Civic Intelligence

Jefferson County Bar Association

990 • Fiscal year 2018 • EIN 74-1593021

Jun 01, 2017 to May 31, 2018 • Filed on Apr 13, 2019

1085 Pearl StreetBeaumont, TX 77701

(409) 835-8647

Siviq Scores

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

Liabilities / Assets

54th percentile

0.01x

Higher debt load relative to assets than 54% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

50th percentile

0.00x

Higher debt load relative to revenue than 50% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

16th percentile

-17%

Higher net margin than 16% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

90th percentile

$62,913

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 30.8% of source-year revenue.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

9th percentile

-34%

Faster asset growth than 9% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

18th percentile

-18%

Faster revenue growth than 18% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$64,240

Down $33,831 (-34%) from 2017

Net Assets

Down

$63,655

Down $34,160 (-35%) from 2017

Liabilities

Up

$585

Up $329 (+129%) from 2017

Revenue

Down

$204,366

Down $45,065 (-18%) from 2017

Expenses

Up

$238,526

Up $18,120 (+8.2%) from 2017

Net Income

Down

-$34,160

Down $63,185 (-218%) from 2017

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $22,698Liabilities 2011: $1,0012011Assets 2012: $47,886Liabilities 2012: $0Net Assets 2012: $47,8862012Assets 2013: $60,418Liabilities 2013: $1,333Net Assets 2013: $59,0852013Assets 2014: $60,754Net Assets 2014: $60,7542014Assets 2015: $64,443Net Assets 2015: $64,4432015Assets 2016: $68,790Liabilities 2016: $0Net Assets 2016: $68,7902016Assets 2017: $98,071Liabilities 2017: $256Net Assets 2017: $97,8152017Assets 2018: $64,240Liabilities 2018: $585Net Assets 2018: $63,6552018Assets 2019: $92,099Liabilities 2019: $160Net Assets 2019: $91,9392019Assets 2020: $83,247Liabilities 2020: $156Net Assets 2020: $83,0912020Assets 2021: $128,859Liabilities 2021: $10,665Net Assets 2021: $118,1942021Assets 2022: $136,073Liabilities 2022: $12,503Net Assets 2022: $123,5702022Assets 2023: $88,050Liabilities 2023: $12,362Net Assets 2023: $75,6882023Assets 2024: $93,057Liabilities 2024: $14,089Net Assets 2024: $78,9682024

Highlighted filing

2018

Assets$64,240
Liabilities$585
Net Assets$63,655

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $142,823Expenses 2011: $144,297Net Income 2011: -$1,4742011Expenses 2012: $189,1952012Expenses 2013: $209,6152013Revenue 2014: $190,788Expenses 2014: $189,119Net Income 2014: $1,6692014Revenue 2015: $198,067Expenses 2015: $194,378Net Income 2015: $3,6892015Revenue 2016: $203,082Expenses 2016: $198,735Net Income 2016: $4,3472016Revenue 2017: $249,431Expenses 2017: $220,406Net Income 2017: $29,0252017Revenue 2018: $204,366Expenses 2018: $238,526Net Income 2018: -$34,1602018Revenue 2019: $233,313Expenses 2019: $205,029Net Income 2019: $28,2842019Revenue 2020: $194,999Expenses 2020: $203,846Net Income 2020: -$8,8472020Revenue 2021: $198,528Expenses 2021: $153,849Net Income 2021: $44,6792021Revenue 2022: $176,722Expenses 2022: $176,709Net Income 2022: $132022Revenue 2023: $157,397Expenses 2023: $203,987Net Income 2023: -$46,5902023Revenue 2024: $219,966Expenses 2024: $209,902Net Income 2024: $10,0642024

Highlighted filing

2018

Revenue$204,366
Expenses$238,526
Net Income-$34,160
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Apr 13, 2019
Return Version
2017v2.2
Gross Receipts
$204,366
Mission and Program Overview

Mission

Promote the public interest of jefferson county, tx by protecting and advancing the professional interest of persons licensed to practice law and improving relations between bench, bar and the public

Promote the public interest of Jefferson County, TX by protecting and advancing the professional interests of persons licensed to practice law and improving relations between Bench, Bar and the public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$95,821$60,966▼ $34,855
Land, Buildings, and Equipment, Net$2,250$1,789▼ $461
Prepaid Expenses and Deferred Charges-$1,485-
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$98,071$64,240▼ $33,831
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$256$585▲ $329
Total Liabilities$256$585▲ $329
Net Assets / Fund Balance
Unrestricted Net Assets$97,815$63,655▼ $34,160
Total Net Assets Fund Balance$97,815$63,655▼ $34,160
Total Liabilities and Net Assets / Fund Balance$98,071$64,240▼ $33,831

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,789$519$2,308
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Bonnie Boykin DeanExecutive DirecFT$62,913$62,913

Board Members and Trustees

NameTitle
Courtney ArkeenPast President
David StarnesPresident
Tina BradleyPresident Elect
Dean BrinkleyVice President
Clint BrasherDirector
Dustin GalmorDirector
Jessica HallmarkDirector
Julia MathenyDirector
Justin SandersonDirector
Lance BradleyDirector
Molly MooreDirector
Rodney TownsendDirector
Donean SurrattBar Jrnl Editor
Baylor WorthamJCYLA Rep
Sheigh RhodesSecretary
Ashley Chase MolfinoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$93,279
Program Service Revenue
$86,830
Investment Income
$1
Other Revenue
$24,256
All Other Contributions
$6,000
Change in Net Assets
$-34,160

Audited Revenue Reconciliation

Revenue per Audited Statements
$204,366
Total Revenue per Audited Statements
$204,366
Total Revenue per Form 990
$204,366
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$151,201
Other Expenses$83,715
Grants and Similar Amounts Paid$3,610
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$38,109$39,221-$77,330
Current Officers, Directors, Trustees, and Key Employees$31,457$31,456-$62,913
Office Expenses$8,606$4,506-$13,112
All Other Expenses$11,460$245-$11,705
Payroll Taxes$5,479$5,479-$10,958
Fees for Services Accounting$4,656$2,885-$7,541
Information Technology-$5,495-$5,495
Other Expenses$5,022--$5,022
Grants to Domestic Individuals$3,610--$3,610
Insurance$118$2,491-$2,609
Travel-$2,519-$2,519
Advertising-$1,767-$1,767
Conferences and Meetings-$1,477-$1,477
Depreciation Depletion---$461
Total Functional Expenses$140,524$97,541$0$238,526

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$238,526
Total Expenses per Audited Statements$238,526
Total Expenses per Form 990$238,526
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Lance Bradley and Tina Bradley are married.

Form 990, Part VI, Line 11B: Form 990 Review Process

Executive Director reviews Form 990 and discusses any questions and concerns with the accountant. Board then reviews.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Available upon request.

Filing and Contact Details

Filer

Filer Name
Jefferson County Bar Association
EIN
74-1593021
Phone
4098358647
Address
1085 Pearl Street, Beaumont, TX 77701

Signing Officer

Name
Bonnie Boykin Dean
Title
Executive Director
Signed
2019-04-13
Discuss with paid preparer
Yes

Organization Details

Formed
1973
Legal Domicile
TX
Voting Board Members
15
Independent Board Members
15
Employees
3
Volunteers
515

Preparer

Firm
Wathen DeShong & Juncker LLP
Address
4140 Gladys Avenue Suite 101, Beaumont, TX 77706-3648
Preparer
Michael W Kiefer
Phone
4098381605
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IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Executive Direc
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IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt05495
IRS990/InformationTechnologyGrp/TotalAmt05495
IRS990/InsuranceGrp/ManagementAndGeneralAmt02491
IRS990/InsuranceGrp/ProgramServicesAmt0118
IRS990/InsuranceGrp/TotalAmt02609
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0519
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02250
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01789
IRS990/LandBldgEquipCostOrOtherBssAmt02308
IRS990/LegalDomicileStateCd0TX
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt09590
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt09590
IRS990/MissionDesc0Promote the public interest of Jefferson County, TX by protecting and advancing the professional interests of persons licensed to practice law and improving relations between Bench, Bar and the public.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt097815
IRS990/NetAssetsOrFundBalancesEOYAmt063655
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt0-5018
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04506
IRS990/OfficeExpensesGrp/ProgramServicesAmt08606
IRS990/OfficeExpensesGrp/TotalAmt013112
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Printing and Publications
IRS990/OtherExpensesGrp/Desc1Continuing Law Education Exps
IRS990/OtherExpensesGrp/Desc2Veteran's Project
IRS990/OtherExpensesGrp/Desc3Social Expense
IRS990/OtherExpensesGrp/ProgramServicesAmt019268
IRS990/OtherExpensesGrp/ProgramServicesAmt17189
IRS990/OtherExpensesGrp/ProgramServicesAmt25550
IRS990/OtherExpensesGrp/ProgramServicesAmt35022
IRS990/OtherExpensesGrp/TotalAmt019268
IRS990/OtherExpensesGrp/TotalAmt17189
IRS990/OtherExpensesGrp/TotalAmt25550
IRS990/OtherExpensesGrp/TotalAmt35022
IRS990/OtherRevenueMiscGrp/BusinessCd0541800
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0Newsletter Advertisements
IRS990/OtherRevenueMiscGrp/Desc1Other
IRS990/OtherRevenueMiscGrp/Desc2Social Sponsor
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04046
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt14525
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06095
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt14046
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt24525
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt06095
IRS990/OtherRevenueTotalAmt024256
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt039221
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt038109
IRS990/OtherSalariesAndWagesGrp/TotalAmt077330
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05479
IRS990/PayrollTaxesGrp/ProgramServicesAmt05479
IRS990/PayrollTaxesGrp/TotalAmt010958
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01485
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1541100
IRS990/ProgramServiceRevenueGrp/BusinessCd2541100
IRS990/ProgramServiceRevenueGrp/Desc0Continuing Law Education
IRS990/ProgramServiceRevenueGrp/Desc1Lawyer Referral Services
IRS990/ProgramServiceRevenueGrp/Desc2Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt023676
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt260154
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt023676
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt260154
IRS990/ProgSrvcAccomActy2Grp/Desc0Provide community service/involvement through Pro Bono Program aiding indigent residents (approximately 250 cases), Certified Lawyer Referral Service Program, Veteran's Initiative assisting veterans with their legal needs, Teen Court helping juvenile first time nonviolent offenders, Legal Line free legal advice call in line monthly, and Client Attorney Assistance Program.
IRS990/ProgSrvcAccomActy3Grp/Desc0Provide community support through Civics Education and National Adoption Day.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0113114
IRS990/PYGrantsAndSimilarPaidAmt03610
IRS990/PYInvestmentIncomeAmt01
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt079234
IRS990/PYOtherRevenueAmt043942
IRS990/PYProgramServiceRevenueAmt092374
IRS990/PYRevenuesLessExpensesAmt029025
IRS990/PYSalariesCompEmpBnftPaidAmt0137562
IRS990/PYTotalExpensesAmt0220406
IRS990/PYTotalRevenueAmt0249431
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-34160
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt095821
IRS990/SavingsAndTempCashInvstGrp/EOYAmt060966
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt01789
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0519
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02308
IRS990ScheduleD/ExpensesSubtotalAmt0238526
IRS990ScheduleD/RevenueSubtotalAmt0204366
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01789
IRS990ScheduleD/TotalExpensesPerForm990Amt0238526
IRS990ScheduleD/TotalRevenuePerForm990Amt0204366
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0204366
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0238526
IRS990/ScheduleJRequiredInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.93$0.14$0.79$2.20$2.10$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.12$0.76$1.57$2.04$0.47
2022Detailed filing. Detailed filing data is available for this year.$1.36$0.13$1.24$1.77$1.77$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.29$0.11$1.18$1.99$1.54$0.45
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$1.95$2.04$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$2.33$2.05$0.28
2018Detailed filing. Detailed filing data is available for this year.$0.64$0.01$0.64$2.04$2.39$0.34
2017Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$2.49$2.20$0.29
2016Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$2.03$1.99$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.64$0.64$1.98$1.94$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.61$0.61$1.91$1.89$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.01$0.59$2.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.00$0.48$1.89
2011Summary only. Only limited summary data is available for this year.$0.23$0.01$1.43$1.44$0.01