Civic Intelligence

Dallas Bar Association Community Service Fund

EIN 75-2410525 • 501(c)3 • Dallas, TX

Profile

The organization's primary exempt purpose is to operate exclusively for charitable and educational purposes within the meaning of section 501 (c)(3) of the United States Internal Revenue Code of 1986, or corresponding provision of any subsequent federal tax law (the "Code"), including for such purposes the making of distributions to organizations described in section 501 (c)(3) of the Code.

2101 Ross AvenueDallas, TX 75201
Siviq Scores

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

Liabilities / Assets

35th percentile

0.07x

Higher debt load relative to assets than 35% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

59th percentile

0.32x

Higher debt load relative to revenue than 59% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

84th percentile

38%

Higher net margin than 84% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

75th percentile

$286,304

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 10.8% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

60th percentile

7.4%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-7.3%

Faster revenue growth than 22% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$10,858,845

Up $1,502,980 (+16%) from 2022

Liabilities

Up

$1,053,005

Up $189,339 (+22%) from 2022

Net Assets

Up

$9,805,840

Up $1,313,641 (+15%) from 2022

Revenue

Up

$2,847,268

Up $1,770,074 (+164%) from 2022

Expenses

Up

$1,533,627

Up $125,263 (+8.9%) from 2022

Net Income

Up

$1,313,641

Up $1,644,811 (+497%) from 2022

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $2,405,059Liabilities 2011: $582,815Net Assets 2011: $1,822,2442011Assets 2012: $3,135,698Liabilities 2012: $683,707Net Assets 2012: $2,451,9912012Assets 2013: $3,874,959Liabilities 2013: $809,784Net Assets 2013: $3,065,1752013Assets 2014: $4,495,063Liabilities 2014: $950,666Net Assets 2014: $3,544,3972014Assets 2015: $4,916,040Liabilities 2015: $831,021Net Assets 2015: $4,085,0192015Assets 2016: $5,399,169Liabilities 2016: $938,373Net Assets 2016: $4,460,7962016Assets 2017: $5,991,752Liabilities 2017: $918,182Net Assets 2017: $5,073,5702017Assets 2018: $6,327,411Liabilities 2018: $963,359Net Assets 2018: $5,364,0522018Assets 2019: $7,277,868Liabilities 2019: $827,755Net Assets 2019: $6,450,1132019Assets 2020: $8,312,418Liabilities 2020: $744,971Net Assets 2020: $7,567,4472020Assets 2021: $9,862,095Liabilities 2021: $1,038,726Net Assets 2021: $8,823,3692021Assets 2022: $9,355,865Liabilities 2022: $863,666Net Assets 2022: $8,492,1992022Assets 2023: $10,858,845Liabilities 2023: $1,053,005Net Assets 2023: $9,805,8402023

Highlighted filing

2023

Assets$10,858,845
Liabilities$1,053,005
Net Assets$9,805,840

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,421,580Expenses 2011: $1,033,227Net Income 2011: $388,3532011Revenue 2012: $1,607,304Expenses 2012: $977,557Net Income 2012: $629,7472012Revenue 2013: $1,836,787Expenses 2013: $1,223,603Net Income 2013: $613,1842013Revenue 2014: $1,548,605Expenses 2014: $1,069,383Net Income 2014: $479,2222014Revenue 2015: $1,648,762Expenses 2015: $1,108,140Net Income 2015: $540,6222015Revenue 2016: $1,603,116Expenses 2016: $1,227,339Net Income 2016: $375,7772016Revenue 2017: $1,875,750Expenses 2017: $1,262,976Net Income 2017: $612,7742017Revenue 2018: $1,909,314Expenses 2018: $1,618,832Net Income 2018: $290,4822018Revenue 2019: $2,369,036Expenses 2019: $1,282,975Net Income 2019: $1,086,0612019Revenue 2020: $2,159,089Expenses 2020: $1,041,755Net Income 2020: $1,117,3342020Revenue 2021: $2,294,282Expenses 2021: $1,038,360Net Income 2021: $1,255,9222021Revenue 2022: $1,077,194Expenses 2022: $1,408,364Net Income 2022: -$331,1702022Revenue 2023: $2,847,268Expenses 2023: $1,533,627Net Income 2023: $1,313,6412023

Highlighted filing

2023

Revenue$2,847,268
Expenses$1,533,627
Net Income$1,313,641

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$10.9$1.05$9.81$2.85$1.53$1.31
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.36$0.86$8.49$1.08$1.41$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.86$1.04$8.82$2.29$1.04$1.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.31$0.74$7.57$2.16$1.04$1.12
2019Summary only. Only limited summary data is available for this year.$7.28$0.83$6.45$2.37$1.28$1.09
2018Summary only. Only limited summary data is available for this year.$6.33$0.96$5.36$1.91$1.62$0.29
2017Summary only. Only limited summary data is available for this year.$5.99$0.92$5.07$1.88$1.26$0.61
2016Summary only. Only limited summary data is available for this year.$5.40$0.94$4.46$1.60$1.23$0.38
2015Summary only. Only limited summary data is available for this year.$4.92$0.83$4.09$1.65$1.11$0.54
2014Summary only. Only limited summary data is available for this year.$4.50$0.95$3.54$1.55$1.07$0.48
2013Summary only. Only limited summary data is available for this year.$3.87$0.81$3.07$1.84$1.22$0.61
2012Summary only. Only limited summary data is available for this year.$3.14$0.68$2.45$1.61$0.98$0.63
2011Summary only. Only limited summary data is available for this year.$2.41$0.58$1.82$1.42$1.03$0.39
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 10, 2023
Return Version
2022v5.0
Gross Receipts
$1,461,587
Mission and Program Overview

Mission

The organization's primary exempt purpose is to operate exclusively for charitable and educational purposes within the meaning of section 501 (c)(3) of the United States Internal Revenue Code of 1986, or corresponding provision of any subsequent federal tax law (the "Code"), including for such purposes the making of distributions to organizations described in section 501 (c)(3) of the Code.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$5,864,109$6,668,581▲ $804,472
Cash and Non-Interest-Bearing Accounts$3,876,580$2,624,140▼ $1,252,440
Land, Buildings, and Equipment, Net$121,405$63,144▼ $58,261
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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$9,862,095$9,355,865▼ $506,230
Other Assets Total$1$0▼ $1
Liabilities
Deferred Revenue$818,065$666,815▼ $151,250
Other Liabilities$220,661$196,851▼ $23,810
Total Liabilities$1,038,726$863,666▼ $175,060
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,574,614$8,795,869▲ $1,221,255
Net Assets With Donor Restrictions$1,248,755$-303,670▼ $1,552,425
Total Net Assets Fund Balance$8,823,369$8,492,199▼ $331,170
Total Liabilities and Net Assets / Fund Balance$9,862,095$9,355,865▼ $506,230

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$53,763$465,615$519,378
Equipment$9,381$72,392$81,773

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$1,463,104$500,500▼ $199,224-$1,754,165
2021$1,250,649$40,800▲ $179,727-$1,463,104
2020$1,055,600$25,500▲ $176,193-$1,250,649
2019$862,272$26,000▲ $172,275-$1,055,600
2018$643,329$246,300▼ $26,015-$862,272
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alicia HernandezExecutive DirectorPT$112,550$6,518$119,068
Michelle AldenDVAP DirectorFT$114,000-$114,000
Holly GriffinManaging AttorneyFT$89,156-$89,156
Whitney BrehenyParalegalFT$73,480-$73,480
Annie W DouglasParalegalFT$56,000-$56,000

Board Members and Trustees

NameTitle
Vicki BlantonPresident
Jonathan ChildersVice President
Bill MatejaDirector
Cheryl MurrayDirector
Dan KellyDirector
David KentDirector
Diane CouchmanDirector
Diane SumoskiDirector
Ewa ChampagneDirector
Fawaz BhamDirector
Gary FowlerDirector
Jared SladeDirector
Jennifer KingDirector
Julie UngermanDirector
Olesja CormneyDirector
Rachel MorganDirector
Alicia E HernandezExecutive Director
Sarah RogersSec/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$1,675,017
Program Service Revenue
$0
Investment Income
$-657,134
Other Revenue
$59,311
All Other Contributions
$319,648
Change in Net Assets
$-331,170
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$760,574
Other Expenses$647,790
Total Fundraising Expense$527,884
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$575,915--$575,915
Conferences and Meetings--$182,265$182,265
Other Employee Benefits$95,298--$95,298
Depreciation Depletion$58,262--$58,262
Pension Plan Contributions$46,653--$46,653
All Other Expenses$4,729-$39,010$43,739
Payroll Taxes$42,708--$42,708
Fees for Service Investment Mgmnt Fees$36,254--$36,254
Other Expenses--$22,079$22,079
Fees for Services Accounting$8,500--$8,500
Travel$714-$7,572$8,286
Occupancy--$6,500$6,500
Office Expenses$6,138--$6,138
Information Technology$5,309--$5,309
Total Functional Expenses$880,480$0$527,884$1,408,364
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$443,704
Fundraising Direct Expenses$384,393
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Inaugural$254,190$254,190$36,139$218,051
Campaign for Equal Access$687,595$97,600$12,854$84,746
Total Events$1,221,073$443,704$384,393$59,311
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
Accounts Payable -$186,000
Accounts Payable - Accrued Interest$10,850
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
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
Yes
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, 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-Community Service Fund Finance Committee. Upon satisfaction by the Finance Committee, the 990 is then presented to each of the Community Service Fund Board of Directors per request, prior to filing the return. The 990 tax 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 - Community Service Fund (CSF) 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-Community Service Fund 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 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.

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

Dallas Bar Association-Community Service Fund 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 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 all of their accomplishments and goals in a report and submit to the Executive Director for review. After review, the Executive Director will meet with the employees to discuss their performances for the year. The Executive Director will present 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 will vote on the 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, the Finance Committee and the Board of Directors.

Filing and Contact Details

Filer

Filer Name
Dallas Bar Association
EIN
75-2410525
Phone
2142207440
Address
2101 Ross Avenue, Dallas, TX 75201

Signing Officer

Name
Sherri Evans
Title
Controller
Phone
2142207440
Signed
2023-05-10

Organization Details

Formed
1991
Legal Domicile
TX
Voting Board Members
12
Independent Board Members
12
Employees
9
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

OTHER PROGRAM SERVICES 4: Intake Services - Weekly intake sessions are conducted at five community locations to determine program eligibility and to access legal needs. Over 4,862 individuals have received intake services in 2022. OTHER PROGRAM SERVICES 5: Pro Se Divorce Clinic, Wills Clinic - Volunteer attorneys and paralegals staff monthly clinics for low-income individuals. Legal advice and representations are provided to eligible individuals. OTHER PROGRAM SERVICES 6: Other allocations, Legalline - A community service in which attorneys volunteer their time to anonymously answer the public's legal questions over the telephone. OTHER PROGRAM SERVICES 7: Summer Law Intern Program - A summer program which provides underprivileged and academically qualified students with internships at local law firms and corporations. OTHER PROGRAM SERVICES 8: Miscellaneous - Community educational programs are presented to inform and provide the public with available legal services. OTHER PROGRAM SERVICES 9: DBA Entrepreneurs in Community Lawyering provides resources, coaching and mentoring to attorneys launching their own practices. The program incubates a cohort of attorneys over a one year period to help launch financialy sustainable practives that serve clients of modest means, everyday people who earn too much to qualify for free legal assistance but can't afford to pay exorbitant fees for legal services.

Raw XML AppendixShowing 400 of 645 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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IRS990/Form990PartVIISectionAGrp/PersonNm5Bill Mateja
IRS990/Form990PartVIISectionAGrp/PersonNm6Olesja Cormney
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IRS990/Form990PartVIISectionAGrp/PersonNm8Fawaz Bham
IRS990/Form990PartVIISectionAGrp/PersonNm9Diane Couchman
IRS990/Form990PartVIISectionAGrp/PersonNm10Jonathan Childers
IRS990/Form990PartVIISectionAGrp/PersonNm11Ewa Champagne
IRS990/Form990PartVIISectionAGrp/PersonNm12Gary Fowler
IRS990/Form990PartVIISectionAGrp/PersonNm13Sarah Rogers
IRS990/Form990PartVIISectionAGrp/PersonNm14Diane Sumoski
IRS990/Form990PartVIISectionAGrp/PersonNm15Rachel Morgan
IRS990/Form990PartVIISectionAGrp/PersonNm16Vicki Blanton
IRS990/Form990PartVIISectionAGrp/PersonNm17Julie Ungerman
IRS990/Form990PartVIISectionAGrp/PersonNm18Dan Kelly
IRS990/Form990PartVIISectionAGrp/PersonNm19David Kent
IRS990/Form990PartVIISectionAGrp/PersonNm20Cheryl Murray
IRS990/Form990PartVIISectionAGrp/PersonNm21Jennifer King
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IRS990/ProgSrvcAccomActy2Grp/Desc0Training - Intensive training sessions are held during the year to prepare attorneys for their pro bono services and representations. Materials are provided and experts lecture on relevant legal topics such as family law, bankruptcy, guardianship, and ethics. Trainings for 1,860 volunteer attorneys were held in 2022.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Intake Services - Weekly intake sessions are conducted at five community locations to determine program eligibility and to access legal needs. Over 4,862 individuals have received intake services in 2022.
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