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Form 1023EZ Eligibility Worksheet (Must be completed prior to completing Form 1023EZ) If you answer Yes to any of the worksheet questions, you are not eligible to apply for exemption under section
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How to fill out using form 1023-ez

01
To fill out form 1023-ez, follow these steps:
02
Obtain a copy of form 1023-ez from the IRS website or by contacting the IRS directly.
03
Gather all necessary information and documents, including your organization's legal name, address, and employer identification number (EIN).
04
Complete Part I of the form, providing basic information about your organization, such as its purpose and activities.
05
Proceed to Part II and answer the eligibility questions to determine if you qualify to use form 1023-ez.
06
If you meet the eligibility requirements, fill out Part III with details about your organization's past, planned, and ongoing activities.
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Attach any supporting documents requested in Part IV, such as financial statements or organizational bylaws.
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Review the completed form for accuracy and completeness.
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Sign and date the form and provide the required affirmation statement.
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Mail the form and any required payment to the appropriate IRS address as indicated in the instructions.
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Keep a copy of the completed form and supporting documents for your records.

Who needs using form 1023-ez?

01
Form 1023-ez is specifically designed for small nonprofit organizations with gross receipts of $50,000 or less and assets of $250,000 or less.
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The following types of organizations may be eligible to use form 1023-ez:
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- Civic leagues
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- Social welfare organizations
05
- Labor, agricultural, or horticultural organizations
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- Business leagues
07
- Veterans' organizations
08
- Fraternal societies
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- Domestic foundations
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- Other types of nonprofit organizations who meet the eligibility criteria
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However, there are certain organizations that are not eligible to use form 1023-ez, such as churches, schools, hospitals, and supporting organizations.
12
It is important to review the instructions and eligibility requirements provided by the IRS to determine if your organization qualifies to use form 1023-ez.
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Form 1023-EZ is used by certain eligible organizations to apply for recognition of exemption from federal income tax under section 501(c)(3).
Certain eligible organizations seeking recognition of exemption from federal income tax under section 501(c)(3) are required to file Form 1023-EZ.
Form 1023-EZ can be filled out online or by mail. Organizations must provide information about their purpose, activities, finances, and more.
The purpose of Form 1023-EZ is to apply for recognition of exemption from federal income tax under section 501(c)(3).
Information about the organization's purpose, activities, finances, and more must be reported on Form 1023-EZ.
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