Overview
The Form 1023 Academy teaches you how to complete the Form 1023: Application for Recognition of Exemption. This helps you earn 501(c)(3) nonprofit status.
If you want to start a 501(c)(3) nonprofit organization to enhance your community, enroll in The Form 1023 Academy. It guides you through all of the steps to earning 501(c)(3) nonprofit status for any community-based service.
Learning objectives
The Form 1023 Academy includes carefully curated resources to guide you through your learning journey. The primary resource is the on-demand course. You can work on the on-demand course around your schedule, at your pace, in the comfort of your home.
When you finish the on-demand course, you will know how to:
| 1 | Access and authenticate your IRS account. |
| 2 | Finish each part of the Form 1023 application. |
| 3 | Write clear, approval-ready documents. |
| 4 | Avoid common errors that trigger IRS delays. |
| 5 | Send your application to the IRS with confidence. |
Learning resources
The Form 1023 Academy includes the learning resources below:
| 1 | Video tutorials |
| 2 | Computer simulations |
| 3 | PDF-based content |
| 4 | Knowledge checks |
| 5 | Practice activities |
| 6 | Graded projects |
Ongoing support
You don’t have to complete The Form 1023 Academy alone. We offer the support tools listed below to help you on this educational journey.
| 1 | Group coaching sessions |
| 2 | Private coaching sessions |
| 3 | Private Facebook community |
Learning content
The Form 1023 Academy presents information, modules, and assignments in a logical sequence, progressing from basic to more complex concepts. The modules are divided into lessons that include the appropriate learning tools.
Directions: Tap or click the arrow below to read the learning content.
Introduction
Before completing the modules, you will learn preliminary information about The Form 1023 Academy, like its purpose and structure.
You will also learn to describe the differences between the Form 1023-EZ and the Form 1023. Finally, you will be capable of defining the 501(c)(3) nonprofit status.
Lesson 1: Preparing for success
Lesson 2: About the Form 1023
Module 1
Upon completion of Module 01, you will be capable of defining, acquiring, and creating the Form 1023 supplemental responses.
Lesson 01
| The Form 1023 supplemental responses are the documents we attach to the application. |
| The IRS Exemption Specialist assigned to process your application will read the supplemental responses. They verify that the answers accurately correlate with the Form 1023. |
| In this lesson, you will learn to define the supplemental responses. |
Lesson 02
In this lesson, you will learn to either acquire or create the supplemental responses in the correct sequential order.
Module 2
You will learn how to complete the standard version of the Form 1023: Application for Recognition of Exemption. It includes the ten parts below.
Part 1: Applicant
You will learn how to finish the fields for profile information and the Board of Directors.
Part 2: Organization
You will learn how to select the best type of organization for your nonprofit services.
Part 3: Provisions
You will learn to confirm the required provisions for your nonprofit organization.
Part 4: Activities
You will learn how to describe the past, present, and planned activities for your nonprofit organization that meet IRS requirements.
Part 5: Compensation
You will learn to decide compensation and other financial arrangements for your nonprofit’s employees and contractors.
Part 6: Financial Data
You will learn to create the Financial Data Report with three-year projections.
Part 7: Classification
You will learn to choose the correct foundation classification for your nonprofit organization. You will choose between a private foundation and a public charity.
Part 8: Effective Date
You will learn to decide the correct effective date for your nonprofit.
Part 9: Filing
You will learn to file the correct annual report for your nonprofit organization.
Part 10: Signature
You will learn how to sign your application, upload the required documents, and finish the payment process.
Optional Schedules
You will learn to define Schedules A through H.
BONUS! How to start a business?
This is an optional module for people interested in learning how to start a business completing the Form 1023 application for a fee.
Enrollment process
You can enroll in The Form 1023 Academy for only $300 until December 31, 2025.
The standard fee for The Form 1023 Academy is $450. So, you can save, $150!
Enrollment in “The Form 1023 Academy” is always open. When you process your payment, you can start completing the modules.
Budget-friendly monthly payment plans.
If $300 is not in your budget this holiday season, you can choose to split the payment. You can do this over two or three months.
Directions: Select the monthly payment plan that fits your budget from below. I will send you the link to start “The Form 1023 Academy” once I receive a payment.
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