Form 1023-2026

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The document is an application form (Form 1023) for the recognition of exemption under Section 501(c)(3) of the Internal Revenue Code, submitted by the San Francisco Free Clinic. It includes sections for identifying the applicant, detailing organizational activities, financial data, and technical requirements necessary for obtaining tax-exempt status. The form requires a user fee and specific documentation to be attached, along with a declaration of truthfulness by the signer.

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Click ‘Get Form’ to open Form 1023 in the editor.
Begin by filling out the Identification of Applicant section. Enter your organization’s full name, employer identification number, and contact details accurately.
Proceed to the Activities and Operational Information section. Provide a detailed narrative of your organization's activities, including their purpose and timeline.
In the Financial Data section, complete the Statement of Revenue and Expenses for the current year and previous years. Ensure all figures are accurate and attach any necessary schedules.
Review each part carefully, ensuring that all required documents are attached before submitting your application.

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What is a 1023 form used for?

Form 1023 is an application an organization uses for the IRS to issue a determination letter or ruling letter that recognizes an organizations exemption from federal income tax.

What is the difference between a 501c3 and a 1023?

The 1023 forms are used when a nonprofit is applying for official tax-exempt status under Section 501(c)3.

Who is required to file Form 1023?

Organizations requesting recognition of tax-exempt status under section 501(c)(3) must complete and submit their Form 1023 (or Form 1023-EZ, if eligible) applications electronically (including paying the correct user fee) using Pay.gov.

How much does it cost to file an IRS Form 1023?

The user fee for Form 1023 is $600. The user fee for Form 1023-EZ is $275. The user fees must be paid through Pay.gov when the application is filed.

How often must I file Form 1023?

In order to be recognized as exempt from the organizations formation, the nonprofit should file Form 1023 within 27 months from the end of the month when it was formed. If filed a after 27 months since formation, the organization will only be considered as tax-exempt from the filing date.

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Is Form 1023 difficult to complete?

Government-issued forms in general have a reputation for being difficult. Form 1023 is especially notorious for its length and complexity, regardless of your organizational structure. Even though it may be complicated, there are a ton of resources that you can turn to for assistance.