NON-PROFIT PROGRAM

When We Say We’re All Things Non-Profit—Inception To Dissolution…

We Really Mean It!

Since 1969 , we’ve specialized in working with non-profits.

It’s work that is near and dear to our hearts because non-profits build the community.
We’ve been an integral part of contributing to bringing needed services to some of the toughest San Francisco Bay Area neighborhoods.

Decades Of Working With Non-Profits Has Shown Us Five Stages In Their Lifecycle…

And Made Us Experts In The Problems Specific To Each Stage

During our years of “in the trenches” work, we’ve discovered five stages in the life-cycle of non-profits.
We are experts in helping you thrive in each of these stages.

Stage One: Developmental Stage

Before a non-profit becomes an entity, it has a planning and development stage. It’s critical up front to get the structural requirements in place correctly. You need to know exactly what the organization will look like when it’s up and operating. You must be able to project operating results. Think of me as the person who can guide you in forming your non-profit and keep you out of trouble now—or down the line.

  • In the Developmental Stage, your entity must be a complete organized package. Financial planning is critical to launching a successful entity. You need an experienced hand aboard to make sure that the project is moving along steadily and does not stall. Non-profits have unique regulations and you must understand your fiduciary responsibility to the community and to the people you serve. You must also know your fiduciary duty with the people who fund the entity.
  • This stage also requires intensive examination of community issues. You’re going to need to assess things like, ”Is the community right for this?” and “Do we have an operating location that will allow us to maximize the benefit that we envision for this community?” Legally, you need to have planned use rights. Then, there are often issues of community support and political support. You need expertise to guide you through determining what’s required to get needed support.

Stage Two: Years 1-5 Of Operations

Once the non-profit is operational, there are certain problems unique to this stage of the lifecycle. You need to develop an operating routine. Most importantly, you must know how to target and reach the population you serve. That requires planning a marketing strategy to get the word out. Once that is being executed regularly, you must collect data about your services and the population you serve.

  • You start out with seed or startup money. Typically, this might be something like a two-year grant to start operations. Immediately, you must follow certain requirements to ensure continued funding. It’s critical that by year 3, you start to create a 5-year plan. Without that, there is no way to make sure the non-profit stays operational. When economic conditions get tough, your organization is most vulnerable. You’re going to need to know what to do to survive in a downturn.
  • You must put together solid and complete business systems. Non-profits must be conducted to high business standards. You’re going to need to have a document structure and filing systems. It’s mission-critical that your paperwork is meticulous. You must also have a solid accounting system, employee documentation and payroll. On top of that, funding issues require tracking, and certain documentation and records.

Stage Three: 'Teenage' Need A Name For This Stage

This stage is focused on developing a robust governance body. You can think of this as developing the “skeleton” or structure that makes for a strong entity. You want to build to last, so that your non-profit can weather whatever it might encounter.

  • During this stage, you must develop a strong and vital governance body and communication structure. This is about the critical working relationship between those responsible for governance and those responsible for day-to-day operations. You define clear lines of responsibility. These lines of responsibility must be understood, reinforced, and evaluated on an ongoing basis. You develop systems to perfect the ebb and flow of information between the two.
  • You continue to build the organizational structure and routinely realize your 5-year plans.Strategic planning is a significant activity during this stage. You consistently work the plan and measure the plan against community needs. Getting and managing financing is another major activity. Without fluidity of funds, it’s challenging to fulfill your mission.

Stage Four: Mature Stage Needing Revival

The mature non-profit in this stage needs to be revived, renewed, and revised. There are many possible reasons for this. The entity may have come to be taken for granted because it’s an institution of the community. Members of the community may have forgotten that you serve this mission. Perhaps your original mission has been fulfilled or is no longer what the community needs. Whatever the cause, it is necessary to renew the non-profit to better serve the community.

  • We look to the best way to renew the entity to meet changing community needs. Changing and evolving community needs must be met with new approaches. Evolving regulatory requirements can force changes. You may need to take action to conform with or catch up with changing technology. Whatever is driving the need, there are many options. You can do joint ventures with other non-profits. You can elect to go for private funding. We can help you assess the possibilities.
  • A major focus of this stage is to keep you compliant so you remain functional. You require annual audits and specific and timely reports. Financial and activity reports must flow to those responsible for governance. You need consistent advice on current best practices. All these things must meet changing conditions to keep the non-profit in operation.

Stage Five: Dissolution

Dissolution is fairly simple, but it’s critical that it be done strictly correctly. It’s a bittersweet time. The job is done or funding has dried up. The mission has been accomplished, and there’s no way or reason to renew the entity.

  • Those charged with governance must understand exactly what their responsibilities are. There are very specific steps and reports that must be filed. You need to be aware of these and to execute them properly. There is a correct sequence to the activities.
  • Certain physical activities must be completed correctly. Final accounting must be completed and the final tax return filed. Assets need to be disposed of properly. If the entity is not shut down properly, authorities consider it to still be in existence. The consequences are the same as if your entity were still in business.

These Are The Kinds Of Solutions We Provide To Your Non-Profit…

During Each Stage Of The Lifecycle

We’re with you in every stage of your non-profit’s lifecycle. You can depend on our experience, guidance and advice.
Our professional services are highly specialized to meet the needs of non-profits. You can count on our expertise.

Stage One: Developmental Stage

We advise you and protect your non-profit during the planning and development stage. I make sure that the critical structural requirements are put in place correctly. You know exactly what the organization will look like when it’s up and operating. You are able to project operating results.
You have the benefit of my decades of non-profit expertise in forming your non-profit. You can rest easy that everything’s done correctly.

  • Your entity is a completely organized package. You have an experienced hand aboard to guide you in the financial planning that is critical in launching a successful entity. We make sure that the project is moving along steadily and does not stall. You’re well versed on non-profit regulations. You understand your fiduciary responsibility to the community and to the people you serve. You’re fully cognizant of your fiduciary duty with the people who fund the entity.
  • You have expert guidance during intensive examination of community issues. You know the answers to questions such as, ”Is the community right for this?” and “Do we have an operating location that will allow us to maximize the benefit the we envision for this community?” You are fully advised on the issue of planned use rights. You know what you need to do to engage community support and political support. You’re on your way to getting needed support.

Stage Two: Years 1-5 Of Operations

Once the non-profit is operational, you are guided through the problems unique to this stage of the lifecycle. You develop an operating routine. Most importantly, you know how to target and reach the population you serve. You have a marketing strategy to get the word out. You’re regularly executing your marketing strategy and collecting data about your services and the population you serve.

  • You’re guided in doing the right things to extend the life of the entity beyond seed or startup money. You’reexecuting the requirements that ensure continued funding. You’ve got your 5-year plan in place and working it. You’re confident that your non-profit will stay functional. Your entity remains viable when economic conditions get tough.
  • You have put together solid and complete business systems. Your non-profit is being conducted to the highest business standards. You have a document structure and filing systems. Your paperwork is meticulous. You have a solid accounting system, employee documentation and payroll. On top of that, you’re tracking and documenting and maintaining the records that ensure continuation of funding.

Stage Three: 'Teenage' Need A Name For This Stage

Your entity has developed a robust governance body. You’ve developed the “skeleton” or structure and a strong entity. You’rebuilt to last, and feel confident that your non-profit can weather whatever it might encounter.

  • You’ve established a strong and vital governance body and communication structure. Your entity has a robust and effective working relationship between those responsible for governance and those responsible for day-to-day operations. Your communication systems effectively manage the ebb and flow of information between the two.Clear lines of responsibility are established, understood, reinforced, and evaluated on an ongoing basis.
  • Your organizational structure is solid and supports the successful execution of your 5 year plans. You consistently work the plan and measure the plan against community needs. Your results grow the business of your non-profit. Strategic planning drives your organization’s activities. You are able to acquire financing and manage it towards the accomplishment of your mission.

Stage Four: Mature Stage Needing Revival

Your mature non-profit has been revived, renewed, or revised. You’ve claimed a new importance in the community. Perhaps you’ve revised the original mission to fit current community needs.

  • We’ve worked together to create the best way to renew the entity to meet changing community needs. We’ve examined many options together. We’ve come up with the right way for your entity. You’ve gotten our guidance if you needed to do joint ventures or get private funding. We’ve helped you catch up with changing technology. You’ve had our advice when considering changing and evolving community needs. We’ve definitely kept you current with evolving regulatory requirements.
  • Above all else, we make sure you are compliant and able to remain operational. You’ve got all annual audits and specific reports and meet deadlines.Financial and activity reports flow to those responsible for governance according to your timetable. You get consistent advice on current best practices. You rest easy knowing that you meet changing conditions and can keep the non-profit in operation.

Stage Five: Dissolution

You’ve handled dissolution correctly and can be at peace about about the details. This phase of the lifecycle is complete. You’ve handled the end of an era and accepted that there’s no way or reason to renew the entity. The mission has been accomplished.

  • Those charged with governance know exactly what their responsibilities are. You’ve been guided in taking the very specific steps that must be taken. The correct reports have been filed. You’re aware of everything you need to know and have executed everything properly. Everything’s been done in the correct sequence.
  • All physical activities to close the entity have been completed correctly. Your final accounting is completed and the final tax return has been filed. Assets have been disposed of properly. You’re confident that, with our guidance, the entity has been shut down properly. You have no worries or fears about lingering consequences.

These Are The Kinds Of Benefits You Can Expect To Get From Our Non-Profit Program

When you’re considering signing up for a long-term program, you want to clearly understand its benefits.
These are the benefits you can expect to gain by hiring us to work with your non-profit.

We’ve been working with non-profits since 1978 —you get the benefit of that specialized experience. I started my own business 1987 and in those decades, I’ve seen pretty much anything that can occur in a non-profit. Imagine all the political changes and economic events that have occurred during all that time. There have been many storms that threatened the viability of non-profits. There were scandals that rightly led to regulatory tightening. You get a lot of expertise when you work with us.

You benefit from my world view of contribution, hard work, and a determination to be undeterred. As a child and young man, I fought through adversity in tough communities. You can count on my bringing that same energy and determination to working with you. Who I am and where I came from benefits your non-profit.
I’ll fight to keep your dream alive and do what I can to bring success, good communities, and a good life to my clients. It’s all in the planning and execution.

You get measurable results—the results that keep your non-profit viable. Working together, we create a structure that produces results. We discuss desired results and how to get them.
We set up metrics to measure the outcomes you want and systems to track those metrics. More than anything though, we GET you the outcomes that your organization exists to produce.

These Are the Details Of The Non-Profit Program

When you’re thinking about signing up for a program, you want to understand the details. You need to know what you’re going to get and what happens during the course of the program. Here are the details of the Non-Profit Program.

Phase 1: Assessment Interview And Project Analysis—1-2 Months

We start off with an in depth 1-2 hour Assessment Interview. We discuss what we’re going to accomplish together. You describe what you need and I let you know what I can provide. This first meeting is to get to the bottom of any problems or challenges your non-profit faces. From that meeting, we agree on the outlines of the project. I provide an engagement letter that defines what our relationship is going to be. Once the engagement letter is signed, we’re working on your behalf.

Next, my staff and I discuss how we can best serve you as a client.Your confidentiality is protected by our professional ethical standards. You get the benefit of brainstorming by my staff. We work on the best way to get you to your objectives. This meeting produces our best recommendations for your non-profit.

About a week after the first interview, we have a second1-2 hour interview. During this session, we get specific and detailed about objectives, timeline and metrics. I describe the program we’ve created specifically for your business. Together, we tweak the details and customize the plan to suit you. The second interview leaves you with a complete road map to success.

When we have our third meeting, implementation has begun. Within two months, you will see many changes. This is about making a difference in your non-profit—as quickly and efficiently as possible.

Phase 2: System Construction and Implementation—Approximately Six Months

During this phase, we perfect the systems that support your non-profit’s activities. The details of this phase depend completely on the stage of your non-profit’s lifecycle. In this stage,we’re working on the flow of the business. We’re streamlining operations, how you get funding, how you market your services, how you pay your bills, and how you manage the various levels of fiduciary responsibility.

We take it slow and methodical so your entity is not disrupted. Changes are introduced gradually and phased in according to YOUR strategic plan. We look at how to streamline operations, so that the maximum is available for fulfilling your mission. No matter what stage of the lifecycle your entity is in, we ensure that everything runs as smoothly as possible.

The financial statements we prepare for you become an operating baseline. We measure ongoing performance and results of the program against that metric. We keep you informed of progress with periodic routine financial reporting. We also provide special reports and status updates on what we’ve accomplished for you as needed.

When needed, I help you get financing, funding support, or to deal with cash flow problems. I’ll show you the numbers you need to make decisions. I’ll also provide the financials you need to get funds for expansion of services.

Phase 3: Ongoing Operating Assessment And Maintenance

At approximately the 6 month point, you’re enjoying measurable results. Again, Activities will depend on the stage of your non-profit’s lifecycle. At this point, we’ve stabilized the operations of the entity and go into the maintenance stage. We’ve started achieving objectives.

Essentially, this stage becomes a monitoring exercise, with tweaks as needed. You’ve developed momentum and are getting results. Quarterly and annually, we sit down for an hour and review objectives, strategies and operating results. We discuss and delineate necessary strategic changes that will achieve your desired outcomes.

You May Be Wondering, “Is This Program Right For Our Non-Profit?”

Here Are A Few Criteria That Identify Ideal Clients For This Program

Not every non-profit is a perfect candidate for this Non-Profit Program. If you’re too early in the formative stages, you won’t benefit as fully as you could. These are the characteristics of the ideal leaders and ideal non-profits who will get the most out of this program.

  • You are authentic, savvy, and grounded, with genuine desire to make a difference. Our clients tend to be driven individuals with a track record of some success. You are likely to have resources, connections—including political, and a network. Along with a “not just pie in the sky” sophistication, you probably understand the how the working class and the community intersect. Some are monied individuals, but knowing how to get things done is the prime identifier.
  • You need to have the basics of an operating entity in place. You have a board, a legal entity, and an EIN. You have operating structure, an operating plan, and have begun operations. Your entity is viable. You understand your mission and have a business plan in place. You have a good understanding of those you intend to serve.
  • You have initial funding in place, and there is a financial structure in place for that funding. There are funds budgeted for entity improvement, development, or restructuring.
  • Your paperwork conforms to the highest compliance and ethical. Before we work with you we conduct due diligence to ensure that we can help you. We collect certain information to startwith. We’ll find out if you have registered the non-profit with the Attorney General’s office, IRS, and local, state and Federal authorities. We make sure you have an operating location where you are paying rent, and that you have employees. If you don’t have these in place, we gently guide you to get them.

Sign Up For The “Non-Profit” Exploratory Session

We offer a free 45-Minute session to a few highly qualified potential clients. This service is for leaders with executive authority in a non-profit.

This Consultation Is For You If…

  • You have executive control of a non-profit and you’re looking for financial and advisory services.
  • You want to speak about having our Non-Profit Program.
  • You have a number of areas where your non-profit can benefit from help with your financials and advice about non-profit issues.
  • You’re looking for deep experience in all things non-profit—inception to dissolution.

If This Is You, You’re Invited to Schedule A Consultation

If you want to learn how your non-profit could benefit from working with us, we invite you into consultation.
To request a free “Non-Profit Program” Exploratory Session, Click on this link to schedule.

About Your Free Consultation:

During this consultation, (a $300 value), we look at your entity’s situation. We examine your goals and challenges, and give you focused, strategic advice. You also get a recommendation on the best next step for you based on where you are now. You’ll leave the call with clarity about your next step to develop a strategy that delivers the results you want.

Specifically, This Is What You Can Expect From The Session

  • We create a sense of clarity about the future you want to have for your non-profit.
  • We find out the essential building blocks for achieving the mission and results you want for your non-profit.
  • You complete the consultation with the excitement of knowing EXACTLY what you can do next to take your non-profit to the future you envision.

Sign Up Now!

Request a free “Non-Profit Program” Exploratory Session, by completing the information form below.
We will contact you immediately within 24 – 48 hours.

Contact Form For This Service




Where To Next?

Now that you understand how this service works, you may want to review our former and current client comments in the case studies section. Click Here.