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HOUSTON BAR FOUNDATION: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
HOUSTON BAR FOUNDATION (EIN 76-0029594)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-14
IRS object ID
201521349349305212
Schema version
2013v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-14T13:41:30-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760260164PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Buffington & Company P CBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line114811 Saint Marys Lane Suite 180AddressLine1
CityHoustonCity
StateTXState
ZIP Code770792947ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760029594EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Houston Bar FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlHOUSBusinessNameControlTxt
Phone7137591133PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11111 Bagby FLB 200AddressLine1
CityHoustonCity
StateTXState
ZIP Code77002ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKay SimPersonNm
Person TitleExecutive DirectorPersonTitleTxt
Phone7137591133PhoneNum
Signature2015-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJudith Kay JagePreparerPersonNm
PTINP01283658PTIN
Phone2819205455PhoneNum
Preparation2015-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKay SimPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11111 Bagby FLB 200AddressLine1
CityHoustonCity
StateTXState
ZIP Code77002ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$2,319,434GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.hba.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1982FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionCharitable - Furtherance of JusticeActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,255,639PYContributionsGrantsAmt
CY Contributions Grants$1,077,696CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$479,032PYInvestmentIncomeAmt
CY Investment Income$996,785CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,734,671PYTotalRevenueAmt
CY Total Revenue$2,074,481CYTotalRevenueAmt
PY Grants And Similar Paid$1,007,915PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,084,935CYGrantsAndSimilarPaidAmt
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$0CYTotalFundraisingExpenseAmt
PY Other Expenses$119,829PYOtherExpensesAmt
CY Other Expenses$105,648CYOtherExpensesAmt
PY Total Expenses$1,127,744PYTotalExpensesAmt
CY Total Expenses$1,190,583CYTotalExpensesAmt
PY Revenues Less Expenses$606,927PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$883,898CYRevenuesLessExpensesAmt
Total Assets BOY$11,016,625TotalAssetsBOYAmt
Total Assets EOY$12,468,860TotalAssetsEOYAmt
Total Liabilities BOY$472,115TotalLiabilitiesBOYAmt
Total Liabilities EOY$703,535TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$10,544,510NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$11,765,325NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionCharitable - Furtherance of Justice through education and assistance.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$908,059ExpenseAmt
Grant$908,059GrantAmt
DescHouston 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 92 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 2013, 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 $60,000 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.During the year ended June 30, 2014, a special grant was also given to the HVLP to relocate their offices.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$72,055ExpenseAmt
Grant$72,055GrantAmt
DescDonation to Habitat for Humanity for community outreach.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$63,074ExpenseAmt
Grant$63,074GrantAmt
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, 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)

ExpenseExpenseAmtGrantGrantAmtDescDesc
$8,400$8,400"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$12,000The Houston Bar Association's Juvenile Justice Mock Trial Program is now in its 38th 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.
$21,347$21,347Small 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$41,747TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$41,747TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$1,084,935TotalProgramServiceExpensesAmt
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 Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
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 Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
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 Line1Kay SimBusinessNameLine1
FieldValueIRS element (for citing)
Phone7137591133PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11111 Bagby FLB 200AddressLine1
CityHoustonCity
StateTXState
ZIP Code77002ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Robert J McAughan
Chair 2012-Past Chari 20130.00Yes (X)Yes (X)$0$0$0
Thomas M Roche
Treasurer 20120.00Yes (X)Yes (X)$0$0$0
Melanie Gray
Vice Chair 20120.00Yes (X)Yes (X)$0$0$0
Glen A Ballard Jr
Chair 2013, Director 2011-0.00Yes (X)Yes (X)$0$0$0
Gegory Ulmer
Vice Chair 2013; Director0.00Yes (X)Yes (X)$0$0$0
Craig Glidden
Treasurer 2013; Director 20.00Yes (X)Yes (X)$0$0$0
Brent Benoit
Ex Offico- HBA Pres.0.00Yes (X)Yes (X)$0$0$0
Kay Sim
HBA Secretary -Ex Officio1.00Yes (X)Yes (X)$0$245,574$55,342
John Eddie Williams Jr
Director 2012-20140.00Yes (X)$0$0$0
Chris Popov
Director 2012-20140.00Yes (X)$0$0$0
Christopher Arntzen
Director 2012-20140.00Yes (X)$0$0$0
William C Lowrey
Immediate Past Chair0.00Yes (X)Yes (X)$0$0$0
William R Buck
Director 2013-20150.00Yes (X)$0$0$0
Denise Scofield
Director 2013-20150.00Yes (X)$0$0$0
David Brinley
Director 2013-20150.00Yes (X)$0$0$0
David Chaumette
HBA President0.00Yes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$245,574TotReportableCompRltdOrgAmt
Total Other Compensation$55,342TotalOtherCompensationAmt
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$769,729FundraisingAmt
All Other Contributions$307,967AllOtherContributionsAmt
Total Contributions$1,077,696TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$263,878TotalRevenueColumnAmt
Exclusion$263,878ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$732,907SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$732,907SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$732,907TotalRevenueColumnAmt
Exclusion$732,907ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$244,953FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$769,729ContriRptFundraisingEventAmt
Fundraising Direct Expenses$244,953FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,074,481TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$996,785ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,069,435TotalAmt
Program Services$1,069,435ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$15,500TotalAmt
Program Services$15,500ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$66,639TotalAmt
Management And General$66,639ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$8,636TotalAmt
Management And General$8,636ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$27,938TotalAmt
Management And General$27,938ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,435TotalAmt
Management And General$2,435ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,190,583TotalAmt
Program Services$1,084,935ProgramServicesAmt
Management And General$105,648ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$712,292BOYAmt
EOY$488,160EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$433,594BOYAmt
EOY$885,801EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$9,775,850BOYAmt
EOY$11,042,592EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$94,889BOYAmt
EOY$52,307EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$11,016,625BOYAmt
EOY$12,468,860EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$57,262BOYAmt
EOY$187,144EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$152,731BOYAmt
EOY$152,731EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$251,000BOYAmt
EOY$353,250EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$11,122BOYAmt
EOY$10,410EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$472,115BOYAmt
EOY$703,535EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,544,510BOYAmt
EOY$11,765,325EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,544,510BOYAmt
EOY$11,765,325EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,016,625BOYAmt
EOY$12,468,860EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$883,898ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$336,917NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$836,748CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$918,815CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,142,191CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,255,639CurrentTaxYearMinus1YearAmt
Current Tax Year$1,077,696CurrentTaxYearAmt
Total$5,231,089TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$836,748CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$918,815CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,142,191CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,255,639CurrentTaxYearMinus1YearAmt
Current Tax Year$1,077,696CurrentTaxYearAmt
Total$5,231,089TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$5,231,089PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$23,094CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$573,884CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$224,973CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$479,032CurrentTaxYearMinus1YearAmt
Current Tax Year$996,785CurrentTaxYearAmt
Total$2,297,768TotalAmt
FieldValueIRS element (for citing)
Total Support$7,528,857TotalSupportAmt
Public Support CY1700.69480PublicSupportCY170Pct
Public Support PY1700.77880PublicSupportPY170Pct
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$11,122BeginningBalanceAmt
Distributions During Year$712DistributionsDuringYearAmt
Ending Balance$10,410EndingBalanceAmt
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$2,656,351TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$336,917NetUnrealizedGainsInvstAmt
Other Revenue$244,953OtherRevenueAmt
Revenue Not Reported$581,870RevenueNotReportedAmt
Revenue Subtotal$2,074,481RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,074,481TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,435,536TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$244,953OtherExpensesIncludedAmt
Expenses Not Reported$244,953ExpensesNotReportedAmt
Expenses Subtotal$1,190,583ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,190,583TotalExpensesPerForm990Amt

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 2d - Other Adjustments:Cost of Fund Raising Events 244,953.
Part XII, Line 2d - Other Adjustments:Cost of Fund Raising Events 244,953.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1Harvest PartyNameOfEvent1Amt
Gross Receipts Event1$654,932GrossReceiptsEvent1Amt
Charitable Contri Event1$534,532CharitableContriEvent1Amt
Gross Revenue Event1$120,400GrossRevenueEvent1Amt
Food And Beverage Event1$104,421FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$15,979OtherDirectExpensesEvent1Amt
Name Of Event2John J. Eikenburg Law Week Fun RunNameOfEvent2Amt
Gross Receipts Event2$91,049GrossReceiptsEvent2Amt
Charitable Contri Event2$65,099CharitableContriEvent2Amt
Gross Revenue Event2$25,950GrossRevenueEvent2Amt
Non Cash Prizes Event2$1,727NonCashPrizesEvent2Amt
Rent Facility Costs Event2$5,851RentFacilityCostsEvent2Amt
Other Direct Expenses Event2$18,372OtherDirectExpensesEvent2Amt
Other Events Total12OtherEventsTotalCnt
Gross Receipts Other Events$268,701GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$170,098CharitableContriOtherEventsAmt
Gross Revenue Other Events$98,603GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$98,603OthDirectExpnssOtherEventsAmt
Gross Receipts Total$1,014,682GrossReceiptsTotalAmt
Charitable Contributions Tot$769,729CharitableContributionsTotAmt
Gross Revenue Total Events$244,953GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$1,727NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$5,851RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$104,421FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$132,954OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$244,953DirectExpenseSummaryEventsAmt
Net Income Summary$0NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (10 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
Houston Volunteer Lawyers Program
712 Main 27th FloorHoustonTX77002760090652501(c)(3)$908,059This 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 McCartyHoustonTX77029760207084501(c)(3)$72,055This grant helps build affordable housing for those who could not afford it.
The Center
3550 W Dallas StHoustonTX77019741272417501(c)(3)$63,074This grant helps provide for and educate adults with learning disabilities.
The HAY Center (Harris County Childrens Protective Services Fund)
1906 Cohran StreetHoustonTX77009760203100501(c)(3)$11,798This 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 valuedNew purchases and donations of diapers, air mattresses, strollers, play yard
Houston Bar Association Auxiliary Charitable Fund Inc
1111 Bagby FLB 200HoustonTX77002760023477501(c)(3)$8,400This grant helps to educate young adults about their new rights, priviledges and responsibilies 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 AgencyTo 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)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 StHoustonTX77029742181456501(c)(3)To provide food for the needy.
Houston Arboretum & Nature Center
4501 Woodway DriveHoustonTX77024741587880501(c)(3)To Plant Trees.
FieldValueIRS element (for citing)
Total501c3 Org6Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtCash 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$3,500

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
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

FieldValueIRS element (for citing)
PersonKay SimPersonNm
TitleHBA Secretary -Ex OfficioTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$245,574CompensationBasedOnRltdOrgsAmt
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$5,000DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$50,342NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$300,916TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11The Executive Director reviews the return for completeness and accuracy before signing and filing.
Form 990, Part VI, Section C, line 19The 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

FieldValueIRS element (for citing)
Business Name Line1Houston Bar AssociationBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line11111 Bagby FLB 200AddressLine1
CityHoustonCity
StateTXState
ZIP Code77002ZIPCode
FieldValueIRS element (for citing)
EIN740692895EIN
Primary ActivitiesFurtherance of the Legal ProfessionPrimaryActivitiesTxt
Legal Domicile StateTXLegalDomicileStateCd
Exempt Code Section501(c)(6)ExemptCodeSectionTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1Houston Bar AssociationBusinessNameLine1
FieldValueIRS element (for citing)
Controlled Organization0ControlledOrganizationInd
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$20,000Cash
Houston Bar Association
C$70,000Cash