-by-line instructions for submitting the application. Note that the application itself can only be submitted electronically, however. The most recent version of this IRS form and its instructions should be downloaded from the IRS website.
PTO Record-Retention Rules
How long should you keep the monthly treasurer reports? What about canceled bank checks or the yearly Form 990-EZ information returns? This checklist is based on IRS rules and includes guidelines for some of the most common types of PTO and PTA paperwork.
Downloads: 20083 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.
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: 15234 Hot!
MA Form PC (fillable PDF)
Massachusetts Form PC (fillable PDF) -- annual report for the Attorney General's office
Downloads: 3808 Hot!
MA Annual Report for Charities (fillable PDF)
MA Annual Report for Charities (fillable PDF)
Downloads: 2071 Hot!
PTO vs. PTA: Differences at a Glance chart
Reproducible chart comparing PTA and PTO groups' dues, insurance, nonprofit status, and more.
Downloads: 22086 Hot!
PTA to PTO switch letter for Parents
Letter to Parents about a Meeting to Switch
Downloads: 5787 Hot!
Notify State PTA of Disbanding Letter
Form Letter to a state PTA about intent to disband
Downloads: 4056 Hot!
PTO Today: Treasurer's Toolkit
PTO Today's comprehensive guide for parent group treasurers helps them manage their group's finances and keep funds secure. The toolkit includes guidance on all key financial steps, such as keeping accurate financial records, tips on smart budgeting, how to create a treasurer's report, and a checklist of important monthly tasks.
Treasurer Support for Form 990-EZ
Detailed example of year-end financial info to support the completed samples of Form 990-EZ, Schedule A, Schedule G, and Schedule O for the 2022-23 tax year. More information about these year-end treasurer reports and annual filing with the IRS is in the Tax Return Toolkit.
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