Streamline the 501 c3 Application Process

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501 c3 APPLICATION SERVICES

Capital CFO+ can guide you through the application process for obtaining Nonprofit status.

Applying for Nonprofit status can often seem tedious and overwhelming. We help take the burden off of your shoulders and move you in the direction of application submission in a timely, cost-effective manner. Obtaining Nonprofit status is essential to your growth as an agency; let us help get you there.

Take the Overwhelm Out of the Application Process

The 501c3 application process can often be lengthy and time consuming. Our team takes the stress out of paperwork and filing your application. Here are some examples of the paperwork involved in your application process that we can help you with:

  • Detailed financial information (past and present)
  • Past, present, and future proposed activity information
  • Language and currency details
  • Organizing document
  • Rules of operation and any applicable corporate bylaws
  • Power of Attorney or Declaration of Representative (if applicable)
  • Supplemental information (if response fields in applications are not long enough to record a full response
  • Organization name and Employee Identification Number (on each page of supplemental information provided)
  • Employment tax or benefit plan returns
  • Optional expediting request

501 c3 Organization Requirements

In order for an organization to be granted 501c3 status, the Internal Revenue Service (IRS) requires them to meet a few major requirements. Here is a complete list of these requirements:

  • Must be a trust, corporation, or association formally registered with the IRS
  • Must have an acceptable exempt purpose such as charitable, religious, or educational
  • Must request an Employee Identification Number or EIN (even if there are no employees)
  • Must submit a complete Form 1023-Series application with supporting documents and user fee to the IRS
  • Must apply within 27 months of the last day of the month following when the organization was formed
  • Must make approved application, all supporting documents, and previous three annual information returns available for public review without a charge