Application

1023 Questionnaire for Synagogue

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

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) 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.

j) Where did you study and who gave you smicha?

3) Membership, Location and Scheduled Services:

According to the IRS definitions a synagogue 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 Shabbos 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 activities do you do? How often?

j) Do you have meals after Services?

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

4) Financial Information:

a) When was your corporation started?

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

c) How much money did it make in the past 5 years and how was the money spent?

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

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

f) Will you be selling anything?

g) How do you expect to spend the money?

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

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 Synagogue

1) History and Activities:

2) Directors and Special Expenditures:

3) Membership, Location and Scheduled Services:

4) Financial Information:

Quick Links

Contact

Pay Via Credit Card

Pay Via Paypal

Pay Via Zelle
(561-212-1192)

Application

1023 Questionnaire for Synagogue

1) History and Activities:

2) Directors and Special Expenditures:

3) Membership, Location and Scheduled Services:

4) Financial Information:

Quick Links

Contact

Pay Via Credit Card

Pay Via Paypal

Pay Via Zelle (561-212-1192)

Pay Via Zelle
(561-212-1192)