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HELP changing from PTA to PTO

18 years 4 months ago #76852 by jcarar
Replied by jcarar on topic RE: HELP changing from PTA to PTO
Regarding the $30 for the EIN, yes, you are correct--it is free. I was referring to filing Articles of Incorporation with the state.

Regarding spending our PTA money down to zero, we can do that, but I like the idea of having some start-up money for next year. If we open an account, then we can transfer some money and use it in the Fall, should we disband.

Given the risks and benefits, do you think it's better if we transfer or spend down to zero?
18 years 4 months ago #76851 by Rockne

Originally posted by SAFin RI:




Come on Tim, if one of the biggest reasons groups change is to keep the $$$ local, how can it be that they don't know they are part of a national organization.

Hi SAF -

Sorry if I wasn't clear. There's a big difference between the general membership and the leadership of a local PTA. I think a healthy percentage of local leaders likely have a working concept of the PTA affiliation, mainly because they have to write a check evey year to pay for that affiliation. And it's the leaders who 98 times out of 100 explore the pros and cons of affiliation.

It's the general membership I was referring to in the above quote. I think the vast majority of those folks (who account for the vast majority of the 5 million + PTA members) have very little concept of the state and/or national PTA.

Tim

PTO Today Founder
18 years 4 months ago #76850 by SAFin RI
Again, this is a quite misleading statistic. Of the 5.75 million PTA members, how many even know they're part of the national PTA? What % sent in 5 bucks to their kids' school because the flier came home asking for the $5. If the acronym said PTA or PTO or HSA or PDQ -- they would have sent in the $5.
18 years 4 months ago #76849 by SAFin RI



Come on Tim, if one of the biggest reasons groups change is to keep the $$$ local, how can it be that they don't know they are part of a national organization.
18 years 4 months ago #76848 by tryinhard
Replied by tryinhard on topic RE: HELP changing from PTA to PTO
We did an EIN for the first time this year it was free. Did it over the phone in a few minutes. Call the IRS.
18 years 4 months ago #76847 by Rockne

Originally posted by ihad2muchcoffee:
We went from a PTA to a PTO two years ago, and the District PTA did come and take all of the permanent PTA files and PTA tool kits

Good feedback, 2much. Thanks.

On the above quote, sounds like you guys did fine, but I question the validity of the files things (at the very least I'd keep copies, because my bet is that any questions that came down later would fall to you guys, not the district PTA).

And as for the toolkits and things like that -- I believe taking those is nonsense. I understand why you let them go, but the concept behind the PTA asking for them is nuts. You guys paid big money for those tools. It'd be like dropping out of AAA and then AAA coming in and taking back your maps! Crazy.

Tim

PTO Today Founder
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