Past, current, and projected financial statements (revenues and expenses) for the next three years.
Depending on your organization's nature, you may need to attach additional schedules:
Must be digitally signed by an authorized officer, director, or trustee. 81023.mp4
The application must be submitted electronically via Pay.gov .
A shorter, online-only version for small organizations with gross receipts of $50,000 or less and assets of $250,000 or less. Required Documentation A shorter, online-only version for small organizations with
For detailed step-by-step requirements, you should review the official IRS Instructions for Form 1023 . Instructions for Form 1023 (Rev. December 2024) - IRS
Mandatory for organizations providing scholarships, educational loans, or grants to individuals. Submission and Fees December 2024) - IRS Mandatory for organizations providing
A detailed narrative description explaining your organization’s strategy, including who will perform the activities, where, and the timeframe.