HOUSTON BAR FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HOUSTON BAR FOUNDATION (EIN 76-0029594)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-04-27
- IRS object ID
- 201211189349300526
- Schema version
- 2010v3.4
- 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) |
|---|---|---|
| Timestamp | 2012-04-27T16:40:55-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 12012 Wickchester LnSte 430 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 770791228 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | 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 | 1001 Fannin No 1300 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 770026708 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kay Sim | Name |
| Title | Executive Director | Title |
| Phone | 7137591133 | Phone |
| Date Signed | 2012-04-27 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Judith Kay Jage | Name |
| Phone | 2819205455 | Phone |
| Date Prepared | 2012-04-27 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 | 1001 Fannin No 1300 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 770026708 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1824530 | 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 | 2071 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 836748 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 918814 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 23094 | InvestmentIncomePriorYear |
| Investment Income Current Year | 523892 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 859842 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1442706 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 709476 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 755164 | 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 | 96330 | OtherExpensePriorYear |
| Other Expenses Current Year | 105840 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 805806 | TotalExpensesPriorYear |
| Total Expenses Current Year | 861004 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 54036 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 581702 | RevenuesLessExpensesCY |
| Total Assets BOY | 8422825 | TotalAssetsBOY |
| Total Assets EOY | 10118850 | TotalAssetsEOY |
| Total Liabilities BOY | 464330 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 638318 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7958495 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9480532 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | None | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 644992 | Expense |
| Grants | 644992 | Grants |
| Description | Houston Volunteer Lawyers Program - Founded by the HBA in 1981, this program provides free legal services to citizens who do not meet the stringent criteria for federal legal aid programs, but who still cannot afford legal representation. The program is supported by grants from the Houston Bar Foundation, IOLTA, the Legal Services Corporation, the Ryan White Foundation, Basic Civil Legal Services fees, the Texas Bar Foundation, the Low Income Tax-payer Clinic, and private contributions. Volunteer attorneys provide all legal services pro bono. HVLP offers basic family law training clinics to local law firms and corporate legal departments in order to assist attorneys in handling family law matters. During this year, an additional $50,000 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 | 66034 | Expense |
| Grants | 65034 | Grants |
| Description | Donation to Habitat for Humanity for community outreach. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 12000 | Expense |
| Grants | 12000 | Grants |
| Description | 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. | Description |
Activity Other ActivityOther (3 entries)
| ExpenseExpense | GrantsGrants | DescriptionDescription |
|---|---|---|
| 8000 | 8000 | "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. |
| 5000 | 5000 | .- In 1994, the Foundation established annual scholarships to provide continuing education that is directly related to the administration of justice in Harris County. In September 2010, the Foundation awarded a $5,000 grant that enabled all district court coordinators to attend a day-long continuing education program. |
| 19138 | 19138 | Small Projects including a donation to HAWC, the Past Chair's Luncheon,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 | 32138 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 32138 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 755164 | 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 | 0 | 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 | 1 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| 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 |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| 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 |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| 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 | 0 | ConflictOfInterestPolicy |
| 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 | 1001 Fannin Suite 1300 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 770026708 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per WeekAverageHoursPerWeek |
|---|---|---|---|---|---|---|
| William C Lowrey | ||||||
| Chair 2011 | X | X | 0 | 0 | 0 | |
| John Eddie Williams Jr | ||||||
| Vice Chair 2011 | X | X | 0 | 0 | 0 | |
| Daniel D Herink | ||||||
| Treasurer 2011 | X | X | 0 | 0 | 0 | |
| Rocky Robinson | ||||||
| Immediate Past Chair 2011 | X | X | 0 | 0 | 0 | |
| Melanie Gray | ||||||
| Director 2010-2012 | X | 0 | 0 | 0 | ||
| Robert J McAughan | ||||||
| Director 2010-2012 | X | 0 | 0 | 0 | ||
| Thomas M Roche | ||||||
| Director 2010-2012 | X | 0 | 0 | 0 | ||
| Glen A Ballard Jr | ||||||
| Director 2011-2013 | X | 0 | 0 | 0 | ||
| Gegory Ulmer | ||||||
| Director 2011-2013 | X | 0 | 0 | 0 | ||
| Craig Glidden | ||||||
| Director 2011-2013 | X | 0 | 0 | 0 | ||
| T Mark Kelly | ||||||
| HBA President 2010 - Ex Of | X | X | 0 | 0 | 0 | |
| Kay Sim | ||||||
| HBA Secretary -Ex Officio | X | X | 0 | 235384 | 34737 | 1.00 |
| Rocky Robinson | ||||||
| Chair 2010 | X | X | 0 | 0 | 0 | |
| Christine LaFollette | ||||||
| Vice Chair 2010 | X | 0 | 0 | 0 | ||
| David Sterling | ||||||
| Treasurer 2010 | X | 0 | 0 | 0 | ||
| Stewart W Gagnon | ||||||
| Immediate Past Chair 2010 | X | X | 0 | 0 | 0 | |
| Daniel D Herink | ||||||
| Director 2009-2011 | X | 0 | 0 | 0 | ||
| William C Lowrey | ||||||
| Director 2009-2011 | X | 0 | 0 | 0 | ||
| John Eddie Williams Jr | ||||||
| Director 2009-2011 | X | 0 | 0 | 0 | ||
| Barrett H Reasoner | ||||||
| HBA President 2010 - Ex Of | X | 0 | 0 | 0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 235384 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 34737 | 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 | 630222 | FundraisingEvents |
| All Other Contributions | 288592 | AllOtherContributions |
| Total Contributions | 918814 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 229250 | TotalRevenueColumn |
| Exclusion | $229,250 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 294642 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 294642 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 294642 | TotalRevenueColumn |
| Exclusion | $294,642 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 381824 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 630222 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 381824 | 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 | 1442706 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $523,892 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 724896 | Total |
| Program Services | 724896 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30268 | Total |
| Program Services | 30268 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71698 | Total |
| Management And General | 71698 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4694 | Total |
| Management And General | 4694 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26916 | Total |
| Management And General | 26916 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2532 | Total |
| Management And General | 2532 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 861004 | Total |
| Program Services | 755164 | ProgramServices |
| Management And General | 105840 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 413959 | BOY |
| EOY | 592024 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 339604 | BOY |
| EOY | 529304 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7490324 | BOY |
| EOY | 8881972 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 178938 | BOY |
| EOY | 115550 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8422825 | BOY |
| EOY | 10118850 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11230 | BOY |
| EOY | 47377 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 148748 | BOY |
| EOY | 148748 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 276500 | BOY |
| EOY | 435500 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27852 | BOY |
| EOY | 6693 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 464330 | BOY |
| EOY | 638318 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7958495 | BOY |
| EOY | 9480532 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7958495 | BOY |
| EOY | 9480532 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8422825 | BOY |
| EOY | 10118850 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 581702 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 940334 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 746723 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 898685 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1248001 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 836748 | CurrentTaxYearMinus1Year |
| Current Tax Year | 918815 | CurrentTaxYear |
| Total | 4648972 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 746723 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 898685 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1248001 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 836748 | CurrentTaxYearMinus1Year |
| Current Tax Year | 918815 | CurrentTaxYear |
| Total | 4648972 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 97831 | AmountsSubstContributorsTotal |
| Public Support Total170 | 4551141 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 219995 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 249120 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 233307 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23094 | CurrentTaxYearMinus1Year |
| Current Tax Year | 573884 | CurrentTaxYear |
| Total | 1299400 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 5948372 | TotalSupport |
| Public Support Pertcentage170 | 0.76510 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.76460 | 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 | 27852 | BeginningBalance |
| Distributions During Year | 21159 | DistributionsDuringYear |
| Ending Balance | 6693 | EndingBalance |
| Included On FS | 1 | IncludedOnFS |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Total Revenue | 1442706 | TotalRevenue |
| Total Expenses | 861004 | TotalExpenses |
| Excess Or Deficit For Year | 581702 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 940334 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 940334 | TotalAdjustments |
| Excess Or Deficit Per FS | 1522036 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2764865 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 940334 | NetUnrealizedGainsInvestments |
| Other Revenues | 381824 | OtherRevenues |
| Revenue Not Rptd F990 | 1322158 | RevenueNotRptdF990 |
| Revenue Subtotal | 1442707 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1442707 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1242828 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 381824 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 381824 | ExpensesNotRptdF990 |
| Expenses Subtotal | 861004 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 861004 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (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 381,824. | Part XII, Line 2d - Other Adjustments: | |
| Cost of Fund Raising Events 381,824. | Part XIII, 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 | 599295 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 484857 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 114438 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 102491 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 11947 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Night Court | NameOfEvent2 |
| Gross Receipts Event2 | 190852 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 46548 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 144304 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 48189 | RentFacilityCostsEvent2 |
| Entertainment Event2 | 38801 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 57314 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 10 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 221899 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 98817 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 123082 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 123082 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1012046 | GrossReceiptsTotal |
| Charitable Contributions Total | 630222 | CharitableContributionsTotal |
| Gross Revenue Total Events | 381824 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 48189 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 102491 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 38801 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 192343 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 381824 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Houston Volunteer Lawyers Program | |||||||
| 712 Main 25th Floor | Houston | TX | 77002 | 760090652 | 501(c)(3) | 644992 | 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) | 66034 | This grant helps build affordable housing for those who could not afford it. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII (5 entries)
| Type Of GrantTypeOfGrant | 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. | 12000 |
| The Scholarship Program provides contimuing education in Harris County. It includes scholarships for Harris County court coordinators, the only program of its kind. All coordinators receive scholarships during this year. | 5000 |
| Now You Are 18 is a program that educates young adults about their new rights, priviledges, and responsibilites as adults. | 8000 |
| Past Chairs' Luncheon provides recognition and gratitude to the persons that took on the responsibilities of the office. Also establishes a goal for other members. | 968 |
| Law Day Essay/Poster Contest provides an opportunity for school children to complete for prizes by writing essays, creating videos, 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. | 4300 |
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 |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 235384 | 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 | 29737 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 270121 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | The Executive Director reviews the return for completeness and accuracy before signing and filing. | |
| The organization makes the governing documents, conflict of interest policy and financial statements available to the public upon request. | Form 990, Part VI, Section C, line 19 | |
| Changes in Net Assets or Fund Balances: | Net unrealized gains on investments: 940,334. | Form 990, Part XI, line 5: |
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 | 1001 Fannin Suite 1300 | 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 |
| 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 | ||
| O | 20000 | Cash |
| Houston Bar Association | ||
| C | 70000 | Cash |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Our CPA, whom we rely on for accurate reading of the rules, determined in error that the filing period for the second extension was delayed due to an upgrade in the e-filing system for non-profit organizations. Our CPA thought that the second extension had to be filed by March 30, 2012 and couold not be filed before March 1, 2012. This was in error. When the CPA realized her error, she immediately filed paper extensions for all the February 15, 2012 second extensions that were due. Those paper extensions were denied. The Houston Bar Association has a reputation in the community for leading and serving. This action by our accountant is not one that we condone nor do we advise. We relied on her expertice and she let us down. | Explanation |