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HOUSTON BAR FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
HOUSTON BAR FOUNDATION (EIN 76-0029594)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-10
IRS object ID
202311309349303301
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-10T12:16:55-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760269860PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Blazek & VetterlingBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12900 Weslayan Suite 200AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760029594EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Houston Bar FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHOUSBusinessNameControlTxt
Phone7137591133PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11111 Bagby FLB 200AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77002ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMonica KaruturiPersonNm
Person TitleChairPersonTitleTxt
Phone7137591133PhoneNum
Signature2023-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMonicaPersonFirstNm
Person LastKaruturiPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBarbara MurphyPreparerPersonNm
PTINP01386215PTIN
Phone7134395739PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMonica KaruturiPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11111 Bagby FLB 200AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77002ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,650,787GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.hba.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1982FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionThe Houston Bar Foundation is the charitable arm of the Houston Bar Association. The Foundation supports pro bono legal services to the community and promotes community understanding of our legal system.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers17TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,314,400PYContributionsGrantsAmt
CY Contributions Grants$1,199,403CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$690,513PYInvestmentIncomeAmt
CY Investment Income$792,268CYInvestmentIncomeAmt
PY Other Revenue$19,688PYOtherRevenueAmt
CY Other Revenue$7,243CYOtherRevenueAmt
PY Total Revenue$2,024,601PYTotalRevenueAmt
CY Total Revenue$1,998,914CYTotalRevenueAmt
PY Grants And Similar Paid$1,537,477PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,263,598CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$20,000PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$90,000CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$44,567CYTotalFundraisingExpenseAmt
PY Other Expenses$177,613PYOtherExpensesAmt
CY Other Expenses$213,107CYOtherExpensesAmt
PY Total Expenses$1,735,090PYTotalExpensesAmt
CY Total Expenses$1,566,705CYTotalExpensesAmt
PY Revenues Less Expenses$289,511PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$432,209CYRevenuesLessExpensesAmt
Total Assets BOY$21,838,526TotalAssetsBOYAmt
Total Assets EOY$18,967,094TotalAssetsEOYAmt
Total Liabilities BOY$1,148,400TotalLiabilitiesBOYAmt
Total Liabilities EOY$956,405TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$20,690,126NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$18,010,689NetAssetsOrFundBalancesEOYAmt
MissionThe Houston Bar Foundation supports programs that help provide legal representation to the indigent, promote community understanding of our legal system, and foster the administration of justice.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,275,452ExpenseAmt
Grant$1,263,598GrantAmt
DescThe primary beneficiary of the Houston Bar Foundation is Houston Volunteer Lawyers, the pro bono service arm of the Houston Bar Association. The Houston Bar Foundation also supports programming of the Houston Bar Association that is consistent with its HBA's mission to serve Houston lawyers and foster the administration of justice.Desc
Total Program Service Expenses$1,275,452TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Mindy DavidsonBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7137591133PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11111 Bagby FLB 200AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77002ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Christian A Garza
Chair3.001.00Yes (X)Yes (X)$0$0$0
Daniella Landers
Vice Chair0.505.00Yes (X)Yes (X)$0$0$0
Travis Wofford
Treasurer2.000.00Yes (X)Yes (X)$0$0$0
Polly Fohn
Immediate Past Chair2.000.00Yes (X)Yes (X)$0$0$0
Susan Bickley
Past Chair2.000.00Yes (X)$0$0$0
Alistair Dawson
Director0.500.00Yes (X)$0$0$0
Jim Hart
Past Vice Chair0.500.00Yes (X)$0$0$0
Greg Heath
Past Treasurer0.500.00Yes (X)$0$0$0
Linda Hester
Director0.500.00Yes (X)$0$0$0
Hillary Holmes
Director0.500.00Yes (X)$0$0$0
Monica Karuturi
Director0.500.00Yes (X)$0$0$0
Alyssa Schindler
Director0.500.00Yes (X)$0$0$0
Quentin Smith
Director0.500.50Yes (X)$0$0$0
Julie Stanger
Director0.500.00Yes (X)$0$0$0
Margot Trevino
Director0.500.00Yes (X)$0$0$0
Richard Whitely
Director0.500.00Yes (X)$0$0$0
Krisina Zuniga
Director0.500.00Yes (X)$0$0$0
Mindy Davidson
Executive Director0.0040.00Yes (X)$0$216,750$20,560
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$216,750TotReportableCompRltdOrgAmt
Total Other Compensation$20,560TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$1,028,227FundraisingAmt
Related Organizations$79,118RelatedOrganizationsAmt
All Other Contributions$92,058AllOtherContributionsAmt
Total Contributions$1,199,403TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$541,614TotalRevenueColumnAmt
Exclusion$541,614ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,703,870SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,453,216SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$250,654SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$250,654TotalRevenueColumnAmt
Exclusion$250,654ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$205,900FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,028,227ContriRptFundraisingEventAmt
Fundraising Direct Expenses$198,657FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,243TotalRevenueColumnAmt
Exclusion$7,243ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,998,914TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$799,511ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,263,598TotalAmt
Program Services$1,263,598ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$83,604TotalAmt
Management And General$83,604ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$6,396TotalAmt
Management And General$6,396ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$15,430TotalAmt
Management And General$15,430ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$140,786TotalAmt
Management And General$140,786ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$19,086TotalAmt
Program Services$2,436ProgramServicesAmt
Fundraising$16,650FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$470TotalAmt
Management And General$470ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$37,335TotalAmt
Program Services$9,418ProgramServicesAmt
Fundraising$27,917FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,566,705TotalAmt
Program Services$1,275,452ProgramServicesAmt
Management And General$246,686ManagementAndGeneralAmt
Fundraising$44,567FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$291,339BOYAmt
EOY$360,236EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$583,188BOYAmt
EOY$79,732EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$744,644BOYAmt
EOY$593,657EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,259BOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$20,214,096BOYAmt
EOY$17,933,469EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$21,838,526BOYAmt
EOY$18,967,094EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$7,179BOYAmt
EOY$6,440EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$550,000BOYAmt
EOY$550,000EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$492,633BOYAmt
EOY$329,191EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$3,177BOYAmt
EOY$2,369EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$95,411BOYAmt
EOY$68,405EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,148,400BOYAmt
EOY$956,405EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$18,707,208BOYAmt
EOY$16,054,735EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,982,918BOYAmt
EOY$1,955,954EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$20,690,126BOYAmt
EOY$18,010,689EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$21,838,526BOYAmt
EOY$18,967,094EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$432,209ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$3,111,646NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,417,882CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,787,859CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,524,422CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,314,400CurrentTaxYearMinus1YearAmt
Current Tax Year$1,199,403CurrentTaxYearAmt
Total$7,243,966TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,417,882CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,787,859CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,524,422CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,314,400CurrentTaxYearMinus1YearAmt
Current Tax Year$1,199,403CurrentTaxYearAmt
Total$7,243,966TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$196,487SubstantialContributorsTotAmt
Public Support Total170$7,047,479PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$335,240CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$402,317CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$394,428CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$400,827CurrentTaxYearMinus1YearAmt
Current Tax Year$541,614CurrentTaxYearAmt
Total$2,074,426TotalAmt
FieldValueIRS element (for citing)
Total Support$9,318,392TotalSupportAmt
Gross Receipts Rltd Activities$464,524GrossReceiptsRltdActivitiesAmt
Public Support CY1700.75630PublicSupportCY170Pct
Public Support PY1700.78140PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,694,209BeginningYearBalanceAmt
Contributions$16,547ContributionsAmt
Investment Earnings Or Losses-$140,214InvestmentEarningsOrLossesAmt
Administrative Expenses$2,040AdministrativeExpensesAmt
End Year Balance$1,568,502EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,549,289BeginningYearBalanceAmt
Contributions$9,902ContributionsAmt
Investment Earnings Or Losses$167,018InvestmentEarningsOrLossesAmt
Administrative Expenses$32,000AdministrativeExpensesAmt
End Year Balance$1,694,209EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,365,000BeginningYearBalanceAmt
Contributions$171,435ContributionsAmt
Investment Earnings Or Losses$12,854InvestmentEarningsOrLossesAmt
End Year Balance$1,549,289EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Contributions$1,365,000ContributionsAmt
End Year Balance$1,365,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.97470PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.02530TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDue to affiliateDesc
Amt$68,405Amt
FieldValueIRS element (for citing)
Total Liability$68,405TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt-$1,253,518TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$3,111,646NetUnrealizedGainsInvstAmt
Revenue Not Reported-$3,111,646RevenueNotReportedAmt
Revenue Subtotal$1,858,128RevenueSubtotalAmt
Investment Expenses Not Incld$140,786InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$140,786RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,998,914TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,425,919TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,425,919ExpensesSubtotalAmt
Investment Expenses Not Incld2$140,786InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$140,786ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,566,705TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part IV, Line 2b:Funds are held for the Harris County Courthouse Restoration Project.
Part V, Line 4:The Kay Sim Endowment for Equal Access to Justice in Houston provides future annual funding for pro bono legal services through Houston Volunteer Lawyers.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Harvest C.Event1Nm
Gross Receipts Event1$954,189GrossReceiptsEvent1Amt
Charitable Contri Event1$783,689CharitableContriEvent1Amt
Gross Revenue Event1$170,500GrossRevenueEvent1Amt
Rent Facility Costs Event1$154,478RentFacilityCostsEvent1Amt
Event2Fun RunEvent2Nm
Gross Receipts Event2$105,712GrossReceiptsEvent2Amt
Charitable Contri Event2$90,712CharitableContriEvent2Amt
Gross Revenue Event2$15,000GrossRevenueEvent2Amt
Non Cash Prizes Event2$1,734NonCashPrizesEvent2Amt
Food And Beverage Event2$678FoodAndBeverageEvent2Amt
Entertainment Event2$2,853EntertainmentEvent2Amt
Other Direct Expenses Event2$7,780OtherDirectExpensesEvent2Amt
Other Events Total3OtherEventsTotalCnt
Gross Receipts Other Events$174,226GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$153,826CharitableContriOtherEventsAmt
Gross Revenue Other Events$20,400GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$6,111NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$15,111RentFcltyCostsOtherEventsAmt
Entertainment Other Events$9,912EntertainmentOtherEventsAmt
Gross Receipts Total$1,234,127GrossReceiptsTotalAmt
Charitable Contributions Tot$1,028,227CharitableContributionsTotAmt
Gross Revenue Total Events$205,900GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$7,845NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$169,589RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$678FoodAndBeverageTotalEventsAmt
Entertainment Total Events$12,765EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$7,780OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$198,657DirectExpenseSummaryEventsAmt
Net Income Summary$7,243NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
Houston Volunteer Lawyers Program
1111 Bagby St FLB 300HoustonTX77002760090652501(c)(3)$1,100,000$0Pro bono legal services
Houston Volunteer Lawyers Program
1111 Bagby St FLB 300HoustonTX77002760090652501(c)(3)$25,820$0Veterans legal aid program
Center for Pursuit
9310 Kirby Dr Ste 900HoustonTX77054741272417501(c)(3)$73,239$0Program support
Houston Habitat for Humanity
3750 N McCartyHoustonTX77029760207084501(c)(3)$50,788$0General support
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationThe HBF Board of Directors approves all grants. Grants to Houston Volunteer Lawyers Program (HVL) are documented in a formal grant agreement, and HVL reports regularly to the HBF about the use of the HBF grant funds. The close relationship between the HBF and HVL further serves to monitor the use of grant funds.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMindy DavidsonPersonNm
TitleExecutive DirectorTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$208,080CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$8,670BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$10,837DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$9,723NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$237,310TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 3FormAndLineReferenceDesc
ExplanationThe Personnel Committee of the Houston Bar Association Board of Directors annually reviews the performance and compensation of the Executive Director. It documents its decisions based on appropriate data surrounding the Executive Director's training, expertise, scope of duties, and time to be expended.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 6The membership of the Houston Bar Foundation shall consist of all the members in good standing of the Houston Bar Association.
Form 990, Part VI, Section A, line 7aThe Houston Bar Association Board of Directors appoints the Board of Directors of the Houston Bar Foundation.
Form 990, Part VI, Section B, line 11bThe Controller and Executive Director review the return for accuracy and completeness before sending it to the Board of Directors for review before the Chair signs the return.
Form 990, Part VI, Section B, line 12cThe Conflict of Interest Policy sets forth the process to monitor and enforce compliance. Board members sign an annual acknowledgment of the Conflict of Interest Policy as soon as practicable following each bar year's meeting.
Form 990, Part VI, Section C, line 19The organization's Forms 990 are available to the public on guidestar.org. The organization's governing documents, Conflict of Interest Policy, and financial statements may be made available to the public upon request.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
Houston Bar Association
1111 Bagby St FLB 200HoustonTX77002740692895Furtherance of the legal professionTX501(c)(6)0
Houston Volunteer Lawyers Program
1111 Bagby St FLB 300HoustonTX77002760090652Free legal services for low income individualsTX501(c)(3)0Line 7Houston Bar Association
Houston Lawyer Referral Service
1111 Bagby St FLB 200HoustonTX77002741872485Refer general public to lawyersTX501(c)(6)0Houston Bar Association
HBA Alternative Dispute Resolution
49 San Jacinto St Ste 220HoustonTX77002742107776Free dispute resolution services to Harris County ResidentsTX501(c)(3)0Line 10Houston Bar Association
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Houston Bar AssociationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypePTransactionTypeTxt
Involved$79,118InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt