Getting Organized
Organizational Process
The steps a new work follows to become a fully organized, recognized church.
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1
Set Up Church Email & Document Storage
Create a dedicated church email and document account (for example, yourchurch@gmail.com) to use for all document storage and church communications.
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2
Apply for a Federal Employer Identification Number (EIN)
Required for opening a church bank account and for tax purposes.
Apply for an EIN → -
3
Review and gather the required organizational documents.
Organizational paperwork needed to formally establish the church.
Access the forms → -
4
Hold an Initial Organizational / Board Meeting
Choose board members, set up the initial meeting, and complete the UPCI Application for Church Affiliation form.
Bring a $5 check to the meeting to send in with the application.
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5
Set Up Church Management Software
Put a system in place to track membership, giving, and events from the start.
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6
Register as a PA Nonprofit Corporation
View PA Department of State resources → -
7
Apply for PA State Tax Exemption
Access the exemption application →