Civic Intelligence

Austin Bar Foundation

990 • Fiscal year 2014 • EIN 16-1664449

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 30, 2015

816 Congress Ave Suite 700Austin, TX 78701

(512) 472-0279

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

71st percentile

14%

Higher net margin than 71% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

95th percentile

$178,718

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 73.4% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

58th percentile

5.3%

Faster asset growth than 58% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Up

$576,753

Up $29,017 (+5.3%) from 2013

Net Assets

Up

$576,753

Up $29,017 (+5.3%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$243,589

Up $44,618 (+22%) from 2013

Expenses

Up

$209,885

Up $1,837 (+0.9%) from 2013

Net Income

Up

$33,704

Up $42,781 (+471%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $488,053Liabilities 2011: $0Net Assets 2011: $488,0532011Assets 2012: $519,379Liabilities 2012: $0Net Assets 2012: $519,3792012Assets 2013: $547,736Liabilities 2013: $0Net Assets 2013: $547,7362013Assets 2014: $576,753Liabilities 2014: $0Net Assets 2014: $576,7532014Assets 2015: $531,872Liabilities 2015: $0Net Assets 2015: $531,8722015Assets 2016: $592,463Liabilities 2016: $0Net Assets 2016: $592,4632016Assets 2017: $644,976Liabilities 2017: $0Net Assets 2017: $644,9762017Assets 2018: $721,458Liabilities 2018: $0Net Assets 2018: $721,4582018Assets 2019: $3,057,832Liabilities 2019: $1,975,000Net Assets 2019: $1,082,8322019Assets 2020: $3,209,559Liabilities 2020: $2,124,900Net Assets 2020: $1,084,6592020Assets 2021: $3,119,656Liabilities 2021: $1,906,326Net Assets 2021: $1,213,3302021Assets 2022: $3,336,270Liabilities 2022: $2,108,339Net Assets 2022: $1,227,9312022Assets 2023: $3,471,167Liabilities 2023: $2,168,457Net Assets 2023: $1,302,7102023Assets 2024: $3,954,058Liabilities 2024: $2,494,945Net Assets 2024: $1,459,1132024

Highlighted filing

2014

Assets$576,753
Liabilities$0
Net Assets$576,753

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $114,5142011Expenses 2012: $158,2532012Revenue 2013: $198,971Expenses 2013: $208,048Net Income 2013: -$9,0772013Revenue 2014: $243,589Expenses 2014: $209,885Net Income 2014: $33,7042014Revenue 2015: $150,074Expenses 2015: $183,065Net Income 2015: -$32,9912015Revenue 2016: $361,609Expenses 2016: $320,715Net Income 2016: $40,8942016Revenue 2017: $347,008Expenses 2017: $348,257Net Income 2017: -$1,2492017Revenue 2018: $527,651Expenses 2018: $420,713Net Income 2018: $106,9382018Revenue 2019: $796,612Expenses 2019: $480,539Net Income 2019: $316,0732019Revenue 2020: $413,004Expenses 2020: $411,177Net Income 2020: $1,8272020Revenue 2021: $446,987Expenses 2021: $318,316Net Income 2021: $128,6712021Revenue 2022: $643,733Expenses 2022: $333,806Net Income 2022: $309,9272022Revenue 2023: $623,325Expenses 2023: $548,546Net Income 2023: $74,7792023Revenue 2024: $747,122Expenses 2024: $633,928Net Income 2024: $113,1942024

Highlighted filing

2014

Revenue$243,589
Expenses$209,885
Net Income$33,704
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 30, 2015
Return Version
2014v5.0
Gross Receipts
$945,370
Mission and Program Overview

Mission

The foundation's mission is to support and expand the provision of legal-related charitable and educational programs and services in central texas, such as legal services to the poor, legal education programs, and assistance to lawyers in need.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$59,788$561,803▲ $502,015
Investments in Publicly Traded Securities$478,843--
Accounts Receivable$5,000$9,850▲ $4,850
Prepaid Expenses and Deferred Charges$4,105$5,100▲ $995
Total Assets$547,736$576,753▲ $29,017
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$547,736$576,753▲ $29,017
Total Net Assets Fund Balance$547,736$576,753▲ $29,017
Total Liabilities and Net Assets / Fund Balance$547,736$576,753▲ $29,017
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$223,602
Program Service Revenue
$1,856
Investment Income
$34,720
Other Revenue
$-16,589
All Other Contributions
$76,178
Change in Net Assets
$33,704
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$133,545
Grants and Similar Amounts Paid$76,340
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$57,370$14,343-$71,713
Grants to Domestic Orgs$38,840--$38,840
Grants to Domestic Individuals$37,500--$37,500
Information Technology$26,112$6,528-$32,640
Fees for Service Investment Mgmnt Fees-$4,525-$4,525
All Other Expenses$3,868$461-$4,329
Other Expenses$1,950--$1,950
Fees for Services Accounting-$1,300-$1,300
Insurance-$1,209-$1,209
Conferences and Meetings-$904-$904
Total Functional Expenses$180,615$29,270$0$209,885
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Volunteer Legal ServicesAustin, TX501c3See Part Iv$6,000
SafeplaceAustin, TX501c3See Part Iv$5,055
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$228,099
Fundraising Gross Income$211,510
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$215,855$141,431$32,603$108,828
Dietz Retiremen$109,000$36,000$24,051$11,949
Total Events$355,480$208,056$225,690$-17,634
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Lance sharp laura sharp chair treasurer business & family relationship

Form 990, Page 6, Part VI, Line 11B

The form 990 is prepared by a cpa firm. A draft of the form 990 is reviewed and approved by the organization's executive director before it is filed with the irs.

Form 990, Page 6, Part VI, Line 19

The governing documents, conflict of interest policy, and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Austin Bar Foundation
EIN
16-1664449
Phone
5124720279
Address
816 CONGRESS AVE SUITE 700, AUSTIN, TX 78701

Signing Officer

Name
Delaine Ward
Title
Executive Director
Phone
5124720279
Signed
2015-09-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Delaine Ward
Formed
2003
Legal Domicile
TX
Voting Board Members
18
Independent Board Members
16
Employees
0
Volunteers
120

Preparer

Firm
Gindler Chappell Morrison & Co Pc
Address
100 E ANDERSON LANE STE 250, AUSTIN, TX 78752
Preparer
E E Chappell Jr
Phone
5128339600
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The foundation's mission is to support and expand the provision of legal-related charitable and educational programs and services in central texas, such as legal services to the poor, legal education programs, and assistance to lawyers in need.

Form 990, Part XI, Line 9

Book/tax difference-cost of mutual funds (4,687)

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IRS990/InfoInScheduleOPartIIIInd0X
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IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt06528
IRS990/InformationTechnologyGrp/ProgramServicesAmt026112
IRS990/InformationTechnologyGrp/TotalAmt032640
IRS990/InsuranceGrp/ManagementAndGeneralAmt01209
IRS990/InsuranceGrp/TotalAmt01209
IRS990/InvestmentIncomeGrp/ExclusionAmt04122
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt0478843
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0473682
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE FOUNDATION'S MISSION IS TO SUPPORT AND EXPAND THE PROVISION OF LEGAL-RELATED CHARITABLE AND EDUCATIONAL PROGRAMS AND SERVICES IN CENTRAL TEXAS, SUCH AS LEGAL SERVICES TO THE POOR, LEGAL EDUCATION PROGRAMS, AND ASSISTANCE TO LAWYERS IN NEED.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0547736
IRS990/NetAssetsOrFundBalancesEOYAmt0576753
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IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-16589
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-16589
IRS990/NoncashContributionsAmt023674
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt014343
IRS990/OfficeExpensesGrp/ProgramServicesAmt057370
IRS990/OfficeExpensesGrp/TotalAmt071713
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-4687
IRS990/OtherExpensesGrp/Desc0LAW DAY
IRS990/OtherExpensesGrp/Desc1LEADERSHIP ACADEMY EXP
IRS990/OtherExpensesGrp/Desc2ADOPTION PROJECT
IRS990/OtherExpensesGrp/Desc3MACK KIDD PROGRAM
IRS990/OtherExpensesGrp/ProgramServicesAmt08074
IRS990/OtherExpensesGrp/ProgramServicesAmt14250
IRS990/OtherExpensesGrp/ProgramServicesAmt22651
IRS990/OtherExpensesGrp/ProgramServicesAmt31950
IRS990/OtherExpensesGrp/TotalAmt08074
IRS990/OtherExpensesGrp/TotalAmt14250
IRS990/OtherExpensesGrp/TotalAmt22651
IRS990/OtherExpensesGrp/TotalAmt31950
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04105
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05100
IRS990/PrincipalOfficerNm0DELAINE WARD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/Desc0LAW DAY
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01856
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01856
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0159780
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0112330
IRS990/PYInvestmentIncomeAmt017440
IRS990/PYOtherExpensesAmt095718
IRS990/PYOtherRevenueAmt017192
IRS990/PYProgramServiceRevenueAmt04559
IRS990/PYRevenuesLessExpensesAmt0-9077
IRS990/PYTotalExpensesAmt0208048
IRS990/PYTotalRevenueAmt0198971
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt033704
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01856
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0223602
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0159780
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt074699
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt076178
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt051087
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0585346
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04122
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt017440
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt013775
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt011338
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010108
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt056783
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt025590
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.63770
IRS990ScheduleA/PublicSupportTotal170Amt0536343
IRS990ScheduleA/SubstantialContributorsTotAmt049003
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0223602
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0159780
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt074699
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt076178
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt051087
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0585346
IRS990ScheduleA/TotalSupportAmt0841036
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt017192
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt081560
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt050630
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt049525
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0198907
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0147424
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt074424
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt073000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0225690
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt02000
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt02700
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt0905
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt05605
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DIETZ RETIREMEN
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt03677
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03677
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0215855
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0109000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt030625
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0355480
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0141431
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt036000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt030625
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0208056
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-17634
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt034159
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt034159
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07401
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt064055
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt032603
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt024051
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt072040

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.95$2.49$1.46$0.75$0.63$0.11
2023Detailed filing. Detailed filing data is available for this year.$3.47$2.17$1.30$0.62$0.55$0.07
2022Detailed filing. Detailed filing data is available for this year.$3.34$2.11$1.23$0.64$0.33$0.31
2021Detailed filing. Detailed filing data is available for this year.$3.12$1.91$1.21$0.45$0.32$0.13
2020Detailed filing. Detailed filing data is available for this year.$3.21$2.12$1.08$0.41$0.41$0.00
2019Detailed filing. Detailed filing data is available for this year.$3.06$1.98$1.08$0.80$0.48$0.32
2018Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.53$0.42$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.35$0.35$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.36$0.32$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.15$0.18$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.24$0.21$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.20$0.21$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.00$0.52$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.00$0.49$0.11