Streamlined Application for Recognition of Exemption 2025

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin with Part I: Identification of Applicant. Fill in your organization’s full name, address, and Employer Identification Number (EIN). Ensure all contact details are accurate for any follow-up inquiries.
  3. Proceed to list the names and titles of your officers, directors, and trustees. If you have more than five, refer to the instructions for guidance on how to include them.
  4. In Part II: Organizational Structure, select the type of organization you are applying as (corporation, unincorporated association, or trust) and confirm that you possess the necessary organizing documents.
  5. For Part III: Your Specific Activities, enter the NTEE Code that best describes your activities. Check all applicable boxes confirming compliance with section 501(c)(3) requirements.
  6. Complete Part IV: Foundation Classification by selecting whether you qualify as a public charity or private foundation based on your support sources.
  7. Finally, sign and date the application in Part VI to certify its accuracy before submission.

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To apply for recognition by the IRS of exempt status under section 501(c)(3) of the Code, use a Form 1023-series application. The application must be submitted electronically on Pay.gov and must, including the appropriate user fee.
Granting expedited processing is at the discretion of the IRS. An organization may not request expedited handling of a Form 1023-EZ, Streamlined Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code submitted under Revenue Procedure 2022-5, (updated annually).
How Long Does It Take to Start a California Nonprofit? Currently, the state processing time for California nonprofits is around 12 business days.
The exemption certificate is properly completed and legible: Name and address of the purchaser. Description of the item to be purchased. The reason the purchase is exempt. Signature of purchaser and date; and. Name and address of the seller.
After you submit your application If you submitted your application before the date indicated on that page and havent been contacted, you can call the toll-free Customer Account Services number at 877-829-5500 Monday through Friday, 8 a.m. - 5p.m. (local time), to check on the status.
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People also ask

We issue 80% of Form 1023-EZ application determinations within 22 days. Note: Even if your Form 1023-EZ is complete, we may need more information. If your application requires more information or further review, well contact you by phone or by mail.
Incorrect or Incomplete Financial Documentation. Financial transparency is important for nonprofits, especially when youre applying for 501(c)(3) status. Accurate financial documentation helps the IRS assess and determine your organizations eligibility for tax-exempt status.
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.

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