South Florida

This congregation had been in a complex legal dispute over their property for nearly three years. The litigation had stalled their church acquisition, drained their reserves, and left the church in a state of uncertainty — unable to plan for the future or qualify for conventional financing.

Our team coordinated a multi-party advisory strategy that brought together legal counsel, compliance remediation, and financing coordination simultaneously. We identified a lender willing to underwrite the transaction contingent on resolution, structured the compliance pathway, and served as the central point of coordination between all parties.

Texas

The church was facing imminent eviction from their rented facility with no clear path forward. Their 501(c)(3) status had been revoked two years prior due to unfiled returns, making them ineligible for conventional church financing. The congregation had 60 days before they would lose their home.

We activated an emergency response across three workstreams simultaneously: IRS reinstatement filing, private financing coordination through our direct lending network, and church acquisition advisory. By working all three tracks in parallel rather than sequentially, we compressed a process that normally takes months into 30 days.

Georgia

A rapidly growing church had outpaced its administrative structure. Board governance was informal, bylaws had not been updated in over a decade, financial records were disorganized, and the church had never filed Form 990 returns despite being required to do so. They were turned down for a construction loan and referred to us by their bank.

We engaged Paquete Aguila — our full operational restructuring service. In 60 days, we rebuilt the governance structure from the ground up, drafted updated bylaws, organized and prepared five years of financial records, filed all delinquent Form 990 returns, and restructured the board to meet lender requirements. We then re-introduced the church to their original lender.

Illinois

The church discovered their 501(c)(3) status had been automatically revoked three years earlier when they failed to file Form 990-N (the e-Postcard) for three consecutive years. Donors had been giving under the assumption that contributions were tax-deductible, and the church was now exposed to significant liability.

We filed for retroactive reinstatement under the IRS's streamlined process for small organizations, demonstrating that the failure to file was due to reasonable cause rather than willful neglect. We also prepared a compliance plan showing the IRS that the church had implemented procedures to prevent future lapses. The retroactive reinstatement restored the church's tax-exempt status back to the date of revocation.