An organization that seeks to be a tax-exempt charity under Section 501(c)(3) of the Internal Revenue Code must apply for tax exempt status by preparing and filing with the IRS one of the following two IRS forms:

  • Hard Way: Form 1023 (40 pages of complex and difficult questions and exhibits).  The IRS review period could be nine months or more.  See the Instructions for IRS Form 1023.  We prepare the long form 1023 for $3,500.  The filing fee is an additional $600.  Usually our fee and the filing fee comes from donations made to the charity.

IRS Form 1023-EZ Eligibility Test

Take the 30 question test below to see if your non-profit corporation is eligible to file IRS Form 1023-EZ, Streamlined Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code.

If your organization is considering filing for tax-exempt status under Section 501(c)(3) it must be able to answer NO to each of the following questions.  If the answer to any question is YES, your corporation cannot apply for tax-exempt status using IRS Form 1023-EZ, but must file the long 40 page IRS Form 1023.

If your organization passes the test and you enter your name and email address at the end of the test we will send you an email message that has all of the questions and answers you entered in the test.

If you have questions about Form 1023-EZ or Form 1023 or want to hire nonprofit corporation and charitable organization attorneys Richard Keyt, JD. LL.M (tax law) and his son former CPA Richard C. Keyt, JD, MS (accounting) call Rick (the father) at 480-664-7478 or Ricky (the son) at 480-664-7472.

About the Questionnaire Below:  When you answer NO to a question the next question will be displayed.