Used by larger organizations or those that do not meet the "EZ" criteria. It is a comprehensive, multi-part document.
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
The application must be submitted electronically via Pay.gov . 81023.mp4
Past, current, and projected financial statements (revenues and expenses) for the next three years.
A detailed narrative description explaining your organization’s strategy, including who will perform the activities, where, and the timeframe. Used by larger organizations or those that do
For detailed step-by-step requirements, you should review the official IRS Instructions for Form 1023 . Instructions for Form 1023 (Rev. December 2024) - IRS
Payment is required at the time of submission (currently $600 for the full Form 1023 and $275 for Form 1023-EZ). Depending on your organization's nature
Depending on your organization's nature, you may need to attach additional schedules: