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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.
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PTO Today: IRS Form 1023 Common PTO Attachments Checklist
A list of attachments frequently needed by school parent groups filing for status as a federally recognized 501(c)(3) organization (IRS Form 1023). This file is no longer needed; for the latest guidance in applying for tax-exempt status as a PTO, read the PTO 501(c)(3) Toolkit.
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.
PTO Today: Mission Statement Samples
Several examples of mission statements from actual parent groups. If it's time to revise or create your group's mission statement, you can use these as a model. Learn more about running your PTO and setting the direction for its mission and vision in the PTO Leader's Toolkit and the PTO Startup Toolkit.
PTO Today: Auction Toolkit
Comprehensive guide for PTO and PTA leaders to plan and execute a successful auction, from start to finish.
PTO Today: Auction Underwriter Solicitation Letter
Customizable letter to solicit auction underwriting support from organizations.
PTO Today: Profit and Loss Sample Statement
Customizable auction income and expenses worksheet.
PTO Today: Committee Meeting Agenda Sample
Customizable outline for individual committees that have ongoing interim meetings.
PTO Today: Prospective Auction Donors Database
Spreadsheet to keep track of auction donations and value.
PTO Today: Auction Reservation Cards
Three kinds of auction reservation cards to send to attendees or sponsors.
PTO Today: Realtor Roundup Auction Letter
Customizable letter to solicit auction pledge donations from local realtors.
PTO Today: Live Auction Bid Sheet
Formatted, customizable bid sheet for live auction items.
PTO Today: Auction Event Notebook Worksheet
Customizable event committee wrap-up worksheet.
PTO Today: Event Mailing List Database
Basic spreadsheet to keep track of contact information.
PTO Today: Auction Event Budget Worksheet
Budget spreadsheet for auction and other events.
PTO Today: Auction Donor Form
Customizable form to solicit and track donations of items for auction.
PTO Today: Ad Order Form Cover Letter
Cover letter to accompany an ad order form for soliciting auction program advertisements.
PTO Today: Ad Order Form
Order form for businesses to place ads in an auction program or directory.
PTO Today: Communications Handbook
Quick reference guide to the most common communications used by parent groups.
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