Pro Bono Partnership
237 Mamaroneck Ave
Suite 300
White Plains NY 10605-1318
Contact Information
Address 237 Mamaroneck Ave
Suite 300
White Plains, NY 10605-1318
Telephone (914) 328-0674 x327
Fax 914-328-0538
E-mail information@probonopartner.org
Web and Social Media
Mission

Pro Bono Partnership provides business and transactional legal services to nonprofit organizations serving the disadvantaged or enhancing the quality of life in neighborhoods in New York, New Jersey and Connecticut. Substantially leveraging the impact of its in-house legal staff, the Partnership annually mobilizes hundreds of attorneys from major corporations and law firms to donate their time and expertise on behalf of its nonprofit clients, enhancing their ability to improve conditions in their communities.

Our goal is to provide the highest quality business legal advice to any qualifying nonprofit organization when they need it, without requiring them to sacrifice critical program resources to acquire it. 

At A Glance
Year of Incorporation 1997
Former Names
Corporate Bar Fund
Organization's type of tax exempt status Public Supported Charity
Organization received a competitive grant from the community foundation in the past five years Yes
Leadership
CEO/Executive Director Interim Exec. Director Nancy Eberhardt Esq.
Board Chair Mark Nordstrom Esq.
Board Chair Company Affiliation General Electric Company, Retired
Financial Summary
Revenue vs Expenses Bar Graph - All Years
Statements
Mission

Pro Bono Partnership provides business and transactional legal services to nonprofit organizations serving the disadvantaged or enhancing the quality of life in neighborhoods in New York, New Jersey and Connecticut. Substantially leveraging the impact of its in-house legal staff, the Partnership annually mobilizes hundreds of attorneys from major corporations and law firms to donate their time and expertise on behalf of its nonprofit clients, enhancing their ability to improve conditions in their communities.

Our goal is to provide the highest quality business legal advice to any qualifying nonprofit organization when they need it, without requiring them to sacrifice critical program resources to acquire it. 

Background

For 20 years, Pro Bono Partnership has provided high-quality pro bono transactional legal services to community-based nonprofits throughout CT, NJ and NY. The Partnership prioritizes organizations that help disadvantaged individuals and whose programs have a significant impact on the communities they serve. We have helped thousands of organizations—such as homeless shelters, food pantries, childcare organizations, veterans’ groups, social service agencies, and education programs—become more effective and efficient through valuable, cost-free legal advice and assistance. Our unique model, in which we recruit and support hundreds of volunteer attorneys from major law firms and corporations, allows us to serve nearly 800 nonprofit clients annually, ultimately impacting the more than 2.25 million individuals these nonprofits serve and making the Partnership’s impact on the local nonprofit sector extraordinary.

HISTORY:

The Partnership was established in November 1997, by several members of what was then known as the Westchester County, NY - Fairfield County, CT, Corporate Bar Fund to facilitate volunteerism by business attorneys.

In 2000, the Partnership expanded its program to northern New Jersey at the request of several New Jersey Fortune 1000 companies, subsequently extending services to nonprofits throughout the state. In 2003, the Partnership helped launch the Hartford, CT, Nonprofit Pro Bono Initiative; in February 2008, the Nonprofit Pro Bono Initiative merged with the Partnership, becoming the Partnership's Hartford Program and extending services to nonprofits throughout Connecticut. In 2007, the Partnership broadened its geographic focus to include Orange, Putnam and Rockland Counties in the lower New York Hudson Valley and extended services to assist arts and civic organizations and environmental and conservation groups.

The Partnership has also helped to found two, independent sister organizations. In 2005, the Partnership helped found Pro Bono Partnership of Atlanta and, in 2014, Pro Bono Partnership helped to found Pro Bono Partnership of Greater Cincinnati (now known as Pro Bono Partnership of Ohio).

Also in 2014, Marcia Levy became the new Executive Director of the organization. Ms. Levy succeeded Richard S. Hobish, co-founder and first Executive Director. She has embraced the position with enthusiasm and has helped to expand the Partnership’s services to nonprofit organizations on Long Island, NY.

 

Impact

Since our founding in 1997, the Partnership has assisted more than 2,350 nonprofits in New York, New Jersey, and Connecticut on more than 10,500 legal matters, enabling them to more effectively feed the hungry, house the homeless, promote the arts, protect the environment, and provide essential programs to children, the elderly, immigrants, the disabled, and the unemployed.

 
Last year, the Partnership accomplished the following:
  • Record-Breaking Statistics: The Partnership managed greater demand than ever before during the 2016 calendar year, providing nearly $10 million worth of free legal services to nonprofits in CT, NJ, and NY.
  • Customer Relationship Management (CRM) System Upgrade: The Partnership transitioned from our Legal Files CRM to a customized Salesforce CRM, which eliminated the issues we managed with Legal Files and increased our capacity.
  • Website Upgrade: The Partnership's old website was difficult for visitors to navigate and difficult for staff to update. Our transition to a WordPress-based website has resulted in a more user-friendly experience.
This year, the Partnership has the following goals:
  • Surpass 2016's Record-Setting Statistics: Every year, the Partnership strives to increase client and volunteer engagement and resolve more legal matters than the previous year. This year, we anticipate increased demand in light of ever-changing laws and regulations and uncertainty surrounding policies implemented by the new Administration. 
  • Establish a Nonprofit Training Center at our White Plains Office, thereby providing a permanent, dedicated space for the Partnership's educational programs for nonprofits.
  • Complete our 3-year Strategic Plan, which is currently under development. We are currently working with the Harvard Business School Club of Connecticut to develop a new strategic plan. Our last strategic planning process took place in 2007; the plan developed at that time covered a five-year period. In 2013, the Board affirmed the goals identified in the plan.
Needs

In 2016, Pro Bono Partnership responded to a tremendous increase in Requests for Legal Assistance from nonprofits over the previous year. The Partnership experienced a 9% increase in the number of legal matters handled, a 12% increase in client engagement, and a 20% increase in volunteer engagement compared that of 2015. As demand for our assistance continues, so too will our need for support. Because we have retained our commitment to provide free legal services to our nonprofit clients, we rely almost entirely on annual gifts and grants to fund our many programs.

The Partnership has four programs: Connecticut, New Jersey, New York, and, most recently, Long Island, NY. Support for these programs is crucial to the continued provision of our full range of services to nonprofits in each region.

In addition, the Partnership continues to seek more volunteer attorneys to provide their expertise on behalf of our nonprofit clients. Volunteers handle business and transactional matters, including those regarding contracts, employment and labor, intellectual property, and real estate.

 

CEO Statement

Pro Bono Partnership has a unique mission; no other organization provides free legal services to nonprofits in the tri-state region, and we are one of a handful of similar agencies nationwide. Our mission also has a multiplier effect through its work strengthening a broad range of organizations, including those addressing homelessness, hunger and limited access to education, human and social services. These nonprofits regularly need legal guidance to comply with changing regulatory frameworks and requirements; address diverse business legal needs, including contracts, labor, and real estate; and minimize the risk of lawsuits and liabilities. In strengthening these nonprofits, we ultimately strengthen the communities in which they serve - helping to improve the lives of more than 2.25 million individuals.

As evolving state and federal laws demand increased diligence, nonprofits must choose between funding legal services or client programs. Already, funding for programs is insufficient; the 2015 Nonprofit Finance Fund State of the Sector Survey reported systemic, perpetual funding challenges for nonprofits. Of those surveyed, 76% reported an increase in demand, with more than half reporting that they couldn't meet demand and had less than 3 months of cash-on-hand. With a relatively small staff and budget, Pro Bono Partnership provides an immensely valuable and expensive service to a large nonprofit client population - largely without cost. In 2016, our small staff collaborated with more than 1,300 volunteer attorneys to provide over 22,400 hours of legal counsel - an estimated value of $9.4 million. Ultimately, our free legal resources ensure that no nonprofit ever has to choose between the expense of expert legal advice and the cost of supporting programs vital to community growth and vitality.

Pro Bono Partnership staff attorneys and volunteer attorneys are making vital contributions at a time when local nonprofit organizations are striving to sustain the quality of life for millions of people. However, even more support will be needed going forward as nonprofits become more aware of the law, comply with ever-changing regulatory frameworks and requirements, and prepare for changes implemented by the new Administration.

Board Chair Statement

Prior to the Partnership’s founding, the nonprofit community in New York, New Jersey and Connecticut did not have access to affordable legal aid or the arsenal of easily accessible legal resources, like our Legal Resource Helpline and our expansive educational offerings. The Partnership’s reach has expanded each year over its twenty-year existence. The fundamental concept of in-house lawyers, often working with outside counsel, addressing the transactional and governance issues of non-profits working with the disadvantage in our communities, now reaches 5 states.

As a former GE lawyer, I know how strongly many Corporate General Counsels stress the community contributions, professional development, and civic benefits of taking on pro bono work. The key is finding pro bono work that fits the skill set of in-house counsel who specialize in IP, M&A, Securities and other such transactional work. Through the wonderful and talented Partnership staff — led now for two years by Marcia Levy — matches of need and ability are aligned. This matchmaking permits our volunteer attorneys — through what I call “collateral caring” — to relieve management of organizations serving the poor, the disabled, veterans, victims of abuse, and others — of their organization’s legal concerns so our caring civil leaders can better spend their time and resources on their client’s needs.

Increasing demand from nonprofits comes at a time when the nonprofit sector is expanding to address increasing need from the community, and although demand directly correlates with the success of our organization, we sometimes confront the challenge of too much demand for our capacity. Managing the growing need for business legal counsel has been a challenge for the Partnership, ultimately prompting the need to hire a new Staff Attorney, Kristen Centre, to support nonprofits in Westchester and Fairfield Counties. Kristen Centre joined the Partnership’s staff in September 2016 and has already made a substantial impact on the Westchester and Fairfield nonprofit community by assisting 25 nonprofit organizations with 37 legal matters since joining the PBP team in September 2016; we estimate the value of the legal services she has provided to her clients at greater than $200,000.

In spite of this challenge, however, the Partnership has observed a marked increase in the legal sector’s interest in providing pro bono services to community organizations over the last several months. We hope to use this momentum to forge even stronger relationships with our individual volunteer attorneys and the legal community overall.

Service Categories
Primary Organization Category Crime & Legal - Related / Legal Services
Secondary Organization Category Community Improvement, Capacity Building / Nonprofit Management
Areas Served
In a specific U.S. city, cities, state(s) and/or region.
Branford
Cheshire
Derby
East Haven
Guilford
Hamden
Madison
New Haven
North Haven
Orange
Oxford
Seymour
Wallingford
West Haven
Woodbridge
Other
Our service area includes Connecticut, New Jersey, and the lower New York Hudson Valley, specifically Westchester, Orange, Putnam and Rockland Counties. In 2015, we expanded our services to Long Island, New York. The Partnership assists organizations in surrounding areas on a case-by-case basis.
 
Of The Community Foundation for Greater New Haven's 20-town service area, the Partnership has served nonprofits in 16 of those towns over the last three years.
Programs
Description The Partnership provides free direct business legal services to New York, New Jersey and Connecticut nonprofit organizations.  Qualifying agencies are matched with volunteer attorneys or with our staff attorneys.  Staff attorneys, who undertake approximately 20% of matters, are assigned as co-counsel to projects undertaken by volunteers and screen clients and matters and provide ongoing back-up and support.  Staff attorneys also respond to resource calls and emails from nonprofits and attorneys requesting advice that generally does not require that we open a formal matter, but enables us to extend services to hundreds more organizations than those we formally represent.  We provide numerous educational workshops for the nonprofit community each year on legal topics and author publications on legal issues of importance to nonprofits.  We also publish periodic free legal alerts by email, as well as legal updates on Twitter.
Population Served General/Unspecified / Other Named Groups /
Program is linked to organization’s mission and strategy Yes
Program is frequently assessed based on predetermined program goals Yes
Short Term SuccessHelpOrganizations describe near term achievement(s) or improvement(s) that will result from this program. This may represent immediate outcomes occurring as a result of the end of a session or service.

In 2016, Pro Bono Partnership helped nearly 800 nonprofit organizations with more than 1,660 legal matters, employing the expertise of just over 1,300 volunteer lawyers. From the New York Nonprofit Revitalization Act to the Patient Protection and Affordable Care Act, the laws governing nonprofits continue to change. As a result, the need for the Partnership’s services continues to increase.

Each year, the Partnership sets goals for the number of nonprofit organizations assisted, legal matters addressed, volunteer attorneys engaged, and Legal Resource Helpline queries answered. The Partnership also sets goals for educational offerings - webinars and workshops. These goals are framed in terms of the fiscal year (calendar: 1/1/17 - 12/31/17). 
Long Term SuccessHelpOrganizations describe the ultimate change(s) that will result from this program. This may be far into the future and represent an ideal state. In 2012, the Partnership, undertook a professional outside assessment to determine how to best measure the impact of its programs. In our Annual Impact Surveys, client reported that, with the assistance of the Pro Bono Partnership, they: -Strengthened their boards of directors; -Improved their management, staffing, and supervisory policies and procedures; -Were up-to-date on their legal filings, intellectual property protections, and contracts; and -Strengthened their financial management and accountability procedures. Survey data also showed statistically significant increases in nonprofits’ overall leadership, management, and operational capacities after they began working with the Partnership. In addition, clients reported that they believed that, without the Partnership’s support, they might have: -Gone out of business, been sued more successfully and more often; -Committed themselves to unfair or disadvantageous contractual obligations and lease/purchase arrangements; -Had to redirect financial resources from providing direct services to purchasing legal services: or -Suffered other harm. The evaluation also showed that the Partnership made substantial contributions to the nonprofit community as a whole, through offering educational programs, providing advocacy and leadership in community-wide efforts, and handling a wide range of brief telephone inquiries on legal matters.
Program Success Monitored ByHelpOrganizations describe the tools used to measure or track program impact.

The Partnership regularly checks in with all clients and volunteers working on active matters to make sure that both are satisfied with the progress. At the close of each matter, we ask every them to provide specific feedback about satisfaction and impact. 

Additionally, the Partnership administers an Annual Impact Survey to all clients and volunteers active in the previous year. In these surveys, clients consistently rate the Partnership’s program very highly. In 2016, our clients responded and provided the following average ratings on measures:

· Legal Services Overall: 97.4%

· Legal Resource Helpline: 98.4%

· Direct legal assistance by attorneys: 97.8%

· Workshops/webinars: 93.6%

· Publications: 93.4%

Responses demonstrated that the Partnership’s legal assistance had substantial impact by helping them avoid mistakes (91.8%), better understand and comply with the law (91.6%), make their organizations stronger/more effective (90.2%), and incorporate better governance practices (88%).

Examples of Program SuccessHelpOrganization's site specific examples of changes in clients' behaviors or testimonies of client's changes to demonstrate program success.

Clients often write short testimonials about their experience with Pro Bono Partnership and the impact that free legal services had on their organization; for instance:

Our engagement [with PBP] has saved us at least $17,000 in legal fees that can now be invested in providing services to our clients.

In 2016, we tackled the most difficult and divisive contract negotiation of our organization's brief history. It was a huge learning process for our leadership team and our board. If we didn't have an excellent attorney to help us navigate the process, we very likely would have signed something that harmed our organization. If our attorney hadn't been available for free, we would have blown through thousands of dollars in legal fees we couldn't afford. I'm very grateful to all of our volunteer attorneys, but especially the one that helped us through that difficult negotiation – and to Pro Bono Partnership for connecting us.

CEO/Executive Director
Interim Exec. Director Nancy Eberhardt Esq.
Term Start Oct 2017
Email neberhardt@probonopartner.org
Experience

Nancy Eberhardt, Director, Interim Executive Director and Director, New Jersey Program (New Jersey Office), provides direct legal services to New Jersey non-profit groups, recruits volunteer attorneys to provide legal services, supervises client outreach, and coordinates nonprofit educational programs in New Jersey.


Nancy was formerly in private practice with a focus on environmental law. Nancy currently serves on the Pro Bono Committee of the New Jersey State Bar Association, and is an adjunct professor in Department of Public Administration at Kean University. She has served as trustee on the boards of many New Jersey nonprofit organizations.

She is admitted to the bar in New Jersey, and is a graduate of The College of William and Mary and of Rutgers School of Law – Newark.

Staff
Number of Full Time Staff 19
Number of Part Time Staff 4
Number of Volunteers 4000
Staff Retention Rate 90%
Staff Demographics - Ethnicity
African American/Black 2
Asian American/Pacific Islander 0
Caucasian 21
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Staff Demographics - Gender
Male 2
Female 21
Unspecified 0
Former CEOs and Terms
NameTerm
Richard S. Hobish Esq. 1997 - Nov 2014
Marcia Levy Esq. 2014 - Oct 2017
Senior Staff
Title Director, New Jersey Program
Experience/Biography

Nancy Eberhardt, Director, New Jersey Program (New Jersey Office), provides direct legal services to New Jersey non-profit groups, recruits volunteer attorneys to provide legal services, supervises client outreach, and coordinates nonprofit educational programs in New Jersey.

Nancy was formerly in private practice with a focus on environmental law. Nancy currently serves on the Pro Bono Committee of the New Jersey State Bar Association, and is an adjunct professor in Department of Public Administration at Kean University. She has served as trustee on the boards of many New Jersey nonprofit organizations.

She is admitted to the bar in New Jersey, and is a graduate of The College of William and Mary and of Rutgers School of Law – Newark.

Title Director, Hartford Program
Experience/Biography

Priya Morganstern, Director, Hartford Program (Hartford, CT, Office), oversees the Partnership’s services in Connecticut (other than in Fairfield County). Priya provides direct legal services to local nonprofits; connects nonprofit organizations with volunteer attorneys; lectures frequently about nonprofit and tax-exempt organization law; and trains volunteer attorneys as necessary in various aspects of nonprofit and tax-exempt law.

Prior to joining the Partnership in 2008, Priya directed a similar pro bono program, the Nonprofit Pro Bono Initiative, which operated from the campus of the University of Connecticut School of Law. Before starting her public interest career, Priya was Counsel at Day, Berry & Howard LLP (now Day Pitney) in its Hartford office, where she was a member of the Firm’s Health Law and Tax-Exempt Organizations practice groups and an active member of the Firm’s Pro Bono Committee. She also worked in the area of health law as a member of the legal department of Aetna, Inc. Priya serves on the board of the National Foundation for the Advancement of Midwifery, and is a member of the Connecticut Bar Association’s Pro Bono Committee. She is a Fellow of the Connecticut Bar Foundation’s James W. Cooper Fellows Program, established to honor the leading members of the legal profession and the Judiciary in Connecticut.

Priya graduated from the State University of New York and Boston University School of Law, where she was a G. Joseph Tauro Scholar and a Paul J. Liacos Scholar.

Title Director, New York & Fairfield County, CT, Programs
Experience/Biography

Maurice K. Segall, Director, New York and Fairfield County, CT, Program (New York Office), provides direct legal services to nonprofit groups, coordinates and supervises the work of staff and volunteer attorneys, and frequently lectures on legal issues for nonprofits and attorneys.

He was previously an associate at Cummings & Lockwood and Wofsey, Rosen, Kweskin and Kuriansky. He serves on the Risk Management Committee of Family and Children’s Agency, and has served on Boards of several nonprofit organizations including the Fairfield County Bar Foundation, the Wilton Library, Family and Children’s Agency, Connecticut Consortium for Law and Citizenship Education, Connecticut Legal Services, and Curtain Call. He has also served on the Advisory Board for the Fairfield County’s Community Foundation Center for Nonprofit Excellence.

Maurice is the founder and coordinator of the Fairfield County Bar Association High School Mock Trial Competition, now in its 26th year; and is a recipient of the Liberty Bell Award from the Stamford/Norwalk Regional Bar for outstanding community service, the first practicing attorney ever to receive this honor.

Maurice is admitted to the bar in New York and Connecticut. He is a graduate of the University of Delaware and Albany Law School of Union University.

Title Senior Staff Attorney
Experience/Biography

Christine Michelle Duffy, Senior Staff Attorney (New Jersey Office), provides direct legal services to nonprofits, recruits and supports the work of volunteer lawyers from the region’s leading corporations and law firms, and periodically presents our two-day Human Resources Boot Camp for New Jersey Nonprofits.

Christine initially was in a private law practice for twelve years, where Christine had a varied practice, including labor and employment law, products liability, environmental law, insurance coverage, admiralty, government contracts, business organizations, and higher education law. Then, for twelve years, Christine was the chief compliance officer and chief labor and employment counsel for a leading international environmental services company.

Christine serves or has served on the boards and committees of several organizations, including the Board of Visitors of Fenway Health, the Board of Directors of the New Jersey Chapter of the Association of Corporate Counsel, the Advisory Board of Seton Hall Preparatory School, the Editorial Board of the New Jersey Law Journal, and the Supreme Court of New Jersey Committee on Civil Practice. Christine has written and lectured extensively on a variety of matters, including labor and employment law, administrative and civil practice, ethics and compliance, and professional responsibility. In 2014, Christine’s most recent book, Gender Identity and Sexual Orientation Discrimination in the Workplace: A Practical Guide, was published by Bloomberg BNA.

Christine is admitted to the bar in Massachusetts, New Jersey, and New York. Christine holds undergraduate and graduate degrees from the W. Paul Stillman School of Business at Seton Hall University and a juris doctorate degree from Seton Hall University School of Law.

Title Director of Education
Experience/Biography

Courtney Darts, Director of Education, oversees the Partnership’s educational workshops, publications, and internship program. She also provides direct legal services to nonprofits in New York and Connecticut, focusing on nonprofit, tax-exempt, and corporate governance matters.

Prior to becoming Director of Education, Courtney was a staff attorney at the Partnership for several years. She was previously in private practice with Kelley Drye & Warren LLP and was a member of the Stein Scholars Program in Public Interest Law at Fordham. Courtney is admitted to the bar in Connecticut and New York. She is a graduate of Fairfield University and Fordham University School of Law. She also serves on the board of directors of Search for Change in Valhalla, New York.

Title Senior Staff Attorney
Experience/Biography

Jennifer Grudnowski, Senior Staff Attorney (New York Office), provides direct legal services and education to nonprofit organizations, focusing on employment law matters.

Previously, Jennifer was Senior Employment Counsel at Berger Legal LLC in New Rochelle, NY. She was also Managing Counsel for Regency Corporation in Minneapolis, MN, where she focused on employment law matters and regulatory affairs. In addition, she held a role as Senior Counsel at Fair Isaac Corporation in Minneapolis, MN, where she managed domestic and international employment matters, corporate litigation and e-discovery.

She is admitted to practice in New York (active), Connecticut (active), Minnesota (inactive) and Illinois (inactive). She received her undergraduate degree from Washington University and her juris doctorate from Washington University School of Law.

Title Senior Staff Attorney
Title Director of Development
Experience/Biography

Heidi J. Siesfeld, Director of Development, is responsible for supporting the Partnership’s fundraising activities, including the fundraising efforts of the Board of Directors.

Heidi is a development professional with more than 20 years experience in the New York metropolitan region, supporting capital campaigns, major gifts and institutional initiatives at Wave Hill, Greenwich Hospital and The New York Botanical Garden. As a consultant, Heidi worked with the Queens Botanical Garden, the Boys and Girls Club of New Rochelle, Summit Music Festival, The New Dawn Foundation and the National Parks Conservation Association, among others.

She is a 2014 graduate of Leadership Westchester, a member of the Association of Development Officers and serves as a board member for the New Rochelle Day Nursery. Heidi is committed to raising awareness of and support for creative initiatives which enhance families and communities by making connections and cultivating relationships.

She is a graduate of Purchase College and holds a master’s degree from Hofstra University.

Title Director, Finance & Administration
Experience/Biography

Jessica Markowitz, Director of Finance and Administration, the Partnership’s second longest-serving employee, joined the Partnership in 1997 as Program Assistant and was promoted to the Director of Finance and Administration in 2000.

She oversees all operational, IT, finance, Human Resources and administrative functions for the Partnership. Prior to joining the Partnership, Jessica worked in customer service for an IBM subsidiary as well as a Mitsubishi subsidiary and also spent several years working in retail bookstores.

Jessica is a graduate of Purchase College, where she held positions in the student government, and holds Master of Public Administration with a concentration in nonprofit management from Baruch College.

Title Senior Staff Attorney
Experience/Biography

Kent E. Hansen, Senior Staff Attorney (New Jersey office), has many years’ experience as a corporate generalist.

He previously served as Executive Vice President, Administration, General Counsel and Secretary of Fedders Corporation for more than twenty years. In addition to the law department, he led the company’s Human Resources Department and the real estate and insurance functions. He is admitted to the bar in New Jersey and is a graduate of Rutgers University and St. John’s University School of Law.

Title Director of Marketing
Experience/Biography

Mindi Lund, Director of Marketing, leads the Partnership’s strategic marketing and communications efforts to nonprofit clients, volunteer attorneys, and funders. Prior to joining the Partnership, Mindi worked in marketing and creative services for a division of Time Inc., and as a consultant in internal communications and marketing for pharmaceutical companies, educational institutions, and other nonprofit organizations. She is a graduate of the University of Kansas School of Journalism.

Formal Evaluations
CEO Formal Evaluation Yes
CEO/Executive Formal Evaluation Frequency Annually
Senior Management Formal Evaluation Yes
Senior Management Formal Evaluation Frequency Annually
Non Management Formal Evaluation Yes
Non Management Formal Evaluation Frequency Annually
Collaborations
Each year, more than 250 corporations and law firms provide attorneys who volunteer on behalf of our clients. In addition, the Partnership works closely with local United Ways and umbrella agencies, community foundations, and other corporate and foundation partners to address community needs. These collaborations help facilitate the Partnership’s outreach to the nonprofit community and help identify emerging issues in the nonprofit sector.
Awards
Award/RecognitionOrganizationYear
Distinguished Legal Services AwardLexis-Nexis/Corporate Legal Times2001
Corporate Pro Bono AwardAmerican Corporate Counsel Association2000
West Group Public Service AwardAmerican Bar Association1999
Community Hall of FameThirteen/WNET New York and WLIW212007
Award for Pro Bono ServiceNew Jersey Alliance for the Homeless2002
Program Award for Pro Bono ServiceNew Jersey Citizen Action2002
Partnership Award for Outstanding Efforts, in partnership with Chase, to strengthen the greater Tri-State communityPartners in the Community2003
Celebration of AchievementWomen's Mentoring Network2003
Distinguished Volunteer RosterConnecticut Bar Association2004
Spirit of Caring AwardUnited Way of Eastern Fairfield County2004
Gold AwardUnited Way of Morris County2004
Annual Leadership AwardFoster and Adoptive Services2004
Community Partners AwardGarden State Coalition of Youth and Family Concerns2004
Outstanding Service and CommitmentThe Guidance Center of New Rochelle2004
Spirit of Caring AwardUnited Way2004
Nonprofit Pro Bono Initiative AwardConnecticut Urban Legal Initiative, Inc.2005
Achievement Award for ExcellenceWestchester Interfaith Housing Corporation2005
Certificate of MeritSenator Nicholas A. Spano2005
Community Service AwardThe Volunteer Center of United Way2005
Family Strengthening AwardFamily & Children's Agency2006
The Abe S. Berline Community Service AwardHomeCare Options2009
Community Service AwardCommunity Planning Council of Yonkers2010
Professional Partnership AwardFamily & Children's Service2011
Community Service AwardSouth Asian Bar Association of Connecticut2011
Award of AppreciationCareers for People with Disabilities2012
"Making a Difference" AwardCommunity Partners in Action2012
World of Difference AwardCreative Heartwork2012
Distinguished Volunteer Service ProclamationFairfield County's Community Foundation2012
Business Partner Appreciation AwardAbilities Without Boundaries2013
The Golden RoseThe Rose House2013
Diana M. Kleefeld Memorial Pro Bono AwardConnecticut Appleseed2013
FAFS Commitment AwardFoster and Adoptive Family Services2014
Service AwardNorth Central Area Agency for Aging2014
Certificate of AppreciationSouth Branch/Raritan River Clean-Up Project2014
Outstanding Community PartnerNORWESCAP2015
Community Spirit AwardNAMI Westchester2016
Organization of the YearPartners in Prevention2016
Board Chair
Mark Nordstrom Esq.
Company Affiliation General Electric Company, Retired
Term Jan 2012 to Jan 2018
Board of Directors
NameAffiliation
Eric I Cohen Esq.Terex Corporation
Lauran D'Alessio Esq.Merck & Co., Inc.
Brackett B. Denniston III, Esq.General Electric Company
William L. Ellis Jr., Esq.Diageo North America, Inc. (retired)
Burt Fealing Esq.ITT
Peter A. Gutermann Esq.Formerly United Technologies Corporation
Ben W. Heineman Jr., Esq.Harvard Law School
Frank R. Jimenez Esq.Bunge Limited
Rady Johnson Esq.Pfizer, Inc.
Ann Kappler Esq.Prudential Financial, Inc.
Anahaita N. Kotval Esq.Lifting Up Westchester
John M. Liftin Esq.Fried, Frank, Harris, Shriver & Jacobson LLP
Katherine Lipton Esq.Managing Director & Associate General Counsel, JP Morgan Chase
Ramsaran Maharajh Esq.Pratt & Whitney
Shawn A. Miles Esq.MasterCard Worldwide
Jonathan Mothner Esq.Synchrony Financial
John L. Sander Esq.Jackson Lewis LLP
Edward J. Sebold Esq.IBM Corporation
Paul Stevelman Esq.RBS
Richard H. Walker Esq.Deutsche Bank AG
David Yawman Esq.PepsiCo., Inc.
Board Demographics - Ethnicity
African American/Black 2
Asian American/Pacific Islander 1
Caucasian 17
Hispanic/Latino 1
Native American/American Indian 0
Other 0 1
Board Demographics - Gender
Male 18
Female 4
Standing Committees
Audit
Executive
Nominating
Strategic Planning / Strategic Direction
Additional Board/s Members and Affiliations
NameAffiliation
William C. Baskin III Esq.Aetna Inc.
Amy Gallent Esq.The Mark Twain House & Museum (prev. The Hartford)
Peter A. Gutermann Esq.Formerly United Technologies Corporation
Stephen B. Harris Esq.The Hartford
Thomas J. McGuire Esq.United Health Group
Douglas R. Shipman Hartford Foundation for Public Giving
Lauren M. Sigg Esq.Robinson & Cole LLP
S. Anita Stone Esq.Pratt & Whitney
Kerry J. Tomasevich Esq.Eversource Energy
Namita Tripathi Shah Esq.Day Pitney LLP
 
 
Financials
Fiscal Year Start Jan 01 2017
Fiscal Year End Dec 31 2017
Projected Revenue $3,000,000.00
Projected Expenses $2,647,093.00
Credit Line Yes
Reserve Fund Yes
Detailed Financials
Prior Three Years Revenue Sources ChartHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201620152014
Foundation and
Corporation Contributions
$1,054,225$785,725$848,687
Government Contributions$0$48,750$30,000
Federal------
State------
Local------
Unspecified--$48,750$30,000
Individual Contributions--$14,750$14,750
------
$27,820$42,880$32,660
Investment Income, Net of Losses$160,084$36,781$37,441
Membership Dues------
Special Events$1,166,676$1,442,275$1,221,875
Revenue In-Kind$836----
Other($46,398)($63,319)($60,455)
Prior Three Years Expense Allocations Chart
Fiscal Year201620152014
Program Expense$1,756,317$1,597,852$1,522,640
Administration Expense$383,619$333,344$376,648
Fundraising Expense$350,333$338,522$318,687
Payments to Affiliates------
Total Revenue/Total Expenses1.111.020.96
Program Expense/Total Expenses71%70%69%
Fundraising Expense/Contributed Revenue16%15%15%
Prior Three Years Assets and Liabilities Chart
Fiscal Year201620152014
Total Assets$2,743,136$2,512,316$2,473,710
Current Assets$1,021,551$880,919$877,415
Long-Term Liabilities$0----
Current Liabilities$129,211$116,540$789
Total Net Assets$2,613,925$2,395,776$2,394,774
Prior Three Years Top Three Funding Sources
Fiscal Year201620152014
Top Funding Source & Dollar AmountPfizer $100,000Weil, Gotshal & Manges LLP $256,350Boles, Schiller & Flexner LLP $100,000
Second Highest Funding Source & Dollar AmountGE Foundation $80,000GE Foundation $105,000Hartford Foundation for Public Giving $80,000
Third Highest Funding Source & Dollar AmountIOLA Fund of the State of New York $97,500Comcast Corporation $100,000GE Foundation $75,000
Solvency
Short Term Solvency
Fiscal Year201620152014
Current Ratio: Current Assets/Current Liabilities7.917.561112.06
Long Term Solvency
Fiscal Year201620152014
Long-Term Liabilities/Total Assets0%0%0%
Capitial Campaign
Currently in a Capital Campaign? No
Capital Campaign Anticipated in Next 5 Years? No
Comments
Foundation Staff Comments

This profile, including the financial summaries prepared and submitted by the organization based on its own independent and/or internal audit processes and regulatory submissions, has been read by the Foundation. Financial information is inputted by Foundation staff directly from the organization’s IRS Form 990, audited financial statements or other financial documents approved by the nonprofit’s board. The Foundation has not audited the organization’s financial statements or tax filings, and makes no representations or warranties thereon. The Community Foundation is continuing to receive information submitted by the organization and may periodically update the organization’s profile to reflect the most current financial and other information available. The organization has completed the fields required by The Community Foundation and updated their profile in the last year. To see if the organization has received a competitive grant from The Community Foundation in the last five years, please go to the General Information Tab of the profile.

Address 237 Mamaroneck Ave
Suite 300
White Plains, NY 106051318
Primary Phone 914 328-0674 327
CEO/Executive Director Interim Exec. Director Nancy Eberhardt Esq.
Board Chair Mark Nordstrom Esq.
Board Chair Company Affiliation General Electric Company, Retired

 

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