501(c)(3) application preparation with a clear, personal process.

What is a 501(c)(3) application?

Eligible charitable, educational, religious and certain other organizations generally request recognition of exemption from the IRS using Form 1023 or, when eligible, Form 1023-EZ. The filing explains the organization’s purpose, activities, governance and finances.

What our preparation service covers

• Review of your proposed charitable purpose and planned activities.
• Organization of incorporation, director and governance information.
• Guidance on the appropriate federal exemption application based on the information provided.
• Preparation support for required narratives and supporting materials.
• A clear review process before the application moves forward.

Form 1023 or Form 1023-EZ?

Eligibility for the streamlined Form 1023-EZ depends on the IRS eligibility worksheet and the organization’s facts. Organizations that are ineligible use the full Form 1023. A shorter form is not automatically the right choice for every eligible organization.

Information to gather

• Proposed legal name, address and state of formation.
• Names and addresses of directors and officers.
• A specific description of programs and who they will serve.
• Expected revenue, expenses and fundraising activities.
• Formation and governance documents, when already available.