1023 EZ Filing Information

1023-EZ
Tax Exempt Request Form: 501c3
EIN Number:*
e.g., 23
Legal Name of Organization*
DBA Name if applicable:
Current Mailing Address of Organization*

Street Address

Street Address Line 2

CityState

Zip Code
Original State of Incorporation:*
Please provide the answers to the questions below.*
If known, please enter the appropriate 3-character NTEE Code that best describes your activities. If unknown, please review the NTEE codes pdf below to find or type 'unknown'.
Briefly describe the organization's mission or most significant activities: (limit 250 characters)*

0/250
Check both boxes to attest that your organizing document(s) include:*

If ALL answers to the below are NO, we can proceed with the 1023-EZ, so please DO choose 1023-EZ at checkout.

If any of the answers below are YES, please STOP and select the box below question 9 - do NOT choose 1023-EZ at checkout!
1) Do you project that your annual gross receipts will exceed $50,000 in any of the next 3 years?
2) Have your annual gross receipts exceeded $50,000 in any of the past 3 years?
3) Do you have total assets the fair market value of which is in excess of $250,000?
4) Are you a church or a convention or association of churches?
5) Do you maintain or intend to maintain one or more donor advised funds?
6) Do you or will you pay compensation to any of your officers, directors, or trustees? (Please select "yes" temporarily to see the instructions for a definition of compensation.)
Check “Yes” if you pay or plan to pay compensation to any of your officers, directors, or trustees. Compensation includes salary or wages, deferred compensation, retirement benefits whether in the form of a qualified or non-qualified employee plan (pensions or annuities), fringe benefits (personal vehicle, meals, lodging, personal and family educational benefits, low interest loans, payment of personal travel, entertainment, or other expenses, athletic or country club membership, and personal use of your property), and bonuses.
7) Do you or will you donate funds to or pay expenses for individual(s)?
8) Do you or will you engage in financial transactions (for example, loans, payments, rents, etc.) with any of your officers, directors, or trustees, or any entities they own or control?
9) Do you or will you have unrelated business gross income of $1,000 or more during a tax year?
If you must answer YES to any of the above questions, please check the box below, then hit next to sign, review, and submit - do NOT choose 1023-EZ at checkout!

Select the total number of current Directors, Officers, and/or Trustees.*
Director, Officer, or Trustee 1*

TitleFirst NameLast Name
Address*

Street Address

Street Address Line 2

CityState

Zip Code
Director, Officer, or Trustee 2*

TitleFirst NameLast Name
Address*

Street Address

Street Address Line 2

CityState

Zip Code
Director, Officer, or Trustee 3*

TitleFirst NameLast Name
Address*

Street Address

Street Address Line 2

CityState

Zip Code
Director, Officer, or Trustee 4*

TitleFirst NameLast Name
Address*

Street Address

Street Address Line 2

CityState

Zip Code
Director, Officer, or Trustee 5*

TitleFirst NameLast Name
Address*

Street Address

Street Address Line 2

CityState

Zip Code
Director, Officer, or Trustee 6*

TitleFirst NameLast Name
Address*

Street Address

Street Address Line 2

CityState

Zip Code
Director, Officer, or Trustee 7*

TitleFirst NameLast Name
Address*

Street Address

Street Address Line 2

CityState

Zip Code
Director, Officer, or Trustee 8*

TitleFirst NameLast Name
Address*

Street Address

Street Address Line 2

CityState

Zip Code
Director, Officer, or Trustee 9*

TitleFirst NameLast Name
Address*

Street Address

Street Address Line 2

CityState

Zip Code
Director, Officer, or Trustee 10*

TitleFirst NameLast Name
Address*

Street Address

Street Address Line 2

CityState

Zip Code
Is this the information currently on file with your state agency?*
Please be aware that we need complete information for all current Directors, Officers, and Trustees. Any filing corrections made necessary by errors or omissions may incur an additional fee.*
Would you like us to update them for you, for an additional fee of $75?*

My Products
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1023 - EZStreamlined application for exemption as 501c3 *ONLY choose if you answered NO to all questions on Page 2*
$650.00 Quantity

State Renewal Form(per state)
$75.00 Quantity

Total

$0.00
What is the name and official title of the signer on the return?
First Name* Last Name* Official Title*
Contact Phone Number*
Please enter a valid phone number.
Signature*

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1023-EZ

Tax Exempt Request Form: 501c3