Cut the Red Tape

a D.I.Y. workbook to help you file for non-profit status

This is your answer to cutting the red tape today of easily applying for your nonprofit status. We cut through the red tape of the current overwhelming, complicated and confusing information of applying for nonprofit tax-exempt status for your organization. We provide clear understanding of how a nonprofit works and how to file for 501(c)3 status. We make applying for a nonprofit easier by taking out the difficult legalese and help you prepare the paperwork to file with the IRS. Our mission is to make applying for a nonprofit simple and straight forward by equipping you with the ability to understand and complete the Internal Revenue Application, Form 1023 with simple, clear and concise instructions. You will have a complete understanding of the forms, what to expect during/after filing for nonprofit status, as well as roles and responsibilities for you and your board of directors. We provide you with a step-by-step guide and “hold your hand” in order to complete the Internal Revenue Application, Form 1023. See below for an overview of each section and what you can expect to accomplish:

Section 1 First Steps

By the end of this section you will have:

1. Understanding of the types of businesses and what tax exempt status is

2. Determined specific details about your nonprofit

3. Understanding of the requirements of Form 1023

4. Begun to write your Narrative Description Part IV for Form 1023

5. Determined the Statistical Need for Your Nonprofit

section 2 completing form 1023 (I-V)

By the end of this section you will have:

1. Prepared your mission statement

2. Completed writing Parts I – V of Form 1023

3. Completed a full set of Articles of Incorporation

4. Written a full set of bylaws for your organization

5. Established the responsibilities for your Board of Directors

6. Established the code of conduct for your nonprofit, including a Conflict of Interest Policy Agreement

section 3 completing form 1023 (VI-XI)

By the end of this section you will have:

1. Answered the questions relating to goods, services, and funds you provide to individuals and organizations as part of your activities.

2. Answered the questions relating to your history for your nonprofit.

3. Answered the questions relating to the specific activities that you may conduct.

4. Provided an estimate of your revenue and expenses for the next two years.

5. Classified you as an organization that is either a private foundation or a public charity.

6. Determined your user fee.

section 4 finalizing your form 1023

By the end of this section you will have:

1. Answered the questions for Schedules Form A-H

2. Created a brochure/flyer for your nonprofit

3. Downloaded your Articles of Incorporation

4. Registered for an EIN#