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Form 1023 Application

Draft IRS Form 1023 Applications in Minutes, Not Hours

15 minutes with Para

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Get started with Para

Para is an AI colleague for legal teams. Send it this work by email, Teams or Slack, and it hands back the finished document.

15 minutes with Para

What you'll need

  • Articles of Incorporation or Trust Instrument
  • Bylaws or Operating Agreement
  • Financial Statements or Budgets

Plans from $20 a month, with usage included.

Workflow

Overview

CaseMark's Form 1023 Application skill automates the drafting of complete IRS Form 1023 packages for organizations seeking 501(c)(3) tax-exempt recognition. The AI analyzes organizing documents, financial data, and governance information to produce a submission-ready application with consistent narratives, compliant financials, and all required schedules.

Preparing an IRS Form 1023 application is one of the most document-intensive filings in nonprofit law. Attorneys must manually cross-reference organizing documents, draft detailed activity narratives, compile multi-year financial tables, and ensure every section is internally consistent—a process that typically takes 20 to 40 hours per application. Errors or inconsistencies frequently result in IRS information requests that delay exemption recognition by months.

CaseMark's AI analyzes your organizing documents, financial records, and governance materials to draft a complete, internally consistent Form 1023 package. The system verifies clause compliance, structures activity narratives by resource allocation, generates financial tables, identifies required schedules, and flags issues that need resolution before filing—turning days of manual preparation into a streamlined, reviewable draft.

How to hand this to Para

  1. 1. Send Para the files

    Email them, drop them in a Teams or Slack message, or upload them.

  2. 2. Para runs the Form 1023 Application skill

    It works from your files and checks its citations against the record.

  3. 3. The finished document comes back

    Para returns it where you asked, usually as a DOCX, and offers the next step.

Example request · email, Teams or Slack
Para, run the Form 1023 Application skill for the Garcia matter. I've attached the Articles of Incorporation or Trust Instrument, Bylaws or Operating Agreement and Financial Statements or Budgets. Send the finished draft back here as a DOCX.

What Para does

  1. 1. Upload organizing documents, financial statements, governance details, and supporting materials
  2. 2. AI analyzes entity eligibility, document compliance, and public charity classification
  3. 3. Review the complete Form 1023 draft package with activity narratives, financials, and schedules
  4. 4. Export the submission-ready package in your preferred format (DOCX, PDF)

What you get

  • Entity Identity & Eligibility Summary

  • Organizing Document Compliance Review

  • Activity Narratives with Resource Allocation

  • Financial Statements and Budget Tables

  • Public Charity Classification Analysis

  • Required Schedules and Filing Checklist

What it handles

  • Entity eligibility verification and 27-month filing window analysis

  • Organizing document compliance review with amendment drafting

  • Structured activity narratives ordered by resource allocation

  • Multi-year financial statement tables and startup budget generation

  • Public charity classification analysis (509(a)(1)/(2)/(3) vs. private foundation)

  • Schedule-complete package with internal consistency checks

Required documents

  • Articles of Incorporation or Trust Instrument

    The organization's founding legal documents including purpose and dissolution clauses

    .pdf, .docx

  • Bylaws or Operating Agreement

    Governance documents outlining organizational structure, officer roles, and procedures

    .pdf, .docx

  • Financial Statements or Budgets

    Historical financial statements (up to 4 years) or proposed budgets for newly formed organizations

    .pdf, .docx, .xlsx

Supporting documents

  • Amendments to Organizing Documents

    Any amendments to articles, bylaws, or trust instruments since formation

    .pdf, .docx

  • Conflict of Interest and Compensation Policies

    Adopted governance policies including conflict of interest and compensation approval procedures

    .pdf, .docx

  • Related-Party Contracts and Agreements

    Leases, loans, service contracts, or other transactions involving insiders or related organizations

    .pdf, .docx

  • Fundraising and Program Descriptions

    Detailed descriptions of fundraising methods, grant procedures, and program activities

    .pdf, .docx

Why teams use it

Reduce Form 1023 preparation time from days to hours with AI-powered drafting

Catch organizing document deficiencies early with automated compliance review

Ensure internal consistency across activity narratives, financials, and classification elections

Generate complete schedule packages tailored to your organization's specific activities

Questions

What documents do I need to upload to generate a Form 1023 package?

You'll need your organizing documents (articles of incorporation, bylaws, or trust instruments), financial statements or budgets, and entity/governance details including officer and director information. CaseMark will analyze all uploaded materials to produce a comprehensive, internally consistent application package.

Does CaseMark check whether my organizing documents meet IRS requirements?

Yes. CaseMark reviews your purpose clause and dissolution clause for IRS compliance. If either is missing or defective, the system drafts recommended amendment language and flags the issue as a required fix before filing.

Can CaseMark handle both new and established nonprofit applications?

Absolutely. CaseMark supports both newly formed organizations (generating inception-to-date financials and proposed budgets) and established nonprofits with multiple years of financial history. It also checks the 27-month retroactive exemption window and flags late filings that trigger Schedule E.

Does the tool determine public charity vs. private foundation classification?

CaseMark analyzes your organization's structure, revenue sources, and activities to recommend the appropriate classification—whether that's public charity status under 509(a)(1), (2), or (3), or private foundation status—and tailors the application accordingly.

How accurate is the AI-generated Form 1023 package?

CaseMark produces a thorough, submission-ready draft with internal consistency checks across all sections. However, we recommend that a qualified attorney or tax professional review the final package before filing with the IRS to ensure it meets your organization's specific circumstances.

What schedules are included in the generated package?

CaseMark identifies and generates all required schedules based on your organization's activities and structure, including schedules for churches, schools, hospitals, supporting organizations, lobbying activities, and other special categories as applicable.

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