Compliance Status

IRS Determination Letter on file. EIN: 85-3332093.

EIN 85-3332093 confirmed. IRS EIN Letter on file.

2022 Form 990 on file (shows $84,500 Aaron salary, $45,500 Ashley salary). 2023 and 2024 filings must be verified.

POA on file for Aaron Murphy. Filed 08/14/2025.

No Impact Funding Agreement or FMV Property Lease exists yet. For-profit entities operating on Foundation land without FMV lease creates IRS risk.

Certificate of Existence on file. Letter of Good Standing on file.

Utah State Tax Commission exemption on file. TC-160 Sales Tax Exemption on file.

Application for Reinstatement filed. Verify current standing with Utah Dept. of Commerce.

Utah TAP PIN Withholding Account document on file.

Unsigned bylaws exist in Drive. Must be reviewed, finalized, and executed by the Board.

Board composition not finalized. Must have 5 directors with majority independent. Advisory board also needed.

Policy on file in Governance & Policies folder.

Policy on file in Governance & Policies folder.

Policy on file in Governance & Policies folder.

DocuSign-completed policy on file (May 2025). Verify coverage amounts and renewal date.

Policy #WC75663P2023 (Cerity) had term 09-18-2023 to 09-18-2024. Must verify renewal status.

No D&O insurance found in document archive. Recommended for nonprofit board protection.

Reg. No. 8,015,171. Registered Nov. 4, 2025. Classes 35 & 41. Held by Lucas George & Aaron Murphy.

Original trademark filing on file. ALTM Service Continuation Agreement signed.

Trademark currently held by Lucas George & Aaron Murphy (individuals). Should be transferred to Conejo Group PBC once formed.

FUNDA MURPHSLIFE formation document on file. Credencial de Administrador on file.

InscripcionEmpleador documents on file.

Analysis not yet completed. Jorge Alfaro must confirm exposure before ES OpCo formation.

Accounting system registered with Ministry of Finance. Documents on file.

Building permits on file for Los Naranjos construction project.