Instructions for Form 1023-EZ (Rev. January 2023). Instructions for Form 1023-EZ, Streamlined Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code-2025

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The document provides detailed instructions for completing Form 1023-EZ, a streamlined application for organizations seeking recognition of tax-exempt status under Section 501(c)(3) of the Internal Revenue Code. It outlines eligibility criteria, filing procedures, user fees, annual filing requirements, and specific sections to be completed in the form. The document also emphasizes the importance of compliance with IRS regulations and includes guidance on organizational structure, activities, and public inspection requirements.

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What is a disadvantage of becoming a 501c3 or affiliated 501c3?

Initial and Ongoing Costs Creating a nonprofit organization takes time, effort, and money. Fees are required to apply for incorporation and tax exemption with state and federal entities, as well as maintaining such status through annual renewals.

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 the event that you exceed the $50,000 threshold, the IRS can retroactively revoke your organizations 501(c)(3) status if you are unable to make a persuasive case that you met the Form 1023-EZ eligibility criteria at the time you applied.

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.

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.

1023 ez instructions

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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 an LLC use 1023 EZ?

The organization must be registered as a corporation, unincorporated, association, or trust. Entities formed as limited liability companies (LLC) are not eligible to file Form 1023-EZ. The organization cannot have donor-advised funds. The average processing time for Form 1023-EZ is about 2-4 weeks.

Is 1023 EZ the same as 501c3?

Form 1023-EZ is the streamlined version of Form 1023, Application for Recognition of Exemption Under Section 501(c) (3) of the Internal Revenue Code. Any organization may file Form 1023 to apply for recognition of exemption from federal income tax under section 501(c)(3).