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HOUSTON BAR FOUNDATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
HOUSTON BAR FOUNDATION (EIN 76-0029594)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-07-06
IRS object ID
202021889349300202
Schema version
2018v3.1
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)
Return2020-07-06T03:36:53-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN461379281PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRIERSON SOLA SIMONTON & KUTAC PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1801 TRAVIS SUITE 1900AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77002ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

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)
PersonSUSAN L BICKLEYPersonNm
Person TitleCHAIRPersonTitleTxt
Phone7137591133PhoneNum
Signature2020-06-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFrank H Simonton IIIPreparerPersonNm
PTINP01342153PTIN
Phone7136589755PhoneNum
Preparation2020-06-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address216.215.122.122IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-06-16IPDt
IP Tm12:29:50IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id89C75DD868BA5B4C2AFF84CE791B3BCBFB91489EAtSubmissionCreationDeviceId
At Submission Filing Device Id73DFADA4A8C52EAA0B593B450E964CF012F85AD2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMindy DavidsonPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11111 Bagby FLB 200AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77002ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,008,612GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.hba.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1982FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionCharitable arm of the Houston Bar AssociationActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,417,882PYContributionsGrantsAmt
CY Contributions Grants$1,787,859CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$464,524CYProgramServiceRevenueAmt
PY Investment Income$470,825PYInvestmentIncomeAmt
CY Investment Income$527,402CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$55,651CYOtherRevenueAmt
PY Total Revenue$1,888,707PYTotalRevenueAmt
CY Total Revenue$2,835,436CYTotalRevenueAmt
PY Grants And Similar Paid$1,264,663PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,127,560CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$248,634CYTotalFundraisingExpenseAmt
PY Other Expenses$141,691PYOtherExpensesAmt
CY Other Expenses$824,361CYOtherExpensesAmt
PY Total Expenses$1,406,354PYTotalExpensesAmt
CY Total Expenses$1,951,921CYTotalExpensesAmt
PY Revenues Less Expenses$482,353PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$883,515CYRevenuesLessExpensesAmt
Total Assets BOY$14,911,104TotalAssetsBOYAmt
Total Assets EOY$16,270,683TotalAssetsEOYAmt
Total Liabilities BOY$652,322TotalLiabilitiesBOYAmt
Total Liabilities EOY$777,322TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$14,258,782NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$15,493,361NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionCharitable arm of the Houston Bar Association funding pro-bono legal services and similar activities.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$871,250ExpenseAmt
Grant$871,250GrantAmt
DescHouston Volunteer Lawyers - The mission of the Houston Volunteer Lawyers is to provide free civil legal services to low income people in Harris County and to promote volunteerism among lawyers.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$368,137ExpenseAmt
Grant$207,369GrantAmt
Revenue$160,769RevenueAmt
DescThe Veterans Legal Initiative was created by the Houston Bar Association, Houston Bar Foundation and Houston Volunteer Lawyers to provide free legal advice and representation to eligible low-income U.S. veterans and spouses of deceased veterans in 18 Texas counties.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$96,680ExpenseAmt
Revenue$97,656RevenueAmt
DescThe John J. Eikenburg Law Week Fun Run promotes healthy physical activity among the attorneys and encourages community service, while providing a way to generate funds to donate and support The Center for Pursuit, a 501(c)(3) organization that serves adults with developmental disabilities. The Center for Pursuit provides opportunities which promote individual choice, personal growth, and community involvement so that the individuals may achieve their maximum potential. Two locations within Texas require the support of 266 employees and more than 250 volunteers to respond to the needs of the people The Center serves.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)

ExpenseExpenseAmtGrantGrantAmtRevenueRevenueAmtDescDesc
$225,611$29,397$261,750
$12,000$12,000The Houston Bar Association's Juvenile Justice Mock Trial Program is now in its 42th year of teaching young teens about law and the legal system. As part of social studies, history, or government classes, students at over 40 participating schools in the Houston area work with the law students and HBA staff to learn about the procedures involved in a courtroom trial. Over a five-week period, the students develop their own case story and assume the roles of judge, jurors, attorneys, defendants, plaintiffs, and witnesses. At the end of the unit, the classes travel to the Harris County courthouse complex where they act out their mock trial in an actual courtroom. The program focuses on eighth grade students, but has worked with special classes of fourth, fifth, and sixth graders, including classes for hearing-impaired students. The program has reached more than 37,000 students in the Houston area, encouraging respect for the judicial system and discouraging entry into the system in a negative way.
$7,543$7,543Small projects including a donation to HAWC, Clothing Drive, Lawyers Against Waste, the Hay Center, The Harris county Scholarship Fund and the Law Day Essay/Poster Contest.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$245,154TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$48,940TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$261,750TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$1,581,221TotalProgramServiceExpensesAmt
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
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
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 IndividualsYes (1)GrantsToIndividualsInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
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
Form8899 Filedind0Form8899Filedind
Form1098 C Filed0Form1098CFiledInd
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 Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
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 Policy0DocumentRetentionPolicyInd
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 (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Travis Torrence
Chair3.00Yes (X)Yes (X)$0$0$0
Charles A Casey
Vice Chair0.50Yes (X)Yes (X)$0$0$0
Tom Godbold
Treasurer2.00Yes (X)Yes (X)$0$0$0
Barrett Reasoner
Immediate Past Chair0.50Yes (X)Yes (X)$0$0$0
Susan L Bickley
2018-2020 Director1.50Yes (X)$0$0$0
Neil Kelly
2018-2020 Director0.50Yes (X)$0$0$0
Jason Ryan
2018-2020 Director0.50Yes (X)$0$0$0
Denise Scofield
2018-2020 Director0.50Yes (X)$0$0$0
Richard Mithoff
2019-2021 Director0.50Yes (X)$0$0$0
Greg Heath
2019-2021 Director2.00Yes (X)$0$0$0
Jim Hart
2019-2021 Director0.50Yes (X)$0$0$0
Polly Fohn
2019-2021 Director1.50Yes (X)$0$0$0
Benny Agosto Jr
Ex Officio-HBA president0.00Yes (X)$0$0$05.00
Kay Sim
Ex Officio-HBA Executive Director0.00Yes (X)$0$250,500$41,79940.00
Tara Shockley
Communications Director0.00$0$111,808$13,18440.00Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$362,308TotReportableCompRltdOrgAmt
Total Other Compensation$54,983TotalOtherCompensationAmt
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$812,298FundraisingAmt
All Other Contributions$975,561AllOtherContributionsAmt
Total Contributions$1,787,859TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescProgramsDesc
Business561499BusinessCd
Total Revenue Column$464,524TotalRevenueColumnAmt
Related Or Exempt Func Income$464,524RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$464,524TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$402,317TotalRevenueColumnAmt
Exclusion$402,317ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$125,085SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$125,085SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$125,085TotalRevenueColumnAmt
Exclusion$125,085ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$173,176FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$639,122ContriRptFundraisingEventAmt
Fundraising Direct Expenses$173,176FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescPROJECTSDesc
Business561499BusinessCd
Total Revenue Column$55,651TotalRevenueColumnAmt
Related Or Exempt Func Income$55,651RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$55,651OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,835,436TotalRevenueColumnAmt
Related Or Exempt Func Income$520,175RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$527,402ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,098,163TotalAmt
Program Services$1,098,163ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$29,397TotalAmt
Program Services$29,397ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$71,254TotalAmt
Management And General$71,254ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$26,517TotalAmt
Management And General$26,517ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,767TotalAmt
Management And General$1,767ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$95,007TotalAmt
Management And General$20,000ManagementAndGeneralAmt
Fundraising$75,007FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
Direct program costs$373,223$373,223
Fundraising costs$173,627$173,627
Projects$80,438$80,438
Newsletter$2,168$2,168

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$360TotalAmt
Management And General$360ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,951,921TotalAmt
Program Services$1,581,221ProgramServicesAmt
Management And General$122,066ManagementAndGeneralAmt
Fundraising$248,634FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$918,934BOYAmt
EOY$1,021,885EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$421,623BOYAmt
EOY$692,373EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$120BOYAmt
EOY$2,269EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$13,491,906BOYAmt
EOY$14,288,877EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$78,521BOYAmt
EOY$265,279EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$14,911,104BOYAmt
EOY$16,270,683EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$82,627BOYAmt
EOY$120,435EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$217,500BOYAmt
EOY$153,250EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$349,500BOYAmt
EOY$501,492EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$2,695BOYAmt
EOY$2,145EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$652,322BOYAmt
EOY$777,322EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$14,258,782BOYAmt
EOY$15,493,361EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,258,782BOYAmt
EOY$15,493,361EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,911,104BOYAmt
EOY$16,270,683EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$883,515ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$351,064NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
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$1,127,967CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,235,480CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,245,258CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,417,882CurrentTaxYearMinus1YearAmt
Current Tax Year$1,787,859CurrentTaxYearAmt
Total$6,814,446TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,127,967CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,235,480CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,245,258CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,417,882CurrentTaxYearMinus1YearAmt
Current Tax Year$1,787,859CurrentTaxYearAmt
Total$6,814,446TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$6,814,446PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$324,588CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years-$23,531CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$413,261CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$470,825CurrentTaxYearMinus1YearAmt
Current Tax Year$402,317CurrentTaxYearAmt
Total$1,587,460TotalAmt
FieldValueIRS element (for citing)
Total Support$8,401,906TotalSupportAmt
Public Support CY1700.81110PublicSupportCY170Pct
Public Support PY1700.73670PublicSupportPY170Pct
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
Beginning Balance$2,695BeginningBalanceAmt
Distributions During Year-$550DistributionsDuringYearAmt
Ending Balance$2,145EndingBalanceAmt
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$3,108,902TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$351,063NetUnrealizedGainsInvstAmt
Revenue Not Reported$351,063RevenueNotReportedAmt
Revenue Subtotal$2,757,839RevenueSubtotalAmt
Investment Expenses Not Incld$77,145InvestmentExpensesNotIncldAmt
Other Revenues Not Included$452OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$77,597RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,835,436TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,874,321TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,874,321ExpensesSubtotalAmt
Investment Expenses Not Incld2$77,145InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$455OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$77,600ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,951,921TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part IV, Line 2b:The Houston Bar Association collects and pays over donations for the Harris County Courthouse Restoration Project.
Part XI, Line 4b - Other Adjustments:FUNDRAISING EXPENSES 452.
Part XII, Line 4b - Other Adjustments:Kay Sim Endowment 455.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Harvest CelebrationEvent1Nm
Gross Receipts Event1$812,298GrossReceiptsEvent1Amt
Charitable Contri Event1$639,122CharitableContriEvent1Amt
Gross Revenue Event1$173,176GrossRevenueEvent1Amt
Rent Facility Costs Event1$173,176RentFacilityCostsEvent1Amt
Gross Receipts Total$812,298GrossReceiptsTotalAmt
Charitable Contributions Tot$639,122CharitableContributionsTotAmt
Gross Revenue Total Events$173,176GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$173,176RentFcltyCostsTotalEventsAmt
Direct Expense Summary Events$173,176DirectExpenseSummaryEventsAmt
Net Income Summary$0NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Houston Volunteer Lawyers Program
1111 Bagby FLB 200HoustonTX77002760090652501(c)(3)$871,250This grant provides pro bono legal assistance in civil matters to Harris County citizens who would otherwise have no access to the legal system.
HVLP Veterans Fund
1111 Bagby FLB 200HoustonTX77002760090652501(c)(3)$207,369This grant helps build affordable housing for those who could not afford it.
Houston Bar Association Auxiliary Charitable Fund Inc
1111 Bagby FLB 200HoustonTX77002760023477501(c)(3)$1,094This grant helps to educate young adults about their new rights, priviledges and responsibilities as adults.
Harris County
1201 Franklin 7th FlrHoustonTX77002760454514Govenment Agency$5,000The Scholarship Program provides continuing education in Harris County. It provides a yearly two day educational program for all Harris County Clerks and Court Coordinators.
Harris Star Family Drug Court (Harris County)
1201 Franklin 7th FlrHoustonTX77002760454514Govenment Agency$12,000To promote more effective judicial and public intervention based on changed perceptions of addiction.
Children's Court Services of Houston Area Women's Center
1010 Waugh DrHoustonTX77019742029166501(c)(3)$1,000To provide education, support and witness preparation to children who are victims/witnesses to physical or sexual abuse, domestic violence and other crimes.

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtCash GrantCashGrantAmt
Juvenile Justice Mock Trial Program works throughout Houston at participating schools, teaching students about and encouraging respect for the judicial system.$3,900
Law Day Essay/Poster Contest provides an opportunity for school children to compete for prizes by writing essays, photography, or making posters that relate to Law Day. Awards are given to both winners and teachers of the first place winners. Solicitations are made to 26 school districts and private schools in Harris County

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
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 (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Kay Sim
Ex Officio-HBA Executive Director$0$250,500$0$0$0$0$0$0$0$41,799$0$292,299$0$0
Tara Shockley
Communications Director$0$111,808$0$0$0$0$0$0$0$13,184$0$124,992$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Lines 4a-bFormAndLineReferenceDesc
ExplanationKay Sim, Executive DirectorExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11bThe Finance Director and Executive Director review the return for completeness and accuracy before sending to the Board of Directors to review prior to the document being signed by the Chair.
Form 990, Part VI, Section B, line 12cBoard members sign an annual acknowledgment of the Conflict of Interest Policy as soon as practicable following the beginning of each fiscal year.
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 SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
Houston Bar Association
1111 Bagby FLB 200HoustonTX77002740692895Membership AssociationTX501(c)(6)170(b)(1)(A)(vi)Houston Bar Association0
Houston Volunteer Lawyers Program
1111 Bagby FLB 300HoustonTX77002760090652Free legal services for poorTX501(c)(3)170(b)(1)(A)(vi)Houston Bar Association0
Houston Lawyer Referral Service
1111 Bagby FLB 200HoustonTX77002741872485Refer general public to lawyersTX501(c)(6)Houston Bar Association0
Alternative Dispute Resolution Center Inc
49 San Jacinto Suite 220HoustonTX77002742107776Conflict resolution for the poorTX501(c)(3)170(b)(1)(A)(vi)Houston Bar Association0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
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 Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Houston Bar Association
P$95,000Cash
Houston Bar Association
C$70,000Cash