Revenue Growth Non profit in the $10M-$25M annual revenue range with recent year-over-year increases evidenced by reported 11.2% growth in 2024. Opportunity to position financial management and grant/fundraising optimization solutions (ERP, budgeting, dashboards) to sustain and accelerate growth.

Strategic Partnerships Active collaboration with utility industry employers and vendors (Peoples Gas, Con Edison) and a track record of launching ERG initiatives. Potential sales angle for workforce development platforms, veterans programs, employee wellness, and safety/compliance training partnerships.

Technology Stack Current tech uses Sage Intacct, WordPress, Office 365, and web infrastructure. Upsell opportunities for integrated fintech–HRIS–CRM ecosystems, cybersecurity hardening, and data analytics to improve grant tracking, program outcomes, and member engagement.

Employee and Community Focus Small to mid-size organizational size with active service awards and heroism recognition, plus new mental health resources. Opportunity to offer employee assistance programs, mental health platforms, and onboarding/training services aligned with ERG initiatives and member support.

Funding and Compliance Significant revenue from welfare funds and public-facing fundraising indicates need for financial controls, reporting, compliance, and audit readiness services. Present solutions for grant management, fund accounting, and impact measurement to enhance transparency for donors and partners.