501 (c)(3) Tax Exempt Status Clinic

Regular Fee: $85.00
NAO Member Fee: $76.50
NAO Members receive a 10% discount - Find out more about this great opportunity!

Not sure if your organization is a member of NAO? Check the NAO member list to find out. 

Event Description

In this training you will learn:

• How to apply for tax exempt status
• The most common errors in completing Form 1023, the application for tax exempt status
• What the IRS needs to see in your Articles of Incorporation
• Financial information you need to complete Form 1023

Learn how to complete Form 1023, the Application for Tax Exempt Status for charitable nonprofits. This clinic provides a walk-through of the application process, and includes discussion of the most important, difficult, and potentially confusing questions. Registration for the clinic is limited to 16 participants to be sure we have time to address questions and specific challenges.

The clinic is intended both for groups who want to do their own application for tax exempt status and for those who will work with an attorney or accountant but want to understand the key concepts and challenges involved in qualifying for exempt status under Section 501 (c)(3).

To get the most out of the Clinic:

• Download both Form 1023 and its instructions, and Publication 557 from the IRS website (click here..)
• Read over Form 1023 and mark questions you find confusing
• Download Form SS-4, the Application for Employer ID # or bring your number if you’ve already applied
• If you’ve already incorporated, bring your Articles of Incorporation
• If you have a website, print-out and bring the page which has the clearest description of what your nonprofit does

If you haven’t incorporated or don’t have a website, don’t worry. We’ll cover the basic do's and don’t's of the application and help everyone get ready to apply.

Location

TACS Conference Room
1001 SE Water Ave, Suite 490
Portland, Oregon
Click here for driving and parking directions.