A2Z Filings


1023 Questionnaire for Charitable Organization

We are preparing your 1023 form, in which you ask the IRS to recognize your organization as a 501c3 charity.

In order to fill this form, there is some information we need to pull together. It is easiest for you if you speak to me by calling 561-212-1192 and giving us the information. However, there are many people who prefer to answer in writing. Answering in writing actually helps speed up the process.

1) History and Activities:

History and Activities: First…please tell me if you made more than $50,000 in the past 3 years, or if you expect to make up to $50,000 during the upcoming 3 years? If the answer is “no” then stop here and contact me! The IRS considers you a “small corporation” and it only requires you to do a short 1023. You will save yourself a lot of time and money if you do the short form. However, if you reasonably think you will make more than $50,000 dollars, or if you have made more than that in the past, you should do the regular long form. In that case the rest of this questionnaire applies:

2) Directors and Special Expenditures:

4) Financial Information:

Itemize...(For previous years if there are any, or for future years if your corporation is new.)