Eligibility
Review
Evaluate organizational prerequisites and the appropriate federal exemption pathway.
501(c)(3) Tax-Exempt Application, Done Right.
Prepare Your 501(c)(3) Application with Expert Support
We coordinate eligibility review, activity narratives, governance records, financial information, and electronic application readiness with qualified independent professionals.
Eligibility
Form 1023 or
1023-EZ
Determine which application may fit and organize the required supporting information.
Narrative &
Financials
Coordinate activity descriptions, budgets, projections, and public-support information.
IRS
Follow-Through
Organize submission records, correspondence readiness, and post-recognition compliance.
501(c)(3) Application Services Included
Application Pathway Review
Coordinate review of Form 1023-EZ eligibility or the requirements of the full Form 1023 pathway.
Governance Record Review
Organize articles, bylaws, board records, conflict-of-interest policies, and required provisions.
Activity Narrative
Develop clear descriptions of programs, operations, beneficiaries, funding, and planned charitable activities.
Financial Information
Coordinate revenue, expense, fundraising, compensation, budget, and projection information.
Application Assembly
Organize application responses, attachments, schedules, and records for electronic submission readiness.
Correspondence Coordination
Help organize records and independent professional support if the IRS requests additional information.
For Newly Formed Public Charities
Build an organized federal application package after state incorporation and initial governance.
- Organizing-document review
- Form 1023 pathway coordination
- Program and financial narratives
- Electronic submission readiness
For Existing Nonprofits Seeking Recognition
Organize historical activities, finances, governance records, and current operations for exemption review.
- Prior-activity documentation
- Governance and policy review
- Financial-history coordination
- Professional referral support
Our 501(c)(3) Application Process
01
Confirm Readiness
Review incorporation, EIN, organizing documents, leadership, programs, and exemption objectives.
02
Select the Pathway
Coordinate eligibility review for Form 1023-EZ or the complete Form 1023 application.
03
Develop the Record
Organize activity narratives, governance materials, financial information, and required attachments.
04
Prepare to Submit
Review the assembled package for consistency and electronic submission through Pay.gov.
05
Follow Through
Maintain the application record and coordinate responses or post-recognition filing readiness.
Why Choose USA Business Access?
Coordinated Preparation
One team organizes the application pathway, narratives, financial information, and supporting records.
Professional Network
Access independent nonprofit attorneys and tax professionals when specialized review is needed.
Record Consistency
Focused attention to alignment among governing documents, activities, finances, and application responses.
Beyond the Application
Continued coordination for state requirements, governance records, and Form 990-series readiness.
Frequently Asked Questions
Is state nonprofit incorporation the same as 501(c)(3) recognition?
No. State incorporation creates the nonprofit corporation. Federal recognition of tax-exempt status is a separate IRS process.
What is the difference between Form 1023 and Form 1023-EZ?
Form 1023 is the complete application. Form 1023-EZ is a streamlined application available only to organizations that meet the IRS eligibility requirements.
How is the application submitted?
The IRS requires Form 1023 and Form 1023-EZ applications to be submitted electronically through Pay.gov.
What records should be organized before applying?
Organizations generally need an EIN, organizing documents, bylaws, governance records, activity descriptions, financial information, and other supporting materials appropriate to the application.
Does USABA provide legal or tax advice?
USABA provides business consulting and coordination and can connect clients with independent legal and tax professionals when specialized advice is needed.
Ready to Prepare Your 501(c)(3) Application?
Let our team coordinate eligibility review, narratives, financial information, governance records, and electronic application readiness.