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Non Profit Organizations

RDA assists churches with long-term financial planning and reserve budgeting.

Benefits of a Reserve Study for Religious Institutions

All nonprofit organizations can benefit from reserve studies, including churches and worship facilities. Many churches tend to have older structures that are more prone to breakdowns and declining conditions. But even institutions with more modern facilities are vulnerable to deterioration.

Most churches have their routine maintenance schedules and operating procedures down pat, but it is easy to miss major replacements and repairs that may come up in the future. Even with daily maintenance, for instance, a building’s roof will eventually need to be replaced.

Faced with an unbudgeted cost like this, a church may not have enough funding to cover the expense. With proper capital planning for churches, though, there would be no need to turn to expensive loans or delay the project. This is where a reserve study comes into play.

A reserve study is an analysis of an organization’s assets and components, including its current funding balance, to determine how much it needs in its reserve account to meet future financial demands.

It lays down a schedule that indicates the remaining lifespan of components, the expected cost to repair or replace those components, and the amount the organization must set aside each year to be financially prepared for such replacements or repairs.

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The RDA Report

Reserve Data Analysis provides each client with an RDA report as part of our reserve study for worship facilities.


Our report includes the following:


  • A comprehensive analysis of the client’s operating guidelines and the governing documents to determine the extent of the client’s maintenance and reserve obligations;
  • A detailed inventory of all assets that fall under the client’s responsibility (for on-site inspections);
  • Detailed reports for each asset;
  • A summary of assets by category;
  • Distribution of accumulated reserves report;
  • Required monthly contribution report; and,
  • Thirty-year projections.


We generate all of our reports using localized cost guides and economic and investment parameters. Our clients can expect our full dedication and care throughout the generation process. We also provide support and guidance throughout the entire year, allowing you to get in touch with us for any questions regarding budgeting and long-term planning.

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Levels of Service Available

Reserve Data Analysis offers four levels of service for reserve study for churches. All levels come with the following:


  • An evaluation of remaining life and replacement costs for all components;
  • A detailed RDA report with an owner’s summary, budgeting charts, precise measurements of structures, and pictures of every component;
  • Help with determining the right funding strategy for your church;
  • A one-hour free consultation and Q&A with church directors;
  • One free revision of your report; and,
  • Live support from our corporate office.

This level of service comes with a physical on-site walkthrough of your church to determine the condition of your components and to take precise measurements.

This level of service comes with a physical on-site walkthrough of your church to determine the condition of your components, but there are no measurements taken.

This level of service does not include a site visit or inspection but comes with a readjustment of your funding plan using your prior church reserve fund study calculations to compensate for such things as inflation, price hikes on materials, investments, and yields on your investments.

This level of service does not include a site visit or inspection. Instead, you can save money and learn about your church by conducting the inspection yourself. It includes a step-by-step guide through the collection process of components and measurements. Using the data you’ve collected, our corporate office compiles your measurements and validates your information to ensure no costly mistakes.

RDA Reserve Management Software

RDA’s self-made and self-contained software is a fully integrated management, computational, and projection tool. Our software allows for greater detail, more accurate projections, and more intricate computations without the limitation of a 20- to 30-year window.

Using this software, our report also comes with a 3D MODEL of your facilities with a detailed breakdown of square footage.

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Comprehensive Churches Reserve Analysis