PTO / PTA Taxes & Insurance
A Free Guide from MoneyMinder
Navigating Taxes and Insurance: A Practical Guide for Parent Teacher Organizations and Associations
Running a PTA or PTO involves more than organizing events and supporting school initiatives. It also entails managing finances responsibly.
Taxes and insurance are crucial aspects of PTA/PTO management that must be addressed in order to ensure smooth operations and mitigate potential risks.
In this comprehensive guide, we break down everything your parent group needs to know about tax exemptions, form 990 and practical advice on insurance. Whether you are a seasoned PTA veteran or newcomer, this guide has what you need.
Grab Your Copy!
What's Inside
Talking about taxes and insurance for your parent group is about as fun as eating your vegetables before dessert — not the most exciting, but will certainly ensure a healthy future. This guide breaks down everything you need to know:
✓ Understanding Tax Exemption for PTAs and PTOs
✓ How Your PTA/PTO can become tax exempt
✓ Form 990 for PTA/PTO
✓ Which Form 990 do PTAs and PTOs file
✓ When are Tax Forms due
✓ How your PTA/PTO can file for an extension
✓ Why your PTA/PTO needs insurance
✓ Types of insurance to consider
About MoneyMinder
Over 20 Years of Financial Bliss for Parent Groups
MoneyMinder has been the trusted choice for thousands of school group finances for over two decades. MoneyMinder's three pillars—Security, Ease of Use and Affordability—have garnered it industry awards, customer praise and unprecedented loyalty through the years.
PTO & PTA Resources from MoneyMinder
Try MoneyMinder for 30 Days
See how easy it is to use. No obligation. No credit card required.
Connect your Stripe Account to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
Connect your Venmo account to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
Join It is a membership management service that helps businesses and nonprofits effectively sell, track, and grow their membership.
Set up a MoneyMinder Store free. Just pay 0.4% /transaction*
Connect your Bank, Square and PayPal accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.