501C3UNIVERSITY.ORG - Key Persons
Job Titles:
- Senior Exemption Specialist
Aaron Burcham brings a diversity of skills and experiences to the team at Foundation Group. A teacher by education, Aaron is driven by a passion for connecting. He loves being in conversation daily with people who want to make the world a better place. Aaron is an avid foodie, outdoorsman, and adventurer who recently launched a podcast called Epic Ordinary Lives.
Job Titles:
- Compliance Specialist / Staff Accountant
Job Titles:
- Senior Compliance Specialist
Charles has been with Foundation Group since 2005. Prior to that, being a lifelong native of the Nashville area, his first marketing job was creating advertisements for record labels and music artists while working in the in-house advertising department of a music store chain. He later moved into the nonprofit world, spending a number of years in marketing and communications at United Way of Metropolitan Nashville. At Foundation Group, Charles and his team make sure that those wanting to start a new nonprofit organization, or to keep an existing organization IRS and state compliant, are able to find Foundation Group online; as well as producing email communication and other content for our clients. Charles is a graduate of Tennessee Technological University and holds a B.S. in Marketing. He lives in Nashville with his wife and two boys.
Job Titles:
- Director of Formation Services
Dee oversees our nonprofit formation department. She is Foundation Group's longest tenured team member and has been with FG since 2001. A native of Maine, her diverse career has spanned everything from being an Army M.P. in Germany and Alaska to working in logistics support for both international banking and Japanese international trading companies. In the early 90s, Dee moved into the nonprofit world for good, working with both United Cerebral Palsy and as a church administrator. For the past 15 years, Dee has headed up our formation services for new nonprofits. Few nonprofit consultants anywhere understand half as much about the tax exemption process than Dee. She has worked with thousands of nonprofits nationwide and knows what it takes to get new organizations properly established. Dee and her husband live in Hermitage, Tennessee and stay busy spending time with their children and nine grandchildren.
Job Titles:
- CEO
- Founder
- President and CEO of Foundation Group
Greg McRay is the President and CEO of Foundation Group. With a professional background in tax and accounting, Greg began working extensively with nonprofit organizations starting in the early 1990s. His solo practice continued to grow, leading to the decision to develop a professional services firm addressing the tax and compliance needs of nonprofits nationwide. Teaming with a like-minded associate, Foundation Group was launched in September 1995.
Since the very beginning, Greg's vision for Foundation Group has been to empower our clients with the expert counsel and essential services that help nonprofit leaders make better decisions, reduce risk, and grow their organizations. That vision is fulfilled in FG's comprehensive, consulting-based approach to helping new nonprofits get up and running, as well as the ongoing compliance services that we provide to existing nonprofits.
A frequent writer and presenter, Greg has been a featured CPE expert for Strafford Publishing and 501(c)(3) University, and his writing is syndicated through Alltop.com, LawForChange.org, EZineArticles.com, Newstex and others. In addition, his article contributions to Foundation Group's blog has helped it earn a "Top Honors" award for excellence in nonprofit content. Over the course of his 25+ years in the nonprofit space, Greg has also put action to advice, serving on the board of directors of numerous charitable organizations in the Nashville area.
Greg is licensed by the Internal Revenue Service as an Enrolled Agent and is admitted to represent our clients in all matters before the IRS.
A coffee lover, avid motorcyclist, and outdoor guy, he lives just outside of booming Nashville, Tennessee with his wife, Susan, and daughter, Caroline, in the community of Mt. Juliet.
Education: B.S., Haslam College of Business, University of Tennessee, 1989
Jenny joined our Compliance Team in 2015 and brings with her over 20 years of accounting experience to our clients. She has worked with a variety of institutions, including large churches, various nonprofits, and small businesses. Proudly born and raised in Texas, Jenny earned her accounting degree from the University of Houston. She and her Pastor husband, Chris, and their girls now make Nashville their home. When she's away from the office, you can find her reading or exploring downtown with her family.
Jim Powell joined our sales team in early 2015 and brings with him more than 25 years of experience matching clients with precise solutions. In addition to his sales acumen, Jim also has a heart for children's programs, having worked with Big Brothers/Big Sisters, as well as coaching youth and middle school football. He is a US Army veteran, a family man (he helped raise 6 kids!), and an Alabama Crimson Tide fanatic. Jim and his family make their home in Orlando, Florida.
Job Titles:
- Senior Writer / Workflow Coordinator
Juliette is an anchor on our IRS application preparation team. She is exceptionally skilled in communicating via the written word, from both a technical and literary perspective. In addition to being a talented writer and support team member, Juliette is our resident Sci-Fi and fantasy aficionado, regularly participating in various festivals and events. She is a 2008 graduate of Colorado Technical University. She recently celebrated the completion of her first fiction book.
Job Titles:
- Senior Exemption Specialist
Job Titles:
- Senior Exemption Specialist / IRS Liaison
Madi works in on our Compliance Team, assisting our clients with state fundraising registration services. She is a native Tennessean and a graduate of Volunteer State Community College. She is on the Board of Directors for a local nonprofit that focuses on helping animals as well as people to heal and find happiness. Her hobbies include horseback riding, barrel racing, and canoeing with friends. She and her family reside in Mount Juliet, TN, along with her Border Collie Waylon. Together they volunteer with a local nonprofit to visit nursing homes and The Ronald McDonald House sharing plenty of hugs and doggie kisses.
Makenzie is a 2017 addition to our full-time compliance team, having interned with us for the prior two years. She is a native of Mt. Juliet, Tennessee and a B.S. graduate of the Haslam College of Business at the University of Tennessee, Knoxville. Most days you will find her heads-down working on a client's Form 990 or state charity registration. In addition to the skills she puts to use for our clients everyday, Makenzie also loves to indulge her talent for painting and drawing. You'll also find her trying to keep up with her Australian Shepherd, Luna.
Job Titles:
- Writer / Nonprofit Formation Specialist
Marcie joined the FG team in 2010 and initially provided administrative services to our clients and staff and assistance to our team members in the area of new nonprofit formation. She later assumed responsibility for our entire incorporation services effort, helping new nonprofits all across the country with their mission-critical formation documents. Her expertise in this area is essential to getting our clients started off the right way.
Nicholas comes to Foundation Group with a diverse sales background and a passion for customer service. He is a devoted family man, outdoorsman, and blogger who finds great purpose in helping people make decisions that move them closer to their personal vision. He holds a Bachelor's Degree in Theology and wonders… "Why did I do that?" Nicholas lives just south of Nashville in Spring Hill, Tennessee with his wife, kids, and dog.
Job Titles:
- Nonprofit Formation Specialist
Roschelle has been a part of our staff since 2005 and has served as the Director of Sales since 2011. Roschelle and the Sales Department concentrate on bringing nonprofit visionaries into Foundation Group by assessing their needs and get them started on a path to success. Her team also serves existing clients to meet their ongoing nonprofit compliance needs. Roschelle has a background in sales, recruiting, and nonprofits. Roschelle is a Missouri native and holds a B.A. from Missouri State University. She is active in the Nashville Association of Sales Professionals as well in her church. She is a writer and an amateur photographer.
Job Titles:
- Director of Compliance Services
Shannon joined the FG family in April 2012, but has quickly become a true MVP to our clients. As Director of Compliance Services, Shannon and her team concentrate their skills toward the ongoing needs of established nonprofits, with services such as IRS Form 990 preparation and charitable solicitations registration and renewal. Shannon comes to FG after nearly 10 years with Ingersol Rand / Trane where she most recently managed their US Unclaimed Property Division. Her extensive experience with the critical detail of 50 state compliance for Ingersol gives her a unique skill-set to assist Foundation Group clients with our version of 50 state compliance. Shannon earned her B.S. in Accounting from Western Kentucky University and an MBA from Cumberland University. In addition, Shannon is credentialed as an Enrolled Agent by the Internal Revenue Service, the IRS's highest tax specialist designation. Shannon and her family reside in Mt. Juliet, Tennessee.