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Case Study: Helping a Fast-Growing Nonprofit Keep Pace

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Learn how a religious institution found a nonprofit bookkeeping partner that helped them take their organization to the next level.

Overseeing a growing organization is a challenge under any circumstances. The degree of difficulty is even greater when that organization is subject to stringent 501(c)3 regulations. Such was the case for Cari Hillyer, Vice President and Executive Director of Operations at Holy Family School of Faith Institute (HFSFI), which operates within the Archdiocese of Kansas City, Kansas.

Keeping the Faith and Staying Faithful to Nonprofit Guidelines
Hillyer helped HFSFI grow from just four employees to 15 in addition to adding a for-profit subsidiary. She realized she needed help keeping HFSFI within IRS guardrails while also meeting the organization's mission of "sharing the fullness of Catholicism" through mentorship, pilgrimages, live events, audio Rosaries, podcasts, videos and more.

She found that help in Supporting Strategies | Kansas City. Supporting Strategies implemented nonprofit bookkeeping best practices that adhered to 501(c)3 regulations and provided complete transparency for donors. "That's essential," Hillyer said. "It's important to make sure the books are in order so we can demonstrate that we're doing things that make sense from a business perspective, but that we're also being judicious with the way we're spending money."

Counting Their Blessings
Along with adhering to nonprofit bookkeeping best practices, Supporting Strategies:

  • Transitioned HFSFI to the same payroll system that the archdiocese was using
  • Incorporated a new CRM system that enabled the automation of many tasks, including online donations
  • Offered essential expertise when HFSFI added a for-profit subsidiary, a travel agency that arranged pilgrimages

In summarizing all that she and HFSFI have gained from partnering with Supporting Strategies, Hillyer said, "It's the best business friendship you could have. It has so much integrity. I know it's unusual to talk about 'friendship' in a business context, but that's what it is."

To learn more about how Supporting Strategies can help nonprofits maximize their potential and stay in 501(c)3 compliance, read the case study.

At Supporting Strategies, our experienced, U.S.-based professionals use secure, best-of-breed technology and a proven process to provide a full suite of bookkeeping and controller services. Are you ready to learn how you can move your business forward? Contact Supporting Strategies today.

Tom Ross

Author:

Tom Ross

Managing Director Tom Ross, Supporting Strategies | Kansas City, provides bookkeeping and controller services to growing businesses.

Legal and Tax Disclaimer

This website is created by Supporting Strategies to provide general bookkeeping and accounting information only. Supporting Strategies does not provide tax, legal or accounting advice, and the information contained herein is not intended to do so. As such, the information provided should not be used as a substitute for consultation with professional tax, legal, and accounting advisors, and you should consult with a tax, legal and accounting professional before engaging in any transaction.