Crime, Legal Related

Charitable Allies Inc.

Your nonprofit advocate

aka Charitable Allies

Indianapolis, IN

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

1985

Board Chair

Barry Bostrom

Executive Director

Zachary Kester

Main Address

9100 Purdue Rd, Suite 115 Suite 115

Indianapolis, IN 46268 USA

Keywords

Nonprofit Law, Nonprofit Education

EIN

35-1615544

 Number

1234703153

Cause Area (NTEE Code)

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.

Sign in or create an account to view Form(s) 990 for 2017, 2016 and 2015.
Register now

Social Media

Programs + Results

What we aim to solve

Most nonprofit organizations are unable to afford sophisticated,

Our programs

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

SOURCE: Self-reported by organization

Legal Aid Representation for Nonprofit Orgs and their Stakeholders

Nonprofit Governance, Education & Training

Fiscal Sponsorship

Where we work

Our Results

How does this organization measure their results? It's a hard question but an important one. These quantitative program results are self-reported by the organization, illustrating their committment to transparency, learning, and interest in helping the whole sector learn and grow.

SOURCE: Self-reported by organization

Hours of legal assistance offered

TOTALS BY YEAR
Population(s) served

General/Unspecified

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

TOTALS BY YEAR
Population(s) served

General/Unspecified

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

TOTALS BY YEAR
Population(s) served

General/Unspecified

Related program

Nonprofit Governance, Education & Training

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Number of Total Website Visits

TOTALS BY YEAR
Population(s) served

General/Unspecified

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

TOTALS BY YEAR
Population(s) served

No target populations selected

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.

Charting Impact

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

SOURCE: Self-reported by organization

What is the organization aiming to accomplish?

What are the organization's key strategies for making this happen?

What are the organization's capabilities for doing this?

How will they know if they are making progress?

What have they accomplished so far and what's next?

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.

Several indicators of success will emerge if Charitable Allies is making progressing on each of its goals. One goal of Charitable Allies is to educate nonprofit leaders to be aware of their responsibilities and fulfill their obligations; hence, observing leaders take definitive steps to improve their organizations and comply with rules and regulations indicates making progress on that goal. When nonprofits are making more proactive decisions and changes instead of taking reactive measures, we know that our clients understand the delicacies of working in the nonprofit world and taking the work seriously to avoid problems later on, fulfilling that goal. Overall, seeing less liability and fewer implosions of nonprofits will indicate that measures are being taken by nonprofits that reflect the importance of implementing best practices such as better board governance, accountability, sustainability plans, succession training, and more. We see this specifically when, for example, nonprofits hold board members accountable for their decisions, develop succession plans, and make wise investment choices. Finally, each new client with Charitable Allies receives quality legal services for substantially less than half of fair market value; therefore, our ability to grow and reach new clientele without increase the cost of the services indicates success for that goal.

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.

External Reviews

Financials

Charitable Allies Inc.

Need more info on this nonprofit?

Need more info on this nonprofit?

FREE: Gain immediate access to the following:

  • Address, phone, website and contact information
  • Forms 990 for 2017, 2016 and 2015
  • A Pro report is also available for this organization.

See what's included

Operations

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

Need more info?

FREE: Gain immediate access to the following:

  • Address, phone, website and contact information
  • Forms 990 for 2017, 2016 and 2015
  • A Pro report is also available for this organization.

See what's included

Board Leadership Practices

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section, which enables organizations and donors to transparently share information about essential board leadership practices.

SOURCE: Self-reported by organization

BOARD ORIENTATION & 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 & 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