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Instructions for Form 1023-EZ (Rev. August 2014). Instructions for Form 1023-EZ, Streamlined Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code - irs

Instructions for Form 1023-EZ (Rev. August 2014). Instructions for Form 1023-EZ, Streamlined Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code - irs-2025

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The document provides detailed instructions for completing Form 1023-EZ, a streamlined application for organizations seeking tax-exempt status under Section 501(c)(3) of the Internal Revenue Code. It outlines eligibility criteria, filing procedures, user fees, signature requirements, and annual filing obligations. The document also includes specific sections for organizational structure, activities, and foundation classification, along with an eligibility worksheet to determine if an organization can use Form 1023-EZ. Additionally, it emphasizes the importance of compliance with federal and state regulations regarding tax exemption.

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Versions	Form popularity	Fillable & printable
2023	4.7 Satisfied (40 Votes)
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What documents are needed for IRS Form 1023?

Form 1023: Required attachment to Form 1023 Organizing document (required) Amendments to the organizing document in chronological order (required if applicable) Bylaws or other rules of operation and amendments (if adopted) Form 2848, Power of Attorney and Declaration of Representative (if applicable)

Can Form 1023-EZ exceed $50 000?

If applying for Section 501(c)(3) recognition, to be eligible to use Form 1023-EZ, you must attest: your annual gross receipts did not exceed $50,000 in any of the past 3 years and/or you project that your annual gross receipts will not exceed $50,000 in any of the next 3 years; and.

What is the difference between 501c3 and 1023-ez?

Section 501(c)(3) outlines the qualifications of a tax-exempt organization in certain respects while Form 1023 must be filled out in order to obtain the tax-exempt status. Youll learn the fundamentals of fundraising, writing a mission statement, choosing a board of directors and so much more!

What happens if I use Form 1023-EZ and bring in more than $50,000?

In either case, your organization will be on the IRS radar, and it could lose its exempt status entirely. Remember too, you are signing the application under penalty of perjury. If you have any expectation of more than $50,000 in revenue, you would be far wiser to file the full Form 1023 now.

What is the income limit for 1023-EZ?

Form 1023-EZ is a new, streamlined, online form created by the IRS for smaller organizations that wish to apply for federal tax-exempt status under Internal Revenue Code Section 501(c)(3), and anticipate receiving $50,000 or less in annual gross receipts.

What is the highest compensated employee on Form 1023?

Part V of Form 1023 asks questions about compensation and other financial arrangements with officers, directors, trustees, highest compensated employees (receiving more than $100,000 annually) and highest compensated independent contractors (receiving more than $100,000 annually), along with certain other related

What is the income limit for a nonprofit organization?

Nonprofits with annual revenue of less than $200,000 and assets valued at less than $500,000 may file the Form 990-EZ, or may elect to file the Form 990. Nonprofits with annual revenue of $500,000 or more must file the Form 990.

Who is eligible to use Form 1023-EZ to apply for an exemption?

Specifically, applicant organizations must satisfy the IRS definition of small. That means they must: Anticipate less than $50,000 in annual gross receipts each year for the first 3 years, and. Have already had less than $50,000 in annual gross receipts for all 3 prior years (if any), and.

Instructions for Form 1023-EZ (Rev. August 2014). Instructions for Form 1023-EZ, Streamlined Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code - irs-2025

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