HOUSTON BAR FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HOUSTON BAR FOUNDATION (EIN 76-0029594)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-09
- IRS object ID
- 201441299349302399
- Schema version
- 2012v2.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-09T16:34:42-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760260164 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Buffington & Company P C | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14811 Saint Marys Lane Suite 180 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 770792947 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760029594 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Houston Bar Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HOUS | NameControl |
| Phone | 7137591133 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 Bagby FLB 200 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77002 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kay Sim | Name |
| Title | Executive Director | Title |
| Phone | 7137591133 | Phone |
| Date Signed | 2014-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Judith Kay Jage | Name |
| PTIN | P01283658 | PTIN |
| Phone | 2819205455 | Phone |
| Date Prepared | 2014-05-09 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Kay Sim | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 Bagby FLB 200 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2071237 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.hba.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1982 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | Charitable - Furtherance of Justice | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 11400 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1142191 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1255639 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 224973 | InvestmentIncomePriorYear |
| Investment Income Current Year | 479032 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1367164 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1734671 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 943420 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1007915 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 117211 | OtherExpensePriorYear |
| Other Expenses Current Year | 119829 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1060631 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1127744 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 306533 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 606927 | RevenuesLessExpensesCY |
| Total Assets BOY | 10172856 | TotalAssetsBOY |
| Total Assets EOY | 11016625 | TotalAssetsEOY |
| Total Liabilities BOY | 658462 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 472115 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9514394 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10544510 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Charitable - Furtherance of Justice through education and assistance. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 780797 | Expense |
| Grants | 780797 | Grants |
| Description | 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. Six 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 2012, 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 68575 | Expense |
| Grants | 68575 | Grants |
| Description | Donation to Habitat for Humanity for community outreach. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 64602 | Expense |
| Grants | 64602 | Grants |
| Description | 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. | Description |
Activity Other ActivityOther (3 entries)
| ExpenseExpense | GrantsGrants | DescriptionDescription |
|---|---|---|
| 8300 | 8300 | "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. |
| 12000 | 12000 | The Houston Bar Association's Juvenile Justice Mock Trial Program is now in its 37th 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. |
| 73641 | 73641 | Small Projects including a donation to HAWC,Clothing Drive, Lawyers Against Waste, the Hay Center and the Law Day Essay/Poster Contest. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 93941 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 93941 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 1007915 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kay Sim | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7137591133 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 Bagby FLB 200 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77002 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Robert J McAughan | ||||||
| Chair 2012-Past Chari 2013 | 0.00 | X | X | 0 | 0 | 0 |
| Thomas M Roche | ||||||
| Treasurer 2012 | 0.00 | X | X | 0 | 0 | 0 |
| Melanie Gray | ||||||
| Vice Chair 2012 | 0.00 | X | X | 0 | 0 | 0 |
| Glen A Ballard Jr | ||||||
| Chair 2013, Director 2011-2013 | 0.00 | X | X | 0 | 0 | 0 |
| Gegory Ulmer | ||||||
| Vice Chair 2013; Director 2011-2013 | 0.00 | X | X | 0 | 0 | 0 |
| Craig Glidden | ||||||
| Treasurer 2013; Director 2011-2013 | 0.00 | X | X | 0 | 0 | 0 |
| Brent Benoit | ||||||
| Ex Offico- HBA Pres. | 0.00 | X | X | 0 | 0 | 0 |
| Kay Sim | ||||||
| HBA Secretary -Ex Officio | 1.00 | X | X | 0 | 236100 | 64533 |
| John Eddie Williams Jr | ||||||
| Director 2012-2014 | 0.00 | X | 0 | 0 | 0 | |
| Chris Popov | ||||||
| Director 2012-2014 | 0.00 | X | 0 | 0 | 0 | |
| Christopher Arntzen | ||||||
| Director 2012-2014 | 0.00 | X | 0 | 0 | 0 | |
| William C Lowrey | ||||||
| Immediate Past Chair | 0.00 | X | X | 0 | 0 | 0 |
| William R Buck | ||||||
| Diregtor 2013-2015 | 0.00 | X | 0 | 0 | 0 | |
| Denise Scofield | ||||||
| Director 2013-2015 | 0.00 | X | 0 | 0 | 0 | |
| David Brinley | ||||||
| Director 2013-2015 | 0.00 | X | 0 | 0 | 0 | |
| David Chaumette | ||||||
| Ex Offico- HBA Pres. | 0.00 | X | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 236100 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 64533 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 894237 | FundraisingEvents |
| All Other Contributions | 361402 | AllOtherContributions |
| Total Contributions | 1255639 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 250763 | TotalRevenueColumn |
| Exclusion | $250,763 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 228269 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 228269 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 228269 | TotalRevenueColumn |
| Exclusion | $228,269 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 336566 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 894237 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 336566 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1734671 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $479,032 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 987415 | Total |
| Program Services | 987415 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20500 | Total |
| Program Services | 20500 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83059 | Total |
| Management And General | 83059 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6063 | Total |
| Management And General | 6063 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28020 | Total |
| Management And General | 28020 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2687 | Total |
| Management And General | 2687 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1127744 | Total |
| Program Services | 1007915 | ProgramServices |
| Management And General | 119829 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 534844 | BOY |
| EOY | 712292 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 589936 | BOY |
| EOY | 433594 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8957207 | BOY |
| EOY | 9775850 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90869 | BOY |
| EOY | 94889 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10172856 | BOY |
| EOY | 11016625 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76082 | BOY |
| EOY | 57262 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152731 | BOY |
| EOY | 152731 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 419500 | BOY |
| EOY | 251000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10149 | BOY |
| EOY | 11122 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 658462 | BOY |
| EOY | 472115 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9514394 | BOY |
| EOY | 10544510 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9514394 | BOY |
| EOY | 10544510 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10172856 | BOY |
| EOY | 11016625 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 606927 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 423189 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1248001 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 836748 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 918815 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1142191 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1255639 | CurrentTaxYear |
| Total | 5401394 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1248001 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 836748 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 918815 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1142191 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1255639 | CurrentTaxYear |
| Total | 5401394 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 5401394 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 233307 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 23094 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 573884 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 224973 | CurrentTaxYearMinus1Year |
| Current Tax Year | 479032 | CurrentTaxYear |
| Total | 1534290 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 6935684 | TotalSupport |
| Public Support Pertcentage170 | 0.77880 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.78160 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Beginning Balance | 10149 | BeginningBalance |
| Additions During Year | 973 | AdditionsDuringYear |
| Ending Balance | 11122 | EndingBalance |
| Included On FS | 1 | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Tot Revenue Etc Audited Fincl Stmt | 2494426 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 423189 | NetUnrealizedGainsInvestments |
| Other Revenues | 336566 | OtherRevenues |
| Revenue Not Rptd F990 | 759755 | RevenueNotRptdF990 |
| Revenue Subtotal | 1734671 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1734671 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1464310 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 336566 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 336566 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1127744 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1127744 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part IV, Line 2b: | The Houston Bar Association collects and pays over donations for the Harris County Courthouse Restoration Project. | |
| Cost of Fund Raising Events 336,566. | Part XI, Line 2d - Other Adjustments: | |
| Cost of Fund Raising Events 336,566. | Part XII, Line 2d - Other Adjustments: |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Harvest Party | NameOfEvent1 |
| Gross Receipts Event1 | 663441 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 540421 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 123020 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 102538 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 5825 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 14657 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Night Court | NameOfEvent2 |
| Gross Receipts Event2 | 185575 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 65005 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 120570 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 33581 | RentFacilityCostsEvent2 |
| Entertainment Event2 | 84267 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 2722 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 14 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 381787 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 288811 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 92976 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 92976 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1230803 | GrossReceiptsTotal |
| Charitable Contributions Total | 894237 | CharitableContributionsTotal |
| Gross Revenue Total Events | 336566 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 33581 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 102538 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 90092 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 110355 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 336566 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (10 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|---|---|---|---|
| Houston Volunteer Lawyers Program | |||||||||
| 712 Main 27th Floor | Houston | TX | 77002 | 760090652 | 501(c)(3) | 780797 | 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) | 68575 | 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) | 64602 | 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) | 7490 | 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) | 8300 | 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 | 5000 | 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 | 10000 | 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) | 10000 | 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) | 18091 | To provide food for the needy. | ||
| Houston Arboretum & Nature Center | |||||||||
| 4501 Woodway Drive | Houston | TX | 77024 | 741587880 | 501(c)(3) | 11000 | To Plant Trees. | ||
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Juvenile Justice Mock Trial Program works thrugh Houston at participating schools, teaching students about and encouraging respect for the judicial system. | 1400 | 12000 |
| 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 | 3500 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Kay Sim | NamePerson |
| Title | HBA Secretary -Ex Officio | Title |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 236100 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 5000 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 59533 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 300633 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Houston Bar Association | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 Bagby FLB 200 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 740692895 | EIN |
| Primary Activities | Furtherance of the Legal Profession | PrimaryActivities |
| Legal Domicile State | TX | LegalDomicileState |
| Exempt Code Section | 501(c)(6) | ExemptCodeSection |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Houston Bar Association | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Houston Bar Association | ||
| P | 20000 | Cash |
| Houston Bar Association | ||
| C | 70000 | Cash |