Brochure ordered. Thanks!

Lisa

Hi momof3 --

Two different avenues for you if going PTO and getting insured/nonprofit/etc. on your own:

1. Completely on your own. If you continue to use this site, you'll defitely get the guidance you need (piecemeal: JHB's insight here, someone else's there)to walk you through the steps. Lots of folks have done it that way. It's not all that tricky.

Done this way, the best liability insurance rate I've seen is about $400 (depends on state and broker and other factors).

2. Utilize the services of the National PTO Network (LINK to NPN) .

While the NPN has great benefits for all groups, many newly forming groups find it especially beneficial because of the first Expert Guide, called "PTO Start-Up." That Guide walks you step-by-step all the way through the process, including exactly how to answer all the questions on the IRS Form 1023.

NPN membership is $179 per year per group and includes all kinds of features and benefits that you can read about at the above link.

Another NPN advantage is access to an NPN-only insurance plan. Liability insurance for NPN groups is $235.

Hope this helps. You can order an NPn brochure at the NPN site.

Tim

A couple of more questions before my meeting.

Can't seem to find where to start on the steps to becoming a non-profit (something tells me it's not as hard as I'm making it, but my internet searches keep leading me to companies who will do the work for us and that is not what I'm looking for). Can anyone help me with what's necessary for California?

Also, our liability insurance cost for the year was $195 through PTA. Can this price be matched or beat anywhere else?

Lisa

Thanks for the help [img]smile.gif[/img]

Lisa,

And that will provide the continutity that is so desperately needed to make this work to its fullest.

Dave

Tim:

I agree that simplistic concepts like "hey - why can't there be a PTO leaders' group?" are always more difficult when put into practice.

And, I can see that the goal of PTOToday is not to sway people one way or the other, since your success is not dictated by membership; rather, you are here to assist with resources.

However, I would think there are PTO people out there who could represent the PTO cause, and perhaps this should be considered.

Dave: No need for the soap. I get your point about future leaders not understanding the non-profit situation. In my case, however, my youngest is in kindergarten so I will be around awhile to assist with future officers' training should we ultimately change to PTO.

Lisa

Tim,
I think it would be a great idea to establish a leaders resource. Look at the many leaders that frequent the forums. There are decades of experience available here. A selection of volunteer leaders that would keep their profiles up-to-date with where they're located(so people can see if someone is close), positions held and for how long, could be an asset for people looking for help.
Speaking for myself, I have 7 years with my current PTO (4 years as VP and Pres) as well as three years at another PTO. I also have three years with a PTA. I like to claim taxes, insurance, bylaws and parlimentary procedures as my forte.
And that is just one resource.... Think of the possible other resources too numerous to guess.