Used by larger organizations or those that do not meet the "EZ" criteria. It is a comprehensive, multi-part document.
Mandatory for organizations providing scholarships, educational loans, or grants to individuals. Submission and Fees 81023.mp4
For detailed step-by-step requirements, you should review the official IRS Instructions for Form 1023 . Instructions for Form 1023 (Rev. December 2024) - IRS Used by larger organizations or those that do
A detailed narrative description explaining your organization’s strategy, including who will perform the activities, where, and the timeframe. including who will perform the activities
Past, current, and projected financial statements (revenues and expenses) for the next three years.