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HOUSTON BAR FOUNDATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
HOUSTON BAR FOUNDATION (EIN 76-0029594)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-04-28
IRS object ID
202221189349300312
Schema version
2020v4.2
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)
Return2022-04-28T08:20:17-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

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 Begin2020-07-01TaxPeriodBeginDt

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)
PersonChristian GarzaPersonNm
Person TitleChairPersonTitleTxt
Phone7137591133PhoneNum
Signature2022-04-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstChristianPersonFirstNm
Person LastGarzaPersonLastNm
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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerChristian GarzaPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11111 Bagby FLB 200AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77002ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,350,032GrossReceiptsAmt
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 Employee1TotalEmployeeCnt
Total Volunteers16TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,524,422PYContributionsGrantsAmt
CY Contributions Grants$1,314,400CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,320,102PYInvestmentIncomeAmt
CY Investment Income$690,513CYInvestmentIncomeAmt
PY Other Revenue-$101,102PYOtherRevenueAmt
CY Other Revenue$19,688CYOtherRevenueAmt
PY Total Revenue$3,743,422PYTotalRevenueAmt
CY Total Revenue$2,024,601CYTotalRevenueAmt
PY Grants And Similar Paid$1,285,965PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,537,477CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$72,907PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$20,000CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$22,894CYTotalFundraisingExpenseAmt
PY Other Expenses$180,689PYOtherExpensesAmt
CY Other Expenses$177,613CYOtherExpensesAmt
PY Total Expenses$1,539,561PYTotalExpensesAmt
CY Total Expenses$1,735,090CYTotalExpensesAmt
PY Revenues Less Expenses$2,203,861PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$289,511CYRevenuesLessExpensesAmt
Total Assets BOY$17,156,241TotalAssetsBOYAmt
Total Assets EOY$21,838,526TotalAssetsEOYAmt
Total Liabilities BOY$162,843TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,148,400TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$16,993,398NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$20,690,126NetAssetsOrFundBalancesEOYAmt
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$1,560,795ExpenseAmt
Grant$1,537,477GrantAmt
DescThe primary beneficiary of the Houston Bar Foundation is Houston Volunteer Lawyers, which is 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$1,560,795TotalProgramServiceExpensesAmt
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
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
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 Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
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
Other WebsiteYes (X)OtherWebsiteInd
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 (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Polly Fohn
Chair3.000.00Yes (X)Yes (X)$0$0$0
Jim Hart
Vice Chair0.500.00Yes (X)Yes (X)$0$0$0
Greg Heath
Treasurer2.000.00Yes (X)Yes (X)$0$0$0
Susan Bickley
Immediate Past Chair2.000.00Yes (X)Yes (X)$0$0$0
Anna Archer
Director0.500.00Yes (X)$0$0$0
Christian Garza
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
Daniella Landers
Director0.505.00Yes (X)$0$0$0
Richard Mithoff
Director0.500.00Yes (X)$0$0$0
Alyssa Schindler
Director0.500.00Yes (X)$0$0$0
Denise Scofield
Director0.500.00Yes (X)$0$0$0
Quentin Smith
Director0.500.00Yes (X)$0$0$0
Travis Torrence
Director0.500.00Yes (X)$0$0$0
Travis Wofford
Director0.500.00Yes (X)$0$0$0
Krisina Zuniga
Director0.500.00Yes (X)$0$0$0
Mindy Davidson
Executive Director1.0040.00Yes (X)$0$210,500$13,663
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$210,500TotReportableCompRltdOrgAmt
Total Other Compensation$13,663TotalOtherCompensationAmt
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$968,579FundraisingAmt
Related Organizations$47,620RelatedOrganizationsAmt
All Other Contributions$298,201AllOtherContributionsAmt
Total Contributions$1,314,400TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$400,827TotalRevenueColumnAmt
Exclusion$400,827ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,575,740SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,286,054SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$289,686SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$289,686TotalRevenueColumnAmt
Exclusion$289,686ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$59,065FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$968,579ContriRptFundraisingEventAmt
Fundraising Direct Expenses$39,377FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,688TotalRevenueColumnAmt
Exclusion$19,688ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,024,601TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$710,201ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,534,177TotalAmt
Program Services$1,534,177ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$3,300TotalAmt
Program Services$3,300ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$18,470TotalAmt
Management And General$18,470ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,530TotalAmt
Management And General$1,530ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$16,775TotalAmt
Management And General$16,775ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$112,346TotalAmt
Management And General$112,346ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$900TotalAmt
Fundraising$900FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$22,240TotalAmt
Program Services$11,606ProgramServicesAmt
Fundraising$10,634FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$16,241TotalAmt
Program Services$11,712ProgramServicesAmt
Management And General$2,280ManagementAndGeneralAmt
Fundraising$2,249FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$389TotalAmt
Fundraising$389FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$8,722TotalAmt
Fundraising$8,722FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,735,090TotalAmt
Program Services$1,560,795ProgramServicesAmt
Management And General$151,401ManagementAndGeneralAmt
Fundraising$22,894FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$30,178BOYAmt
EOY$291,339EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$188,966BOYAmt
EOY$583,188EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,237,978BOYAmt
EOY$744,644EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,000BOYAmt
EOY$5,259EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$15,698,119BOYAmt
EOY$20,214,096EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$17,156,241BOYAmt
EOY$21,838,526EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,519BOYAmt
EOY$7,179EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$82,643BOYAmt
EOY$492,633EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$2,145BOYAmt
EOY$3,177EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$76,536BOYAmt
EOY$95,411EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$162,843BOYAmt
EOY$1,148,400EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$15,065,578BOYAmt
EOY$18,707,208EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,927,820BOYAmt
EOY$1,982,918EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$16,993,398BOYAmt
EOY$20,690,126EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$17,156,241BOYAmt
EOY$21,838,526EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$289,511ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,565,637NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$158,420OtherChangesInNetAssetsAmt
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$1,245,258CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,417,882CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,787,859CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,524,422CurrentTaxYearMinus1YearAmt
Current Tax Year$1,314,400CurrentTaxYearAmt
Total$7,289,821TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,245,258CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,417,882CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,787,859CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,524,422CurrentTaxYearMinus1YearAmt
Current Tax Year$1,314,400CurrentTaxYearAmt
Total$7,289,821TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$172,151SubstantialContributorsTotAmt
Public Support Total170$7,117,670PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$286,373CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$335,240CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$402,317CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$394,428CurrentTaxYearMinus1YearAmt
Current Tax Year$400,827CurrentTaxYearAmt
Total$1,819,185TotalAmt
FieldValueIRS element (for citing)
Total Support$9,109,006TotalSupportAmt
Gross Receipts Rltd Activities$464,524GrossReceiptsRltdActivitiesAmt
Public Support CY1700.78140PublicSupportCY170Pct
Public Support PY1700.79240PublicSupportPY170Pct
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$1,549,289BeginningYearBalanceAmt
Contributions$9,902ContributionsAmt
Investment Earnings Or Losses$167,018InvestmentEarningsOrLossesAmt
Administrative Expenses$32,000AdministrativeExpensesAmt
End Year Balance$1,694,209EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Contributions$1,365,000ContributionsAmt
End Year Balance$1,365,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.89383PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.10617TermEndowmentBalanceEOYPct
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$95,411Amt
FieldValueIRS element (for citing)
Total Liability$95,411TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$5,318,230TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$3,565,637NetUnrealizedGainsInvstAmt
Other Revenue-$158,420OtherRevenueAmt
Revenue Not Reported$3,407,217RevenueNotReportedAmt
Revenue Subtotal$1,911,013RevenueSubtotalAmt
Investment Expenses Not Incld$113,588InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$113,588RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,024,601TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,621,502TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,621,502ExpensesSubtotalAmt
Investment Expenses Not Incld2$113,588InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$113,588ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,735,090TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 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.
Part XI, Line 2d - Other Adjustments:Loss on valuation of contributions receivable -158,420.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Harvest C.Event1Nm
Gross Receipts Event1$810,720GrossReceiptsEvent1Amt
Charitable Contri Event1$810,720CharitableContriEvent1Amt
Event2Fun RunEvent2Nm
Gross Receipts Event2$80,930GrossReceiptsEvent2Amt
Charitable Contri Event2$58,915CharitableContriEvent2Amt
Gross Revenue Event2$22,015GrossRevenueEvent2Amt
Non Cash Prizes Event2$2,864NonCashPrizesEvent2Amt
Other Direct Expenses Event2$2,074OtherDirectExpensesEvent2Amt
Other Events Total3OtherEventsTotalCnt
Gross Receipts Other Events$135,994GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$98,944CharitableContriOtherEventsAmt
Gross Revenue Other Events$37,050GrossRevenueOtherEventsAmt
Cash Prizes Other Events$150CashPrizesOtherEventsAmt
Non Cash Prizes Other Events$595NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$15,792RentFcltyCostsOtherEventsAmt
Oth Direct Expnss Other Events$17,902OthDirectExpnssOtherEventsAmt
Gross Receipts Total$1,027,644GrossReceiptsTotalAmt
Charitable Contributions Tot$968,579CharitableContributionsTotAmt
Gross Revenue Total Events$59,065GrossRevenueTotalEventsAmt
Cash Prizes Total Events$150CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$3,459NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$15,792RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$19,976OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$39,377DirectExpenseSummaryEventsAmt
Net Income Summary$19,688NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Center For Urban Transformation
4300 Lyons Ave Ste 300HoustonTX77020842355032501(c)(3)$10,000General Support
Houston Food Bank
535 Portwall StreetHoustonTX77029742181456501(c)(3)$10,000Program Support
Houston Volunteer Lawyers Program
1111 Bagby St FLB 300HoustonTX77002760090652501(c)(3)$1,250,000Pro Bono Legal Services
Houston Volunteer Lawyers Program
1111 Bagby St FLB 300HoustonTX77002760090652501(c)(3)$180,096Veterans Legal Aid Program
The Center for Pursuit
9310 Kirby Dr Ste 900HoustonTX77054741272417501(c)(3)$73,645Program Support
FieldValueIRS element (for citing)
Total501c3 Org5Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

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$210,500CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$7,363DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$6,300NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$224,163TotalCompensationRltdOrgsAmt
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 Houston Bar Association Board of Directors approves the compensation for the Executive Director.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part V, Line 2b:Houston Bar Foundation reimburses Houston Bar Association for employee and related expenses to share costs related to administrative services provided by HBA employees. Houston Bar Association files Forms W-2 for these employees.
Form 990, Part VI, Section A, line 7aThe 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 7bThe Houston Bar Association Board of Directors appoints the Board of Directors of Houston Bar Foundation.
Form 990, Part VI, Section B, line 11bThe Controller and the 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 beginning.
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.
Form 990, Part XI, line 9:Loss on valuation of contribution receivable -158,420.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
Houston Bar Association
1111 Bagby St FLB 200HoustonTX77002740692895Furtherance of the Legal ProfessionTX501(c)(6)N/AN/A0
Houston Volunteer Lawyers Program
1111 Bagby St FLB 300HoustonTX77002760090652Free legal services for low inc indivTX501(c)(3)Line 70Houston Bar Association
Houston Lawyer Referral Service
1111 Bagby St FLB 200HoustonTX77002741872485Refer gerneral public to lawyersTX501(c)(6)N/A0Houston Bar Association
HBA Alternative Dispute Resolution
49 San Jacinto St Suite 220HoustonTX77002742107776Free dispute resolution services to Harris County residentsTX501(c)(3)Line 100Houston 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$95,411InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt