The application must be submitted electronically via Pay.gov .
Mandatory for organizations providing scholarships, educational loans, or grants to individuals. Submission and Fees 81023.mp4
Required for "successor" organizations to ensure no private benefit was transferred from a predecessor. The application must be submitted electronically via Pay
You must provide your Articles of Incorporation or Bylaws that include specific "dissolution" and "purpose" clauses required by the IRS. 81023.mp4
Used by larger organizations or those that do not meet the "EZ" criteria. It is a comprehensive, multi-part document.
For detailed step-by-step requirements, you should review the official IRS Instructions for Form 1023 . Instructions for Form 1023 (Rev. December 2024) - IRS
Past, current, and projected financial statements (revenues and expenses) for the next three years.