Page 99 - Washington Nonprofit Handbook 2018 Edition

Additional Schedules

If the organization is required to complete an additional schedule, please

refer to the relevant Form 1023 instructions.

e. Assembling Your Application

After completing the Form 1023 and relevant attachments, refer to “Form
1023 checklist” (the last two pages of Form 1023). This checklist describes the order
in which Form 1023 and documents that accompany it should be compiled and
provides the address to which your application should be submitted. Before
submitting your application, make certain that all applicable parts of the form are
completed, including any required schedules. As noted above, attachments should
be inserted in the appropriate spot within the pages of the application itself (i.e.,
behind the page of the application that references the attachment). Each
attachment should be labeled with the organization’s name and employer
identification number and the question number to which the attachment relates.
All other attachments, including articles of incorporation, bylaws, brochures and
conflicts of interest policies, should be labeled with the organization’s name and
EIN.

TIP:

Be sure to place your check or money order, payable to the United States Treasury, in an
unsealed envelope on top of the checklist.

An authorized person, such as the board president or other officer, rather
than the executive director, must sign and date the Form. See discussion in
Chapter 26 for more information on inclusion of the User Fee with the application.
Following the User Fee determination, an authorized person (i.e., an officer of the
organization) must sign the declaration portion of the Form. The declaration is a
statement that the application is true, correct and complete.

TIP:

Be sure to keep a copy of the application package sent to the IRS. Occasionally, the IRS
loses an application. In addition, the application package becomes subject to public
disclosure once the determination letter is received from the IRS.

WASHINGTON NONPROFIT HANDBOOK -88- 2018