Charities & Non Profit

Shane Henry & Associates serves foundations, charitable donors, tax-exempt organizations of all types, and many other philanthropic endeavors.  We provide solutions, strategies, and the structure needed for nonprofit governance and the required legal documents demanded by the peculiar needs of nonprofit law.

Non-profit Law and Governance

  • Formation and incorporation
  • Governance and board structure, composition, roles, and responsibilities
  • Board/Staff relationships, responsibilities, and delegation of authority
  • Conflicts of interests
  • Liability, risk management, insurance
  • Regulatory compliance and annual reporting
  • Mergers and affiliations
  • Corporate practices and record-keeping
  • Corporate dissolutions

Tax-Exempt Organization Law and Regulation

  • Legal services offered for the following 501(c) tax-exempt organizations:
    • 501(c)(2) Corporations holding property for tax-exempt organizations
    • 501(c)(3) Charitable organizations, including public charities, private foundations, operating foundations, and supporting organizations
    • 501(c)(4) Civic organizations
    • 501(c)(5) Labor organizations
    • 501(c)(6) Professional, business, and trade associations, chambers of commerce
    • 501(c)(7) Social and recreational clubs
    • 501(c)(8), (9), and (10) Employee associations and fraternal organizations
  • Obtaining and maintaining tax-exempt status
  • Grant-making practices
  • Executive compensation
  • Public charity support tests and qualification
  • Private foundation rules and regulations
  • Operating foundation and supporting organization qualification and operating standards
  • Disqualified person and self-dealing rules
  • Taxation of unrelated business income
  • Annual reporting, Forms 990