HOUSTON BAR FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HOUSTON BAR FOUNDATION (EIN 76-0029594)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-12
- IRS object ID
- 201641339349305259
- Schema version
- 2014v6.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T16:00:14-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760260164 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Buffington & Company P C | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14811 Saint Marys Lane Suite 180 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770792947 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760029594 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Houston Bar Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOUS | BusinessNameControlTxt |
| Phone | 7137591133 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 Bagby FLB 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kay Sim | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 7137591133 | PhoneNum |
| Signature | 2016-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Judith Kay Jage | PreparerPersonNm |
| PTIN | P01283658 | PTIN |
| Phone | 2819205455 | PhoneNum |
| Preparation | 2016-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Kay Sim | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 Bagby FLB 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,726,155 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.hba.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | Charitable - Furtherance of Justice | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,077,696 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,127,967 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $996,785 | PYInvestmentIncomeAmt |
| CY Investment Income | $324,588 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,074,481 | PYTotalRevenueAmt |
| CY Total Revenue | $1,452,555 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,084,935 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,090,538 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $105,648 | PYOtherExpensesAmt |
| CY Other Expenses | $101,801 | CYOtherExpensesAmt |
| PY Total Expenses | $1,190,583 | PYTotalExpensesAmt |
| CY Total Expenses | $1,192,339 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $883,898 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $260,216 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,468,860 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,700,584 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $703,535 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $701,800 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,765,325 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,998,784 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Charitable - Furtherance of Justice through education and assistance. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $897,196 | ExpenseAmt |
| Grant | $897,196 | GrantAmt |
| Desc | Houston Volunteer Lawyers Program - The Houston Bar Association established the Houston Volunteer Lawyers Program in 1981 to provide pro bono legal services in civil matters to low-income Houstonians who are the "working poor." They may have low-paying jobs, but do not qualify for federally-funded legal aid programs and in reality cannot afford even basic legal services. Seven years ago, the HBA established a new Equal Access to Justice Champions Program with the goal of increasing the number of pro bono cases handled by the Houston Volunteer Lawyers Program (HVLP) by at least 25%. To date 102 law firms, corporate legal departments and individuals have become "Equal Access Champions" by renewing commitment forms to handle a certain number of cases each year, for the next five years. HVLP has been able to more than double its representation in pro bono cases. In 2014, HVLP provided in-person, one-on-one legal advice to 4,000 applicants at no charge. The organization referred 1,278 cases to pro bono attorneys for long-term representation and assisted 7,100 pro se litigants at the Harris County Family Courthouse Booth. HVLP also screens applicants for eligiblity, conducts initial interviews, provides counsel and advice, trains volunteers, provides mentoring services and monitors the status of cases. HVLP accepts and refers to volunteers in the areas of family law, property law, consumer law, tort law that is not fee generating, probate law and IRS tax controversies and US Tax Court representation.The HBA's HVLP continues its outreach to the Chinese and Vietnamese communities through legal clinics. The Consumer Law Task Force continues to provide advice and counsel and pro bono legal representation to families facing foreclosure, bankruptcy, credit problems and other consumer issues in tough economic times. Other special projects include the AIDS Unit, the Low Income Taxpayer Clinic, the Disability and Elder Law Unit, and the Verterans Legal Initiative. During this year, an additional $104,000 grant was given to HVLP for Free Legal Advice Clinic for Veterans and spouses of deceased Veterans at the Michael DeBakey VA Hospital in Houston's medical center. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $70,000 | ExpenseAmt |
| Grant | $70,000 | GrantAmt |
| Desc | Donation to Habitat for Humanity for community outreach. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $76,058 | ExpenseAmt |
| Grant | $76,058 | GrantAmt |
| Desc | The 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, a 501(c)(3) organization that serves adults with developmental disabilities. The Center 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)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $9,613 | $9,613 | "Now You Are 18" - The Texas Lawyers' Auxiliary published this educational booklet each year. The Houston Bar Auxiliary receives funds yearly to purchase and distribute the booklets. The books are updated and books are purchased and distributed each school year. |
| $12,000 | $12,000 | The Houston Bar Association's Juvenile Justice Mock Trial Program is now in its 39th 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. |
| $25,671 | $25,671 | Small 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. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $47,284 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $47,284 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $1,090,538 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kay Sim | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7137591133 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 Bagby FLB 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| John Eddie Williams Jr | |||||||
| Chair 2014-Past Chari 2015 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Tom Godbold | |||||||
| Treasurer 2015; Director 2014-2016 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Jeffrey Kaplan | |||||||
| Vice Chair 2015 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| William R Buck | |||||||
| Chair 2015,Treasurer 2014 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Chris Popov | |||||||
| Vice Chair 2014; Director | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| M Carter Crow | |||||||
| Ex Offico- HBA Pres. | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Kay Sim | |||||||
| HBA Secretary -Ex Officio | 1.00 | Yes (X) | Yes (X) | $0 | $234,735 | $55,135 | 40.00 |
| John Eddie Williams Jr | |||||||
| Chair 2014, Director 2012-2014 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Chris Popov | |||||||
| Director 2012-2014 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Christopher Arntzen | |||||||
| Director 2013-2015 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Timothy S McConn | |||||||
| Director 2014-2016 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| William R Buck | |||||||
| Director 2013-2015 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Denise Scofield | |||||||
| Chair Elect. Director 2013-2015 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| David Brinley | |||||||
| Director 2013-2015 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Laura Gibson | |||||||
| HBA President 2015 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Michael Donaldson | |||||||
| Director 2015-2017 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Veronica H Foley | |||||||
| Director 2015-2017 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Travis Sales | |||||||
| Director 2015-2017 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Craig Glidden | |||||||
| 2014-2016 Director | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Glenn A Ballard Jr | |||||||
| Immediate Past Chair 2014 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $234,735 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $55,135 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $780,775 | FundraisingAmt |
| All Other Contributions | $347,192 | AllOtherContributionsAmt |
| Total Contributions | $1,127,967 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $311,278 | TotalRevenueColumnAmt |
| Exclusion | $311,278 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,310 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,310 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,310 | TotalRevenueColumnAmt |
| Exclusion | $13,310 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $273,600 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $780,775 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $273,600 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,452,555 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $324,588 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,069,328 | TotalAmt |
| Program Services | $1,069,328 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,210 | TotalAmt |
| Program Services | $21,210 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,971 | TotalAmt |
| Management And General | $60,971 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,944 | TotalAmt |
| Management And General | $8,944 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,879 | TotalAmt |
| Management And General | $28,879 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,500 | TotalAmt |
| Management And General | $2,500 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $507 | TotalAmt |
| Management And General | $507 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,192,339 | TotalAmt |
| Program Services | $1,090,538 | ProgramServicesAmt |
| Management And General | $101,801 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $488,160 | BOYAmt |
| EOY | $758,566 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $885,801 | BOYAmt |
| EOY | $645,579 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,042,592 | BOYAmt |
| EOY | $11,279,173 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,307 | BOYAmt |
| EOY | $17,266 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,468,860 | BOYAmt |
| EOY | $12,700,584 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,144 | BOYAmt |
| EOY | $16,262 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,731 | BOYAmt |
| EOY | $152,731 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $353,250 | BOYAmt |
| EOY | $531,500 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,410 | BOYAmt |
| EOY | $1,307 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $703,535 | BOYAmt |
| EOY | $701,800 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,765,325 | BOYAmt |
| EOY | $11,998,784 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,765,325 | BOYAmt |
| EOY | $11,998,784 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,468,860 | BOYAmt |
| EOY | $12,700,584 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $260,216 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$26,757 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $918,815 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,142,191 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,255,639 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,077,696 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,127,967 | CurrentTaxYearAmt |
| Total | $5,522,308 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $918,815 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,142,191 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,255,639 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,077,696 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,127,967 | CurrentTaxYearAmt |
| Total | $5,522,308 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $5,522,308 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $573,884 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $224,973 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $479,032 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $996,785 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $324,588 | CurrentTaxYearAmt |
| Total | $2,599,262 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,121,570 | TotalSupportAmt |
| Public Support CY170 | 0.68000 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69480 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Beginning Balance | $10,410 | BeginningBalanceAmt |
| Ending Balance | $10,410 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $1,699,399 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$26,756 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $273,600 | OtherRevenueAmt |
| Revenue Not Reported | $246,844 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,452,555 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,452,555 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,465,939 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $273,600 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $273,600 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,192,339 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,192,339 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: | The Houston Bar Association collects and pays over donations for the Harris County Courthouse Restoration Project. |
| Part XI, Line 2d - Other Adjustments: | Cost of Fund Raising Events 273,600. |
| Part XII, Line 2d - Other Adjustments: | Cost of Fund Raising Events 273,600. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Harvest Party | Event1Nm |
| Gross Receipts Event1 | $693,432 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $539,207 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $154,225 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $108,201 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $46,024 | OtherDirectExpensesEvent1Amt |
| Event2 | John J. Eikenburg Law Week Fun Run | Event2Nm |
| Gross Receipts Event2 | $106,184 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $78,954 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $27,230 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $3,720 | NonCashPrizesEvent2Amt |
| Other Direct Expenses Event2 | $23,510 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 11 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $254,759 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $162,614 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $92,145 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $92,145 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,054,375 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $780,775 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $273,600 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $3,720 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $108,201 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $161,679 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $273,600 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|
| Houston Volunteer Lawyers Program | |||||||||
| 712 Main 27th Floor | Houston | TX | 77002 | 760090652 | 501(c)(3) | $897,196 | This grant provides pro bono legal assistance in civil matters to Harris County citizens who would otherwise have no access to the legal system. | ||
| Habitat for Humanity | |||||||||
| 3750 N McCarty | Houston | TX | 77029 | 760207084 | 501(c)(3) | $70,000 | This grant helps build affordable housing for those who could not afford it. | ||
| The Center | |||||||||
| 3550 W Dallas St | Houston | TX | 77019 | 741272417 | 501(c)(3) | $76,058 | This grant helps provide for and educate adults with learning disabilities. | ||
| The HAY Center (Harris County Childrens Protective Services Fund) | |||||||||
| 1906 Cohran Street | Houston | TX | 77009 | 760203100 | 501(c)(3) | $8,948 | This grant is a partnering grant to help foster children become successful productive adults. It was used to purchase gifts for clients of the Hay Center. | Only cash value of items purchased new and given directly to clients valued | New purchases and donations of diapers, air mattresses, strollers, play yard |
| Houston Bar Association Auxiliary Charitable Fund Inc | |||||||||
| 1111 Bagby FLB 200 | Houston | TX | 77002 | 760023477 | 501(c)(3) | $9,613 | This grant helps to educate young adults about their new rights, priviledges and responsibilies as adults. | ||
| Harris County | |||||||||
| 1201 Franklin 7th Flr | Houston | TX | 77002 | 760454514 | Govenment Agency | $5,000 | The 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 Flr | Houston | TX | 77002 | 760454514 | Govenment Agency | To 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 Dr | Houston | TX | 77019 | 742029166 | 501(c)(3) | $1,000 | To provide education, support and witness preparation to children who are victims/witnesses to physical or sexual abuse, domestic violence and other crimes. | ||
| Houston Food Bank | |||||||||
| 535 Portwall St | Houston | TX | 77029 | 742181456 | 501(c)(3) | To provide food for the needy. | |||
| Houston Arboretum & Nature Center | |||||||||
| 4501 Woodway Drive | Houston | TX | 77024 | 741587880 | 501(c)(3) | To Plant Trees. | |||
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | Cash GrantCashGrantAmt |
|---|---|
| Juvenile Justice Mock Trial Program works thrugh Houston at participating schools, teaching students about and encouraging respect for the judicial system. | $12,000 |
| Law Day Essay/Poster Contest provides an opportunity for school children to complete 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 | $5,930 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kay Sim | PersonNm |
| Title | HBA Secretary -Ex Officio | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $234,735 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $5,000 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $50,135 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $289,870 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | The Executive Director reviews the return for completeness and accuracy before signing and filing. |
| Form 990, Part VI, Section C, line 19 | The organization makes the governing documents, conflict of interest policy and financial statements available to the public upon request. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Houston Bar Association | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 Bagby FLB 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 740692895 | EIN |
| Primary Activities | Furtherance of the Legal Profession | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(6) | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Houston Bar Association | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Houston Bar Association | ||
| P | $20,000 | Cash |
| Houston Bar Association | ||
| C | $70,000 | Cash |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The preparer was caring for her brother who was sick with cancer and subsequently died Novermber 30,2015. The first extension was due on November 15. That extension was filed correctly. However, when the due date control records were updated the return was inadvertantly updated past the extension date forward to the second extension date. This caused the accountant to omit filing the second extension. She asked that you do not penalize the taxpayer as they were not at fault. | ExplanationTxt |