IRS Form 1023 Draft/Checklist
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Contents
- 1 Assemble the application and materials in this order:
- 2 User fee payment placed in envelope on top of checklist. DO NOT STAPLE or otherwise attach your check or money order to your application. Instead, just place it in the envelope.
- 3 Employer Identification Number (EIN)
- 4 Completed Parts I through XI of the application, including any requested information and any required Schedules A through H.
- 5 Schedules. Submit only those schedules that apply to you and check either “Yes” or “No” below.
- 6 An exact copy of your complete articles of organization (creating document). Absence of the proper purpose and dissolution clauses is the number one reason for delays in the issuance of determination letters.
- 7 Signature of an officer, director, trustee, or other official who is authorized to sign the application.
- 8 Your name on the application must be the same as your legal name as it appears in your articles of organization.
Assemble the application and materials in this order:
- Form 1023 Checklist This document
- Form 2848, Power of Attorney and Declaration of Representative (if filing) Not required
- Form 8821, Tax Information Authorization (if filing) Not required
- Expedite request (if requesting) Not required
- Application (Form 1023 and Schedules A through H, as required) The actual app, gotta have this
- Articles of organization Attach
- Amendments to articles of organization in chronological order Don't think we have any amendments yet
- Bylaws or other rules of operation and amendments Attach
- Documentation of nondiscriminatory policy for schools, as required by Schedule B Not required
- Form 5768, Election/Revocation of Election by an Eligible Section 501(c)(3) Organization To Make Expenditures To Influence Legislation (if filing) Not required
- All other attachments, including explanations, financial data, and printed materials or publications. Label each page with name and EIN. Attach
User fee payment placed in envelope on top of checklist. DO NOT STAPLE or otherwise attach your check or money order to your application. Instead, just place it in the envelope.
Employer Identification Number (EIN)
Original document is [here]
Completed Parts I through XI of the application, including any requested information and any required Schedules A through H.
- You must provide specific details about your past, present, and planned activities.
- Generalizations or failure to answer questions in the Form 1023 application will prevent us from recognizing you as tax exempt.
- Describe your purposes and proposed activities in specific easily understood terms.
- Financial information should correspond with proposed activities.
Schedules. Submit only those schedules that apply to you and check either “Yes” or “No” below.
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule H
An exact copy of your complete articles of organization (creating document). Absence of the proper purpose and dissolution clauses is the number one reason for delays in the issuance of determination letters.
- Location of Purpose Clause from Part III, line 1 (Page, Article and Paragraph Number)
- Location of Dissolution Clause from Part III, line 2b or 2c (Page, Article and Paragraph Number) or by operation of state law
Signature of an officer, director, trustee, or other official who is authorized to sign the application.
- Signature at Part XI of Form 1023.
Your name on the application must be the same as your legal name as it appears in your articles of organization.
Send completed Form 1023, user fee payment, and all other required information, to:
Internal Revenue Service P.O. Box 192 Covington, KY 41012-0192
If you are using express mail or a delivery service, send Form 1023, user fee payment, and attachments to:
Internal Revenue Service 201 West Rivercenter Blvd. Attn: Extracting Stop 312 Covington, KY 41011
