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Nonprofit Templates & Filing Support
Client Rating: 4.8 out of 5
Federal exemption documents aren't pizza toppings you mix and match. Gambling with internet specials, AI hallucinations, or thinking "I just need this one document because I have the rest" is exactly how you fail. Your paperwork must align legally or expect delays, denial, or IRS scrutiny.
These editable templates come with full instructions, are IRS-ready, and save you weeks by giving you a complete structure immediately.
Included are Articles of Incorporation, Bylaws, Conflict of Interest Policy, the Budget Calculator, Narrative Description Collection, and all required supporting policies and documents. See the full list of what's included.
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Approved Quickly!
Chris is an expert in this field and he supported us through the process of completing the very daunting 1023 form. I believe his advice and insights are what got us approved so quickly. The templates alone are such a huge help. I'm very thankful for his help and resources.
Vicki Dodds, Mercy Church
Approved in Exactly One Month!
If you're a founder and a visionary, one thing you're probably not is an expert in getting 501(c)(3) tax-exempt status with the IRS. (At least I wasn't! ) My career has taught me that the fastest way to do something well is to find the subject matter expert who does it every day, and then let them do what they do. After spending a few hours down a Google rabbit… Read full review
Jennifer Simmons, Founder/President of Bella's Blessings, Inc.
Approved in 6 Days
I started working on our form1023 three months ago. I knew right away that I was going to need help. Fortunately I found 1023.org website. The templates and online instructions helped me get organized. I filled out the form and wrote the narrative to the best of my ability and our treasurer used the template to provide the financial data. At that point I thought I was ready to submit… Read full review
Tom Robinson - Gallup Aerostat Society
IRS Approved My 1023 in Less Than 2 Months!
I used the materials provided by Chris, and then we had a phone conversation to go through it. He advised that I needed to include a lease agreement in my application, so I took some time to put that together and then called him back a month later. After this second conversation, he instructed me on certain changes that needed to happen to ensure success. I followed his advice to… Read full review
Seth Bundy, Sweetgrass Preschool
Incredibly Helpful and Accurate Resource!
I used Chris's templates to compile my Form 1023, making the process so much easier and less expensive. We had Chris review our 1023, and his feedback and advice were invaluable. After his review, we submitted our paperwork and received an approval notice within a few weeks. I highly recommend his services!
Hannah Agosta, The Greene Fellowship
Chris is the best!
I'm a bit of a handful. Chris had the patience of Job! The IRS approved my 501(c)(3) within 4 months. I know I would not have gotten these results without Chris. Thanks so much!
Tiffany Benson - Restore Parental Rights in Education
Approved on first try
We wanted to get 501(c)3 certification to be able to apply for grants from foundations. We had mounds of financial data but did not know how to present it in the proper alignment for the Form 1023. Chris was invaluable in guiding us and identifying where we categorized some data incorrectly. His templates and telephone consulting are what got us approved on the first try. Very thankful for his expertise.
Jim - North Hills Christian Church
Chris' guidance was invaluable!
Finally, Success! It took about seven months from start to finish to get our 501(c)(3) application approved. Chris' guidance was invaluable. I started on my own by searching the web for examples of NFP Bylaws and reached out to several charities to get copies of theirs. Once I had collected several I started writing ours. Then I came across form1023.org. It explained that there was much more to be done… Read full review
Bill Garrison, Batavia Masonic Foundation
Highly Recommend Chris for Tax-Exempt Application Support!
I worked with Chris on my 501c3 application, and I couldn't be more grateful for his help. From the start, he went through every part of my paperwork, caught things I never would've noticed, and explained how to fix them patiently. We went back and forth until everything was solid and ready to go, and he made sure I understood each step instead of just handing it back. Because of… Read full review
Wala - Mita Project
The most thorough, organized and helpful resource. A real treasure.
It would be tempting to say that Chris made this process easy but there is nothing easy about writing up this long, detailed application, trying to understand why things have to answered just so and avoiding mistakes that cause delays. But the way Chris has organized all the information, giving the reasons behind his recommendations, providing useable templates and advice certainly leads you down the easiest road to a successful… Read full review
Bob Didocha - In This Grace Also
Approved on the first try...
Chris did a tremendous job of analyzing the content, identifying problematic areas, suggesting changes, and then reviewing it with me before submission. This was a time-sensitive application, so Chris helped formulate the language for an expedited review. Our application was approved (in record time, I think) without any changes. A lawyer would have cost $5,000 for the same outcome. This was well worth the money!
National Center for Open and Unsolved Cases
Great Information
Chris was a huge help getting me through the Form 1023 process. I had no idea how detailed it really was until I got into it, and his explanations made everything make sense. He answered every question I threw at him, always fast and clear, and helped me understand what the IRS was actually looking for instead of just telling me what to copy. Because of his guidance, we got… Read full review
Cynthia - House of Philia
Great input, Great result - 501c3 approved, less than 6 months
This is the second 1023 application Chris helped me with. Both were approved as submitted, the most recent in 5 1/2 months (previous in just over six months). He provided sample forms and policies. He reviewed about 50 page of draft forms and attachments and made multiple specific recommendations. We followed Chris' advice. He travels sometimes, so a response or two were be delayed a few/several days. But we connected… Read full review
Dale - Galilee Academy
Excellent resource to simplify the complicated 1023 process
Excellent forms and templates, plus critical personal guidance and advice from Chris on several difficult and unique questions to avoid potential problems with the IRS, enabled our non-profit to prepare and submit a complicated Form 1023 which the IRS approved in record time. Using the materials provided here will save you from hours of reading IRS guidance to ease you through the 1023 process -- and it is extremely cost…
Joseph - Submarine Cincinnati Memorial
Highly recommend
I used Form1023.org to work through the 1023 application, and it honestly made the whole thing so much easier to handle. Before finding it, I tried a few other sites that promised "simple" guides, but none of them came close. Chris breaks everything down in plain English and shows exactly what each section means and why it matters. Once I followed his instructions and took the time to really read… Read full review
Michelle Carrillo - Arielle's Light
Excellent Advice
Chris is so smart and really knows what he is talking about. He responded so fast when I had questions and walked me through the entire application! We received our 501(C)(3) approval in less than a month. Completely worth the cost. Thanks!!
Mary Scott - Tri-Lakes Preservation, Inc.
Incredibly helpful guidance - and fast!
Chris was amazing! He reviewed our documents, answered all of our questions (so quickly!), and helped us understand the entire process. We just earned our 501(c)(3) designation (January 2025), and we are thrilled! I could not ask for a better consultant on this process! Thank you, Chris!
Shannon - Nature Through a Teen's Eye
Reinstatement Success Thanks to Chris!
We are an all-volunteer organization and our non-profit status was revoked due to past treasurers failure to file. I tried to handle the reinstatement myself and became overwhelmed. We then contracted with a for-profit company, but when I asked some difficult questions they went quiet. Then I found Chris' website and resources. His knowledge and experience was evident from the first conversation. His tips, resources, and examples are fantastic. Be… Read full review
Jeremy - LD Bell Band Boosters
Great Information
If your on the fence about the value of this website and the content, be assured it's amazing. Get the templates! You will not find better information anywhere. And helping support the site is important. The content available here is second to none. Generally no need for expensive attorneys unless you have very complicated issues. I'm thrilled with the site and was approved rapidly by the IRS. Thank you.
More Than Conquerors - Africa
Worth the time and the cost. Take the advice, word for word.
I'm a pretty good writer and I have lots of nonprofit management experience. But I have never created a nonprofit from scratch. Until I got into the 1023, I had no idea how many questions there might be that, if answered wrong, might delay approval or cause questions. I found Chris's site before filing our Articles of Incorporation. THANK GOODNESS, I wouldn't have included necessary language. I then used his… Read full review
Lea Kitz, The Learning Collaborative