© 2019 by BK & Associates

NONPROFIT SERVICES

BK & Associates has over 20 years of professional experience growing and innovating the nonprofit sector in San Diego. Whether your mission is to end homeless, or prepare foster youth for adulthood, we are here to ensure your organization provides an inspirational, practical and sustainable impact in the community. 

WHAT WE DO

INITIAL START UP SUPPORT

  • Verify Name Availability

  • CA Nonprofit Incorporation, Articles, and Bylaws

  • 501(c)(3) Application Preparation

  • Assist with Three-year Budget Estimate

  • Draft Initial Board Meeting documents

  • Draft selected Best Practices policies

  • Initial Board Meeting Support (review and adoption of key documents/policies)

  • Initial Governmental Registrations

  • CA Franchise Tax Board Exemption (following IRS exemption)

  • Liaison with selected legal counsel

SUPPLEMENTAL START UP SUPPORT

  • Help obtain corporate insurance

  • Refine and finalize the three-year budget

  • Prepare first-year cash-flow forecast

  • Establish bank account and banking procedures

  • Develop selected forms, processes, and procedures

FINANCE SERVICES

  • Prepare monthly top financial statements

  • Analysis/interpretation of monthly financial statements

  • Present financial information to committees and the Board

  • Budget development, monitoring, and reporting; variance analysis

  • Prepare, update, and monitor dashboard of key performance metrics

  • Trend analysis and forecasting

  • Assist in selection of outside CPA auditors

  • Analyze and strengthen internal control processes

  • Develop various financial “best practices” policies, as needed

  • Write a comprehensive Finance Policies and Procedures manual

  • Preparation of audit schedules and documents

  • Coordinate preparation of IRS Form 990 information for auditors

  • Assist in selection and training of finance team members

INVESTMENT SERVICES

  • Assist in selecting outside firm to management investment assets

  • Assist in selecting master custodian (if not held by investment firm)

  • Develop systems to record and report on investment returns

  • Oversee rebalancing of investments to asset allocation strategy

COMPENSATION SERVICES

  • Compensation analysis and report for officer-level positions

  • Develop grid of comp & benefits for various levels of staffing

  • Prepare formal Compensation Policy, for adoption

  • Presentations to Comp & Benefits committee and/or full Board

RISK MANAGEMENT SERVICES

  • Assist in forming an Enterprise Risk Management committee

  • Participate in discussions to identify risk factors from an holistic perspective, and determine appropriate interventions and policies

  • Assist in selection of insurance firm

DEVELOPMENT PLANNING AND IMPLEMENTATION

PLANNED GIVING TRAINING AND ONGOING SUPPORT

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Call Us Today

619-347-9936