Application

1023 Questionnaire for Church

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

In order to do fill this form, there is some information we need to pull together. You can help streamline and speed up the filing process if you take the time to answer the following questions in writing. If there is a question that stumps you, feel free to contact us by calling 561-212-1192. We will speak and at that time we can make up for any missing information.

1) History and Activities:

Organization Name(Required)

a) How did your organization get started?

b) What you have done and what you plan to do in the future?

c) What is the main activity or activities your corporation does?

d) Who conducts the activity?

e) Where is the activity conducted?

f) What percentage of your total time is allocated to the activity?

g) How is the activity funded (for example, donations, fees, etc.)?

h) What percentage of your overall expenses is allocated to this activity?

2) Denominational Information:

a) Are you part of a larger organized group of churches?

b) What does your denomination believe?

c) Do you have a creed that states your basic beliefs?

d) How do you worship?

e) Do you have a book or text that guides the behavior of your members?

f) Do you have a book (besides the Bible) that is important in your community?

g) How did your Pastor (or other type of clergy person) become ordained?

h) Did your pastor attend a seminary, bible college or theological school?

i) What was the course of study?

j) Does your church train and ordain ministers?

k) What special experience or skill does your Pastor have in ministry?

3) Directors and Special Expenditures:

a) Do you or any other of the directors of officers intend to get paid?

b) What will they be paid for?

c) How much will they be paid?

d) Are you planning to spend money in places outside the United States?

e) If yes, how will you be spending this money?

f) Will you give money to foreign people?

g) Will you buy things from overseas businesses?

h) Will you transfer money to overseas organizations?

i) Please send me the emails of your directors.

4) Membership, Location and Scheduled Services:

According to the IRS definitions a church consists of 3 things: a group of members, a stable location, and scheduled worship services.

a) How many members do you have at this time?

b) Do you have a procedure for choosing them?

c) What rights or privileges do your members have?

d) How many people come to your regularly scheduled worship services, on the average?

e) Where do your services take place?

f) What is schedule for services? When do they happen?

g) Do you have a website where your schedules services are posted?

h) What are your scheduled classes?

i) What kind of outreach ministry do you do? How often?

j) Do you have fellowship meals after Services?

k) Do you do other kinds of charity through the Church?

5) Financial Information:

a) When was your corporation started?

b) For how long has it been receiving and spending money?

c) How much money are you expecting to make in the coming year?

d) How will you make the money? Just donations? Membership fees?

e) Will you be selling anything?

f) How do you expect to spend the money?

Note: If your corporation has not yet completed one tax year, then you only need to create financial projections for this year + an additional 2 years. If your corporation has completed 1 tax year or more, you need to submit real numbers about how much your corporation made and how it was spent. You may need to go back 5 years, if your corporation has been around that long.

The IRS wants you to itemize your projected expenditures (if you have not finished your first tax year) or your actual expenditures, (if your church has completed its first tax years.) The following is a list of expenditures that, in our experience, are relevant for many churches. If your church has one of these expenditures, think of the yearly total for that kind of expenditure and write that next to the item. If you don’t spend money on this sort of expenditure, then leave the place blank.

Salaries for directors or officers,

Other salaries (teachers etc...)

Rent and Utilities

Professional fees (accountants, lawyers, etc)

Food

Office supplies

Printing

Mailings

Transportation

Audio visual equipment

Books

Religious articles

Furnishings

Guest lecturers, singers, musicians etc

Anything else you can think of

Application

1023 Questionnaire for Church

1) History and Activities:

2) Denominational Information:

3) Directors and Special Expenditures:

4) Membership, Location and Scheduled Services:

5) Financial Information:

Quick Links

Contact

Pay Via Credit Card

Pay Via Paypal

Pay Via Zelle
(561-212-1192)

Application

1023 Questionnaire for Church

1) History and Activities:

2) Denominational Information:

3) Directors and Special Expenditures:

4) Membership, Location and Scheduled Services:

5) Financial Information:

Quick Links

Contact

Pay Via Credit Card

Pay Via Paypal

Pay Via Zelle (561-212-1192)

Pay Via Zelle
(561-212-1192)