How to Obtain 501(c)(3) Status and Keep It

Posted by Mt. Airy Learning Tree on January 5, 2015

The Mt. Airy Learning Tree Catalog is out and registration has begun! If you have any questions about online registration, please email or call at 215-843-6333 , M-F from 9-2 pm. You can download just the Registration form here http://www.mtairylearningtree.org/RegistrationForm.pdf

The class “HOW TO OBTAIN 501(C) (3) TAX-EXEMPTION AND KEEP IT” fills fast and is limited to 25. The four week class will start, Wednesday, February 4, 2014, 6:30PM-8:30PM, Lutheran Theological Seminary located at the intersection of Germantown Avenue and Allens Lane, Philadelphia, 19119

Instructor: Ari S. Merretazon, M.S.CED

Course Description:
After completing this course students/practitioners will be able to successfully understand and complete IRS Form 1023 – Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code, along with all supporting’ organizational documents and attachments, for a definitive ruling as a 501(c)(3) tax-exempt non-profit organization. This is a project based course and participants are expected to work on applying for non-profit tax exemption for their organization during the four weeks of instruction. This course is for representatives of community and faith-based organizations.

Learning & Praxis:

This course also looks at the broad and specific issues of nonprofit legal structures and governance in the context of process, transparency, and accountability. In addition to completing IRS Form 1023, this course reviews the process for completing organizational documents such as articles of incorporation and bylaws. IRS regulations concerning dissolution, excess benefit transactions, inurement, and private benefit, conflicts of interest policy, and required disclosures. Participants learn the activities that 501(c) (3) organizations should avoid.