Don’t Gamble on Your Tax-Exempt Status.
Get the Compliance Audit Checklist.
Free 5-Point 501(c)(3) Pre-Filing Audit Checklist to help you eliminate common red flags before the IRS sees them — whether you plan to file Form 1023 or Form 1023-EZ.
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What’s inside the 5-Point Pre-Filing Audit
This lead magnet is structured like an internal audit tool — designed to identify drafting, governance, and operational inconsistencies before submission.
1) Purpose Clause Integrity
The check: Does your organizing document include IRS-required charitable purpose language, or is it too broad / ambiguous?
2) Conflict of Interest (COI) Verification
The check: Do you have a formal COI policy to identify conflicts/disqualified persons and reduce private inurement exposure?
3) Governance Structure Review
The check: Does your board meet state minimums while maintaining independence and conflict controls the IRS expects?
4) Operational Consistency Audit
The check: Do your projected activities align with your budget/projections, or are there inconsistencies that invite questions?
5) Dissolution Clause Compliance
The check: Is there a legally binding dissolution clause ensuring assets go to 501(c)(3) purposes and preventing personal gain?
What this framework helps prevent
- Missing “required language” in organizing documents
- Private benefit / inurement exposure
- Board independence weaknesses
- Activity/budget inconsistencies
- State solicitation registration oversights
Quick Compliance Self-Assessment
Before filing Form 1023 or 1023-EZ, review these foundational eligibility checkpoints.
- ✔ Does your organization project less than $50,000 annually over the next 3 years?
- ✔ Do you have at least three unrelated directors?
- ✔ Is no founder receiving excessive compensation?
- ✔ Are your activities exclusively charitable under IRC 501(c)(3)?
- ✔ Are you prepared to register for charitable solicitation (if required)?
Download the Compliance Framework
If you’re unsure whether your nonprofit qualifies — or whether it’s being structured correctly — enter a few basics so the guide is relevant to your situation.
Optional: Pre-Filing Eligibility & Compliance Review (what it checks)
- 501(c)(3) eligibility
- Correct filing method (1023-EZ vs Long Form 1023)
- Activities, governance, and structure for ongoing compliance
- Any risks that could jeopardize tax-exempt status now or in the future
I can usually confirm quickly whether you’re on the right path and what the next step should be.
FAQ
Eligibility basics
The guide explains what generally qualifies under 501(c)(3), common activity red flags, and how mission + activities drive the filing path.
1023-EZ vs Long Form 1023
The guide outlines when 1023-EZ is appropriate, what triggers the long form, and why structure still matters after approval.
State requirements (often missed) + after-approval compliance
The guide covers typical state-level requirements (incorporation, tax exemption where applicable, charitable solicitation registration) and the “after approval” habits that reduce compliance problems.
Educational resource. No spam. Designed to help you choose the correct nonprofit path before filing.
