Civic Intelligence

Austin Bar Foundation

990 • Fiscal year 2015 • EIN 16-1664449

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

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

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

13th percentile

-22%

Higher net margin than 13% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

95th percentile

$175,915

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 117.2% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

20th percentile

-7.8%

Faster asset growth than 20% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

8th percentile

-38%

Faster revenue growth than 8% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Down

$531,872

Down $44,881 (-7.8%) from 2014

Net Assets

Down

$531,872

Down $44,881 (-7.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$150,074

Down $93,515 (-38%) from 2014

Expenses

Down

$183,065

Down $26,820 (-13%) from 2014

Net Income

Down

-$32,991

Down $66,695 (-198%) from 2014

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

2015

Assets$531,872
Liabilities$0
Net Assets$531,872

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

2015

Revenue$150,074
Expenses$183,065
Net Income-$32,991
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$412,308
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
Investments in Publicly Traded Securities-$429,264-
Cash and Non-Interest-Bearing Accounts$561,803$102,608▼ $459,195
Accounts Receivable$9,850--
Prepaid Expenses and Deferred Charges$5,100--
Total Assets$576,753$531,872▼ $44,881
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$576,753$531,872▼ $44,881
Total Net Assets Fund Balance$576,753$531,872▼ $44,881
Total Liabilities and Net Assets / Fund Balance$576,753$531,872▼ $44,881
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$240,641
Program Service Revenue
$7,281
Investment Income
$9,163
Other Revenue
$-107,011
All Other Contributions
$67,238
Change in Net Assets
$-32,991
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$127,065
Grants and Similar Amounts Paid$56,000
Total Fundraising Expense$1,100
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$61,117$15,279-$76,396
Grants to Domestic Orgs$31,000--$31,000
Grants to Domestic Individuals$25,000--$25,000
Fees for Services Management$18,638$4,046-$22,684
All Other Expenses$3,172--$3,172
Fees for Services Accounting-$1,450-$1,450
Insurance-$1,320-$1,320
Other Expenses$5,000-$1,100$1,100
Total Functional Expenses$159,870$22,095$1,100$183,065
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
SaheliAustin, TX--$6,000
Volunteer Legal ServicesAustin, TX501c3See Part Iv$6,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$262,234
Fundraising Gross Income$155,223
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$245,729$132,042$51,523$80,519
Access to Justi$37,500$20,500$520$19,980
Total Events$301,635$154,977$248,177$-93,200
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
Exe Director
Phone
8778295500
Signed
2016-11-15
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
Derek Kirby
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.

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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.
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IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-88646
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt015279
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IRS990/OfficeExpensesGrp/TotalAmt076396
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IRS990/OtherExpensesGrp/Desc2BENCH BAR EXPENSE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EVENT EXP
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IRS990/OtherExpensesGrp/ProgramServicesAmt25000
IRS990/OtherExpensesGrp/TotalAmt010123
IRS990/OtherExpensesGrp/TotalAmt15820
IRS990/OtherExpensesGrp/TotalAmt25000
IRS990/OtherExpensesGrp/TotalAmt31100
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IRS990/PrincipalOfficerNm0DELAINE WARD
IRS990/ProfessionalFundraisingInd0false
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IRS990/PYContributionsGrantsAmt0223602
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IRS990/PYGrantsAndSimilarPaidAmt076340
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IRS990/PYTotalExpensesAmt0209885
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IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
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IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt076178
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IRS990ScheduleA/PublicSupportTotal170Amt0751245
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0774900
IRS990ScheduleA/TotalSupportAmt0970965
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt017192
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt081560
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt050630
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0149382
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0113687
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt017000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt015971
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0248177
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01338
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt03307
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt04645
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ACCESS TO JUSTI
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt011877
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt0406
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt012283
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0245729
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt037500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt018406
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0132042
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt020500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt02435
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0154977
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-93200
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt013101
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt013101
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt025794
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt077837
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt051523
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0520
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt076627
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt023161
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt040523
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0140311
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt025000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0STUDENT SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt010
IRS990ScheduleI/RecipientTable/CashGrantAmt06000
IRS990ScheduleI/RecipientTable/CashGrantAmt16000

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