Charitable Allies Inc.

Your nonprofit advocate

aka Charitable Allies   |   Indianapolis, IN   |  www.charitableallies.org

Mission

To provide, at greatly reduced rates (low bono) or for free (pro bono), excellent legal and legal education services to nonprofit organizations and their stakeholders (i.e., founders, directors, members and donors) through our charitable legal aid and educational programming.

Ruling year info

1985

Board Chair

Barry Bostrom

Executive Director

Zachary Kester

Main address

9100 Purdue Rd, Suite 115 Suite 115

Indianapolis, IN 46268 USA

Show more contact info

EIN

35-1615544

NTEE code info

Public Interest Law/Litigation (I83)

Community, Neighborhood Development, Improvement (S20)

Education N.E.C. (B99)

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

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Communication

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

Most nonprofit organizations are unable to afford sophisticated,

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Legal Aid Representation for Nonprofit Orgs and their Stakeholders

Many nonprofit organizations are unable to afford excellent, experienced nonprofit legal services. Charitable Allies provides these services at greatly reduced (low bono) rates generally, and for free (pro bono) when the case/matter is in specific furtherance of the public interest and related to core issues of governance, tax-exemption and board liability. Our clients range the nonprofit spectrum, from entities working in the human services space to churches, from community centers to social service agencies, and from membership organization to social welfare entities, among many others. We assist with a wide variety of legal needs such as litigation, regulatory investigations, accreditation audits, tax exemption and governance.

Population(s) Served

Charitable Allies provides educational training to help clients understand and comply with the complex tax-exempt organization laws and sources of liability for nonprofits and their stakeholders. We often partner with other nonprofit service providers or conveners (such as community foundations, professional associations, and insurance providers) to present continuing education and professional development events on topics such as changes or developments in the law, individual liability, and labor-employment policies that affect the daily operations of every nonprofit. We also regularly contribute articles and other materials to publications directed at the nonprofit sector.

Population(s) Served

Charitable Allies provides fiscal sponsorship for clients, most of whom are awaiting recognition of tax exemption or who are operating a short-term and clearly-defined charitable program. The fiscal sponsorships are provided under an agreement with the client, and they are of limited duration.

Population(s) Served

Where we work

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Hours of legal assistance offered

This metric is no longer tracked.
Totals By Year
Related Program

Legal Aid Representation for Nonprofit Orgs and their Stakeholders

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Number of hours of legal services offers to nonprofits we serve.

Hours of consulting time accessed

This metric is no longer tracked.
Totals By Year
Related Program

Legal Aid Representation for Nonprofit Orgs and their Stakeholders

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Assisting nonprofits with their operations, governance, liability management and related needs.

Number of invitations for advocates to speak as experts

This metric is no longer tracked.
Totals By Year
Related Program

Nonprofit Governance, Education & Training

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Number of Total Website Visits

This metric is no longer tracked.
Totals By Year
Related Program

Nonprofit Governance, Education & Training

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Number of visits to our website, including especially the numerous educational blog posts and articles.

Number of clients served

This metric is no longer tracked.
Totals By Year
Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

This metric represents the number of unique clients served in the calendar year.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

Charitable Allies' goals are to offer excellent legal services pro bono or for substantially less than fair market value to nonprofit organizations, assist nonprofits in developing and implementing sustainable practices, and increase knowledge and awareness among nonprofit leaders of responsibilities under the law. All of Charitable Allies' clients are tax-exempt organizations or directly associated with nonprofit organizations such as directors, members, donors, etc. Working with a diverse group of organizations offers the unique opportunity to develop and implement nonprofit governance and philanthropic best practices that apply to many aspects of the nonprofit sector from the foundations that grant money to the insurance providers for nonprofit organizations. Offering these services at such reasonable rates allows nonprofit clients to spend less time and money on legal work and more on their missions and purposes, serving the communities in which they operate.

To accomplish all of the goals outlined above, Charitable Allies employs a variety of strategies. First, we offer excellent, experienced legal services to tax-exempt organizations for reduced and sometimes free rates. Those services range from assisting with applying for tax exemption and improving methods of accounting for funds to improving bylaws and giving qualified advice on how to improve board governance and overall sustainability. We can also facilitate mergers and acquisitions, Human Resources representation, and nonprofit litigation as it pertains to funds, trusts, and bequests. We have worked to build relationships within our client base and outside to understand the needs of the nonprofit sector and readily provide them. Additionally, Charitable Allies works alongside leaders in philanthropy to develop and further best practices and methods of implementing positive change throughout the nonprofit sector. By understanding the many facets of how a nonprofit functions from its inception and onward, we facilitate in any way we can, always working to be proactive in making changes instead of reacting to circumstances.

Charitable Allies employs and engages seven attorneys and several support staff. We currently provide services for hundreds of clients that are 501(c) organizations in many states. As a tax-exempt organization itself, Charitable Allies is positioned to better serve its nonprofit clients by providing cost-effective legal and educational services as well as being well versed in the functions of a tax-exempt entity. We are not infrequently engaged by insurers of nonprofit organizations to assist as defense counsel in cases against nonprofit organizations. Charitable Allies also has staff members that also serve on the boards of other foundations and organizations, making it aware of the problems nonprofits face.

Over the last three years, Charitable Allies has seen substantial movement toward meeting the goals indicated above. Offering services to more organizations each year, seeing better leadership overall, proactively working to improve nonprofits that we work with, and more are just a few of the ways that we are striving to meet our goals. Yet, we continue to see many new organizations pop up with their own agenda instead of joining forces with other nonprofits already working to fulfill the same or a similar mission. This is an ongoing problem of not just the nonprofit sector, but of any entity that attempts to fix some problem with quality of life; too many people try to accomplish the same goals without coordinating together which ultimately creates competition instead of cooperation. In addition to this, Charitable Allies continues to be unable to assist all of the organizations that need its services. We also see a reluctance from many organizations to update policies and practices to comply with new regulations and expectations placed upon charitable organizations; this can occur in any or all of the previously mentioned areas: governance, fundraising, tax compliance, accountability, sustainability, etc.

Financials

Charitable Allies Inc.
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Operations

The people, governance practices, and partners that make the organization tick.

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Connect with nonprofit leaders

Subscribe

Build relationships with key people who manage and lead nonprofit organizations with GuideStar Pro. Try a low commitment monthly plan today.

  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.

Charitable Allies Inc.

Board of directors
as of 4/16/2020
SOURCE: Self-reported by organization
Board chair

Barry Bostrom

Eric Bohnet

Zachary Kester

Megan McGuire

Ascent 121

Ellen Deeter

Dale & Eke

Matt McIntyre

Joined for Good

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes