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Form 1023-EZ First Year Report

Form 1023-EZ First Year Report-2026

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The document provides an executive summary and analysis of the first year of use of Form 1023-EZ, a simplified application for organizations seeking federal tax exemption under section 501(c)(3) of the Internal Revenue Code. Released on July 1, 2014, the form has significantly reduced processing times and increased customer satisfaction among users. The IRS reports a 95% approval rate for applications submitted via Form 1023-EZ, with ongoing efforts to monitor compliance and address issues such as ineligibility and incomplete submissions. The report outlines improvements made based on user feedback and plans for future enhancements to the application process.

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Click ‘Get Form’ to open the Form 1023-EZ in our editor.
Begin by filling out Part I, which includes your organization's name, address, and Employer Identification Number (EIN). Ensure all information is accurate to avoid processing delays.
In Part II, select the type of organization you are applying for (corporation, unincorporated association, or trust) and confirm that you have the necessary organizing documents.
Proceed to Part III where you will describe your specific activities. Enter the appropriate NTEE code and check all applicable purposes for your organization.
Complete Part IV by classifying your organization as a public charity or private foundation based on your funding sources.
If applicable, fill out Part V for reinstatement after automatic revocation. Finally, ensure that the application is signed in Part VI before submitting.

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