FOR NONPROFITS

IRS Form 1023

We handle your entire IRS Form 1023 application, from eligibility review to IRS communication, to secure your 501(c)(3) tax-exempt status.

Best for: New nonprofits who need to obtain 501(c)(3) status · Nonprofits whose 501(c)(3) status has lapsed · Nonprofits looking to solicit contributions from donors · Nonprofits that need to register in their state(s)

IRS Form 1023

What's included

Comprehensive Eligibility Review

A review of your organization’s purpose & structure to ensure it qualifies for 501(c)(3) status.

Prep & Filing of IRS Form 1023 or 1023-EZ

Expert prep & submission of the appropriate IRS application paperwork.

Review of Bylaws & Organizing Documents

We'll help create or review your bylaws and Articles to make sure they meet requirements.

State-Level Nonprofit Registrations

Guidance through any state-specific nonprofit registration steps required alongside your IRS filing.

Ongoing communication with the IRS

We handle all correspondence with the IRS, keeping you updated without the stress of direct follow-up.

Support with Required Narratives

Assistance crafting compelling & compliant descriptions of your nonprofit’s mission and programs.

EIN + Tax IDs

We'll obtain your federal EIN and other necessary tax IDs (if necessary).

Personalized Compliance Checklist

A tailored roadmap of your ongoing federal and state compliance obligations.

See everything included (2 more)
Secure Digital Delivery & Document Storage

Digital, secure delivery & storage of your completed filings for easy future access.

A Dedicated Advisor

A knowledgeable advisor to guide you from start to approval.

How it works

1
Tell Portside about you

A short online intake form and a price quote up-front.

2
Portside does the work

Your advisor handles it and reaches out if needed.

3
Review and relax

You get your finished work, with support after.

Common questions about this service

What is IRS Form 1023?

Form 1023 is the application an organization files with the IRS to be recognized as exempt from federal income tax under section 501(c)(3). It describes your purpose, activities, governance and finances. Applications are submitted electronically through Pay.gov.

Is there a deadline to file Form 1023?

To be treated as exempt from your formation date, an organization generally must file within 27 months of the end of the month in which it was legally formed. Applying later can mean exemption starts only from the filing date, so it is best to apply early.

Who has to file Form 1023?

Most organizations seeking 501(c)(3) status must apply. Churches and certain public charities with annual gross receipts normally not more than $5,000 are not required to file, although many still choose to in order to have an IRS determination letter. We help you decide which route fits.

How long does a Form 1023 application take?

Processing time varies with IRS workload and with whether the IRS needs more information from you. A complete, well-organized application with a clear narrative of your activities is the best way to avoid delays. We prepare the application and respond to IRS follow-up requests.

Ready to learn more & get started?

Share a few details and Portside will take it from there.

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