Used by larger organizations or those that do not meet the "EZ" criteria. It is a comprehensive, multi-part document.
Required for "successor" organizations to ensure no private benefit was transferred from a predecessor.
Depending on your organization's nature, you may need to attach additional schedules: 81023.mp4
You must provide your Articles of Incorporation or Bylaws that include specific "dissolution" and "purpose" clauses required by the IRS.
Payment is required at the time of submission (currently $600 for the full Form 1023 and $275 for Form 1023-EZ). Used by larger organizations or those that do
For detailed step-by-step requirements, you should review the official IRS Instructions for Form 1023 . Instructions for Form 1023 (Rev. December 2024) - IRS
Must be digitally signed by an authorized officer, director, or trustee. Depending on your organization's nature, you may need
Past, current, and projected financial statements (revenues and expenses) for the next three years.