CHARITABLE ALLIES INC (EIN 351615544) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Phone

4632290229

Tax Period

2023-01-01 to 2023-12-31

CHARITABLE ALLIES INC, founded in 1984, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion.

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

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $225,070

Program Service Revenue $1,749,241

Investment Income $1

Other Revenue $11,013

TOTAL REVENUE $1,985,325

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,155,041

Fundraising Expenses $0

Program Expenses $1,255,782

Other Expenses $793,569

TOTAL EXPENSES $1,948,610

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,985,325	$1,706,058	+0.2%
Expenses	$1,948,610	$1,776,651	+0.1%
Net Income	$36,715	$-70,593	-1.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$314,110

Total Directors

$314,110

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ZACHARY KESTER	DIRECTOR, CEO	40.00	Officer Director	$314,110	$0	$314,110
ROBERT MILLER	PROGRAM DIRECTOR	40.00	Highest	$139,755	$0	$139,755
MICHAEL NELSON	DIRECTOR, CHAIR	1.00	Officer Director	$0	$0	$0
TINA WHITTINGTON	DIRECTOR, VICE CHAIR	1.00	Officer Director	$0	$0	$0
MELISSA COLEMAN	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEY GARRY	DIRECTOR	1.00	Director	$0	$0	$0
MEAGHAN HALLER	DIRECTOR	1.00	Director	$0	$0	$0
TINA CLOER	DIRECTOR, VICE CHAIR	1.00	Director	$0	$0	$0
TED BATSON	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$1,985,325	$1,948,610	$720,626	$36,715
2022	$1,706,058	$1,776,651	$571,738	$-70,593
2021	$1,508,866	$1,608,382	$465,266	$-99,516
2020	$1,043,695	$928,500	$390,001	$115,195
2019	$1,518,246	$1,470,088	$107,357	$48,158
2018	$344,504	$368,712	$78,384	$-24,208

CHARITABLE ALLIES INC