For detailed step-by-step requirements, you should review the official IRS Instructions for Form 1023 . Instructions for Form 1023 (Rev. December 2024) - IRS

Payment is required at the time of submission (currently $600 for the full Form 1023 and $275 for Form 1023-EZ).

Past, current, and projected financial statements (revenues and expenses) for the next three years.

Required for "successor" organizations to ensure no private benefit was transferred from a predecessor.

Depending on your organization's nature, you may need to attach additional schedules: