Organizational Documents Review:
- All documents related to the organizational structure since the original Articles of Incorporation, charter, and bylaws were issued, including any amendments made thereto.
- All policy documents including but not limited to Conflict of Interest, Privacy, etc.
- All contract/agreement documents including but not limited to, Employment Agreements, Independent Contractor Agreements, etc.
- All documents reflecting the principles, creeds, precepts, doctrines, practices, and disciplines espoused by the organization.
- All documents reflecting any prerequisites or actions necessary for membership in an ordination by the organization.
- All records of the names and addresses of persons who are or have been officers, directors, trustees, or ministers within the organization over the last two years.
- All minutes of any meetings held by the above officers, directors, trustees, or ministers of the organization over the last two years.
- One sample of each brochure, pamphlet handout, program or other literature pertaining to organization.
- All records reflecting the names of any employees, associates or ministers of the organization, particularly any records reflecting the names of the individuals who have been presented credentials of ministry, certificates of ordination, diplomas, or similar statements of recognition by the organization.
- All records reflecting the names of any other organizations that have been chartered as churches or integrated auxiliaries by the organization or that have been affiliated with the organization at any time over the last two years.
- Documents reflecting any sacerdotal functions performed by any person representing the organization. (Sacerdotal functions are those of or pertaining to priests or mediatory clergy members)
Financial Documents Review:*
- All records pertaining to cash receipts and disbursements, including but not limited to bank accounts, deposit slips, cancelled checks, records of contributions to the organization, records of contributions by the organization, sales of merchandise, payroll records, and records related to payment of employment or social security taxes over the last two years.
- All balance sheets and other statements of financial condition covering the last two years, including but not limited to those showing the assets and liabilities of the organization.
- All documents reflecting any assignment of income to the organization over the last two years.
- All documents reflecting any vows of poverty that have been submitted to the organization over the last two years. (Generally, members of religious orders who have taken a vow of poverty are already exempt from paying self-employment tax)
*Advanced Compliance Review only
Pricing Options
508 Membership ($100 Per Month or $1,000 Per Year):
- Pay Per Year, Get 2 Months Free!
- Includes Annual Registered Agent Services (As Needed)
- 508 Compliance Research & Updates
- State and Federal Legislative & Legal Updates
- Monthly Group Training & Support Sessions
- Annual 508 Compliance Verification™ Every 12 Months
508 Formation ($3,600):
If you choose 508 Formation or Reclassification, we actually prepare your filing and documents and file for you with simple pricing, which includes filing fees. Once you complete your Membership Application, you’ll receive an email within minutes with a link to schedule your initial consultation with a 508 Compliance Specialist. This initial consultation is a crucial step to your Specialist getting a better understanding of your mission and ask any questions they may have as they prepare your nonprofit filing and documents. We know exactly what is required for your filing and will submit the documents that meet those standards. Our goal is to have your nonprofit filing completed within 21 days and your bylaws within 6 months of your filing.
- Basic Name Availability Search
- Articles of Incorporation
- Attorney-Reviewed Bylaws & Required Policy Documents Created
- Customizable & Attorney-Reviewed Organizational Documents and Templates including Conflict of Interest Policy, Donation Letter, Board Meeting Minutes, Independent Contractor Agreements, and More
508 Compliance Test & Consultation ($400):
Once you’ve completed the 508 Compliance Test,™ you will be redirected to a calendar page to schedule your 508 Compliance Consultation with one of our 508 Compliance Specialists.
Registered Agent Services ($125):
Your business must appoint a registered agent to receive documents in legal matters, including notice of lawsuit. Our reliable registered agent service fulfills this requirement.
A nonprofit registered agent (or agent for service of process) provides a physical office in the state where you form or register your nonprofit. The registered agent’s legal responsibility is to receive service of process and government notices during regular business hours and forward them to you. These documents are time-sensitive, which means it is important to choose a reliable registered agent for your nonprofit.
508 Compliance Review ($1,500 or $3,000):
- Compliance Review Only ($1,500):
- Proprietary Peace-of-Mind 508 Compliance Test™ (a $400 value)
- Comprehensive Organizational Documents Review
- Comprehensive Financial Documents Review
- Compliance Review + Documents Created ($3,000)
- Attorney-Reviewed Bylaws & Required Organizational Documents Created
- Customizable & Attorney-Reviewed Organizational Documents and Templates including Conflict of Interest Policy, Donation Letter, Board Meeting Minutes, Independent Contractor Agreements, and More
- (If Needed) Documents for advanced integrated auxiliaries such as specialized ministries or programs not commonly provided by a church such as a homeschool program, homeless program, pro-life services, etc.
508 Reclassification ($1,500 or $3,600):
- Reclassification for Church or Religious Organization
- 508 Compliance Verification™
- Attorney-Reviewed Bylaws Created
- Select Customized & Attorney-Reviewed Documents Created (As Needed)
- All required IRS reclassification filing forms and/or documents*