Not-For-ProfitIndustry Brochure

Membership Organizations

Looking to increase membership? Limit your tax exposure? Provide greater transparency? BKD National Not-for-Profit Group works with hundreds of trade groups, professional associations and fraternal and alumni organizations to facilitate membership growth, develop operational efficiencies and increase financial accountability. Let us show you how our insight can benefit your organization.

The following solutions can help your membership organization achieve its mission.

Financial Accountability

Sound financial management requires fiscal discipline and the development of meaningful financial statements and reports that demonstrate accountability. Our advisors can help you:

  • Develop policies and procedures to demonstrate corporate responsibility and accountability
  • Produce meaningful financial statements and management reports
  • Conduct internal audits
  • Implement governance best practices
  • Strengthen internal controls
  • Improve use and tracking of restricted resources
  • Design strategies and allocation plans for improving and measuring profitability of various programs
  • Analyze and forecast cash flows
  • Perform feasibility studies, financial projections and operational reviews
  • Create budgets and business plans aligned with strategic priorities
  • Provide benchmarking comparisons
  • Explore financing alternatives

Tax Risks & Opportunities

BKD provides a wide variety of tax compliance and consulting services that help membership organizations manage their risks and take advantage of opportunities, including:

  • Performing comprehensive diagnostic reviews in a variety of areas, including fringe benefits, unrelated business income tax, retirement plans, executive compensation and private investment issues
  • Assisting with private letter ruling requests and IRS/state examinations
  • Qualified sponsorship payment systems
  • Monitoring exempt function activities, nonmember usage and the use of set-asides to reduce taxes on net investment income
  • Analyzing key tax issues and benchmarking information on annual Form 990 or 990-PF
  • Preparing and/or reviewing tax returns
  • Assisting with international tax issues for foreign operations and investments

To learn more, visit our tax-exempt services page.

Attract & Retain Members

Members are the lifeblood of your organization, and membership dues are a significant revenue source for your programs and services. That’s why making sure your organization provides value to existing and potential members is so important. We can help you:

  • Develop and analyze membership dues structure
  • Create membership tracking reports to better manage data
  • Survey members for feedback and summarize results
  • Formulate action plans to provide programs your members expect
  • Strengthen member loyalty through effective communication

Outsourcing

Our advisors can step in on a temporary or permanent basis to help with day-to-day accounting functions while you focus on running your organization. We can help:

  • Perform basic bookkeeping functions
  • Process transactions
  • Fill temporary/interim staffing vacancies
  • Complete special projects
  • Train staff

Technology

BKD Technologies helps membership organizations make the most of their technology investment. As licensed resellers of Microsoft Dynamics GP and Sage Software financial applications solutions, both industry-specific and general business, we can help you:

  • Select, implement and support new systems and software
  • Track membership activity and donations

Tondeé Lutterman

National Industry Partner
816.221.6300

David Siehoff

Partner
312.288.4653

Joseph Vande Bosche

Partner
317.383.4000

Wally Wetherill

Managing Partner
260.460.4000

Kevin Kemp

Partner
972.702.8262

Healthcare Coalition of Texas

“BKD’s audit services are great, timely and thorough.”

— Belinda O'Halloran, Vice President - Finance & Operations
Healthcare Coalition of Texas
Dallas, Texas


Painters Local #109 Health & Wellness

“I have worked with BKD for seven and a half years and have had an excellent working relationship with them. They are very good about responding to my emails or phone calls in a timely manner.”

— Linda Malfait, Benefit Administrator
Painters Local #109 Health & Wellness
Omaha, Nebraska

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