Get Form 1023

Form 1023 is the application for recognition of exemption under section 501(c)(3) of the Internal Revenue Code. This guide provides comprehensive step-by-step instructions to ensure that users can complete the form accurately and efficiently online.

Follow the steps to fill out the Form 1023 online effectively.

1. Click ‘Get Form’ button to obtain the form and open it in your browser.
2. Begin by providing the identification of the applicant. Fill in your organization's full name as shown in the organizing document, and enter the employer identification number if applicable.
3. Include the c/o name if applicable and enter the contact person's name and telephone number. Provide the full address, including city, state, and ZIP code.
4. Note the date of incorporation or formation and specify the activity codes. Indicate the month when the annual accounting period ends.
5. Select the type of organization by checking the appropriate box. Attach related documents as required before submission.
6. Provide a detailed narrative description of all the past, present, and planned activities of the organization, ensuring each description reflects its purpose and operational specifics.
7. List the organization’s sources of financial support in order of magnitude and describe any fundraising programs that have been put into effect.
8. Complete the sections regarding the governing body, providing names, addresses, and titles, as well as information about annual compensation and any affiliations with public officials.
9. Address the questions regarding transactions with other organizations and whether the organization controls or is controlled by another entity.
10. Fill out the financial statements for the current year and the previous three years, including revenue and expenses.
11. Finally, review your form for accuracy, save changes, and proceed to download, print, or share the completed document as needed.

Start filling out the Form 1023 online today to ensure your application for exemption is submitted correctly.