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Form 1023 ez eligibility worksheet

1023 ez eligibility worksheet-2025

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The document is a worksheet that must be completed before filing Form 1023-EZ to determine the eligibility of a PTA for tax-exempt status under section 501(c)(3). It outlines various questions regarding financial thresholds, organizational structure, and other criteria. If any question is answered 'Yes', the PTA is ineligible for Form 1023-EZ and must use the full Form 1023 instead.

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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.

How long does it take for Form 1023 EZ to be approved?

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.

Who is eligible to use Form 1023-EZ?

Only organizations that anticipate gross receipts to be at or below $50,000 annually are eligible. There are many other qualifications and any organization that wishes to file the Form 1023-EZ must complete the eligibility worksheet before submitting the form online.

Should I use a 1023 or 1023 EZ?

The key difference between the 1023 and 1023-EZ are the length of time each takes to complete, the target audience of each form, and the flexibility that each form provides. Since the 1023-EZ can only be filled out by organizations with less than $250,000 in total assets, the 1023-EZ is catered toward small nonprofits.

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.

form 1023 ez eligibility worksheet pdf

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How much does it cost to file a 1023-EZ?

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

Who is eligible for a Form 1023 EZ?

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 eligibility worksheet-2025

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

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

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