Does it calculate the IRS filing fee?

Yes, it helps determine the correct user fee tier based on the organization's 4-year average gross receipts.

Is this suitable for organizations that haven't started operations yet?

Absolutely. It supports pre-operational organizations by generating proposed budgets for the next two succeeding years and creating implementation timelines.

Can it identify errors in my Articles of Incorporation?

Yes, the skill performs a threshold check to ensure your organizing documents contain the mandatory purpose and dissolution clauses required by the IRS.

Does this skill handle all Form 1023 schedules?

Yes, it includes logic to determine and draft all applicable schedules, including those for churches (Schedule A), schools (Schedule B), and scholarship organizations (Schedule H).

IRS Form 1023 Assistant

Name: IRS Form 1023 Assistant
Author: lev-os

bylev-os

•

Productivity & Workflow

Drafts comprehensive IRS Form 1023 applications for organizations seeking Section 501(c)(3) tax-exempt recognition.

This skill streamlines the complex process of non-profit formation by automating the preparation of IRS Form 1023. It performs critical threshold checks on organizing documents—such as verifying purpose and dissolution clauses—and synthesizes financial data, governance structures, and activity narratives into a submission-ready application. Designed for founders and legal professionals, it ensures internal consistency across all schedules and identifies potential IRS inquiry areas before filing, significantly reducing the administrative burden of seeking tax-exempt status.

Key Features

01Automated drafting of Form 1023 Parts I through X and all applicable schedules

022 GitHub stars

03Intelligent private benefit screening and compensation reasonableness documentation

04Generation of comprehensive cover memorandums and next-step action items

05Threshold validation for IRS-required language in Articles of Incorporation and Bylaws

06Financial data synthesis for both operational and pre-operational organizations

Use Cases

01Preparing a new 501(c)(3) tax-exempt status application for a startup non-profit

02Auditing existing organizational documents for IRS compliance prior to submission

03Drafting detailed program narratives and financial budgets for federal filing

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add lev-os/agents form-1023

For use in Claude.ai and ChatGPT