Civic Intelligence

Texas Association of Defense

EIN 74-2714466 • 501(c)6 • Austin, TX

Profile

To promote education, development and improvement of the civil trial attorney profession.

PO Box 92468Austin, TX 78709

www.tadc.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

89th percentile

0.51x

Higher debt load relative to assets than 89% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

83rd percentile

0.34x

Higher debt load relative to revenue than 83% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Net Margin

74th percentile

14%

Higher net margin than 74% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

94th percentile

$200,112

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 27.8% of source-year revenue.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Asset Growth

63rd percentile

8.6%

Faster asset growth than 63% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

39th percentile

0.7%

Faster revenue growth than 39% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$484,940

Up $38,260 (+8.6%) from 2024

Liabilities

Down

$247,138

Down $65,205 (-21%) from 2024

Net Assets

Up

$237,802

Up $103,465 (+77%) from 2024

Revenue

Up

$719,121

Up $4,728 (+0.7%) from 2024

Expenses

Down

$615,656

Down $61,420 (-9.1%) from 2024

Net Income

Up

$103,465

Up $66,148 (+177%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $489,225Liabilities 2010: $215Net Assets 2010: $489,0102010Assets 2011: $501,896Liabilities 2011: $24,146Net Assets 2011: $477,7502011Assets 2012: $486,325Liabilities 2012: $3,458Net Assets 2012: $482,8672012Assets 2013: $481,782Liabilities 2013: $970Net Assets 2013: $480,8122013Assets 2014: $456,471Liabilities 2014: $50,439Net Assets 2014: $406,0322014Assets 2015: $457,944Liabilities 2015: $88,409Net Assets 2015: $369,5352015Assets 2016: $392,049Liabilities 2016: $41,230Net Assets 2016: $350,8192016Assets 2017: $503,184Liabilities 2017: $294,407Net Assets 2017: $208,7772017Assets 2018: $485,124Liabilities 2018: $289,383Net Assets 2018: $195,7412018Assets 2019: $477,029Liabilities 2019: $284,001Net Assets 2019: $193,0282019Assets 2020: $473,414Liabilities 2020: $294,074Net Assets 2020: $179,3402020Assets 2021: $594,940Liabilities 2021: $314,680Net Assets 2021: $280,2602021Assets 2022: $481,285Liabilities 2022: $293,297Net Assets 2022: $187,9882022Assets 2023: $478,677Liabilities 2023: $381,657Net Assets 2023: $97,0202023Assets 2024: $446,680Liabilities 2024: $312,343Net Assets 2024: $134,3372024Assets 2025: $484,940Liabilities 2025: $247,138Net Assets 2025: $237,8022025

Highlighted filing

2025

Assets$484,940
Liabilities$247,138
Net Assets$237,802

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $758,0902010Expenses 2011: $707,1922011Expenses 2012: $705,4842012Expenses 2013: $660,9162013Revenue 2014: $646,215Expenses 2014: $720,995Net Income 2014: -$74,7802014Revenue 2015: $665,639Expenses 2015: $705,774Net Income 2015: -$40,1352015Revenue 2016: $622,078Expenses 2016: $640,794Net Income 2016: -$18,7162016Revenue 2017: $645,379Expenses 2017: $676,540Net Income 2017: -$31,1612017Revenue 2018: $674,235Expenses 2018: $687,271Net Income 2018: -$13,0362018Revenue 2019: $700,884Expenses 2019: $703,597Net Income 2019: -$2,7132019Revenue 2020: $590,076Expenses 2020: $603,764Net Income 2020: -$13,6882020Revenue 2021: $714,239Expenses 2021: $613,319Net Income 2021: $100,9202021Revenue 2022: $625,037Expenses 2022: $717,309Net Income 2022: -$92,2722022Revenue 2023: $627,438Expenses 2023: $718,406Net Income 2023: -$90,9682023Revenue 2024: $714,393Expenses 2024: $677,076Net Income 2024: $37,3172024Revenue 2025: $719,121Expenses 2025: $615,656Net Income 2025: $103,4652025

Highlighted filing

2025

Revenue$719,121
Expenses$615,656
Net Income$103,465

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.85$2.47$2.38$7.19$6.16$1.03
2024Detailed filing. Detailed filing data is available for this year.$4.47$3.12$1.34$7.14$6.77$0.37
2023Detailed filing. Detailed filing data is available for this year.$4.79$3.82$0.97$6.27$7.18$0.91
2022Detailed filing. Detailed filing data is available for this year.$4.81$2.93$1.88$6.25$7.17$0.92
2021Detailed filing. Detailed filing data is available for this year.$5.95$3.15$2.80$7.14$6.13$1.01
2020Detailed filing. Detailed filing data is available for this year.$4.73$2.94$1.79$5.90$6.04$0.14
2019Detailed filing. Detailed filing data is available for this year.$4.77$2.84$1.93$7.01$7.04$0.03
2018Detailed filing. Detailed filing data is available for this year.$4.85$2.89$1.96$6.74$6.87$0.13
2017Detailed filing. Detailed filing data is available for this year.$5.03$2.94$2.09$6.45$6.77$0.31
2016Detailed filing. Detailed filing data is available for this year.$3.92$0.41$3.51$6.22$6.41$0.19
2015Detailed filing. Detailed filing data is available for this year.$4.58$0.88$3.70$6.66$7.06$0.40
2014Detailed filing. Detailed filing data is available for this year.$4.56$0.50$4.06$6.46$7.21$0.75
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.82$0.01$4.81$6.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.86$0.03$4.83$7.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.02$0.24$4.78$7.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.89$0.00$4.89$7.58
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 26, 2026
Return Version
2025v4.0
Gross Receipts
$719,121
Mission and Program Overview

Mission

To promote education, development and improvement of the civil trial attorney profession.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$382,755$381,353▼ $1,402
Cash and Non-Interest-Bearing Accounts$39,062$61,613▲ $22,551
Prepaid Expenses and Deferred Charges$18,513$31,519▲ $13,006
Accounts Receivable$2,120$10,455▲ $8,335
Total Assets$446,680$484,940▲ $38,260
Other Assets Total$4,230--
Liabilities
Deferred Revenue$233,215$245,788▲ $12,573
Other Liabilities$24,267--
Accounts Payable and Accrued Expenses$54,861$1,350▼ $53,511
Total Liabilities$312,343$247,138▼ $65,205
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$134,337$237,802▲ $103,465
Total Net Assets Fund Balance$134,337$237,802▲ $103,465
Total Liabilities and Net Assets / Fund Balance$446,680$484,940▲ $38,260
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bobby L WaldenExecutive DiFT$165,000$35,112$200,112
Bobby L WaldenExecutive Director-$150,000$50,112$200,112

Board Members and Trustees

NameTitle
Russell R SmithPresident
Darin L BrooksPresident El
Brent a BishopDirector
Katherine M WillisDirector
Kelly B LeaDirector
Kendyl T HanksDirector
Miles R NelsonDirector
William T ThorneDirector
G Robert SonnierAustin/centr
Elizabeth S CantuCc/valley VP
Amy M StewartDallas Area
Josh ThaneDistrict 1 D
Sarah a NicolasDistrict 10
Neal E PirkleDistrict 11
Brittani W RollenDistrict 12
Joshua D RossDistrict 13
Catrina L GuerreroDistrict 14
Melissa Osio MartinezDistrict 15
David W LauritzenDistrict 16
Gregory D PerezDistrict 17
Tyler HenkelDistrict 18
Mary Kate RaffettoDistrict 19
Warren B WiseDistrict 2 D
Earl L IngleDistrict 20
Eliott V NixonDistrict 3 D
Sean B SwordsDistrict 4 D
Cathy F BaileyDistrict 5 D
Mike H BassettDistrict 6 D
Kurt G PaxsonDistrict 7 D
Mark S LogsdonDistrict 8 D
Robert E BoothDistrict 9 D
Gayla CorleyDri State Re
J Mitchell SmithEast Texas V
Daniel H Hernandez SrExec. Vice P
Greg P BlaiesFt Worth/nor
Stephen B EdmundsonHouston/galv
James H Hunter JrLegislative
Richard B Phillips JrLegislative
Jennie C KnappMembership V
Victor V VicinaizMembership V
Michael J ShipmanPast Preside
Kristi L KautzPrograms VP
Mark E StradleyPrograms VP
David L BrennerPublications
Michael a GolemiPublications
Brandon CoonySan Antonio
Bernabe G Sandoval IiiSecretary
Arlene C MatthewsTreasurer
Rachel C MorenoWest Texas V
Jake McclellanYoung Lawyer
Revenue and Support

Revenue Composition

Contributions and Grants
$317,178
Program Service Revenue
$353,345
Investment Income
$48,598
Other Revenue
$0
Change in Net Assets
$103,465
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$403,710
Salaries, Compensation, and Employee Benefits$211,946
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$165,000
Conferences and Meetings---$149,184
Fees for Services Other---$69,598
Travel---$59,293
Office Expenses---$29,095
Fees for Services Accounting---$20,830
Other Employee Benefits---$17,787
Pension Plan Contributions---$17,325
Information Technology---$14,143
Payroll Taxes---$11,834
Occupancy---$8,979
Insurance---$6,511
Other Expenses---$1,000
Total Functional Expenses$0$0$0$615,656
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
Yes
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

In order to become a member of the texas association of defense counsel, an attorney must be in good standing with the state bar of texas, devote a substantial amount of their professional time to the handling of litigated cases and whose representation in cases is primarily other than plaintiffs in personal injury cases, and not be a member of any plaintiff or claimant oriented association, group or firm.

Form 990, Page 6, Part VI, Line 7A

The association has members that may elect each officer and director.

Form 990, Page 6, Part VI, Line 7B

A majority vote of the members present and voting shall be necessary to elect each officer and director per the bylaws.

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

The tax return was reviewed in detail by the executive director and accountant for the association prior to filing.

Form 990, Page 6, Part VI, Line 12C

The association adopted a conflict of interest policy during 2015. Each board member is required annually to disclose any relationships with the association that would cause a potential conflict of interest.

Form 990, Page 6, Part VI, Line 15A

Compensation for the executive director and all other employees are determined by the executive committee. A summary spreadsheet is prepared internally that lists each employee and their salary history, and another spreadsheet that shows each employee's current salary and what the cost would be at different levels of compensation.

Form 990, Page 6, Part VI, Line 15B

Compensation for the executive director and all other employees are determined by the executive committee. A summary spreadsheet is prepared internally that lists each employee and their salary history, and another spreadsheet that shows each employee's current salary and what the cost would be at different levels of compensation.

Form 990, Page 6, Part VI, Line 19

The governing documents and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Texas Association of Defense
EIN
74-2714466
Phone
5124765225
Address
PO BOX 92468, AUSTIN, TX 78709

Signing Officer

Name
Bobby L Walden
Title
Executive Director
Phone
5124765225
Signed
2026-02-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bobby L Walden
Formed
1960
Legal Domicile
TX
Voting Board Members
50
Independent Board Members
50
Employees
1

Preparer

Firm
S Patricia White CPA Pc
Address
PO BOX 8245, ROUND ROCK, TX 78683-8245
Preparer
Patricia White
Phone
5127718123
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Legislative consultant 40,000 0 0 expert witness 8,598 0 0 administrative support 21,000 0 0 total 69,598 0 0

Raw XML AppendixShowing 400 of 597 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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