FOUNDATION & NOT FOR PROFIT INNOVATION GROUP

FORM 1023 COMPLETION COORDINATION

We coordinate the completion and filing of IRS Form 1023 for obtaining tax-exempt status.

EXCISE TAX MITIGATION SOLUTION

We ameliorate the effect of the US federal excise tax on highly compensated personnel in tax-exempt organizations with a proven and innovative mitigation solution.

CONFLICT OF INTEREST POLICY STRESS TEST SOLUTION

Your tax-exempt organization’s conflict of interest policy is assessed to determine if it meets its intended business purpose and withstands a risk stress test based on IRS standards.

PURCHASING POLICY STRESS TEST SOLUTION

Your tax-exempt organization’s purchasing policy is assessed to determine if it serves its intended business purpose and withstands a risk stress test.

BOARD (ADVISORY & GOVERNING) SOLUTIONS AND INNOVATION

Traditional advisors (attorneys and accountants) to Boards of Directors advise within their spheres of expertise.  We provide solutions to complex issues which are beyond the expertise of attorneys and accountants.

BUSINESS PLAN FACILITATION

The business plan for your organization should be a living and useful guide and we will be the champion and caretaker of your business plan and update it as your organization evolves and grows after annual evaluation of company policies, and operations.

VISION, MISSION, AND VALUES INNOVATION

Vision, Mission, and Values should be authentic and useful foundations for branding and operations.  We will facilitate the development of the Vision, Mission, and Values of your organization.  We will be the champion and caretaker of your Vision, Mission, and Values and will seek to keep them fresh and will evaluate company policies and operations annually to determine what actions should be taken.

ORGANIZATION STRATEGIC MANAGEMENT PLAN

We do the heavy lifting that is beyond the scope of your attorney and accountant’s sphere of expertise to deliver strategic organizational solutions to fundraising, donor relations, business planning and operations decisions.

ORGANIZATION RESILIENCE STRATEGY

We create innovative strategies for your organization to respond, absorb, and adapt to as well as recover in a disruptive event.  The Business Resilience Strategy we design for your company is expected to allow your company to be able to resist an extreme event; after the event, it should be able to rapidly recover its functionality similar to or even better than the present level.

ANNUAL MEETING PLANNING AND FACILITATION

We take the Annual Meeting of the members and Board of Directors to the next level of excellence.  The Annual Meeting is a moment of opportunity, a time of transparency, and the best place to innovate.

ORGANIZATION INNOVATION SOLUTION

We evaluate staff, administration, policies and procedures, business processes, and provide a solution for making innovation an integral part of the organization's culture.