What Foundation Group does

Foundation Group, LLC is a Nashville-based professional services firm founded in 1995 that specializes exclusively in serving small and medium-sized 501(c)(3) and other tax-exempt nonprofit organizations across the United States. The company provides end-to-end nonprofit lifecycle support — formation, IRS tax-exempt application, ongoing state and federal compliance, Form 990 preparation, charitable solicitations registration, bookkeeping, and strategic consulting — delivered electronically and telephonically through a national toll-free call center and a self-serve web presence at 501c3.org. Its core product architecture is the Sure System™, an integrated ecosystem that bundles SurePLAN™ (strategic consulting), SureSTART™ (formation), and SureCOMPLY™ (annual compliance membership) into a recurring relationship, supplemented by the MoneyMinder™ bookkeeping software product and the 501(c)(3) University™ educational community.

The firm operates with a headcount in the 11–50 range per firmographic data (the website markets "100+ Nonprofit Experts") and serves a highly fragmented long-tail customer base of 50,000+ nonprofits across all 50 states over its 30-year history. Revenue mechanics combine one-time professional services engagements (formation projects, reinstatement work), subscription-based annual compliance memberships (SureCOMPLY), and software subscriptions (MoneyMinder with a 30-day freemium trial). Go-to-market is sales-led via direct phone outreach and inquiry forms, augmented by an organic content engine (45,000+ newsletter subscribers, blog, YouTube) and a B2B partner channel serving investment advisers, attorneys, and CPAs who refer nonprofit clients. On November 13, 2025, Foundation Group was acquired by BryteBridge Group, a private equity-backed nonprofit solutions provider, and now operates as part of the BryteBridge family of companies under the continued Foundation Group brand.

Name

Foundation Group

Legal name

Foundation Group, LLC

Website

https://501c3.org

Company type

Private

Founded year

1995

Operating status

Acquired

Headcount range

11–50 employees

Short description

Foundation Group is a Nashville-based professional services firm founded in 1995 that provides 501(c)(3) formation, IRS and state compliance, Form 990 preparation, bookkeeping, and strategic consulting to more than 50,000 small and medium-sized US nonprofits nationwide, operating the Sure System ecosystem and MoneyMinder software.

Ownership category

akta.pro rank

Headquarters

HQ city

Nashville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Professional Services: Tax and accounting-related services delivered electronically and telephonically. Includes nonprofit formation, compliance, tax, and bookkeeping services. Billed in U.S. Dollars.
2. Membership Plans: SureCOMPLY™ Membership Plan bundles annual compliance services on subscription basis
3. Software Subscriptions: MoneyMinder bookkeeping software offered with 30-day free trial

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Foundation Group provides fee-based professional services to U.S. nonprofit organizations, covering the full lifecycle of 501(c)(3) tax-exempt operations: incorporation and IRS tax-exempt application, ongoing state and federal compliance, Form 990 preparation, charitable solicitations registration, and outsourced bookkeeping. These services are bundled and sold through its proprietary SURE System™ ecosystem (SurePLAN™, SureSTART™, SureCOMPLY™, ReSTART™) and delivered electronically and telephonically to small and medium-sized nonprofits across all 50 states, with supplementary revenue from its MoneyMinder™ bookkeeping software subscription and 501(c)(3) University™ educational community.

Product overview

Foundation Group offers a unified ecosystem of nonprofit service products centered around The SURE System™ — an integrated platform that weaves together SurePLAN™ (strategic consulting), SureSTART™ (nonprofit formation), and SureCOMPLY™ (annual compliance membership) into a seamless service environment. The portfolio spans the full nonprofit lifecycle from initial 501(c)(3) formation (SureSTART™ Express, SureSTART™ for Sole-Member Nonprofits, SureSTART PF™ for Private Foundations) through revoked status reinstatement (ReSTART™), annual compliance (SureCOMPLY™), IRS Form 990 preparation, charitable solicitations registration, and outsourced bookkeeping services. Educational offerings include 501(c)(3) University™ video-based learning community, and the company also offers MoneyMinder™ proprietary bookkeeping software for small nonprofits. BryteBridge Group acquired Foundation Group in November 2025, combining the two companies' nonprofit expertise and technology.

Differentiator

Problem solved

Functional benefit

Brands

• Sure System: Foundation Group's signature ecosystem of integrated services including SurePLAN, SureSTART, and SureCOMPLY designed to guide nonprofits from formation to long-term sustainability.
• SureSTART
• SureCOMPLY
• SurePLAN
• ReSTART
• MoneyMinder
• 501(c)(3) University

Products and services

• SureSTART™ Nonprofit Formation Services Comprehensive 501(c)(3) nonprofit formation service guiding clients from initial idea through incorporation and IRS tax-exempt status approval. Targets startup nonprofits seeking full-service formation support.
• SureSTART™ Express Streamlined nonprofit formation service designed specifically for small nonprofits with simplified requirements and faster turnaround than the standard SureSTART offering.
• SureSTART™ for Sole-Member Nonprofits Specialized formation service for sole-member nonprofit structures that provides enhanced founder protection and control mechanisms.
• SureSTART PF™ for Private Foundations Professional assistance for establishing private foundations, providing expert guidance through the complex formation requirements for philanthropic entities.
• ReSTART™ Service to reinstate revoked 501(c)(3) tax-exempt status for organizations that have lost their compliance standing with the IRS.
• SureCOMPLY™ Membership Plan Annual compliance membership bundle that bundles ongoing compliance services including state registrations, annual filings, and regulatory monitoring for nonprofits.
• Foundation Group Nonprofit Bookkeeping & Accounting Services Nonprofit bookkeeping and accounting services providing timely and accurate financial record-keeping for charitable organizations.
• Form 990 Preparation Services Professional IRS Form 990 preparation services including 990-N, 990-EZ, 990 long form, 990-PF, and 990-T filings for nonprofit organizations.
• Charitable Solicitations Registration Services State-level charitable solicitations and fundraising registration services required before nonprofits can legally raise money across the US.
• SurePLAN™ Strategic Consulting Strategic consulting and planning component of the SURE System ecosystem that provides advance planning and guidance for nonprofit organizations.
• MoneyMinder™ Bookkeeping Software Award-winning bookkeeping software designed specifically for small nonprofits, offering peace of mind for nonprofit treasurers with simplified financial management.
• The SURE System™ Integrated Ecosystem Foundation Group's signature ecosystem integrating SurePLAN™, SureSTART™, and SureCOMPLY™ services into a seamless, expert-led environment that weaves strategic consulting, expert filings, real-time tools, and a built-in nonprofit community together.

Quantifiable outcome

• 50,000+ nonprofits helped with formation over 30 years
• +1 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Harbor Compliance: Harbor Compliance provides formation, compliance, and registered agent services specifically to nonprofits and small businesses across all 50 states. It is the closest direct competitor to Foundation Group's SureSTART/SureCOMPLY offerings in both product scope and customer segment.
• Labyrinth Inc. Labyrinth is a niche nonprofit technology and services firm offering compliance, accounting, and HR products tailored to 501(c)(3) organizations. It overlaps directly with Foundation Group's outsourced bookkeeping and 990 preparation services for small and mid-sized nonprofits.
• Foundant Technologies: Foundant builds grantmaking and scholarship management software used by community foundations and nonprofits. It is comparable as a software-and-services peer serving the community-foundation and nonprofit-grantmaking segments Foundation Group also addresses.

Broad incumbents

• Bonterra: Bonterra (formerly Convergent/Network for Good) is a scaled nonprofit software platform spanning fundraising, CRM, and grant management. It is comparable as a broad incumbent serving the same SMB nonprofit customer base that Foundation Group targets with MoneyMinder and SureCOMPLY.
• Network for Good: Network for Good provides fundraising software, donor management, and giving services to small nonprofits. It overlaps with Foundation Group's MoneyMinder and donor-side services in the same SMB nonprofit segment.
• LegalZoom: LegalZoom offers 501(c)(3) formation, registered agent, and ongoing compliance services to small organizations nationwide. It is a broad incumbent alternative to Foundation Group's SureSTART formation offering at typically lower price points.
• QuickBooks (Intuit): QuickBooks is the dominant generalist small-business accounting platform and the primary alternative to MoneyMinder for nonprofit bookkeeping. It competes for the same treasurer/finance persona at small nonprofits, though it lacks Foundation Group's nonprofit-specific workflows.

Emerging players

• Givebutter: Givebutter is a modern fundraising and CRM platform purpose-built for small nonprofits. It competes for the same small-to-mid nonprofit customer's wallet that Foundation Group addresses with MoneyMinder bookkeeping and SureCOMPLY compliance services.
• Donorbox: Donorbox provides online donation and fundraising software for nonprofits and charities. It is comparable as an emerging technology-first alternative serving the small nonprofit segment Foundation Group also targets with its software and services stack.
• Fluxx: Fluxx provides grantmaking management software to foundations and nonprofits. It is comparable as a vertically specialized software peer in the foundation and grantmaking ecosystem that Foundation Group's SureSTART PF service also serves.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/foundationgroup
• YouTubeyoutube.com/c/FoundationGroupNashville
• Facebookfacebook.com/foundationgroup
• LinkedInlinkedin.com/company/203245

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Foundation Group