Civic Intelligence

Austin Bar Foundation

990 • Fiscal year 2016 • EIN 16-1664449

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 05, 2017

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.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

68th percentile

11%

Higher net margin than 68% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

71st percentile

11%

Faster asset growth than 71% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

95th percentile

141%

Faster revenue growth than 95% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$592,463

Up $60,591 (+11%) from 2015

Net Assets

Up

$592,463

Up $60,591 (+11%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$361,609

Up $211,535 (+141%) from 2015

Expenses

Up

$320,715

Up $137,650 (+75%) from 2015

Net Income

Up

$40,894

Up $73,885 (+224%) from 2015

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

2016

Assets$592,463
Liabilities$0
Net Assets$592,463

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

2016

Revenue$361,609
Expenses$320,715
Net Income$40,894
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 5, 2017
Return Version
2016v3.0
Gross Receipts
$492,312
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$426,906▼ $2,358
Cash and Non-Interest-Bearing Accounts$102,608$165,557▲ $62,949
Total Assets$531,872$592,463▲ $60,591
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$531,872$592,463▲ $60,591
Total Net Assets Fund Balance$531,872$592,463▲ $60,591
Total Liabilities and Net Assets / Fund Balance$531,872$592,463▲ $60,591
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$330,068
Program Service Revenue
$0
Investment Income
$10,072
Other Revenue
$21,469
All Other Contributions
$261,152
Change in Net Assets
$40,894

Audited Revenue Reconciliation

Revenue per Audited Statements
$361,609
Revenue Not Reported on Form 990
$153,509
Total Revenue per Audited Statements
$515,118
Total Revenue per Form 990
$361,609
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$247,695
Grants and Similar Amounts Paid$73,020
Total Fundraising Expense$7,666
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$103,200$5,266-$108,466
Fees for Services Management$55,468$50,518-$105,986
Grants to Domestic Individuals$49,340--$49,340
Grants to Domestic Orgs$23,680--$23,680
All Other Expenses$7,009$2,274$1,061$10,344
Other Expenses$3,961-$6,605$3,961
Insurance-$2,491-$2,491
Total Functional Expenses$252,500$60,549$7,666$320,715

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$454,527
Expenses per Audited Statements$320,715
Total Expenses per Form 990$320,715
Expenses Not Reported on Form 990$133,812
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$151,612
Fundraising Direct Expenses$130,703
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$152,851$151,612$25,456$126,156
Total Events$152,851$151,612$126,788$24,824
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
Yes
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 board member 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
2017-09-05
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.

Form 990, Part XI, Line 9

Fundraising direct expense 133,812 fundraising direct expense -133,812

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

Fundraising direct expense 133,812

Schedule D, Page 4, Part XII, Line 2D

Fundraising direct expense 133,812

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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
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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
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IRS990/OperateHospitalInd0false
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IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0LAWYERS FOR LLOYD
IRS990/OtherExpensesGrp/Desc1LAW DAY
IRS990/OtherExpensesGrp/Desc2ADOPTION PROJECT
IRS990/OtherExpensesGrp/Desc3LEADERSHIP ACADEMY PROJ
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IRS990/OtherExpensesGrp/ProgramServicesAmt05538
IRS990/OtherExpensesGrp/ProgramServicesAmt14304
IRS990/OtherExpensesGrp/ProgramServicesAmt23961
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IRS990/OtherRevenueTotalAmt0560
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DELAINE WARD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0240641
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt056000
IRS990/PYInvestmentIncomeAmt09163
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IRS990/PYOtherRevenueAmt0-107011
IRS990/PYProgramServiceRevenueAmt07281
IRS990/PYRevenuesLessExpensesAmt0-32991
IRS990/PYTotalExpensesAmt0183065
IRS990/PYTotalRevenueAmt0150074
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt040894
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0240641
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0223602
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0159780
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt074699
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt015
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt08
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt025338
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.86870
IRS990ScheduleA/PublicSupportPY170Pct00.77370
IRS990ScheduleA/PublicSupportTotal170Amt01027546
IRS990ScheduleA/SubstantialContributorsTotAmt01244
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0330068
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0240641
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0223602
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0159780
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt074699
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01028790
IRS990ScheduleA/TotalSupportAmt01182811
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt019909
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt017192
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt081560
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0118661
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesNotReportedAmt0133812
IRS990ScheduleD/ExpensesSubtotalAmt0320715
IRS990ScheduleD/NetUnrealizedGainsInvstAmt019697
IRS990ScheduleD/OtherExpensesIncludedAmt0133812
IRS990ScheduleD/OtherRevenueAmt0133812
IRS990ScheduleD/RevenueNotReportedAmt0153509
IRS990ScheduleD/RevenueSubtotalAmt0361609
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING DIRECT EXPENSE 133,812
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING DIRECT EXPENSE 133,812
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
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IRS990ScheduleD/TotalRevenuePerForm990Amt0361609
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0515118
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0454527
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt01239
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt01239
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0126788
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt012199
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt012199
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0152851
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0151612
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0151612
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024824
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt011463
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt011463
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt025456
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt025456
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt077670
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt077670
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt049340
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0STUDENT SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt09
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL GRANT RECIPIENTS MUST SUBMIT A REPORT AND ACCOUNTING TO THE ORGANIZATION WITHIN ONE YEAR OF RECEIVING THE GRANT TO IDENTIFY THE SPECIFIC USE OF AWARDED FUNDS, ANY WRITTEN OR PUBLISHED MATERIALS CREATED WITH THE FUNDS, AND THE OVERALL RESULTS OF THE PROJECT.

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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