orgSource
.orgSource is a Chicago-area consultancy serving trade associations and nonprofits with integrated strategy, technology, AI, and culture transformation services, delivered via bespoke engagements, proprietary frameworks, workshops, cohort-based masterminds, and thought-leadership content.
- Company typePrivate
- Founded2005
- HeadquartersDeerfield, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What orgSource does
.orgSource is a private US consultancy, founded in 2005 and headquartered in the Chicago metropolitan area (Deerfield, Illinois), that serves trade associations and nonprofit organizations. The firm operates as a 100% sector-focused boutique, with internal scale claims of 350+ organizations served over 21 years, clients whose combined revenue exceeds $5 billion, and 200+ documented client success stories spanning healthcare, professional services, construction, education, and nonprofit verticals. Leadership is anchored by founder and CEO Sherry Whitaker Budziak and President Kevin Ordonez, supported by a bench of senior consultants drawn from ex-association operators (APICS, American College of Healthcare Executives, ASCLS) and certified project managers.
The firm's core offering is a portfolio of proprietary frameworks deployed through six service lines — Strategy & Analytics, Core Operations & Technology, Customer Experience & Marketing, Culture & Organizational Performance, Staffing, and AI Consulting. Underlying IP includes Association 4.0® (grounded in 200+ executive interviews, published as a three-book series), H.E.A.R.T. Powered Leadership™ (Humanize, Empower, Ascend, Reimagine, Transform), the Future-Ready Framework with its 12-question Transformation Readiness Assessment, and the RUG Methodology (42-card conversation deck plus Name It/Reveal It/Move It worksheet). The firm extended into AI consulting through a Quick Win Workshop, AI Strategy Accelerator with a 12-18 month roadmap, AI Mastery full-day workshop, and a 6-month AI Accelerator Mastermind cohort.
.orgSource runs a pure direct-to-client professional services model. Revenue is generated from project-based and retainer consulting engagements, half-day and full-day workshops, fee-based keynote speaking, cohort-based mastermind programs (RUG Mastermind and AI Accelerator Mastermind, the latter priced at $3,500 early-bird), and book sales distributed via Amazon. Distribution is exclusively direct: website contact forms, phone outreach (224-551-5375), the free Future-Ready Survey lead magnet, the Association 4.0 Podcast, .orgCommunity memberships, and a national keynote speaking circuit across ASAE, Association Forum, AIA, and state SAE events. No marketplace, channel partner, or reseller routes are used, and the firm has no disclosed external funding.
orgSource firmographics
Firmographics- Name
- orgSource
- Legal name
- .orgSource
- Website
- https://orgsource.com
- Company type
- Private
- Founded year
- 2005
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- .orgSource is a Chicago-area consultancy serving trade associations and nonprofits with integrated strategy, technology, AI, and culture transformation services, delivered via bespoke engagements, proprietary frameworks, workshops, cohort-based masterminds, and thought-leadership content.
- Ownership category
- akta.pro rank
orgSource industry classification
Industry- Product category
- Management Consulting
- NAICS
- Other Scientific and Technical Consulting Services (54169), Marketing Consulting Services (541613)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Institutional Capacity Building & Training (Workforce/Systems Strengthening) (BPADAEAC)
Keywords
Where orgSource is headquartered
LocationHeadquarters
- HQ city
- Deerfield
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
orgSource business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Strategic Management Consulting: Core revenue stream from bespoke consulting engagements spanning strategy, digital transformation, technology assessments, governance, change management, and AI readiness for associations and nonprofits. Engagements are project-based or retainer-based, tailored to each client's maturity and goals.
- Training Programs and Workshops: Revenue from structured workshops (AI Roadmap Workshop, AI Mastery, Transformational Leadership, Board & Staff Roles, Facilitation Skills, RUG Staff Retreats, etc.) delivered in-person or virtually. Programs are customized per client and priced by format, duration, and group size.
- Speaking and Keynote Engagements: Fee-based keynote speaking, leadership sessions, and workshops featuring Sherry Whitaker Budziak or other .orgSource consultants at association conferences, CEO forums, and board retreats.
- RUG Mastermind and AI Accelerator Programs: Cohort-based mastermind programs (RUG Mastermind — 6-month, limited to 20 participants; AI Accelerator — 6-month, limited to 15 participants) generating revenue through program fees ($3,500 early-bird for AI Accelerator). These programs also serve as client retention and upsell vehicles.
- Books and Publications: Revenue from sale of the Association 4.0 book series (three books) and RUG: How to Move What You're Tripping Over and Lead with H.E.A.R.T. and its companion journal, sold via Amazon as books or e-books.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | RUG Staff Retreats — Half-Day |
| Other | Multi-year contract | RUG Staff Retreats — Full-Day |
| Subscription | Annual | AI Accelerator Mastermind — Early-Bird |
| Subscription | Annual | AI Accelerator Mastermind — Standard |
| Other | Multi-year contract | Association 4.0 AI Roadmap Workshop — Half-Day |
| Other | Multi-year contract | AI Mastery for Associations — Full-Day |
| Other | Multi-year contract | Transformational Leadership Solutions — Half-Day or Full-Day |
| Other | Multi-year contract | Board & Staff Roles Workshop |
| Other | Multi-year contract | Facilitation Skills Training |
| Other | Multi-year contract | Keynote Speaking — Sherry Whitaker Budziak |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels12 records
orgSource product offering
Product offeringCore offering
orgSource is a consulting firm that provides strategic, technology, and culture transformation services exclusively to associations and nonprofits. The firm delivers strategy and analytics consulting, digital transformation and technology assessments, customer experience and marketing services, culture and organizational performance services, AI consulting, and staffing solutions, underpinned by proprietary frameworks including Association 4.0, H.E.A.R.T. Powered Leadership, Future-Ready Framework, and the RUG methodology.
Product overview
.orgSource is a consultancy specializing in transformation services for associations and nonprofits, operating as a single integrated practice rather than a platform-plus-modules architecture. The core offering combines strategy, technology, and culture consulting through distinct but interrelated service lines: Strategy & Analytics, Core Operations & Technology, Customer Experience & Marketing, Culture & Organizational Performance, and AI Consulting. This consulting approach is underpinned by proprietary methodologies including the Transformation Readiness Assessment, Future-Ready Framework, and Association 4.0® framework. The H.E.A.R.T. Powered Leadership™ and RUG Methodology provide the cultural and change management backbone. Supporting the core consulting services, the company offers specialized programs including AI workshops (AI Quick Win, AI Strategy Accelerator, AI Mastery), mastermind communities (RUG Mastermind with Sherry Budziak, AI Accelerator with Kevin Ordonez), RUG Retreats, keynote speaking services, and published books. The company was founded in 2005 and has served 350+ organizations managing $5B+ in operational revenue.
Differentiator
Problem solved
Functional benefit
Brands
- .orgCommunity: A networking and professional development organization co-founded by Sherry Budziak and Kevin Ordonez, providing mentorship, sharing, collaboration, and education to association leaders.
- Association 4.0
- H.E.A.R.T. Powered Leadership
- RUG
Products and services
- Strategy & Analytics Consulting Strategic planning, governance alignment, growth and innovation strategy, and leadership development services that align people, process, technology, and governance into executable roadmaps for associations and nonprofits.
- Core Operations & Technology Services Digital transformation, technology assessments, system selection and implementation, and digital experience optimization for association technology ecosystems.
- Customer Experience & Marketing Services AI-powered personalization, content and digital marketing strategy, member journey mapping, website audits, and vendor selection for AMS, CMS, and LMS platforms.
- Culture & Organizational Performance Services Change management, governance restructuring, board development, culture assessments, leadership coaching, and team building retreats to embed transformation into organizational culture.
- Staffing Solutions Interim staffing and executive placement for CEO, CIO, and CMO positions, plus full-time and part-time recruitment services for association professionals.
- AI Consulting Services AI consulting practice for associations and nonprofits including the AI Quick Win Workshop (executive training), AI Mastery for Associations (full-day hands-on workshop), and AI Strategy Accelerator (opportunity mapping, policy development, and 12-18 month AI roadmap).
- RUG Staff Retreats Half-day (3-4 hours) or full-day (6-7 hours) working retreats facilitated by Sherry Whitaker Budziak using the proprietary RUG Conversation Card deck and Name It/Reveal It/Move It worksheet to identify and address organizational obstacles.
- AI Accelerator Mastermind Six-month executive cohort program led by Kevin Ordonez with weekly AI insights, biweekly Q&A and application labs, community access, and WhatsApp support, limited to 15 participants and focused on integrating AI into association leadership and operations.
- RUG Mastermind Six-month intimate cohort experience led by Sherry Budziak with biweekly live sessions, guest coaches, a WhatsApp community, and one in-person gathering focused on personal and professional leadership growth, limited to 20 participants.
- Keynote Speaking & Workshops Customized keynote presentations and workshops including RUG keynotes, H.E.A.R.T. Powered Leadership workshops, and AI toolkit sessions for association conferences, executive summits, CEO forums, and board retreats.
- Books & Publications Three published books: RUG: Move What You're Tripping Over and Lead with HEART, Association 4.0: Positioning for Success in an Era of Disruption, and Association 4.0: An Entrepreneurial Approach to Risk, Courage and Transformation, sold via Amazon as books or e-books.
- Future-Ready Survey Complimentary 12-question diagnostic tool evaluating organizational strengths across strategy, culture, and technology pillars, providing immediate results and actionable guidance, followed by a whitepaper download offer and a complimentary 30-minute consultation booking.
- Transformation Readiness Assessment Proprietary diagnostic evaluating organizational proficiency across seven critical areas: strategy, decision-making, innovation, people and culture, operations and processes, technology and systems, and metrics and analytics.
Quantifiable outcome
- 58% increase in unique website users, 65% jump in page views, 50% rise in Google search visits for AACE
- +4 more outcomes
Companies that use orgSource
Customer profileNamed customers38 records
Segments2 records
Ideal customer profiles2 records
orgSource technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability5 records
Feature5 records
orgSource partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core and minor.
- .orgCommunitycore.orgCommunity was co-founded by Sherry Budziak and Kevin Ordonez as a networking and professional development organization for association leaders. It provides mentorship, collaboration, and education to association executives and serves as a community ecosystem that drives referrals and relationships into .orgSource's consulting practice. It is operated as a sister organization with shared leadership.
- Work XOminorKevin Ordonez serves as an advisor to Work XO, a company that helps companies measure, analyze, and activate their organizational culture. This is a personal advisory role rather than a formal corporate partnership between the companies.
Scale indicators7 records
Recent moves6 records
Expansion highlights5 records
orgSource competitors and assessment
Company assessmentDirect peers
- McKinley Advisors: Association management and strategy consulting firm serving trade associations, professional societies, and nonprofits. Closest direct competitor to orgSource in terms of vertical focus, service mix (strategy, governance, operations), and client profile. Comparable in size and boutique positioning.
- Tecker International: Boutique strategy and governance consulting firm for associations and nonprofits, led by long-tenured association executives. Directly comparable to orgSource in mission (helping associations transform), boutique scale, and CEO-led delivery model. Focused on strategy facilitation, board development, and organizational change.
- Association Management Inc. (AMI): Association management services company providing full-service management, strategic planning, and operational support to trade and professional associations. Comparable to orgSource in vertical focus and association-only client base, though heavier on outsourced management versus pure consulting.
Broad incumbents
- Huron Consulting Group: Large diversified consulting firm with a dedicated Higher Education and Nonprofit practice serving associations, universities, and health systems. Larger scale and broader portfolio than orgSource, but with overlapping digital transformation, technology assessment, and strategy offerings for association clients.
- West Monroe Partners: Management and technology consulting firm serving multiple industries including associations, healthcare, and financial services. Overlaps with orgSource on technology assessments, digital transformation, and customer experience work for membership-based organizations, but operates at much larger scale and broader scope.
Others
- Higher Logic: Association engagement and community software platform serving trade associations and member-based organizations. Adjacent rather than competitive — Higher Logic is a technology vendor that orgSource may recommend, select, or implement for clients undergoing digital transformation. Both serve the same buyer (association executives).
- Yext: Digital presence platform with significant association and nonprofit customer base, providing website, search, and content management infrastructure. Not a direct competitor but a complementary technology provider; orgSource's website strategy and digital transformation work often involves Yext-type platforms.
- Association Forum (ASAE Chicagoland chapter): Professional society for association executives in the Chicago region. orgSource founder Sherry Budziak is a recognized industry leader within this community, having received the John C. Thiel Distinguished Service Award. Functions as an ecosystem relationship rather than a direct competitor.
- Spencer Stuart: Global executive search firm with a dedicated Nonprofit & Social Impact practice that places CEOs, COOs, and senior staff at associations and nonprofits. Adjacent to orgSource's staffing solutions practice; both serve the same buyer for executive placement needs in the association sector.
- Impexium: Association management software (AMS) platform serving trade associations and member-based organizations. Technology vendor that overlaps with orgSource's AMS selection and implementation work. Not a direct competitor but part of the same ecosystem of association service providers.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
orgSource social profiles
Digital presenceorgSource financial estimates
Financial estimateRevenue estimate
Valuation estimate
orgSource leadership team
Management profileNumber of profiles
Profiles9 records
orgSource funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
orgSource M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about orgSource
What does orgSource do?
orgSource is a consulting firm that provides strategic, technology, and culture transformation services exclusively to associations and nonprofits. The firm delivers strategy and analytics consulting, digital transformation and technology assessments, customer experience and marketing services, culture and organizational performance services, AI consulting, and staffing solutions, underpinned by proprietary frameworks including Association 4.0, H.E.A.R.T. Powered Leadership, Future-Ready Framework, and the RUG methodology.
Is orgSource a public or private company?
orgSource is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was orgSource founded?
orgSource was founded in 2005. It employs 11 to 50 people.
Where is orgSource based?
orgSource is headquartered in Deerfield, United States, in the North America region.
How does orgSource make money?
Five revenue lines are on record. Strategic Management Consulting is the primary driver. The others are training Programs and Workshops, speaking and Keynote Engagements, RUG Mastermind and AI Accelerator Programs and books and Publications.
Who are orgSource's main competitors?
Direct peers on record are McKinley Advisors, Tecker International and Association Management Inc. (AMI). Broad incumbents are Huron Consulting Group and West Monroe Partners. Others are Higher Logic, Yext, Association Forum (ASAE Chicagoland chapter), Spencer Stuart and Impexium.
Does orgSource have an API?
No public API is recorded for orgSource.
What industry is orgSource in?
orgSource's product category is Management Consulting. Its primary akta.pro industry code is BPADAEAC, Institutional Capacity Building & Training (Workforce/Systems Strengthening). Its NAICS code is 54169 and its SIC code is 8742.