www.form1023help.com


Help for 501(c)(3)'s Filling Out IRS Form 1023

Hello and welcome to the Form 1023 Help website. This website is designed primarily to help non-profit charitable, educational, scientific and religious organizations obtain IRS tax exempt status under section 501(c)(3). The IRS application for non-501(c)(3) status, Form 1024, is not described, but non-charitable organizations, such as social clubs or professional associations, might find some of this information useful.

Advantages & Disadvantages
501(c)(3) Privileges, 501(c)(3) Responsibilities, Comparison of For-Profit and Non-Profit Tax Treatment

IRS Processing
User Fee, Mailing Address, Screening, Putting Together A Complete Do-It-Yourself Exemption Application Package, Inquiry Letters, What Questions Does the IRS Ask Most Frequently, Final Disposition

Form 1023
What Is the Organizational Requirement? What Are Bylaws? Are We Too Small to Bother With Exempt Status? What Is A Group Ruling? Chart Comparing 509(A) (1)-170(b)(1)(A)(vi) and 509(a)(2), Budget Worksheet

Maintaining Exempt Status
501(c)(3) Do's and Don'ts, Exempt Organizations Returns and Penalties, Gross Receipts Less Than $25,000, Forms for Employers, Donor Substantiation, Sample Acknowledgment Letter, Disclosure, Public Support Requirements, Inurement & Excess Benefit, Political Activity, Legislative Activity, What is Unrelated Business Income? Computing Periodical Advertising Taxable Income, Fiscal Agents, IRS Audits

Miscellaneous
Where to Go for Additional Help, Frequently Asked Questions for Nonprofits, Common Mistakes, About This Website

Every effort has been made to make this website as accurate as possible as of the date it was prepared (January,2006). Tax laws are always changing, however, and are often the subject of controversy. No guarantees are expressed or implied. This website is not intended to constitute legal/tax advice.

Sandy Deja


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This page last updated January, 2006