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Business Advisory CommitteeResource Guide
August 2016
Bacon Lee & Associates P.O. Box 15018 San Antonio, Texas 78212 Marion Lee, CFRE Principal P.O. Box 15018 San Antonio, Texas 78212 [email protected] (210) 733-0893 Overview Bacon Lee & Associates provides charitable resource management to nonprofit organizations and donors alike. For nonprofits, that means developing strategies that maximize both donated and earned income sources. For donors, our expertise in the nonprofit sector provides a basis for sound decision-making to achieve charitable intent. With many years of combined experience, Bacon Lee & Associates can assist individuals and agencies reach their goals Core Competencies and Relevant Services • Feasibility Study/Capital Campaign • Job Placement • Board Training on roles/responsibilities, how to ask for a gift, building stronger
boards, etc. • Staff Training on how to ask for a gift, effective donor cultivation, solicitation
and stewardship, best practices for development office management, etc. • Development Assessment • Targeted Gift Assessment
Current and/or Previous Nonprofit Clients:
1. San Antonio Botanical Center – April – November 2013 2. Trinity School of Midland – January-June 2014 3. Tarleton State University – December 2013 – May 2014 4. Texas State Aquarium – February-July 2015 5. Peterson Regional Medical Foundation – Current and ongoing 6. ACTS Missions – Current and ongoing 7. Hill Country Science Mill – Current and ongoing
Company: Burnam | Gray LLC Address: 511 Rio Springs, San Antonio, TX 78258 Business Advisory Committee Contact:
Carrie Gray, 210-970-7271 [email protected] John Burnam, 210-774-6396 [email protected]
Overview Burnam | Gray is a consulting firm that helps organizations ignite the practices that move the world forward, quantify and scale those practices and then repeat the process. Currently, Burnam | Gray supports a wide range of agencies from small nonprofits to the San Antonio Mayor’s Office, The Big Give SA and Santikos Enterprises. Core Competencies and Relevant Services (partial/representative list) ● Corporate philanthropy ● Diversity, equity and inclusion ● Donor and foundation research and advising ● Comprehensive fundraising plans ● Grant planning and writing ● Strategic and long-range planning ● Annual operational planning (goal setting, benchmarking & evaluation) ● Operations oversight and organizational structure ● E-Commerce and social media marketing Current and/or Previous Nonprofit Clients:
1. The Big Give - current and ongoing 2. Batz Foundation - current and ongoing 3. The Nonprofit Council- current and ongoing 4. San Antonio Christian Dental Clinic - current and ongoing 5. Trinity University - current and ongoing 6. Office of Mayor Ivy Taylor-current and ongoing
Company Name: Moriarty Consulting Group Company Address: 100 Sheffield
San Antonio, TX 78213 www.moriartyconsulting.com
Business Advisory Committee Representative
Jennifer Moriarty [email protected] 210.413.0624
Overview: Since 2012, the Moriarty Consulting Group has provided consulting services that leverage more than three decades in corporate and non-profit finance roles, coupled with extensive involvement in the local community that includes nonprofit grant funding and board governance. We provide positive, outcome-oriented services that help groups think together to catalyze individual ideas and skills into shared ownership of actions and outcomes – creating pathways forward. Core Competencies and Relevant Services • Meeting Facilitation (Nationally Certified Facilitator) • Strategic Planning • Board Governance Training and Consulting (BoardSource Certified Governance
Trainer) • Focus Groups • Public and Community Engagement • Public School facilitation and team building (TEA approved provider)
Current and/or Previous Nonprofit Clients:
1. San Antonio Area Foundation (SALSA collective impact initiative, governance trainer and special projects facilitator) 2014 - present
2. Kronkosky Charitable Foundation (Autism collective impact initiative) – Current and ongoing
3. Providence Place 4. San Antonio Museum of Art
See www.moriartyconsulting.com for full list of clients
Company: Transition Management Solutions, LLC Address: 9211 Broadway St., #17493, San Antonio, TX 78217 Business Advisory Committee Contacts: Dorinda Rolle, Ph.D. Partner [email protected] (210) 823-2648 www.tms-texas.com
David Patrick Partner [email protected] (210) 259-9867 www.tms-texas.com
Overview Transition Management Solutions (TMS) is an executive transition management company focused on helping organizations assess and determine the best route to achieve optimal stability and performance. Whether leadership change or planning for the future, TMS provides custom designed plans specific to your organization's needs. Core Competencies and Relevant Services Interim Executive Placement Strategic Planning Facilitation Strategic Planning Retreats Vision Planning Board Development Organizational Assessment
Executive Support and Coaching Executive Evaluation Group Facilitation Conflict Resolution Mediation Services
Selected Current and/or Previous Nonprofit Clients Childsafe City Year San Antonio Blue Print Ministries National Council of Youth Sports San Antonio Children’s Museum San Antonio Aids Foundation Associated Schools of Construction Alamo Heights School Foundation Air Force Villages (now Blue Skies of
Texas) Anger Solutions Network (now Life
Skills for Living)
Children's Bereavement Center of South Texas
Community Foundation of the Texas Hill Country
National Association of Mortgage Brokers
Permian Basin Regional Council on Alcohol & Drug Abuse
San Antonio Convention & Visitors Bureau
San Antonio Council on Alcohol and Drug Abuse
Company: esd & associates Address: 1202 w. bitters, bldg. 9, San Antonio, TX Business Advisory Committee Contact:
Joseph Garcia 210-348-8008 [email protected]
Overview esd is an award-winning, full-service marketing and advertising firm that offers a complete spectrum of research, strategy, design, development and production services. Since our inception 18 years ago, we have helped our clients achieve their business objectives by understanding their buyers, developing strategies to reach those buyers and executing campaigns that generate real results. By providing integrated online and offline campaigns with tracking mechanisms and analytics, we find out what works for our clients. Our goal is to change lives through extraordinary marketing, and we achieve that goal by creating solutions that make our clients extraordinary. Core Competencies and Relevant Services • Advertising – strategic market planning, brand development, market research,
TV, print, billboard and internet campaigns • Creative – brochure, flyer ad and print collateral design, copywriting & editing,
radio/TV/Video Production • Public Relations – social media campaigns, event planning, cause advocacy
marketing • Digital – CRM, email campaigns, SEO, website development, hosting, app and
mobile application development Current and/or Previous Nonprofit Clients: 1. YMCA 8. Big Brothers Big Sisters 2. Goodwill 9. San Antonio Shrine Auditorium 3. Alamo City Cancer Council 4. Community First Health Plans 5. American Diabetes Association 6. ARC of San Antonio 7. San Antonio Non Profit Council
Company: Key Ideas Address: 110 E Houston St., San Antonio, TX 78205 Business Advisory Committee Contact:
Carlos Maestas Ashley Brownlee 210-601-4332 210-262-5722 [email protected] [email protected]
Overview The mission of Key Ideas is to move the human soul with stories that educate and inspire. Key Ideas specializes in creative storytelling through a visual medium for nonprofits. We are passionate about helping our clients tell their stories in a simple, yet compelling way that increases awareness and inspires action. Business Core Competencies and Relevant Services
• Video storytelling • Branding and messaging • Marketing and strategic planning • Social media outreach/interactive storytelling • Storytelling workshops • Special event production
Previous and Current Nonprofit Clients (partial list): 1. Lift Fund 2. The DoSeum 3. The 80/20 Foundation 4. Go Public 5. Teach for America 6. Cisneros Center for New Americans 7. San Antonio Independent School District 8. SAISD Foundation 9. Alamo Heights School Foundation 10. The San Antonio Food Bank 11. SAMMinistries
Company: DOCUmation Address: 4560 Lockhill Selma, Suite 100, San Antonio, Texas 78249 Business Advisory Committee Contact: Brian M. Billingsley BUSINESS TECHNOLOGY INTEGRATION 210.341.4431 - Office 210.373.6601 - Cell [email protected]
Overview Documation is the premier provider within our market area offering true “Business Technology Integration” by constantly seeking the newest, best and most innovative ideas in hardware and software solutions for our customers. We provide our partners with high quality, low cost solutions for all their print and IT needs. Being a locally owned and operated company we think it is of upmost importance to give back and support our local nonprofit community partners. Core Competencies and Relevant Services • Printer, Copier, Fax, & MFP management, sales, rentals, service • IT Managed Network Services • Electronic Document Management • Scanning Solutions • Workflow Automation • Cost Analysis • Paperless Office Solutions
Current and/or Previous Nonprofit Clients: • Any Baby Can: 4+ Years • Haven for Hope: 4+ Years • SAM Ministries: 9+ Years • Junior Achievement: 3+ years • Brighton Center: 2+ years • Morgan’s Wonderland: 3+ years • Boys and Girls Club: 4+ years
Company: EaglePrint Address: 8938 Broadway, San Antonio, Texas 78217 Business Advisory Committee Representative Contact:
Ray Trevino, Owner 210-822-1908 [email protected]
Overview EaglePrint has been in business for over 39 years providing printing, copying and related services to the San Antonio area business community. Our client base consists of small home based businesses to large corporate clients. Core Competencies and Relevant Services • We discount print and copy work to non-profit organizations • We are passionate on meeting deadlines especially time sensitive projects. • We have a great graphics staff to create or enhance print needs. • We offer pick-up and delivery service
Current and/or Previous Nonprofit Clients: Haven for Hope - SAMMinistries - Habitat for Humanity - Guide Dogs of Texas CentroMed - Communicare Health - Childrens’ Shelter - Cornerstone Church, Morgan’s Wonderland - Fisher House - San Antonio Christian Schools The 1st Tee - S.A. Council for the Blind - S.A. Arts - Inspire Art - Army Fisher House - Greater Chamber of San Antonio -The North Chamber & The NonProfit Council.
Company: Columbia IT
Address: 5005 West Ave, San Antonio, TX 78213
Business Advisory Committee Contact:
Christopher Reyes
Business Manager
210-343-3400
Overview:
We are a Managed Services IT company who specializes in assisting small to medium businesses and Non Profit Organizations. We help organizations improves processes, add security, and help them save money.
Core Competencies and Relevant Services
Managed Services Back Up – Onsite/Remote IT Support – Onsite/Remote Virtualization – Cloud Proactive Monitoring – Systems/Network Hosted Services – Email, Web, VoIP Consulting Hardware
Current Nonprofit Clients:
Guide Dogs of Texas, Respite Care of San Antonio, Autism Community Network
Company: The VIT Address: 8000 IH 10, Suite 600 San Antonio, Texas 78230 Business Advisory Committee Contact:
Ryan Friesenhahn 210-571-1500 x 8700 [email protected]
Overview The VIT is an advanced technology-consulting firm providing solutions matching business processes with DEPENDABLE technology. We provide multiple levels of IT for each company from the CIO to the helpdesk while stabilizing your budget. Core Competencies and Relevant Services • We provide combined bulk pricing for non-profits of NEW equipment and
software • Cloud service offering directed towards the non-profit industry • Specialized support and pricing focused on making technology affordable
Current and/or Previous Nonprofit Clients: 1. Lifetime Recovery 2. San Antonio Non-Profit Council 3. San Antonio Library Association
Company: Akin, Doherty, Klein & Feuge, P.C. Address: 8610 N. New Braunfels, Ste. 101, San Antonio, TX 78217 Business Advisory Committee Contact:
Sydney Elliot 210-829-1300 [email protected]
Overview ADKF is a local public accounting firm based in San Antonio with branch offices in Boerne and New Braunfels. We are a full-service firm specializing in audit, tax, bookkeeping, and consulting. Approximately 30% of our audit work is in the nonprofit sector. We are a supporter of The Big Give S.A. along with having several partners and managers active on nonprofit boards. We would be happy to provide a free consultation or be invited to bid for your next annual audit. Core Competencies and Relevant Services • Audits, reviews, and compilations • Form 990 preparation • Federal Single Audits • Help with IRS approval process for nonprofit status – Form 1023 & 1024 • Bookkeeping
Current and/or Previous Nonprofit Clients:
1. Girl Scouts of Southwest Texas – current and ongoing 2. Boysville Home – current and ongoing 3. Southwest School of Art – current and ongoing 4. Humane Society of San Antonio – current and ongoing 5. The Children’s Shelter – current and ongoing
Company: Armstrong, Vaughan & Associates, P.C. Address: 941 West Byrd Boulevard, Suite 101, Universal City, Texas 78148 Business Advisory Committee Contact:
Deborah F. Fraser 210-658-6229 [email protected] Overview: AVA is a certified public accounting firm providing audit, review, compilation, and tax services to our clients. Our objective is to provide our clients with the highest level of service with a focus on accuracy and integrity. AVA strives to develop personal relationships with our clients through use of our specialized technical skills and experience to provide the best product available. Core Competencies and Relevant Services • A-133 Compliance Audits • Analysis of Unrelated Business Income • Financial Audit, Review, and Compilation Services • Preparation of Tax Forms 990, 990-T, 990-PF, and other tax forms • Tax (UBIT) Issues • Governance Issues • Program, Contract, and Financial Compliance Reviews and Reporting Current and/or Previous Nonprofit Clients: 1. Communities in Schools of San Antonio–2008 to Current 2. Habitat for Humanity of San Antonio, Inc. – 2012 to Current 3. Healthy Futures of Texas, Inc. – 2010 to Current 4. Healy Murphy Center, Inc. – 2007 to Current
Company Name: BKD, LLP San Antonio Office Address: 10001 Reunion Place, Suite 400 San Antonio, Texas 78216 Business Advisory Committee Representative
Mary W. Hoffman 210.341.9400 [email protected] Overview: BKD is a trusted, national CPA & advisory firm providing services to approximately 1,400 nonprofit organizations nationwide. BKD National Not-for-Profit Group understands the unique challenges and needs facing many different organization types, including membership organizations, foundations, social service agencies and religious organizations. Accounting for numbers—accurately, objectively and with integrity—is at the heart of our business. But we are also professional, prepared, attentive and ready to deliver our services with PRIDE: passion, respect, integrity, discipline and excellence. Core Competencies and Relevant Services: • Financial Audit, Review & Compilation Services • Uniform Grant Guidance Audits • Preparation of Tax Forms 990, 990-T, 990-PF & other tax forms • Analysis of Unrelated Business Income & Tax (UBIT) risks • Governance Issues • Program, Contract & Financial Compliance Reviews & Reporting San Antonio-Area Nonprofit Clients Include: • BCFS • Our Lady of the Lake University of San Antonio • Autism Community Network • Daughters of Charity Services of San Antonio • Sunshine Cottage School for Deaf Children
Company: Frost Bank Address: 100 W. Houston Street, San Antonio, Texas 78205 Business Advisory Committee Contact:
Mallory Ahl Vice President, Public Finance 210-220-5133 [email protected]
Overview Frost Bank Public finance recognizes that the financing needs and challenges of governmental and non-profit organizations do not always fit with those of average business. As a result, you’ll have a group of specialists, led by your Public Finance Relationship Manager, which will work one-on-one with you to fully understand your organization and provide you with the most flexible, cost-effective financial services to help your organization succeed. Core Competencies and Relevant Services • Basic banking services • Tax-exempt financing solutions • Capital campaign bridge financing • Project-based financing • Treasury management services • Insurance & employee benefits • Leasing • Investment services Current and/or Previous Nonprofit Clients: 1. CommuniCare Health Centers 2. The Episcopal Diocese of West Texas 3. San Antonio Food Bank 4. YMCA of San Antonio and the Hill Country
Company Name: Sagebiel, Ravenburg & Schuh, P.C. Company Address: 7800 I.H. 10 West, Suite 630 San Antonio, Texas 78230 Business Advisory Committee Representative W. Martin Schuh 210-979-7600 [email protected] Overview: Sagebiel, Ravenburg & Schuh is a full service public accounting firm providing audit, review, compilation, tax and advisory services to our clients. We strive to provide outstanding, timely, value added service to all our clients and we promote relationships with them by providing excellent personal service based on integrity, objectivity, trust and mutual respect. Core Competencies and Relevant Services
• Financial Audit, review and Compilation Services • Preparation of Tax Forms 990, 990-T, 990-PF, 1023 and all other related tax
forms • Tax (UBIT) Issues • Single Audits under the Uniform Guidance Rules as well as A-133 audits. • Nonprofit program, governance and UBIT related consultation.
Current Nonprofit Clients:
1. Alamo Heights School Foundation-2010 to Present 9. Club Giraud-1997-Present 2. Animal Resource Center/SpaySA-2003-Present 10. Ella Austin Community Center 3. Austin-San Antonio Corridor Council-2011-Present 11. Family Endeavors 4. Baptist Health Foundation-2014-Present 12. San Antonio Education Partnership 5. Big Brothers Big Sisters of South Texas-1994-Present 13. Gemini Ink 6. Castle Hills Church & School-1994-Present 14. Grace Point Church 7. Children’s Chorus of San Antonio-2011-Present 15. Youth Orchestras of San Antonio 8. Christian Senior Services-2004-Present 16. Junior Achievement of South Texas
Company: Schriver, Carmona & Company, PLLC Address: 5805 Callaghan Rd. #301, San Antonio, TX 78228 Business Advisory Committee Contact: Christopher M. Carmona, CPA 210-680-0350 [email protected] Overview SC&C is a full service CPA firm offering audit, tax, accounting and business advisory services. Our approach is quite simple, and that is to provide extraordinary and uncompromising professional service. Specific to the nonprofit industry, we have extensive experience assisting local nonprofit organizations with their accounting needs. In addition to our professional services experience in the nonprofit industry, our partners and team members serve on boards and committees and volunteer with many San Antonio area organizations. Core Competencies and Relevant Services • Financial statement audits, reviews and compilations • Compliance audits in accordance with OMB Circular A-133 • 403(b) benefit plan audits • Preparation of IRS Form 990 and all other related tax forms • Accounting – bookkeeping to controller level • Analysis of internal controls and business processes
Current and/or Previous Nonprofit Clients: 1. Alpha Home, Inc. – 2013 to current 2. Brighton Center – 2013 to current 3. Family Service Association of San Antonio, Inc. – 2014 to current 4. The Rape Crisis Center – 2012 to current
Company: South Texas Money Management Address: 700 N. St. Mary’s St., Suite 100, San Antonio, Texas 78205 Business Advisory Committee Contact Sherry Thiltgen Director of Business Development 210-824-8916 [email protected] Overview Short (4-5 sentence) narrative paragraph about the company STMM was founded in November 2000 by Jeanie Wyatt, CFA, a veteran investment professional with more than 30 years of industry experience. We provide investment advisory services to high net worth individuals, trusts, estates, employee benefit plans and endowments. STMM manages non-profit endowments and foundations so you can focus on achieving your mission. Whether you are an individual or non-profit client you will receive the same level of attention. Our clients know who is making their investment decisions. We pride ourselves on our close client contact and transparency. STMM has offices in San Antonio, Austin, Houston, Dallas and Corpus Christi to serve our clients. Core Competencies and Relevant Services • Currently manage funds for nearly 100 non-profits with approximately $300
million in assets • Equity and Fixed Income management • Giveback program and charitable participation • Investment Policy review expertise • Asset Allocation recommendation • Two dedicated relationship managers • Quarterly performance review Current and/or Previous Nonprofit Clients:
1. Respite Care of San Antonio – Since July 2003 2. The Ronald McDonald House of San Antonio – Since January 2007 3. Alpha Home – Since September 2011 4. The Junior League of San Antonio – Since June 2009 5. The Winston School of San Antonio – Since April 2009 6. Girl Scouts of Southwest Texas – Since October 2010
Company: Employer Flexible Address: 8000 W Interstate 10 #140, San Antonio, TX 78230 Business Advisory Committee Contact:
John Seybold 210-447-6518 [email protected]
Overview Employer Flexible is a comprehensive business outsourced solutions provider that combines intuition and expertise to help its clients impact what matters to their organization. The company’s lines of service include HR Solutions, such as PEO, Recruitment Solutions and Managed IT Solutions, Empact IT. Visit www.employerflexible.com for more information. Core Competencies and Relevant Services • HR Solutions – HR Services, Employee Benefits, Payroll Management, Risk
Management, and Dedicated Recruitment • Recruitment Solutions – Professional Search in Engineering, IT, Finance,
Accounting, Sales, Marketing and more. • IT Solutions (Empact IT) – System Management, Data Management, Web
Development, Analytics and Reporting, and Protection and Collaboration. Current and/or Previous Nonprofit Clients:
1. Any Baby Can – July-September 2013 2. Haven for Hope – Current and ongoing
Company: G&A Partners Address: 3512 Paesanos Parkway, Ste 200, San Antonio, Texas 78231 Business Advisory Committee Contact:
Patti Johnson (830)446-9863 [email protected]
Overview As a leader in the HR Outsourcing /PEO Industry, G&A Partners works with nonprofit organizations to handle many of their more tedious administrative tasks so that they can have more time to focus on what matters most – their mission.
Payroll Administration • Processing payroll for employees (check, direct deposit, pay card)
• Withholding/remitting payroll taxes to government entities
• Deducting health and welfare premiums to carriers
• Setting up and processing garnishments
• Issuing standard and custom payroll reports
• Preparing and filing payroll tax returns
• Issuing Form W-2s
• Web-based self-service portal
• Web-based time and labor management tool
Employee Benefits • Access to group medical, dental, vision, life, STD,
LTD, etc.
• Access to voluntary benefits
• Onsite assistance for open enrollment
• Web-based benefits enrollment tool
• Handling employee calls regarding coverage and claims
• Reconciling carrier invoices and remitting payments
• COBRA administration
• 401(k) plan and administration • Affordable Care Act guidance and support
Human Resources Support • HR manager/employee web-based self-service portal
• Customer Care Center (7:30a.m. – 7p.m., Mon – Fri)
• Customized employee handbook
• Electronic new hire onboarding tool
• Employment Practices Liability Insurance (EPLI)
• Worksite postings
• EEO-1 reports
• Annual HR audit
• HR investigations
• Guidance on employee performance management
• Web-based employee performance management tool
• Employee disciplinary support
• Employee termination support
Recruitment • Candidate sourcing
• Web-based applicant tracking tool
• Job description review and classification
• Job postings
• Resume screening based on client criteria
• Pre-hire job assessments • Pre-hire drug testing, background checks, Medical exams
Risk Mgmt & Safety Services • Workers’ comp coverage/claims administration
• Written accident prevention plan
• Safety training
• Onsite safety inspections
• Post-accident investigations
• OSHA assistance
Additional Training • Monthly HR updates/bulletins
• Onsite supervisory HR training
• Onsite customer care training
• Access to online supervisory HR training • G&A web-based learning tool
References provided upon request
Company: SWBC Professional Employer Services Address: 30815 US HWY 281 N, Bulverde, TX. 78163 Business Advisory Committee Contact: Michael Gugliotti 210-288-9885 [email protected] Overview SWBC PEO enables clients to cost-effectively outsource the management of human resources, employee benefits, payroll and workers' compensation. With the assistance of SWBC PEO, our clients are able to focus on their core competencies to maintain and grow their bottom line. Core Competencies and Relevant Services • Human Resource Management Outsourcing & Consulting • Payroll Processing • Workers’ Compensation and Risk Management • 401(k) • Employee Benefits
Company: Wave Healthcare Address: 4204 Gardendale, Ste. 104, San Antonio, TX 78229 Business Advisory Committee Contact:
Rodney Gray 210-305-5944 direct [email protected]
Overview • Wave Healthcare is an exclusively pediatric respiratory Durable Medical
Equipment (DME) company whose primary focus is to improve healthcare for the children of Texas.
• Wave Healthcare provides expert hospital-to-home education services, pediatric clinical respiratory support, as well as innovative medical equipment applications.
• Wave Healthcare is able to serve families who are looking for a comprehensive range of home medical supplies, whether respiratory, oxygen, pediatric ventilator, trach or enteral related.
• All of Wave Healthcare services are available 24 hours a day, 7 days a week, 365 days a year. After business hours, weekends and all major holidays, we provide On-Call Services by our Respiratory Care Practitioners, Service Technicians and Case Managers.
Core Competencies and Relevant Services • Knowledgeable on State and Federally funded agencies • Licensed Respiratory Care Practitioners • Specializing in Pulmonary Clearance Devices
Current and/or Previous Nonprofit Clients: 1. Any Baby Can –Current and ongoing 2. Cystic Fibrosis Foundation – Current and ongoing 3. Muscular Dystrophy Association – Current and ongoing 4. The Rape Crisis Center – Current and ongoing
