Kinds: Case Studies

Managing Financials Across Complex Multi-Entity Operations

Founded in 2003, Cleveland-based venture development organization JumpStart Inc. has a mission to unlock the full potential of diverse and ambitious entrepreneurs in order to economically transform entire communities. In recent years, the organization’s funding has increased, and it subsequently expanded to offer more advisory services, a nonprofit investing arm, and a for-profit fund called…

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United Way of Greater Atlanta Streamlines Grantmaking and Deepen Partnerships with Fluxx Grantmaker

United Way of Greater Atlanta changed their investment priorities in 2019 to further advance their Child Well-Being agenda. Recognizing that families’ needs are not siloed in one area, the organization developed integrated strategies and investment priorities that more accurately reflected the complex ways in which individuals and families need support. They also came to acknowledge…

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FoodCorps Improves Budgeting Efficiency by 85% with Sage Intacct Budgeting and Planning

For more than a decade, FoodCorps has been connecting schoolchildren to healthy foods to help youngsters grow, learn, and thrive in school and into adulthood. The nonprofit delivers a variety of hands-on educational programs, such as community gardening, student-led cafeteria menus, and cooking to cultivate healthy eating habits that kids will carry for a lifetime….

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Gaining Flexible, Cloud-Based Accounting

The Conrad N. Hilton Foundation manages over $2.4 billion in total assets and pays out around $100 million a year in grants to nonprofits. This family foundation now employees over fifty people, having grown dramatically in the past five years as it hired an investment team, grew its program group, and more than doubled overall…

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Finance Efficiency Jumps 60% at the Boys & Girls Clubs of Greater Tarrant County

Improving finance and accounting became a top priority when Robert Ehret, with a background in church and bank finance, joined the Boys & Girls Clubs of Greater Fort Worth as its CFO in 2014. (The club would merge with a sister club in Arlington to create the Tarrant County organization in 2018, with 290 full-…

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Bringing Financial Science to the Arts Via 30% More Accurate Program Visibility

San Francisco’s premier performing arts center, Yerba Buena Center for the Arts (YBCA), runs a nonprofit facility that hosts its own cultural programming and offers discounted community rentals for local theaters and artists, as well as commercial rentals. To cover its operating expenses, the organization supplements rental fee income from meetings, conferences, and other special…

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Preparing for the Future with a Flexible Financial Platform

A third-generation family-owned business, Goodway Group has evolved significantly over the past nine decades, transforming from a printing press, to a direct-mail marketer, into a digital marketing organization. After shifting its focus to digital from print, the company grew rapidly and found it could no longer run its financial processes efficiently on QuickBooks. It had…

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Growing Nonprofit Requires Powerful Managerial Reporting

PAWS Chicago is a 20-year-old nonprofit focused on making Chicago a “no kill” community for dogs and cats. In support of this mission, the organization adopts out over 5,000 animals annually but is much more than a rescue shelter. Its community outreach and prevention programs include a mobile spay and neuter clinic, a door-to-door outreach…

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Public Insurance Fund Drives 75% Efficiency Gain with Sage Intacct

The California Intergovernmental Risk Authority (CIRA) is a self-insured joint powers authority that handles the insurance claims, benefit programs, and risk management needs of public entities. Bringing together the Redwood Empire Municipal Insurance Fund and the Public Agency Risk Sharing Authority of California, the new organization’s mission is to provide its members with shared risk…

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Scalable, Cloud ERP Software Enables Painless Growth

Yardstick is a fast-growth company that’s become an award-winning powerhouse in the highstakes licensure, certification, online training, and psychometric space. As Canada’s leader in online testing and training, the business operates multiple entities across North America, and recently acquired a large publishing house. In order to keep pace with the company’s rapid expansion, Yardstick’s finance…

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