⚠ IRS DEADLINE | | Rev. Proc. 2026-8
The IRS Changed the Rules. GroupSync™ Gets You Compliant.
The IRS rewrote the rules for Group Tax Exemptions — and most central organizations still don’t know. If no one’s told you yet, that’s why we’re here. GroupSync™ is Foundation Group’s compliance management platform, built on 30 years of nonprofit expertise, to help central organizations meet the IRS’s new requirements with confidence before the January 22, 2027 deadline.
THE REAL SCOPE
Most Organizations Don’t Realize How Much Work This Actually Is.
Becoming compliant isn’t as simple as updating a few records. Central organizations are expected to review every subordinate organization individually, verify eligibility, document oversight, organize required records, and establish ongoing compliance procedures across their entire network.
NON-NEGOTIABLE IRS DEADLINE
The Date Doesn’t Move. Your Window Is Shrinking.
January 22, 2027 is the IRS’s deadline to comply with the new Group Tax Exemption requirements. There are no extensions and no exceptions — the IRS has been explicit about that. Organizations that are unable to meet these requirements by the deadline risk jeopardizing the Group Tax Exemption they maintain and the tax-exempt status their subordinate organizations rely upon.
The deadline itself isn’t the real pressure — the calendar is. Organizations that start now can spread this work across months. Wait until Q4 and you’ll be compressing the same scope into weeks.
TIME REMAINING
Until January 22, 2027
Compliance Management for Group Exemptions.
Built for the new IRS requirements under Rev. Proc. 2026-8
When expert guidance meets purpose-built technology, you get a smarter, more manageable path to long-term compliance. Choose the level of support that fits your organization.
All plans include unlimited subordinate users · Bank-level security · U.S.-based support
AT A GLANCE
Essential
Automated. Organized. Compliant.
- GroupSync™ Platform Access
- Parent Dashboard
- Automated Document Collection
- Automated Reminder Campaigns
- Document Repository & Record Retention
- Compliance Status Tracking
- Standard Annual Reporting
Managed
Reviewed. Supported. Protected.
- Everything in Essential
- Foundation Group Completeness Review
- IRS Roster Filing Support (SGRI)
- Annual Exception Report
- Annual Compliance Consultation
- Quarterly Compliance Reviews
Premier
Strategic. Proactive. Premium.
- Everything in Managed
- Dedicated Subordinate Success Team
- White-Glove Subordinate Outreach
- Quarterly Governance Review Meetings
- Group Exemption Risk Dashboard
- Board & Executive Reporting Package
- Annual Audit Simulation
FULL FEATURE COMPARISON
| EssentialAutomated. Organized. Compliant. | ManagedReviewed. Supported. Protected. | PremierStrategic. Proactive. Premium. | |
|---|---|---|---|
| Core Compliance & ReportingIncluded in all plans — powered by GroupSync™ | |||
| GroupSync™ Platform Access | Included | Included | Included |
| Parent Dashboard | Included | Included | Included |
| Annual Compliance Questionnaire | Included | Included | Included |
| Automated Document Collection | Included | Included | Included |
| Automated Reminder Campaigns | Included | Included | Included |
| Document Repository & Record Retention | Included | Included | Included |
| Compliance Status Tracking | Included | Included | Included |
| Standard Annual Reporting | Included | Included | Included |
| Centralized SGRI Submission | Included | Included | Included |
| Group Exemption Risk Dashboard | Included | Included | Included |
| Foundation Group Completeness Review | — | Included | Included |
| Annual Exception Report | — | Included | Included |
| SGRI Support & Reporting Readiness | — | Included | Included |
| Annual Compliance Consultation | — | Included | Included |
| Quarterly Compliance Reviews | — | Included | Included |
| SGRI SupportTemplate documents & expert consultative support | |||
| › Template Agreements | — | Included | Included |
| › Acknowledgement Letter | — | Included | Included |
| › Removal Letter | — | Included | Included |
| › Consultative Support with Nonprofit GTE Experts | — | Included | Included |
| › EIN & Eligibility Verification | — | Included | Included |
| Compliance Governance & Risk Management | |||
| Subordinate Success Team | — | — | Included |
| New Subordinate Onboarding Concierge | — | — | Included |
| Quarterly Support Check-in | — | — | Included |
| Executive & Board Reporting Package | — | — | Included |
| Priority Remediation Planning | — | — | Included |
| Annual Group Exemption Audit Simulation | — | — | Included |
| Parent Staff Training Sessions | — | — | Included |
| Escalation & Intervention Program | — | — | Included |
| Priority Response Queue | — | — | Included |
| Compliance Trend Analysis | — | — | Included |
| Strategic Compliance Advisory | — | — | Included |
| Additional Services (Not Included) | |||
| Form 990 Preparation | Discounted | Discounted | Discounted |
| Reinstatement Services | Discounted | Discounted | Discounted |
| State Registrations | Discounted | Discounted | Discounted |
| Governing Document Updates | Discounted | Discounted | Discounted |
| Bookkeeping | Discounted | Discounted | Discounted |
A Foundation Group Platform
See Where Every Subordinate Stands. In Real Time.
Managing compliance across dozens or hundreds of subordinates means tracking a lot of moving parts. The GroupSync™ platform gives your whole team one place to see what’s done, what’s pending, and what needs attention right now.
Live Compliance Dashboard
Every subordinate’s status at a glance — compliant, in progress, or needs attention — updated as work gets done.
Deadline Alerts
Automated reminders tied to January 2027 and any interim milestones in your compliance plan.
Task & Action Tracking
Every required action tracked with a status, an owner, and a due date. Nothing slips through.
Document Repository
One place for governing documents, IRS correspondence, SGRI filings, and everything else — organized by subordinate.
WHAT THE IRS NOW REQUIRES
Here’s What’s Actually on the List.
- Verify every subordinate’s eligibility. Each one needs to meet the updated affiliation, supervision, and control standards — and the ones that don’t need to be addressed or removed.
- Make sure every subordinate shares the same tax-exempt classification. The IRS now requires all subordinates to match the central organization’s 501(c) status. Mismatches need to be resolved before the deadline.
- Consolidate your Group Exemption Numbers (GENs). If you’re operating under multiple GENs, they need to be consolidated under the new IRS guidance.
- File required IRS roster reports. Subordinate Group Roster Information (SGRI) has to be filed for every entity in the group — no exceptions.
- Update governing documents. Subordinate bylaws and articles need to align with the central organization and reflect current IRS requirements.
WHY NONPROFITS TRUST FOUNDATION GROUP
BEYOND THE DEADLINE
GroupSync™ Doesn’t Stop at January 2027.
The transition deadline is just the beginning. Group exemption compliance is ongoing — annual questionnaires, roster updates, subordinate changes, IRS filings, governing document reviews. GroupSync™ stays with you for the long term, keeping your compliance organized, visible, and manageable year after year. When expert guidance meets purpose-built technology, you get a smarter path to long-term compliance.
Ready to Ensure You’re in Good Standing with the IRS?
Fill out the form and a Foundation Group compliance specialist will reach out to walk you through GroupSync™, help you figure out which plan fits your organization, and map out what it’ll take to get you compliant before January 2027.
- No obligation. We’ll review your situation and tell you exactly what you’re facing.
- Real answers. You’ll talk to a compliance specialist, not a sales rep.
- Fast. Most organizations hear back within one business day.