Civic Intelligence

Dallas Bar Association

EIN 75-0758332 • 501(c)6 • Dallas, TX

Dallas, TX
Siviq Scores

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

Liabilities / Assets

57th percentile

0.25x

Higher debt load relative to assets than 57% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.39x

Higher debt load relative to revenue than 61% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Source year 2024

Net Margin

63rd percentile

8.6%

Higher net margin than 63% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

52nd percentile

$286,304

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

501(c)6 • $5M-$10M nonprofits • Source year 2024

Asset Growth

50th percentile

5.2%

Faster asset growth than 50% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

38th percentile

2.8%

Faster revenue growth than 38% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$7,001,650

Up $345,854 (+5.2%) from 2023

Liabilities

Down

$1,752,440

Down $44,630 (-2.5%) from 2023

Net Assets

Up

$5,249,210

Up $390,484 (+8.0%) from 2023

Revenue

Up

$4,524,832

Up $123,777 (+2.8%) from 2023

Expenses

Up

$4,134,348

Up $152,988 (+3.8%) from 2023

Net Income

Down

$390,484

Down $29,211 (-7.0%) from 2023

Trend Graphs

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,565,643Liabilities 2011: $878,655Net Assets 2011: $2,686,9882011Assets 2012: $3,912,743Liabilities 2012: $924,091Net Assets 2012: $2,988,6522012Assets 2013: $4,307,925Liabilities 2013: $952,041Net Assets 2013: $3,355,8842013Assets 2014: $4,453,216Liabilities 2014: $840,123Net Assets 2014: $3,613,0932014Assets 2015: $4,236,162Liabilities 2015: $747,636Net Assets 2015: $3,488,5262015Assets 2016: $4,278,729Liabilities 2016: $752,127Net Assets 2016: $3,526,6022016Assets 2017: $4,925,213Liabilities 2017: $788,985Net Assets 2017: $4,136,2282017Assets 2018: $5,108,215Liabilities 2018: $944,739Net Assets 2018: $4,163,4762018Assets 2019: $5,319,746Liabilities 2019: $668,249Net Assets 2019: $4,651,4972019Assets 2020: $5,441,482Liabilities 2020: $839,724Net Assets 2020: $4,601,7582020Assets 2021: $6,369,597Liabilities 2021: $1,381,267Net Assets 2021: $4,988,3302021Assets 2022: $5,907,087Liabilities 2022: $1,463,602Net Assets 2022: $4,443,4852022Assets 2023: $6,655,796Liabilities 2023: $1,797,070Net Assets 2023: $4,858,7262023Assets 2024: $7,001,650Liabilities 2024: $1,752,440Net Assets 2024: $5,249,2102024

Highlighted filing

2024

Assets$7,001,650
Liabilities$1,752,440
Net Assets$5,249,210

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,284,227Expenses 2011: $3,178,479Net Income 2011: $105,7482011Revenue 2012: $3,552,410Expenses 2012: $3,250,746Net Income 2012: $301,6642012Revenue 2013: $3,554,423Expenses 2013: $3,187,191Net Income 2013: $367,2322013Revenue 2014: $3,470,976Expenses 2014: $3,213,767Net Income 2014: $257,2092014Revenue 2015: $3,448,454Expenses 2015: $3,573,021Net Income 2015: -$124,5672015Revenue 2016: $3,573,229Expenses 2016: $3,535,153Net Income 2016: $38,0762016Revenue 2017: $3,610,638Expenses 2017: $3,001,012Net Income 2017: $609,6262017Revenue 2018: $3,301,550Expenses 2018: $3,274,302Net Income 2018: $27,2482018Revenue 2019: $4,266,005Expenses 2019: $3,777,984Net Income 2019: $488,0212019Revenue 2020: $3,220,442Expenses 2020: $3,270,181Net Income 2020: -$49,7392020Revenue 2021: $3,181,357Expenses 2021: $2,794,785Net Income 2021: $386,5722021Revenue 2022: $2,860,604Expenses 2022: $3,405,449Net Income 2022: -$544,8452022Revenue 2023: $4,401,055Expenses 2023: $3,981,360Net Income 2023: $419,6952023Revenue 2024: $4,524,832Expenses 2024: $4,134,348Net Income 2024: $390,4842024

Highlighted filing

2024

Revenue$4,524,832
Expenses$4,134,348
Net Income$390,484

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.00$1.75$5.25$4.52$4.13$0.39
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.66$1.80$4.86$4.40$3.98$0.42
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.91$1.46$4.44$2.86$3.41$0.54
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.37$1.38$4.99$3.18$2.79$0.39
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.44$0.84$4.60$3.22$3.27$0.05
2019Summary only. Only limited summary data is available for this year.$5.32$0.67$4.65$4.27$3.78$0.49
2018Summary only. Only limited summary data is available for this year.$5.11$0.94$4.16$3.30$3.27$0.03
2017Summary only. Only limited summary data is available for this year.$4.93$0.79$4.14$3.61$3.00$0.61
2016Summary only. Only limited summary data is available for this year.$4.28$0.75$3.53$3.57$3.54$0.04
2015Summary only. Only limited summary data is available for this year.$4.24$0.75$3.49$3.45$3.57$0.12
2014Summary only. Only limited summary data is available for this year.$4.45$0.84$3.61$3.47$3.21$0.26
2013Summary only. Only limited summary data is available for this year.$4.31$0.95$3.36$3.55$3.19$0.37
2012Summary only. Only limited summary data is available for this year.$3.91$0.92$2.99$3.55$3.25$0.30
2011Summary only. Only limited summary data is available for this year.$3.57$0.88$2.69$3.28$3.18$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Gross Receipts
$4,944,108
Mission and Program Overview

Mission

The Dallas Bar Association is a nonprofit corporation chartered by the State of Texas to protect and advance the professional interests of persons licensed to practice law in the Dallas area, to improve the relations between the Bench, the Bar, and the Public, and to advance cordial communication among lawyers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,814,778$4,244,333▲ $429,555
Cash and Non-Interest-Bearing Accounts$2,049,239$2,043,984▼ $5,255
Accounts Receivable$296,593$316,439▲ $19,846
Land, Buildings, and Equipment, Net$124,630$95,599▼ $29,031
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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$6,655,796$7,001,650▲ $345,854
Other Assets Total$370,556$301,295▼ $69,261
Liabilities
Deferred Revenue$1,006,315$1,038,455▲ $32,140
Accounts Payable and Accrued Expenses$419,990$403,990▼ $16,000
Other Liabilities$370,765$309,995▼ $60,770
Total Liabilities$1,797,070$1,752,440▼ $44,630
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,295,447$2,777,730▲ $482,283
Net Assets Without Donor Restrictions$2,563,279$2,471,480▼ $91,799
Total Net Assets Fund Balance$4,858,726$5,249,210▲ $390,484
Total Liabilities and Net Assets / Fund Balance$6,655,796$7,001,650▲ $345,854

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$89,081$861,459$950,540
Equipment$6,307$275,832$282,139
Leasehold Improvements$211$174,594$174,805
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sherri EvansControllerFT$227,167$13,737$240,904
Alicia HernandezExecutive DirectorPT$133,792$9,360$143,152
Jessica SmithDirector CommunicationFT$120,100-$120,100
Rhonda ThorntonSpecial Event DirectorFT$87,400-$87,400
Shawna BushDirector of MembershipFT$86,700-$86,700
Mary Ellen JohnsonMarketing DirectorFT$78,300-$78,300

Board Members and Trustees

NameTitle
Jennifer KingChairman
Lauren BlackVice - Chair
Bill MatejaPast President
Vicki BlantonPresident
Berenice PruettiangkuraDirector
Chelsea HilliardDirector
Hon Audrey MooreheadDirector
Hon Martin HoffmanDirector
Hon Nicole MunozDirector
Joshua DosseyDirector
Kandace WalterDirector
Katie AndersonDirector
Maria AlonsoDirector
Rob Canas JrDirector
Rocio Garcia EspinozaDirector
Sharonda RobersonDirector
Stephanie AlmeterDirector
Thomas McMillanDirector
Tim NewmanDirector
Hon Irma RamerezDirector at Large
Amanda CottrellDirector At-Large
Steve BoldenDirector-At-Lar
Sarah Rogers1st Vice Pres.
Stephanie Culpepper2nd Vice Pres.
Alicia HernandezExecutive Direc
Jonathan ChildersPres.Elect
Javier PerezSec/Treas.
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,942,251
Investment Income
$398,657
Other Revenue
$1,183,924
Change in Net Assets
$390,484
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,362,737
Salaries, Compensation, and Employee Benefits$1,771,611
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$570,391$466,683-$1,037,074
Occupancy-$796,642-$796,642
Current Officers, Directors, Trustees, and Key Employees$158,512$129,691-$288,203
Other Employee Benefits$123,233$100,827-$224,060
Office Expenses$107,962$88,347-$196,309
Pension Plan Contributions$72,163$59,043-$131,206
Information Technology$51,894$42,459-$94,353
Payroll Taxes$50,083$40,985-$91,068
Insurance-$66,394-$66,394
Depreciation Depletion-$50,888-$50,888
Fees for Services Accounting-$34,693-$34,693
All Other Expenses$14,115$18,779-$32,894
Fees for Services Other-$26,007-$26,007
Other Expenses$403,616$14,113-$14,113
Travel-$14,054-$14,054
Fees for Services Management-$1,575-$1,575
Total Functional Expenses$2,161,168$1,973,180$0$4,134,348
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
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
Right of Use Liability Current DBF$221,300
Right of Use Liability Current Telephone$21,315
Security Deposit$20,250
Accounts Payable - Accrued Interest$19,953
Accounts Payable - 401k$13,224
Flora St Deposit$7,502
Right of Use Liability Current DBF$6,083
Sales Tax Payable$367
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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, Part VI, Section A, Line 6

The membership of the Dallas Bar Association is made up of attorneys and the judiciary in the Dallas County area. There are approximately 11,998 members of the Dallas Bar Association.

Form 990, Part VI, Section A, Line 7A

The Dallas Bar Association (DBA) holds an annual meeting of their members for the purpose of nominating officers and the directors. Once all officers and directors have been nominated, ballots are sent to the DBA membership to vote. After a canvassing of the ballots and certification, the President of the DBA announces the new officers and directors.

Form 990, Part VI, Section A, Line 7B

If a decision by the Board of Directors affects the bylaws of the organization, the Dallas Bar Association membership must vote to make the change.

Form 990, Part VI, Section B, Line 11B

Once the 990 has been completed, the tax return is given to an independent tax specialist for review. Any comments or corrections to the return are then considered and made by the Dallas Bar Association Finance Committee. Upon satisfaction by the Finance Committee, the 990 is available for review upon request by the Dallas Bar Board of Directors. The return is then filed with the Internal Revenue Service.

Form 990, Part VI, Section B, Line 12C

At the beginning of each year, the Conflict of Interest Policy is given to each Dallas Bar Association Board member to read and accept. Should any projects, contracts or issues occur during the year creating a possible conflict of interest, the Board of Directors will review, decide if there is a conflict or not and take action.

Form 990, Part VI, Section B, Line 15A

Dallas Bar Association Annual Employee Compensation Process - For the Executive Director, the Executive Director prepares a written report of her accomplishments and goals for the upcoming year, then meets with the Compensation Committee comprised of officers of the board. The Compensation Committee reviews the salary history of the Executive Director, compares salary levels with other Executive Directors of local bar associations of similar size around the country and considers all of the accomplishments for the year. Once the Compensation Committee determines a salary adjustment, it is presented to the Board of Directors for approval.

Form 990, Part VI, Section B, Line 15B

Dallas Bar Association Annual Employee Compensation Process - For Key Employees (Executive Director), the Executive Director prepares a written report of her accomplishments and goals for the upcoming year, then meets with the Compensation Committee comprised of the officers of the board. The Compensation Committee reviews the salary history of the Executive Director, compares salary levels with other Executive Directors of local bar associations of similar size around the country and considers all of the accomplishments for the year. Once the Compensation Committee determines a salary adjustment, it is presented to the Board of Directors for approval. For the staff members, the employees are requested to write their accomplishments and goals in a report and submit to the Executive Director for review. After review, the Executive Director meets with each employee to discuss his/her performance for the year. The Executive Director presents an evaluation summary with salary adjustments of each employee to the Compensation Committee. Salary adjustments are considered after reviewing accomplishments and goals for the year, comparing salaries to other similar positions in other local bar associations around the country and reviews the salary history of each employee for the past 5 years. Once the Compensation Committee has approved the recommendations, the Board of Directors votes on all salary adjustments.

Form 990, Part VI, Section C, Line 19

All governing documents, policies and financial information are available upon request after approval by the Executive Director and the Board of Directors.

Filing and Contact Details

Filer

Filer Name
Dallas Bar Association
EIN
75-0758332
Phone
2142207440
Address
2101 Ross Avenue, Dallas, TX 75201

Signing Officer

Name
Sherri Evans
Title
Controller
Signed
2025-05-06

Organization Details

Principal Officer
Sherri Evans
Formed
1937
Legal Domicile
TX
Voting Board Members
27
Independent Board Members
27
Employees
18
Raw XML AppendixShowing 400 of 671 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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