Real Help With Your 501(c)(3) Application
Prepare Your Own 501(c)(3) Application
By Sandy Deja © 2020 400 pages ISBN 978-1-7340724-1-9
Money Back Guarantee
(available in pdf as well; send email request)
Form 1023 - Part I
As described on this page, the information below refers to an earlier version of Form 1023.
Page 1 - Identification of Applicant
Page 1 - Part I - Question 2
If you are using the home address of an officer or board member, including that person's name in the "c/o" line of Form 1023 may prevent mail for your non-profit organization from going astray.
Page 1 - Part I, Question 3
Be sure to use an address where you know a responsible person will be checking the mail regularly for the next several months. For IRS purposes, a post office box is acceptable.
Page 1 - Part I - Question 4
Your organization is required to have a Federal ID number before you submit your 501(c)(3) application. Apply for this using IRS Form SS-4. Submit the form on-line or complete the form and call the toll free number listed in the instructions. Sending your Form SS-4 through the mail will take much longer.
Caution: It is never a good idea to use anyone's personal social security number on a non-profit's bank account, even for a short period of time.
Page 1 - Part I, Question 9
You are not required to have a website. If you do not have a website, enter "No website."
Page 1 - Part I, Question 10
Although the instructions for Form 1023 say that an organization is not required to file Form 990 if annual gross receipts are normally less than $25,000, this is no longer true. These small organizations are now required to file Form 990-N, also known as the E-Postcard, a brief on-line form. Failure to do so for three years in a row can result in revocation of your organization's exempt status.
THIS is a TREASURE