form-1023

Drafts IRS Form 1023 applications for Section 501(c)(3) tax-exempt recognition. Analyzes organizing documents, finances, governance, and operations to produce a complete, internally consistent application. Use when forming non-profits, applying for tax-exempt status, seeking 501(c)(3) recognition, or preparing exemption applications.

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Repositorio: ThomasMoreAI/legal-skills-open
Última actividad en el origen: 11 de junio de 2026 a las 14:38
Idioma detectado de SKILL.md: inglés
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Forks: 4

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Use when choosing the Polish legal regime for letters, requests, applications, complaints, petitions, public-information requests, KPA filings, PPSA complaints, RODO access requests, registry extracts, court-file access, tax/ZUS/cudzoziemcy/USC procedures, or professional lawyer letters. Prevents mixing UDIP, KPA, PPSA, RODO, registry, special-procedure, and advocate/radca letter regimes.

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applying-new-york-convention

Use when preparing applications for recognition and enforcement of foreign arbitral awards in Poland, applications for setting aside arbitral awards under KPC art. 1205–1211, or opposing such applications — mapping Article V of the 1958 New York Convention to art. 1214–1215 of the Polish KPC, identifying grounds for refusal, structuring public policy arguments

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name	form-1023
title	IRS Form 1023 — 501(c)(3) Exemption Application
description	Drafts IRS Form 1023 applications for Section 501(c)(3) tax-exempt recognition. Analyzes organizing documents, finances, governance, and operations to produce a complete, internally consistent application. Use when forming non-profits, applying for tax-exempt status, seeking 501(c)(3) recognition, or preparing exemption applications.
author	CaseMark
author_url	https://github.com/CaseMark/skills/tree/main/skills/legal/form-1023
license	Apache-2.0
version	0.1.0
execution_mode	open
jurisdiction	us
practice	nonprofit
language	en

IRS Form 1023 — 501(c)(3) Exemption Application

Produces a submission-ready Form 1023 with all applicable schedules, ensuring internal consistency across narrative, financials, governance, and organizing documents.

Prerequisites

Collect before drafting:

Articles of incorporation / trust instrument — must contain purpose and dissolution clauses
Bylaws or operating agreement
EIN confirmation (CP 575 or equivalent)
Financial data — actuals for up to 3 prior years, or proposed budgets for 2 future years if pre-operational
Board/officer roster — names, titles, addresses, compensation
Program descriptions — all current and planned activities
Conflict of interest policy (if adopted)
Related-entity information — parent, subsidiary, affiliate, or predecessor details

Workflow

- [ ] Step 1: Threshold check — verify organizing documents
- [ ] Step 2: Draft Part I (identity) through Part X (execution)
- [ ] Step 3: Complete applicable schedules
- [ ] Step 4: Cross-check internal consistency
- [ ] Step 5: Prepare cover memorandum

Part I — Organizational Identity

Extract and verify against organizing documents:

Field	Source
Legal name (exact match to articles)	Articles of incorporation
EIN	IRS confirmation
Entity type (corp / trust / assoc.)	Articles
Date of formation	Articles / state filing
Mailing address, contact person	Client intake
Accounting period end month	Bylaws / board resolution

Part II — Organizing Document Threshold Check

Flag failures before proceeding — these are blockers:

Purpose clause limits activities to 501(c)(3) purposes (charitable, religious, educational, scientific, literary, public safety testing, amateur sports, prevention of cruelty)
Dissolution clause directs remaining assets to a 501(c)(3) org or government entity
No express authorization of non-exempt activities

Element	Detail
Description	Nature, methods, frequency
Beneficiaries	Charitable class or public served
Exempt purpose	Which 501(c)(3) category
Resources	% of time, budget, staff
Revenue	Fees charged; sliding scale / charity care
Outcomes	Measurable results or planned metrics

Revenue	Expenses
Contributions & grants	Program services
Program service revenue	Management & general
Investment income	Fundraising
Fundraising proceeds	Capital expenditures
Other	Other

Field	Detail
Name + EIN	Identification
Relationship type	Control, support, shared governance
Asset transfers	Date, nature, value
Shared resources	Facilities, employees, cost allocation

Activity	Requirement
Political campaign intervention	Absolute prohibition — any activity = denial
Lobbying	Disclose time + expenditure; if material, evaluate §501(h) election
Grants to individuals	Selection criteria, application process, monitoring (Schedule H)
Grants to organizations	Verify recipient exempt status, oversight procedures
Fundraising / gaming	Frequency, revenue, expenses, state/local compliance

Schedule	Trigger
A — Churches	Religious worship/assembly
B — Schools	Enrolled student body
C — Hospitals	Medical services or research
D — Supporting orgs	§509(a)(3) relationship
E — Late filers	Filed > 27 months after formation
F — Homes for elderly/handicapped	Residential facility
G — Successor funds	Community trust or successor fund
H — Scholarship orgs	Grants to individuals for education

form-1023

Opciones de instalación

Revisa los archivos de origen

IRS Form 1023 — 501(c)(3) Exemption Application

Prerequisites

Workflow

Part I — Organizational Identity

Part II — Organizing Document Threshold Check

IRS Form 1023 — 501(c)(3) Exemption Application

Prerequisites

Workflow

Part I — Organizational Identity

Part II — Organizing Document Threshold Check

Part III — Activity Narrative

Part IV — Financial Data

Part V — Governance & Compensation

Part VI — Membership Structure

Part VII — Organizational Relationships

Part VIII — Restricted Activities

Part IX — Schedule Determination

Part X — User Fee & Execution

Deliverables

Critical Rules

form-1023

Datos de origen

Opciones de instalación

Revisa los archivos de origen

Más de este repositorio

IRS Form 1023 — 501(c)(3) Exemption Application

Prerequisites

Workflow

Part I — Organizational Identity

Part II — Organizing Document Threshold Check

Más de este repositorio

IRS Form 1023 — 501(c)(3) Exemption Application

Prerequisites

Workflow

Part I — Organizational Identity

Part II — Organizing Document Threshold Check

Part III — Activity Narrative

Part IV — Financial Data

Part V — Governance & Compensation

Part VI — Membership Structure

Part VII — Organizational Relationships

Part VIII — Restricted Activities

Part IX — Schedule Determination

Part X — User Fee & Execution

Deliverables

Critical Rules