Civic Intelligence

Texas Bar Foundation

990 • Fiscal year 2017 • EIN 74-6074796

Jun 01, 2016 to May 31, 2017 • Filed on Jan 17, 2018

Organization Profilewww.txbf.org
515 Congress AvenueAustin, TX 78701

(512) 480-8000

Siviq Scores

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

Liabilities / Assets

10th percentile

0.01x

Higher debt load relative to assets than 10% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

18th percentile

0.08x

Higher debt load relative to revenue than 18% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

26th percentile

$164,346

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

68th percentile

9.8%

Faster asset growth than 68% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

58th percentile

7.6%

Faster revenue growth than 58% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$27,380,104

Up $2,454,220 (+9.8%) from 2016

Net Assets

Up

$27,159,676

Up $2,432,265 (+9.8%) from 2016

Liabilities

Up

$220,428

Up $21,955 (+11%) from 2016

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin84th percentile

Revenue

Up

$2,813,094

Up $199,052 (+7.6%) from 2016

Expenses

Up

$1,978,061

Up $21,622 (+1.1%) from 2016

Net Income

Up

$835,033

Up $177,430 (+27%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$60M$40M$20M$0Assets 2011: $20,970,300Liabilities 2011: $76,750Net Assets 2011: $20,893,5502011Assets 2012: $19,222,335Liabilities 2012: $125,296Net Assets 2012: $19,097,0392012Assets 2013: $22,933,027Liabilities 2013: $188,824Net Assets 2013: $22,744,2032013Assets 2014: $25,649,179Liabilities 2014: $146,934Net Assets 2014: $25,502,2452014Assets 2015: $26,230,137Liabilities 2015: $177,668Net Assets 2015: $26,052,4692015Assets 2016: $24,925,884Liabilities 2016: $198,473Net Assets 2016: $24,727,4112016Assets 2017: $27,380,104Liabilities 2017: $220,428Net Assets 2017: $27,159,6762017Assets 2018: $29,998,442Liabilities 2018: $225,997Net Assets 2018: $29,772,4452018Assets 2019: $29,204,108Liabilities 2019: $252,288Net Assets 2019: $28,951,8202019Assets 2020: $30,368,766Liabilities 2020: $89,398Net Assets 2020: $30,279,3682020Assets 2021: $39,087,932Liabilities 2021: $345,871Net Assets 2021: $38,742,0612021Assets 2022: $36,380,732Liabilities 2022: $315,671Net Assets 2022: $36,065,0612022Assets 2023: $35,282,026Liabilities 2023: $696,974Net Assets 2023: $34,585,0522023Assets 2024: $44,370,320Liabilities 2024: $685,043Net Assets 2024: $43,685,2772024Assets 2025: $46,712,334Liabilities 2025: $660,142Net Assets 2025: $46,052,1922025

Highlighted filing

2017

Assets$27,380,104
Liabilities$220,428
Net Assets$27,159,676
Open 2017 Filing

Operations Trend

Revenue Growth58th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $1,938,418Expenses 2011: $1,422,220Net Income 2011: $516,1982011Expenses 2012: $1,476,9182012Revenue 2013: $2,225,560Expenses 2013: $1,565,511Net Income 2013: $660,0492013Revenue 2014: $2,977,586Expenses 2014: $1,646,153Net Income 2014: $1,331,4332014Revenue 2015: $2,757,805Expenses 2015: $1,863,056Net Income 2015: $894,7492015Revenue 2016: $2,614,042Expenses 2016: $1,956,439Net Income 2016: $657,6032016Revenue 2017: $2,813,094Expenses 2017: $1,978,061Net Income 2017: $835,0332017Revenue 2018: $3,269,974Expenses 2018: $2,344,509Net Income 2018: $925,4652018Revenue 2019: $2,618,565Expenses 2019: $2,437,447Net Income 2019: $181,1182019Revenue 2020: $2,636,420Expenses 2020: $2,415,927Net Income 2020: $220,4932020Revenue 2021: $1,899,203Expenses 2021: $2,161,849Net Income 2021: -$262,6462021Revenue 2022: $5,314,157Expenses 2022: $2,457,795Net Income 2022: $2,856,3622022Revenue 2023: $2,056,778Expenses 2023: $2,682,349Net Income 2023: -$625,5712023Revenue 2024: $10,808,885Expenses 2024: $2,847,504Net Income 2024: $7,961,3812024Revenue 2025: $3,496,909Expenses 2025: $2,988,549Net Income 2025: $508,3602025

Highlighted filing

2017

Revenue$2,813,094
Expenses$1,978,061
Net Income$835,033
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Jan 17, 2018
Return Version
2016v3.0
Gross Receipts
$7,171,668
Mission and Program Overview

Mission

The Foundation solicits charitable contributions and provides funding to enhance the rule of law and the system of justice in Texas, especially for programs that relate to the administration of justice; ethics in the legal profession; legal assistance for the needy; the encouragement of legal research, publications & forums; and the education of the public.

The Foundation solicits charitable contributions and provides funding to enhance the rule of law and the system of justice in Texas.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$22,726,531$25,080,341▲ $2,353,810
Savings and Temporary Cash Investments$1,408,482$1,221,924▼ $186,558
Cash and Non-Interest-Bearing Accounts$560,773$903,721▲ $342,948
Land, Buildings, and Equipment, Net$14,010$10,682▼ $3,328
Prepaid Expenses and Deferred Charges$17,383$10,021▼ $7,362
Pledges and Grants Receivable$4,000$5,000▲ $1,000
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$24,925,884$27,380,104▲ $2,454,220
Other Assets Total$194,705$148,415▼ $46,290
Liabilities
Deferred Revenue$129,415$139,740▲ $10,325
Accounts Payable and Accrued Expenses$33,816$43,331▲ $9,515
Other Liabilities$35,242$37,357▲ $2,115
Total Liabilities$198,473$220,428▲ $21,955
Net Assets / Fund Balance
Permanently Rstr Net Assets$13,780,820$13,790,470▲ $9,650
Unrestricted Net Assets$7,255,891$8,400,694▲ $1,144,803
Temporarily Rstr Net Assets$3,690,700$4,968,512▲ $1,277,812
Total Net Assets Fund Balance$24,727,411$27,159,676▲ $2,432,265
Total Liabilities and Net Assets / Fund Balance$24,925,884$27,380,104▲ $2,454,220

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$9,963$28,115$38,078
Equipment$719$8,146$8,865

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$24,104,701$388,181▲ $2,694,940-$26,269,214
2015$25,476,042$481,994▼ $916,370-$24,104,701
2014$25,083,641$395,692▲ $839,485-$25,476,042
2013$22,467,636$399,042▲ $2,841,103-$25,083,641
2012$18,823,144$103,900▲ $3,698,643-$22,467,636
Compensation and Service Providers
Top Officer Pay26th percentile

Board Members and Trustees

NameTitle
Cindy TisdaleChair Elect
FR Files JrChairman
Jeanne CollinsPast Chair
Andrea StoneExec Director
Alistair DawsonTrustee
Cindy JohnsonTrustee
David CopelandTrustee
Dustin BurrowsTrustee
Florentino RamirezTrustee
Jaime BalliTrustee
Lisa TatumTrustee
Melinda WycoffTrustee
Penny RobertsTrustee
Sara DysartTrustee
Shannon DacusTrustee
Tim KellyTrustee
Wendy BurgowerTrustee
Janna ClarkeSec/Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
State Bar of TexasTBF staff & support1414 Colorado Street, Austin, TX 78701$439,956
Luther King Capital ManagementInvestment mgmt fees1301 S MoPac Expy 350, Austin, TX 78746$125,719
Revenue and Support

Revenue Composition

Contributions and Grants
$1,447,824
Program Service Revenue
$0
Investment Income
$1,219,071
Other Revenue
$146,199
All Other Contributions
$1,267,824
Change in Net Assets
$835,033

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,687,375
Revenue Not Reported on Financial Statements
$125,719
Revenue Not Reported on Form 990
$1,597,232
Total Revenue per Audited Statements
$4,284,607
Total Revenue per Form 990
$2,813,094
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,036,075
Grants and Similar Amounts Paid$941,986
Total Fundraising Expense$197,725
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$941,986--$941,986
Fees for Service Investment Mgmnt Fees-$125,719-$125,719
All Other Expenses$16,866$71,687$15,191$103,744
Occupancy$16,519$57,817$8,259$82,595
Conferences and Meetings$7,953$40,025$5,302$53,280
Other Expenses$7,529$26,350$8,501$42,380
Travel$1,041$14,491$6,246$21,778
Fees for Services Accounting-$15,900-$15,900
Depreciation Depletion$2,163$665$500$3,328
Total Functional Expenses$1,170,018$610,318$197,725$1,978,061

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,978,061
Expenses per Audited Statements$1,852,342
Total Expenses per Audited Statements$1,852,342
Expenses Not Reported on Financial Statements$125,719
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
See Attachment AVarious, TX-Various$941,986
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to State Bar of Texas$37,357
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents

“Restated Bylaws are attached.”

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

“The Audit Committee met via conference call with the CPA that prepared the Foundation's Form 990 to review the return. The draft was then distributed to the entire Board electronically. The entire Board had an opportunity to comment on the return before it was finalized and filed.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Conflict of Interest Policy: Members of the Board of Trustees of the Texas Bar Foundation have a fiduciary responsibility to the Texas Bar Foundation.* Board members acting in their official capacity must exercise their authority exclusively for the benefit of the Texas Bar Foundation and may not engage in activities to their own benefit which are detrimental to the Foundation.* Annually, and more often as circumstances dictate, Board members shall disclose interests that could give rise to conflicts.* The Secretary/Treasurer is charged with monitoring compliance with the Conflict of Interest policy. The full Board is charged with enforcing compliance. Annually at the January Board meeting the Secretary/Treasurer will report on matters which may have arisen during the year.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The Foundation's independent Board draws upon other board experience, business experience, discussions with other organizations, and any other sources considered necessary to determine compensation for the Executive Director and any other officers.”

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

“Certain other documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Texas Bar Foundation
EIN
74-6074796
Phone
5124808000
Address
515 Congress Avenue, Austin, TX 78701

Signing Officer

Name
Cindy Tisdale
Title
Chair
Signed
2018-01-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrea Stone
Formed
1965
Legal Domicile
TX
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
227

Preparer

Firm
Dunagan Jack LLP
Address
3724 Jefferson Street Suite 307, Austin, TX 78731
Preparer
Gary Joseph Jack
Phone
5124208997
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Change in cash surrender value = -$3501”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Endowment funds primarily comprise the general endowment fund that supports Texas Bar Foundation.”

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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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IRS990/Form990PartVIISectionAGrp/PersonNm2Janna Clarke
IRS990/Form990PartVIISectionAGrp/PersonNm3Jeanne Collins
IRS990/Form990PartVIISectionAGrp/PersonNm4Jaime Balli
IRS990/Form990PartVIISectionAGrp/PersonNm5Wendy Burgower
IRS990/Form990PartVIISectionAGrp/PersonNm6Dustin Burrows
IRS990/Form990PartVIISectionAGrp/PersonNm7David Copeland
IRS990/Form990PartVIISectionAGrp/PersonNm8Shannon Dacus
IRS990/Form990PartVIISectionAGrp/PersonNm9Alistair Dawson
IRS990/Form990PartVIISectionAGrp/PersonNm10Sara Dysart
IRS990/Form990PartVIISectionAGrp/PersonNm11Cindy Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm12Tim Kelly
IRS990/Form990PartVIISectionAGrp/PersonNm13Florentino Ramirez
IRS990/Form990PartVIISectionAGrp/PersonNm14Penny Roberts
IRS990/Form990PartVIISectionAGrp/PersonNm15Lisa Tatum
IRS990/Form990PartVIISectionAGrp/PersonNm16Melinda Wycoff
IRS990/Form990PartVIISectionAGrp/PersonNm17Andrea Stone
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt17141962
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chair Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt2Sec/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Past Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt17Exec Director
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IRS990/GamingActivitiesInd0false
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IRS990/GrantAmt0941986
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
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IRS990/GrantsToOrganizationsInd0true
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IRS990/GrossReceiptsAmt07171668
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IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
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IRS990/InsuranceGrp/TotalAmt00
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt025080341
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IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt010682
IRS990/LandBldgEquipCostOrOtherBssAmt046943
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04358574
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The Foundation solicits charitable contributions and provides funding to enhance the rule of law and the system of justice in Texas, especially for programs that relate to the administration of justice; ethics in the legal profession; legal assistance for the needy; the encouragement of legal research, publications & forums; and the education of the public.
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
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IRS990/OccupancyGrp/ManagementAndGeneralAmt057817
IRS990/OccupancyGrp/ProgramServicesAmt016519
IRS990/OccupancyGrp/TotalAmt082595
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherAssetsTotalGrp/EOYAmt0148415
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IRS990/OtherExpensesGrp/Desc2Banking
IRS990/OtherExpensesGrp/Desc3Printing and Publications
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IRS990/OtherExpensesGrp/FundraisingAmt18842
IRS990/OtherExpensesGrp/FundraisingAmt28501
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0168862
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt144210
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt244592
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt326350
IRS990/OtherExpensesGrp/ProgramServicesAmt0125210
IRS990/OtherExpensesGrp/ProgramServicesAmt150751
IRS990/OtherExpensesGrp/ProgramServicesAmt27529
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IRS990/OtherExpensesGrp/TotalAmt1103803
IRS990/OtherExpensesGrp/TotalAmt244592
IRS990/OtherExpensesGrp/TotalAmt342380
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11184
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IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt013790470
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010021
IRS990/PrincipalOfficerNm0Andrea Stone
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IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYGrantsAndSimilarPaidAmt0946723
IRS990/PYInvestmentIncomeAmt01176807
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IRS990/PYOtherExpensesAmt01009716
IRS990/PYOtherRevenueAmt0129601

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,380,104
Liabilities
$220,428
Net assets
$27,159,676
Revenue
$2,813,094
Expenses
$1,978,061
Net income
$835,033
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$46.7$0.66$46.1$3.50$2.99$0.51
2024Detailed filing. Detailed filing data is available for this year.$44.4$0.69$43.7$10.8$2.85$7.96
2023Detailed filing. Detailed filing data is available for this year.$35.3$0.70$34.6$2.06$2.68$0.63
2022Detailed filing. Detailed filing data is available for this year.$36.4$0.32$36.1$5.31$2.46$2.86
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.1$0.35$38.7$1.90$2.16$0.26
2020Detailed filing. Detailed filing data is available for this year.$30.4$0.09$30.3$2.64$2.42$0.22
2019Detailed filing. Detailed filing data is available for this year.$29.2$0.25$29.0$2.62$2.44$0.18
2018Detailed filing. Detailed filing data is available for this year.$30.0$0.23$29.8$3.27$2.34$0.93
2017Detailed filing. Detailed filing data is available for this year.$27.4$0.22$27.2$2.81$1.98$0.84
2016Detailed filing. Detailed filing data is available for this year.$24.9$0.20$24.7$2.61$1.96$0.66
2015Detailed filing. Detailed filing data is available for this year.$26.2$0.18$26.1$2.76$1.86$0.89
2014Detailed filing. Detailed filing data is available for this year.$25.6$0.15$25.5$2.98$1.65$1.33
2013Summary only. Only limited summary data is available for this year.$22.9$0.19$22.7$2.23$1.57$0.66
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.2$0.13$19.1$1.48
2011Summary only. Only limited summary data is available for this year.$21.0$0.08$20.9$1.94$1.42$0.52