{"id":27909,"date":"2025-12-15T18:00:31","date_gmt":"2025-12-15T23:00:31","guid":{"rendered":"https:\/\/trustsusanwoods.com\/?page_id=27909"},"modified":"2026-02-24T12:35:40","modified_gmt":"2026-02-24T17:35:40","slug":"the-form-1023-academy","status":"publish","type":"page","link":"https:\/\/trustsusanwoods.com\/?page_id=27909","title":{"rendered":"The Form 1023 Academy"},"content":{"rendered":"\n
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Overview<\/strong><\/p>\n\n\n\n

The Form 1023 Academy<\/strong> teaches you how to complete the Form 1023: Application for Recognition of Exemption. This helps you earn 501(c)(3) nonprofit status.<\/p>\n\n\n\n

If you want to start a 501(c)(3) nonprofit organization to enhance your community, enroll in The Form 1023 Academy. <\/strong>It guides you through all of the steps to earning 501(c)(3) nonprofit status for any community-based service.<\/p>\n\n\n\n

Enroll now >><\/mark><\/a><\/strong><\/p>\n\n\n\n

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Learning objectives<\/strong><\/p>\n\n\n\n

The Form 1023 Academy<\/a><\/strong> 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.<\/p>\n\n\n\n

When you finish the on-demand course, you will know how to:<\/p>\n\n\n\n

1<\/td>Access and authenticate your IRS account.<\/td><\/tr>
2<\/td>Finish each part of the Form 1023 application.<\/td><\/tr>
3<\/td>Write clear, approval-ready documents.<\/td><\/tr>
4<\/td>Avoid common errors that trigger IRS delays.<\/td><\/tr>
5<\/td>Send your application to the IRS with confidence.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Enroll now >><\/mark><\/a><\/strong><\/p>\n\n\n\n

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Learning resources<\/strong><\/p>\n\n\n\n

The Form 1023 Academy <\/strong>includes the learning resources below:<\/p>\n\n\n\n

1<\/td>Video tutorials<\/td><\/tr>
2<\/td>Computer simulations<\/td><\/tr>
3<\/td>PDF-based content<\/td><\/tr>
4<\/td>Knowledge checks<\/td><\/tr>
5<\/td>Practice activities<\/td><\/tr>
6<\/td>Graded projects<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Enroll now >><\/mark><\/a><\/strong><\/p>\n\n\n\n

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Ongoing support<\/strong><\/p>\n\n\n\n

You don’t have to complete The Form 1023 Academy<\/strong> alone. We offer the support tools listed below to help you on this educational journey.<\/p>\n\n\n\n

1<\/td>Group coaching sessions <\/td><\/tr>
2<\/td>Private coaching sessions<\/td><\/tr>
3<\/td>Private Facebook community<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Enroll now >><\/mark><\/a><\/strong><\/p>\n\n\n\n

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Learning content <\/strong><\/p>\n\n\n\n

The Form 1023 Academy <\/strong>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.<\/p>\n\n\n\n

Directions:<\/strong> Tap or click the arrow below to read the learning content.<\/p>\n\n\n\n

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Introduction<\/strong><\/summary>
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Before completing the modules, you will learn preliminary information about The Form 1023 Academy<\/strong>, like its purpose and structure.<\/p>\n\n\n\n

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.<\/p>\n\n\n\n

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Lesson 1: Preparing for success<\/summary>
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<\/p>\n<\/div><\/details><\/div>\n\n\n\n

Lesson 2: About the Form 1023<\/summary>
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<\/p>\n<\/div><\/details><\/div>\n<\/div>\n<\/div><\/details><\/div>\n\n\n\n

Module 1<\/strong><\/summary>
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Upon completion of Module 01<\/strong>, you will be capable of defining, acquiring, and creating the Form 1023 supplemental responses.<\/p>\n\n\n\n

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Lesson 01<\/strong><\/summary>
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The Form 1023 supplemental responses are the documents we attach to the application.<\/td><\/tr>
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.<\/td><\/tr>
In this lesson, you will learn to define the supplemental responses.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

<\/p>\n<\/div><\/details><\/div>\n\n\n\n

Lesson 02<\/strong><\/summary>
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In this lesson, you will learn to either acquire or create the supplemental responses<\/strong> in the correct sequential order.<\/p>\n<\/div><\/details><\/div>\n<\/div>\n<\/div><\/details><\/div>\n\n\n\n

Module 2<\/strong><\/summary>
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You will learn how to complete the standard version of the Form 1023: Application for Recognition of Exemption. It includes the ten parts below.<\/p>\n\n\n\n

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Part 1: Applicant<\/strong><\/summary>
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You will learn how to finish the fields for profile information and the Board of Directors.<\/p>\n<\/div><\/details><\/div>\n\n\n\n

Part 2: Organization<\/strong><\/summary>
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You will learn how to select the best type of organization for your nonprofit services.<\/p>\n<\/div><\/details><\/div>\n\n\n\n

Part 3: Provisions<\/strong><\/summary>
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You will learn to confirm the required provisions for your nonprofit organization.<\/p>\n<\/div><\/details><\/div>\n\n\n\n

Part 4: Activities<\/strong><\/summary>
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You will learn how to describe the past, present, and planned activities for your nonprofit organization that meet IRS requirements.<\/p>\n<\/div><\/details><\/div>\n\n\n\n

Part 5: Compensation<\/strong><\/summary>
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You will learn to decide compensation and other financial arrangements for your nonprofit’s employees and contractors.<\/p>\n<\/div><\/details><\/div>\n\n\n\n

Part 6: Financial Data<\/strong><\/summary>
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You will learn to create the Financial Data Report with three-year projections.<\/p>\n<\/div><\/details><\/div>\n\n\n\n

Part 7: Classification<\/strong><\/summary>
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You will learn to choose the correct foundation classification for your nonprofit organization. You will choose between a private foundation and a public charity.<\/p>\n<\/div><\/details><\/div>\n\n\n\n

Part 8: Effective Date<\/strong><\/summary>
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You will learn to decide the correct effective date for your nonprofit.<\/p>\n<\/div><\/details><\/div>\n\n\n\n

Part 9: Filing<\/strong><\/summary>
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You will learn to file the correct annual report for your nonprofit organization.<\/p>\n<\/div><\/details><\/div>\n\n\n\n

Part 10: Signature<\/strong><\/summary>
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You will learn how to sign your application, upload the required documents, and finish the payment process.<\/p>\n<\/div><\/details><\/div>\n\n\n\n

Optional Schedules<\/strong><\/summary>
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You will learn to define Schedules A through H.<\/p>\n<\/div><\/details><\/div>\n\n\n\n

BONUS! How to start a business?<\/strong><\/summary>
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This is an optional module for people interested in learning how to start a business completing the Form 1023 application for a fee.<\/p>\n<\/div><\/details><\/div>\n<\/div>\n\n\n\n

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<\/div>\n<\/div>\n<\/div><\/details><\/div>\n<\/div>\n\n\n\n

Enroll now >><\/mark><\/a><\/strong><\/p>\n\n\n\n

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Budget-friendly monthly payment plans.<\/strong><\/p>\n\n\n\n

If $450 is not in your budget, you can choose a budget-friendly payment plan from the options below. <\/p>\n\n\n\n

Directions:<\/strong> Select the monthly payment plan that fits your budget from below. I will send you the link to start “The Form 1023 Academy”<\/strong> once I get a payment.<\/p>\n\n\n\n

Options<\/strong><\/td>$\/Month<\/strong><\/td># Months<\/strong><\/td><\/td><\/tr>
A<\/td>$225<\/td>2<\/td>Enroll >><\/a><\/td><\/tr>
B<\/td>$150<\/td>3<\/td>Enroll >><\/a><\/td><\/tr>
C<\/td>$112.50<\/td>4<\/td>Enroll >><\/a><\/td><\/tr>
D<\/td>$90<\/td>5<\/td>Enroll >><\/a><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Enroll now >><\/mark><\/a><\/strong><\/p>\n\n\n\n

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Send your questions or concerns here >><\/a><\/strong><\/p>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

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) … <\/p>\n

Continue reading “The Form 1023 Academy”<\/span><\/a><\/p>\n","protected":false},"author":7499451,"featured_media":0,"parent":18365,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":"","_crdt_document":"","advanced_seo_description":"","jetpack_seo_html_title":"","jetpack_seo_noindex":false,"_wp_convertkit_post_meta":{"form":"-1","landing_page":"0","tag":"0","restrict_content":"0"},"footnotes":""},"class_list":["post-27909","page","type-page","status-publish","hentry"],"jetpack_likes_enabled":true,"jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/P30YAZ-7g9","_links":{"self":[{"href":"https:\/\/trustsusanwoods.com\/index.php?rest_route=\/wp\/v2\/pages\/27909","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/trustsusanwoods.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/trustsusanwoods.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/trustsusanwoods.com\/index.php?rest_route=\/wp\/v2\/users\/7499451"}],"replies":[{"embeddable":true,"href":"https:\/\/trustsusanwoods.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=27909"}],"version-history":[{"count":42,"href":"https:\/\/trustsusanwoods.com\/index.php?rest_route=\/wp\/v2\/pages\/27909\/revisions"}],"predecessor-version":[{"id":28738,"href":"https:\/\/trustsusanwoods.com\/index.php?rest_route=\/wp\/v2\/pages\/27909\/revisions\/28738"}],"up":[{"embeddable":true,"href":"https:\/\/trustsusanwoods.com\/index.php?rest_route=\/wp\/v2\/pages\/18365"}],"wp:attachment":[{"href":"https:\/\/trustsusanwoods.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=27909"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}