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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!
PTA Membership Letter
PTA Membership Letter welcoming and informing of the association.
Downloads: 18034 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.
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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.
PTO Today: IRS Form 990-EZ Line-by-Line Description
Detailed explanations for a typical K-8 school parent group filling out IRS Form 990-EZ. More about Form 990-EZ is in the Tax Return Toolkit. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
Downloads: 7635 Hot!
PTO Today: IRS Schedule A Completed Sample
The 2021-22 tax year version of Schedule A, 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 A, and this completed sample are in the Tax Return Toolkit; the Toolkit also includes a Schedule A Line-by-Line Description. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
PTO Today: IRS Form 990-EZ Completed Sample
The 2021-22 tax year version of Form 990-EZ from the IRS, filled in to reflect a typical K-8 school parent group. This form is a review of one complete financial year and is often used in conjunction with Schedule A and Schedule G. More information about Form 990-EZ and this completed sample can be found in the Tax Return Toolkit, which also includes a Form 990-EZ Line-by-Line Description. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
Volunteer Auditor Cover Letter
This customizable letter gets sent to someone who has volunteered to conduct an annual financial review or audit for your PTO or PTA. It outlines the financial review process and should be sent along with the Annual Financial Review Guidelines. From the Tax Return Toolkit.
PTO Today: Leader's Toolkit
Comprehensive guide to help parent group leaders be the best they can be, from setting priorities for the group to maximizing involvement.
Financial Risk Assessment Checklist
A yearly checklist to help your PTO executive board assess the group’s financial security. Over time, the goal is to have each item on the list rated low risk rather than high risk. Learn more about managing school parent group finances in the Treasurer's Toolkit and the Leader's Toolkit.
Downloads: 4768 Hot!
PTO Today: Officers Mini-Retreat Outline
Updated agenda for an orientation for PTO officers and chairpeople.
PTO Today: IRS Decision Flow Chart
Easy-to-read chart to help determine whether your group should become a federally recognized nonprofit group, and if so, how much it might cost and which annual return to file. Part of the Leader’s Toolkit.
Downloads: 3106 Hot!
PTO Today: Event Effectiveness Evaluation Checklist
Checklist to help gauge whether to change or keep a parent group activity.
PTO Today: Sample Articles of Incorporation
Example of articles of incorporation based on Virginia law, along with comments to help you understand what to do and why. Format and language vary from state to state, but the basic procedures will be the same. Find out more about incorporating your parent group in the PTO 501(c)(3) Toolkit.
PTO Today: Startup Toolkit
PTO Today's comprehensive guide for starting a new parent group walks you through all the essential steps to make your group a successful independent entity. The toolkit includes information and tools for writing a mission statement and bylaws, setting up a budget, working with school staff, choosing insurance, and more.
PTO Today: IRS Form 1023 Statement of Revenues and Expenses
A detailed, fully editable example of supporting financial information required when filing Form 1023 for status as a federally recognized 501(c)(3) nonprofit with the IRS. This spreadsheet or a similar document should be included as an attachment with your completed Form 1023. Find out more about applying for nonprofit status in the PTO 501(c)(3) Toolkit.
PTO Today: IRS Form 1023
A link to the IRS form to file for 501(c)(3) nonprofit status.
Downloads: 3611 Hot!
PTO Today: Conflict of Interest Policy
Sample conflict of interest statement from the IRS, to include in your bylaws or adopt before filing IRS Form 1023 for nonprofit status. Find more information about creating bylaws in the PTO Startup Toolkit.
PTO Today: Incorporation—Key Questions
To speed up your PTO's incorporation process, gather this information before calling or logging onto the website for your state's corporations office. Learn more about incorporation in the PTO 501(c)(3) Toolkit.
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