Rule 3.8.1. Application for Independent Affiliate Status.
Each applicant for independent affiliate status shall submit with its application:- an attested copy of its charter, and, unless it is included in the charter, an attested copy of its purposes, objectives, and bylaws;
- the number of members or member groups in the organization;
- a list of the principal officers with their personal mail addresses, congregation membership or congregation where settled if the officer is a fellowshipped minister serving a Unitarian Universalist congregation, and the principal mail address of the organization;
- the contribution contemplated by rule 3.8.9;
- a financial statement showing income and expenses for the latest fiscal year preceding the date of filing and showing assets, liabilities and net worth as of the end of such fiscal year;
- the dates upon which its governing board met during the twelve months immediately preceding the date of filing;
- any yearly reports of its governing body and its principal officers sent to members during the twelve months immediately preceding the date of filing;
- evidence of whether it enjoys tax exempt status:
- under Section 501(c)(3) of the U.S. Internal Revenue Code of 1954;
- as a registered charity as provided for in the Income Tax Act (Canada); or
- under the laws of the country governing the applicant's tax status;
- if the applicant does not enjoy tax exempt status, the reason or reasons it does not;
- a statement outlining how its purpose, mission and structure models interdependence through engagement with our member congregations, coordination or collaboration of effort and resources; and a statement outlining how the organization supports the transformation of institutions and our world to be aligned with those values expressed in our Principles; and
- any other information which the Board of Trustees of the Association shall require.
Last updated on Monday, November 13, 2006.
