Is Form 1023 Right
for Your Organization?
Form 1023 is the standard IRS application for 501(c)(3) tax-exempt status. It is typically required for organizations that expect to receive more than $50,000 in annual gross receipts or that do not qualify to file Form 1023-EZ.
What We Handle for You
Application Guidance
We review the information you provide and provide guidance throughout the process.
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Application Preparation
We prepare your Form 1023 application and ensure that all questions are properly addressed.
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Supporting Information & Schedules
We prepare all required schedules and supporting information.
IRS Application Submission
We submit your application and provide administrative support during the IRS review process.
Key Form 1023 Requirements
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Eligible Organizational Structure — The organization must be properly organized and have an appropriate organizing document that meets IRS requirements.
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501(c)(3) Purpose & Dissolution Provisions — The organizing document must limit the organization's purposes to those permitted under Section 501(c)(3) and provide for the appropriate dedication of assets upon dissolution.
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Detailed Activities — Form 1023 requires a detailed description of the organization's past, present, and planned activities, including how those activities further its exempt purposes.
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Financial Information — The application requires actual or projected financial information based on how long the organization has been in existence.
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Organizational & Supporting Information — The application includes information about officers, directors or trustees, compensation, fundraising, relationships with other organizations, and applicable schedules or supporting documents.
Filing Fees
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IRS Form 1023 user fee: $600
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State filing fees for nonprofit formation are additional and vary by state.