Could Form 1023-EZ be an option?

Answer eight screening questions. This does not replace the complete, current IRS Form 1023-EZ Eligibility Worksheet.

0 of 8 answered

1. Do you project annual gross receipts above $50,000 in any of the next three years? Yes No

2. Have annual gross receipts exceeded $50,000 in any of the past three years? Yes No

3. Do total assets have a fair market value above $250,000? Yes No

4. Was the organization formed outside the United States or its territories? Yes No

5. Are you an LLC, partnership, for-profit successor, or other entity that is not an eligible domestic corporation, trust, association, or unincorporated operating entity? Yes No

6. Are you a church, school, hospital, credit-counseling organization, supporting organization, or other specially listed organization? Yes No

7. Do you plan to maintain a donor-advised fund, participate in certain joint ventures, or conduct activities that require specialized IRS review? Yes No

8. Has tax-exempt status previously been revoked or are you applying as a successor to a revoked/suspended organization outside the allowed reinstatement paths? Yes No

Important: The official IRS worksheet contains more questions and controls eligibility. Rules and thresholds can change. Complete the current worksheet before filing.

Official IRS Form 1023-EZ instructions and eligibility worksheet