Core Services

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Organizational Compliance Admin Support bookkeeping Community Collaboration Grant Management Human Resources Management & Payroll Fiscal Sponsorship

FISCAL SPONSORSHIP

  • Federal and state tax exemption on project revenue
  • Tax deduction on contributions offered as incentive to supporters
  • Ability to apply for grants reserved for charitable organizations


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ORGANIZATIONAL COMPLIANCE

  • Annual filing of Form 990 to IRS, Form 199 to the state of California, and RRF-1 filing
  • Annual Audited Financial Statement produced by outside CPA firm
  • Annual filing with the state Attorney General for option to conduct raffles
  • Guidance in best practices within nonprofit sector on fiscal procedures
  • Compliance with Generally Accepted Accounting Principles (GAAP)
  • Legal Consultation on project activities


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ADMINISTRATIVE SUPPORT

  • Tax receipts issued to donors for contributions of $100
  • Tax receipts are sent out three business days after deposit of funds
  • Workers compensation insurance management including annual audit of coverage
  • Expertise and guidance on general questions related to nonprofit management

    Organizational insurance management for policies that cover projects in the following areas:

  • General Liability
  • Directors and Officers
  • Non-owned Auto Insurance
  • Improper Sexual Conduct
  • Property

    Coverage include project employees, advisory boards, and volunteers.


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FULL CHARGE BOOKKEEPING OF PROJECT FUNDS

Income

  • Processes all revenue of the project including donations, grants, contracts, memberships, project related sales income, and in-kind donations
  • Guides projects on set-up for online and mobile credit card processing for revenue
  • Tracking donor contact information for projects

Expenses

  • Offers streamlined system for projects to provide receipts and invoices for expenses
  • Processes all payments for the project via check, electronic fund transfer, and wires
  • Payments issued as reimbursements to project team, or direct pay to vendors of the project

Financial Reports

  • Profit and loss statements for project activity are issued at anytime as requested
  • Project actuals vs. budget tracking can be set up for each group
  • Restricted sub-accounts based on a grant or fundraising program are set up as needed
  • A budget template is distributed each year to guide projects in developing an annual budget


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HR MANAGEMENT AND PAYROLL SERVICES

  • Cost analysis performed to determine budget for hiring employees
  • Dedicated staff to guide in hiring process for project employees
  • On-boarding of new staff including review of Employee Handbook and IISP policy
  • Payroll processing for project employees, including paystubs and annual W4 form
  • Group medical insurance plan project employees participate
  • Group plan includes medical, dental, vision, life and long-term disability coverage – both HMO and PPO options
  • Access to human resource attorney, available pro bono to projects


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GRANT & CONTRACT MANAGEMENT

  • Review of grant proposal narratives and budgets
  • Grant fund tracking against budgets throughout grant period
  • Drafting of interim and final financial grant reports
  • Review of interim and final narrative grant reports
  • Ensure compliance with agreements
  • Drafting invoices & tracking payment for reimbursable grants/contracts
  • Maintains calendar of grant deadlines sending reminders to projects


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SEE COMMUNITY & COLLABORATION OPPORTUNITIES

  • Emphasis on SEE thriving as a community of projects
  • Hosts monthly live chat exclusive to SEE projects with emphasis on networking
  • Technical training provided monthly to projects on relevant topics in nonprofit sector
  • Facilitated peer-learning sessions and resource sharing
  • Introductions to funders are made when situations arise