501(c) Nonprofit Organization

501(c) Nonprofit Organization   Being a registered 501(c)(3) nonprofit means donations to your group are tax-deductible. It also makes you eligible to apply for federal grants. And many businesses will only donate to organizations that have 501(c)(3) status because of the tax deductibility issue. Technically, your group could exist under the umbrella of the a...

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6 Tips for Recruiting Committee Chairs

Ask face-to-face. Be sincere. Be realistic about the expectations of the job. If the recruit understands the scope of the committee and the time and skills required, she can better decide whether she’s the right person to do it. Provide assistance as needed, but don’t run the committee. One sure way to turn off future...

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7 Keys to a Strong Executive Board

Define each job clearly. Be sure each officer understands what is expected of her. Watch out for overlapping duties. Clarify the roles of “co” officers. Communicate regularly. Keep the group up to date on PTO matters. Use an agenda for executive board meetings. Make decisions as a group. Don’t leave any officers out of key...

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Record-Retention Rules

How long should you keep your Volunteer Group paperwork? Here are some guidelines based on IRS rules 3 years: Monthly treasurer reports 7 years: Bank statements Canceled checks Check registers IRS Form 990, 990-EZ, 990-N Permanently: Incorporation paperwork IRS Form 1023 and documentation IRS determination letter for 501(c)(3) tax-exempt status Meeting minutes and agendas Year-end...

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Smooth Transitions

Leadership Transition What can you do to have a successful transition? Calendar with events dates, time lines for deadlines before the event Copies of Legal Documents Event Notebook - "Carnival Records and Guide" etc List of suppliers, services etc Be a good Listener Here are some great PDF files with info Transition Kit - Download...

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Volunteer Group Year-End To Do List

Your Volunteer Group Year-End To Do List Organize your VOLUNTEER GROUP files and storage. This is a great time to go through your files and purge unnecessary items. If you store food or soft drinks, check the expiration dates and toss as appropriate. Get rid of mangled decorations, boxes of old school directories, calculators with...

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Elections

By by Christy Forhan at PTO TODAY How do we elect our officers? First and foremost, check your bylaws. If they include election guidelines, you have an obligation to follow them. If there aren’t any election guidelines in your bylaws, you should be guided by Robert’s Rules of Order. But even RRO offers a lot...

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10 Things the President Should Know About the PTO’s Finances

Your PTO’s organizational status. Is the PTO an informal yet independent group, a school committee, a nonprofit corporation, and/or a federally registered tax-exempt charity? Your PTO’s tax ID number, also known as the employer identification number. Your PTO’s fiscal year—that is, your PTO’s business year. It does not need to match the calendar year or...

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Sample Agendas

Call to Order Roll Call Approval of Previous Meeting Minutes Officers’ Report President Report Vice President Report Treasurer’s Report Committee Report Principal’s Report Old Business New Business Calendar Adjournment

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Should Our Parent Group File For Non-Profit Status

What Are The Pros And Cons Of Filing For Non-Profit Status? In the long run, it is definitely in the best interest of well-organized PTO’s to file for tax exemption under the 501(c)(3). However, poorly run organizations with only marginal commitment from volunteers will find the returns are limited. Those who benefit from the process...

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Simple Steps for Handling Cash

Set Up One Cash Point. For any event, take cash at one place only. The fewer hands that touch it, the better. For the spring carnival, don't have people pay a quarter at each booth. Have them purchase tickets from a cashier. It's great to have volunteers help children at the holiday shop. But have...

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Unpaper Your Parent Group

Unpaper Your Parent Group Cutting back on how much paper your group uses will mean less time copying—and more money saved. Here are simple, sensible things your Parent Group  can do to reduce its paper use: Flyers:(more for elementary school) How many sets of siblings are at your school? Just a bit of work one...

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Your Parent Group Year-End To Do List

 15 steps to close out the year and get ready for a great start in the fall. Organize your PTO files and storage. This is a great time to go through your files and purge unnecessary items. If you store food or soft drinks, check the expiration dates and toss as appropriate. Get rid of...

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End of the Year Helps and Files

End of the Year Helps and Files   Office Training Smooth Transitions   year_planning_at__glance.xls27 KB   board_sign_up_sheet.xls27 KB newleaderkit_all.pdf1.51 MB

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Sample Agenda using Robert Rules

Sample Agenda using Robert Rules Using Robert's Rules: The Presiding Officer’s Script The best presiding officers plan ahead. With an agenda and knowledge of the business at hand before the meeting, a plan can turn into a script like the following example that following Robert's Rules and will enable you to preside like a pro....

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