Civic Intelligence

Houston Bar Foundation

990 • Fiscal year 2020 • EIN 76-0029594

Jul 01, 2019 to Jun 30, 2020 • Filed on May 08, 2021

Organization Profilewww.hba.org
1111 Bagby FLB 200Houston, TX 77002

(713) 759-1133

Siviq Scores

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

Liabilities / Assets

13th percentile

0.01x

Higher debt load relative to assets than 13% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

14th percentile

0.04x

Higher debt load relative to revenue than 14% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

93rd percentile

59%

Higher net margin than 93% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

52nd percentile

$180,250

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

46th percentile

5.4%

Faster asset growth than 46% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

84th percentile

32%

Faster revenue growth than 84% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$17,156,241

Up $885,558 (+5.4%) from 2019

Net Assets

Up

$16,993,398

Up $1,500,037 (+9.7%) from 2019

Liabilities

Down

$162,843

Down $614,479 (-79%) from 2019

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin93rd percentile

Revenue

Up

$3,743,422

Up $907,986 (+32%) from 2019

Expenses

Down

$1,539,561

Down $412,360 (-21%) from 2019

Net Income

Up

$2,203,861

Up $1,320,346 (+149%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$30M$20M$10M$0Assets 2010: $8,422,825Liabilities 2010: $464,330Net Assets 2010: $7,958,4952010Assets 2011: $10,118,850Liabilities 2011: $638,318Net Assets 2011: $9,480,5322011Assets 2012: $10,172,856Liabilities 2012: $658,462Net Assets 2012: $9,514,3942012Assets 2013: $11,016,625Liabilities 2013: $472,115Net Assets 2013: $10,544,5102013Assets 2014: $12,468,860Liabilities 2014: $703,535Net Assets 2014: $11,765,3252014Assets 2015: $12,700,584Liabilities 2015: $701,800Net Assets 2015: $11,998,7842015Assets 2016: $12,231,704Liabilities 2016: $583,035Net Assets 2016: $11,648,6692016Assets 2017: $13,934,457Liabilities 2017: $805,946Net Assets 2017: $13,128,5112017Assets 2018: $14,911,104Liabilities 2018: $652,322Net Assets 2018: $14,258,7822018Assets 2019: $16,270,683Liabilities 2019: $777,322Net Assets 2019: $15,493,3612019Assets 2020: $17,156,241Liabilities 2020: $162,843Net Assets 2020: $16,993,3982020Assets 2021: $21,838,526Liabilities 2021: $1,148,400Net Assets 2021: $20,690,1262021Assets 2022: $18,967,094Liabilities 2022: $956,405Net Assets 2022: $18,010,6892022Assets 2023: $21,315,583Liabilities 2023: $1,402,045Net Assets 2023: $19,913,5382023Assets 2024: $24,272,136Liabilities 2024: $1,120,847Net Assets 2024: $23,151,2892024

Highlighted filing

2020

Assets$17,156,241
Liabilities$162,843
Net Assets$16,993,398
Open 2020 Filing

Operations Trend

Revenue Growth84th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $805,8062010Expenses 2011: $861,0042011Expenses 2012: $1,060,6312012Expenses 2013: $1,127,7442013Revenue 2014: $2,074,481Expenses 2014: $1,190,583Net Income 2014: $883,8982014Revenue 2015: $1,452,555Expenses 2015: $1,192,339Net Income 2015: $260,2162015Revenue 2016: $1,259,011Expenses 2016: $1,309,913Net Income 2016: -$50,9022016Revenue 2017: $1,658,519Expenses 2017: $1,335,092Net Income 2017: $323,4272017Revenue 2018: $1,888,707Expenses 2018: $1,406,354Net Income 2018: $482,3532018Revenue 2019: $2,835,436Expenses 2019: $1,951,921Net Income 2019: $883,5152019Revenue 2020: $3,743,422Expenses 2020: $1,539,561Net Income 2020: $2,203,8612020Revenue 2021: $2,024,601Expenses 2021: $1,735,090Net Income 2021: $289,5112021Revenue 2022: $1,998,914Expenses 2022: $1,566,705Net Income 2022: $432,2092022Revenue 2023: $2,113,671Expenses 2023: $1,864,256Net Income 2023: $249,4152023Revenue 2024: $2,427,176Expenses 2024: $1,521,836Net Income 2024: $905,3402024

Highlighted filing

2020

Revenue$3,743,422
Expenses$1,539,561
Net Income$2,203,861
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 8, 2021
Return Version
2019v5.0
Gross Receipts
$11,757,590
Mission and Program Overview

Mission

The Houston Bar Foundation supports programs that help provide legal representation to the indigent, promote community understanding of our legal system, and foster the administration of justice.

The Houston Bar Foundation is the charitable arm of the Houston Bar Association. The Foundation supports pro bono legal services to the community and promotes community understanding of our legal system.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$14,288,877$15,698,119▲ $1,409,242
Pledges and Grants Receivable$692,373$1,237,978▲ $545,605
Savings and Temporary Cash Investments-$188,966-
Cash and Non-Interest-Bearing Accounts$1,021,885$30,178▼ $991,707
Inventories for Sale or Use$2,269$0▼ $2,269
Accounts Receivable-$1,000-
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$16,270,683$17,156,241▲ $885,558
Other Assets Total$265,279$0▼ $265,279
Liabilities
Grants Payable$153,250--
Deferred Revenue$501,492$82,643▼ $418,849
Other Liabilities-$76,536-
Escrow Account Liability$2,145$2,145→ $0
Accounts Payable and Accrued Expenses$120,435$1,519▼ $118,916
Total Liabilities$777,322$162,843▼ $614,479
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$15,493,361$15,065,578▼ $427,783
Net Assets With Donor Restrictions-$1,927,820-
Total Net Assets Fund Balance$15,493,361$16,993,398▲ $1,500,037
Total Liabilities and Net Assets / Fund Balance$16,270,683$17,156,241▲ $885,558

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,365,000$171,435▲ $12,854-$1,549,289
2018-$1,365,000--$1,365,000
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Susan Bickley from 22020Chair
Barrett Reasoner thru 22020Immd Past Chair
Travis Torrence thru 22020Immd Past Chair
Charles Casey thru 22020Vice Chair
Jason Ryan from 22020Vice Chair
Alyssa SchindlerDirector
Christian GarzaDirector
Daniella LandersDirector
Denise ScofieldDirector
Greg HeathDirector
Jim HartDirector
Polly FohnDirector
Richard MithoffDirector
Travis WoffordDirector
Mindy DavidsonExecutive Director
Neil Kelly thru 22020Treasurer
Tom Godbold thru 22020Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,524,422
Program Service Revenue
$0
Investment Income
$2,320,102
Other Revenue
$-101,102
All Other Contributions
$399,702
Change in Net Assets
$2,203,861

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$100,958Nyse
Other Non Cash Contri Table18$2,277Fair Market Value (FMV)
Other Non Cash Contri Table4$1,500Fair Market Value (FMV)
Other Non Cash Contri Table3$120Fair Market Value (FMV)
Total Noncash Contributions26$104,855-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,666,162
Revenue Not Reported on Financial Statements
$77,260
Revenue Not Reported on Form 990
$-1,593,824
Other Revenue Adjustments
$6,700
Total Revenue per Audited Statements
$2,072,338
Total Revenue per Form 990
$3,743,422
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,285,965
Other Expenses$180,689
Total Fundraising Expense$91,254
Salaries, Compensation, and Employee Benefits$72,907
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,285,965--$1,285,965
Fees for Service Investment Mgmnt Fees-$70,560-$70,560
Other Salaries and Wages$217$17,856$47,018$65,091
Office Expenses$12,374$4,907$6,997$24,278
Advertising$19,722-$1,620$21,342
Fees for Services Accounting-$17,250-$17,250
Information Technology$9,371-$388$9,759
Fees for Services Other$3,564$125$4,114$7,803
Other Employee Benefits$9$1,102$2,891$4,002
Payroll Taxes$17$1,042$2,755$3,814
Interest-$3,514-$3,514
Conferences and Meetings$352-$337$689
Other Expenses-$360$25,134$360
Total Functional Expenses$1,331,591$116,716$91,254$1,539,561

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,539,561
Expenses per Audited Statements$1,462,301
Total Expenses per Audited Statements$1,462,301
Expenses Not Reported on Financial Statements$77,260
Other Expense Adjustments$6,700
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Houston Volunteer LawyersHouston, TX501(c)(3)Pro Bono Legal Services$891,250
Houston Volunteer LawyersHouston, TX501(c)(3)Veterans legal aid program$231,952
The Center for PursuitHouston, TX501(c)(3)Program support$65,805
Houston Habitat for HumanityHouston, TX501(c)(3)Program Sponsorship$51,505
Houston ISDHouston, TXGovernmentLibrary Services$30,000
Houston Bar AssociationHouston, TX501(c)(6)Juvenile Justice Mock Trial$7,016
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$305,675
Fundraising Gross Income$204,573
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Harvest Cel.$888,337$145,120$120$145,000
Fun Run$97,067$27,610-$27,610
Total Events$1,203,812$204,573$305,675$-101,102
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 Houston Bar Association$76,536
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 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
No
Other officer compensation reviewed
No
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, Line 7A: How Members or Shareholders Elect Governing Body

“The membership of the Houston Bar Foundation shall consist of all the members in good standing of the Houston Bar Association.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“The Houston Bar Association Board of Directors appoints the Board of Directors of Houston Bar Foundation.”

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

“The Executive Director reviews the return for accuracy and completeness before sending it to the Board of Directors for review before the Chair signs the return.”

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

“The Conflict of Interest Policy sets forth the process to monitor and enforce compliance. Board members sign an annual acknowledgment of the Conflict of Interest Policy as soon as practicable following each bar year's beginning.”

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

“The organization's Forms 990 are available to the public on guidestar.org. The organization's governing documents, Conflict of Interest Policy, and financial statements may be made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Houston Bar Foundation
EIN
76-0029594
Phone
7137591133
Address
1111 Bagby FLB 200, Houston, TX 77002

Signing Officer

Name
Polly Fohn
Title
Chair
Signed
2021-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Polly Fohn
Formed
1982
Legal Domicile
TX
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
16

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027
Preparer
Barbara Murphy
Phone
7134395739
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Prior period audit adjustments = $890000”

Financial Statement Notes

Part IV, Line 2B: Explanation of escrow account liability

“Funds are held for the Harris County Courthouse Restoration Project.”

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

“The Kay Sim Endowment for Equal Access to Justice in Houston provides future annual funding for pro bono legal services through Houston Volunteer Lawyers.”

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Foreign taxes $3149 Bank fees $37 Interest $3514”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Foreign taxes $3149 Bank fees $37 Interest $3514”

Raw XML AppendixShowing 400 of 756 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0120435
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01519
IRS990/AccountsReceivableGrp/EOYAmt01000
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The Houston Bar Foundation is the charitable arm of the Houston Bar Association. The Foundation supports pro bono legal services to the community and promotes community understanding of our legal system.
IRS990/AdvertisingGrp/FundraisingAmt01620
IRS990/AdvertisingGrp/ProgramServicesAmt019722
IRS990/AdvertisingGrp/TotalAmt021342
IRS990/AllOtherContributionsAmt0399702
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Mindy Davidson
IRS990/BooksInCareOfDetail/PhoneNum07137591133
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01111 Bagby FLB 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0Houston
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd077002
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01021885
IRS990/CashNonInterestBearingGrp/EOYAmt030178
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt0337
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0352
IRS990/ConferencesMeetingsGrp/TotalAmt0689
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt0999239
IRS990/CreditCounselingInd0true
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01524422
IRS990/CYGrantsAndSimilarPaidAmt01285965
IRS990/CYInvestmentIncomeAmt02320102
IRS990/CYOtherExpensesAmt0180689
IRS990/CYOtherRevenueAmt0-101102
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt02203861
IRS990/CYSalariesCompEmpBnftPaidAmt072907
IRS990/CYTotalExpensesAmt01539561
IRS990/CYTotalFundraisingExpenseAmt091254
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03743422
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DeferredRevenueGrp/BOYAmt0501492
IRS990/DeferredRevenueGrp/EOYAmt082643
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0The primary beneficiary of the Houston Bar Foundation is Houston Volunteer Lawyers, which is the pro bono service arm of the Houston Bar Association. The Houston Bar Foundation also supports programming of the Houston Bar Association that is consistent with its HBA's mission to serve Houston lawyers and foster the administration of justice.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01927820
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt02145
IRS990/EscrowAccountLiabilityGrp/EOYAmt02145
IRS990/ExpenseAmt01331591
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt017250
IRS990/FeesForServicesAccountingGrp/TotalAmt017250
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt04114
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0125
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt03564
IRS990/FeesForServicesOtherGrp/TotalAmt07803
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt070560
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt070560
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt05250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/PersonNm0Mindy Davidson
IRS990/Form990PartVIISectionAGrp/PersonNm1Susan Bickley from 22020
IRS990/Form990PartVIISectionAGrp/PersonNm2Charles Casey thru 22020
IRS990/Form990PartVIISectionAGrp/PersonNm3Jason Ryan from 22020
IRS990/Form990PartVIISectionAGrp/PersonNm4Tom Godbold thru 22020
IRS990/Form990PartVIISectionAGrp/PersonNm5Neil Kelly thru 22020
IRS990/Form990PartVIISectionAGrp/PersonNm6Barrett Reasoner thru 22020
IRS990/Form990PartVIISectionAGrp/PersonNm7Travis Torrence thru 22020
IRS990/Form990PartVIISectionAGrp/PersonNm8Polly Fohn
IRS990/Form990PartVIISectionAGrp/PersonNm9Christian Garza
IRS990/Form990PartVIISectionAGrp/PersonNm10Jim Hart
IRS990/Form990PartVIISectionAGrp/PersonNm11Greg Heath
IRS990/Form990PartVIISectionAGrp/PersonNm12Daniella Landers
IRS990/Form990PartVIISectionAGrp/PersonNm13Richard Mithoff
IRS990/Form990PartVIISectionAGrp/PersonNm14Alyssa Schindler
IRS990/Form990PartVIISectionAGrp/PersonNm15Denise Scofield
IRS990/Form990PartVIISectionAGrp/PersonNm16Travis Wofford
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0175000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Immd Past Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt7Immd Past Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0999239
IRS990/FundraisingDirectExpensesAmt0305675
IRS990/FundraisingGrossIncomeAmt0204573
IRS990/GainOrLossGrp/SecuritiesAmt01925674
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt01285965
IRS990/GrantsPayableGrp/BOYAmt0153250
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01285965
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01285965
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt09634167
IRS990/GrossReceiptsAmt011757590
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0388
IRS990/InformationTechnologyGrp/ProgramServicesAmt09371
IRS990/InformationTechnologyGrp/TotalAmt09759
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt03514
IRS990/InterestGrp/TotalAmt03514
IRS990/InventoriesForSaleOrUseGrp/BOYAmt02269
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0394428
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0394428
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt014288877
IRS990/InvestmentsPubTradedSecGrp/EOYAmt015698119
IRS990/IRPDocumentCnt013
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt07708493
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The Houston Bar Foundation supports programs that help provide legal representation to the indigent, promote community understanding of our legal system, and foster the administration of justice.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt015493361
IRS990/NetAssetsOrFundBalancesEOYAmt016993398
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01925674
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01925674
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-101102
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-101102
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1593824
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt015493361
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt015065578
IRS990/NoncashContributionsAmt0104855
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt06997
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04907
IRS990/OfficeExpensesGrp/ProgramServicesAmt012374
IRS990/OfficeExpensesGrp/TotalAmt024278
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0265279
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0890000
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02891
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01102
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt09
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04002
IRS990/OtherExpensesGrp/Desc0Event expenses
IRS990/OtherExpensesGrp/Desc1Membership dues
IRS990/OtherExpensesGrp/FundraisingAmt025134
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0360
IRS990/OtherExpensesGrp/TotalAmt025134
IRS990/OtherExpensesGrp/TotalAmt1360
IRS990/OtherLiabilitiesGrp/EOYAmt076536
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt047018
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt017856
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0217
IRS990/OtherSalariesAndWagesGrp/TotalAmt065091
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02755
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01042
IRS990/PayrollTaxesGrp/ProgramServicesAmt017
IRS990/PayrollTaxesGrp/TotalAmt03814
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0692373
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01237978
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Polly Fohn
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01787859
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01127560
IRS990/PYInvestmentIncomeAmt0527402
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0824361
IRS990/PYOtherRevenueAmt055651
IRS990/PYProgramServiceRevenueAmt0464524
IRS990/PYRevenuesLessExpensesAmt0883515
IRS990/PYTotalExpensesAmt01951921
IRS990/PYTotalRevenueAmt02835436
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt02203861
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt0125481
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0188966
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01524422
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01787859
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01417882
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01245258
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01235480
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07210901
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0394428
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0402317

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,156,241
Liabilities
$162,843
Net assets
$16,993,398
Revenue
$3,743,422
Expenses
$1,539,561
Net income
$2,203,861
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.3$1.12$23.2$2.43$1.52$0.91
2023Detailed filing. Detailed filing data is available for this year.$21.3$1.40$19.9$2.11$1.86$0.25
2022Detailed filing. Detailed filing data is available for this year.$19.0$0.96$18.0$2.00$1.57$0.43
2021Detailed filing. Detailed filing data is available for this year.$21.8$1.15$20.7$2.02$1.74$0.29
2020Detailed filing. Detailed filing data is available for this year.$17.2$0.16$17.0$3.74$1.54$2.20
2019Detailed filing. Detailed filing data is available for this year.$16.3$0.78$15.5$2.84$1.95$0.88
2018Detailed filing. Detailed filing data is available for this year.$14.9$0.65$14.3$1.89$1.41$0.48
2017Detailed filing. Detailed filing data is available for this year.$13.9$0.81$13.1$1.66$1.34$0.32
2016Detailed filing. Detailed filing data is available for this year.$12.2$0.58$11.6$1.26$1.31$0.05
2015Detailed filing. Detailed filing data is available for this year.$12.7$0.70$12.0$1.45$1.19$0.26
2014Detailed filing. Detailed filing data is available for this year.$12.5$0.70$11.8$2.07$1.19$0.88
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$0.47$10.5$1.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$0.66$9.51$1.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$0.64$9.48$0.86
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.42$0.46$7.96$0.81