Civic Intelligence

Houston Bar Foundation

990 • Fiscal year 2021 • EIN 76-0029594

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 28, 2022

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

31st percentile

0.05x

Higher debt load relative to assets than 31% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

71st percentile

0.57x

Higher debt load relative to revenue than 71% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

54th percentile

14%

Higher net margin than 54% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

66th percentile

$224,163

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 11.1% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

80th percentile

27%

Faster asset growth than 80% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

5th percentile

-46%

Faster revenue growth than 5% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$21,838,526

Up $4,682,285 (+27%) from 2020

Net Assets

Up

$20,690,126

Up $3,696,728 (+22%) from 2020

Liabilities

Up

$1,148,400

Up $985,557 (+605%) from 2020

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin54th percentile

Revenue

Down

$2,024,601

Down $1,718,821 (-46%) from 2020

Expenses

Up

$1,735,090

Up $195,529 (+13%) from 2020

Net Income

Down

$289,511

Down $1,914,350 (-87%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2021

Assets$21,838,526
Liabilities$1,148,400
Net Assets$20,690,126
Open 2021 Filing

Operations Trend

Revenue Growth5th 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

2021

Revenue$2,024,601
Expenses$1,735,090
Net Income$289,511
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 28, 2022
Return Version
2020v4.2
Gross Receipts
$4,350,032
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$15,698,119$20,214,096▲ $4,515,977
Pledges and Grants Receivable$1,237,978$744,644▼ $493,334
Savings and Temporary Cash Investments$188,966$583,188▲ $394,222
Cash and Non-Interest-Bearing Accounts$30,178$291,339▲ $261,161
Accounts Receivable$1,000$5,259▲ $4,259
Total Assets$17,156,241$21,838,526▲ $4,682,285
Liabilities
Grants Payable-$550,000-
Deferred Revenue$82,643$492,633▲ $409,990
Other Liabilities$76,536$95,411▲ $18,875
Accounts Payable and Accrued Expenses$1,519$7,179▲ $5,660
Escrow Account Liability$2,145$3,177▲ $1,032
Total Liabilities$162,843$1,148,400▲ $985,557
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$15,065,578$18,707,208▲ $3,641,630
Net Assets With Donor Restrictions$1,927,820$1,982,918▲ $55,098
Total Net Assets Fund Balance$16,993,398$20,690,126▲ $3,696,728
Total Liabilities and Net Assets / Fund Balance$17,156,241$21,838,526▲ $4,682,285

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,549,289$9,902▲ $167,018-$1,694,209
2019$1,365,000$171,435▲ $12,854-$1,549,289
2018-$1,365,000--$1,365,000
Compensation and Service Providers
Top Officer Pay66th percentile

Board Members and Trustees

NameTitle
Polly FohnChair
Susan BickleyImmediate Past Chair
Jim HartVice Chair
Alyssa SchindlerDirector
Anna ArcherDirector
Christian GarzaDirector
Daniella LandersDirector
Denise ScofieldDirector
Hillary HolmesDirector
Krisina ZunigaDirector
Monica KaruturiDirector
Quentin SmithDirector
Richard MithoffDirector
Travis TorrenceDirector
Travis WoffordDirector
Mindy DavidsonExecutive Director
Greg HeathTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,314,400
Program Service Revenue
$0
Investment Income
$690,513
Other Revenue
$19,688
All Other Contributions
$298,201
Change in Net Assets
$289,511

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,911,013
Revenue Not Reported on Financial Statements
$113,588
Revenue Not Reported on Form 990
$3,407,217
Total Revenue per Audited Statements
$5,318,230
Total Revenue per Form 990
$2,024,601
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,537,477
Other Expenses$177,613
Total Fundraising Expense$22,894
Salaries, Compensation, and Employee Benefits$20,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,534,177--$1,534,177
Fees for Service Investment Mgmnt Fees-$112,346-$112,346
Advertising$11,606-$10,634$22,240
Other Salaries and Wages-$18,470-$18,470
Fees for Services Accounting-$16,775-$16,775
Office Expenses$11,712$2,280$2,249$16,241
Conferences and Meetings--$8,722$8,722
Grants to Domestic Individuals$3,300--$3,300
Payroll Taxes-$1,530-$1,530
Fees for Services Other--$900$900
Information Technology--$389$389
Total Functional Expenses$1,560,795$151,401$22,894$1,735,090

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,735,090
Expenses per Audited Statements$1,621,502
Total Expenses per Audited Statements$1,621,502
Expenses Not Reported on Financial Statements$113,588
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Houston Volunteer Lawyers ProgramHouston, TX501(c)(3)Pro Bono Legal Services$1,250,000
Houston Volunteer Lawyers ProgramHouston, TX501(c)(3)Veterans Legal Aid Program$180,096
The Center for PursuitHouston, TX501(c)(3)Program Support$73,645
Center For Urban TransformationHouston, TX501(c)(3)General Support$10,000
Houston Food BankHouston, TX501(c)(3)Program Support$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$59,065
Fundraising Direct Expenses$39,377
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Harvest C.$810,720---
Fun Run$80,930$22,015$2,074$19,941
Total Events$1,027,644$59,065$39,377$19,688
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to affiliate$95,411
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, Section A, line 7A

“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, Section A, line 7B

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

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

“The Controller and the Executive Director review 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, Section B, line 12C

“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, Section C, line 19

“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
Christian Garza
Title
Chair
Phone
7137591133
Signed
2022-04-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christian Garza
Formed
1982
Legal Domicile
TX
Voting Board Members
13
Independent Board Members
13
Employees
1
Volunteers
16

Preparer

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

Additional Explanations

Form 990, Part V, Line 2B:

“Houston Bar Foundation reimburses Houston Bar Association for employee and related expenses to share costs related to administrative services provided by HBA employees. Houston Bar Association files Forms W-2 for these employees.”

Form 990, Part XI, line 9:

“Loss on valuation of contribution receivable -158,420.”

Financial Statement Notes

Part IV, Line 2B:

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

Part V, Line 4:

“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 2D - Other Adjustments:

“Loss on valuation of contributions receivable -158,420.”

Raw XML AppendixShowing 400 of 690 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01519
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt07179
IRS990/AccountsReceivableGrp/BOYAmt01000
IRS990/AccountsReceivableGrp/EOYAmt05259
IRS990/ActivitiesConductedPrtshpInd00
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/FundraisingAmt010634
IRS990/AdvertisingGrp/ProgramServicesAmt011606
IRS990/AdvertisingGrp/TotalAmt022240
IRS990/AllOtherContributionsAmt0298201
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Mindy Davidson
IRS990/BooksInCareOfDetail/PhoneNum07137591133
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01111 Bagby FLB 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0Houston
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd077002
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt030178
IRS990/CashNonInterestBearingGrp/EOYAmt0291339
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt08722
IRS990/ConferencesMeetingsGrp/TotalAmt08722
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt0968579
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01314400
IRS990/CYGrantsAndSimilarPaidAmt01537477
IRS990/CYInvestmentIncomeAmt0690513
IRS990/CYOtherExpensesAmt0177613
IRS990/CYOtherRevenueAmt019688
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0289511
IRS990/CYSalariesCompEmpBnftPaidAmt020000
IRS990/CYTotalExpensesAmt01735090
IRS990/CYTotalFundraisingExpenseAmt022894
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02024601
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt082643
IRS990/DeferredRevenueGrp/EOYAmt0492633
IRS990/DelegationOfMgmtDutiesInd00
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/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01927820
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01982918
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt02145
IRS990/EscrowAccountLiabilityGrp/EOYAmt03177
IRS990/ExpenseAmt01560795
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt016775
IRS990/FeesForServicesAccountingGrp/TotalAmt016775
IRS990/FeesForServicesOtherGrp/FundraisingAmt0900
IRS990/FeesForServicesOtherGrp/TotalAmt0900
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0112346
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0112346
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
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/AverageHoursPerWeekRltdOrgRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.50
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/OtherCompensationAmt00
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/OtherCompensationAmt1613663
IRS990/Form990PartVIISectionAGrp/PersonNm0Polly Fohn
IRS990/Form990PartVIISectionAGrp/PersonNm1Jim Hart
IRS990/Form990PartVIISectionAGrp/PersonNm2Greg Heath
IRS990/Form990PartVIISectionAGrp/PersonNm3Susan Bickley
IRS990/Form990PartVIISectionAGrp/PersonNm4Anna Archer
IRS990/Form990PartVIISectionAGrp/PersonNm5Christian Garza
IRS990/Form990PartVIISectionAGrp/PersonNm6Hillary Holmes
IRS990/Form990PartVIISectionAGrp/PersonNm7Monica Karuturi
IRS990/Form990PartVIISectionAGrp/PersonNm8Daniella Landers
IRS990/Form990PartVIISectionAGrp/PersonNm9Richard Mithoff
IRS990/Form990PartVIISectionAGrp/PersonNm10Alyssa Schindler
IRS990/Form990PartVIISectionAGrp/PersonNm11Denise Scofield
IRS990/Form990PartVIISectionAGrp/PersonNm12Quentin Smith
IRS990/Form990PartVIISectionAGrp/PersonNm13Travis Torrence
IRS990/Form990PartVIISectionAGrp/PersonNm14Travis Wofford
IRS990/Form990PartVIISectionAGrp/PersonNm15Krisina Zuniga
IRS990/Form990PartVIISectionAGrp/PersonNm16Mindy Davidson
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/ReportableCompFromRltdOrgAmt00
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/ReportableCompFromRltdOrgAmt16210500
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Immediate Past Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
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/TitleTxt16Executive Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0968579
IRS990/FundraisingDirectExpensesAmt039377
IRS990/FundraisingGrossIncomeAmt059065
IRS990/GainOrLossGrp/SecuritiesAmt0289686
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt01537477
IRS990/GrantsPayableGrp/EOYAmt0550000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt03300
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt03300
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01534177
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01534177
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02575740
IRS990/GrossReceiptsAmt04350032
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0389
IRS990/InformationTechnologyGrp/TotalAmt0389
IRS990/InvestmentIncomeGrp/ExclusionAmt0400827
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0400827
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt015698119
IRS990/InvestmentsPubTradedSecGrp/EOYAmt020214096
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02286054
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt016993398
IRS990/NetAssetsOrFundBalancesEOYAmt020690126
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0289686
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0289686
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt019688
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt019688
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03565637
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt015065578
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt018707208
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt02249
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02280
IRS990/OfficeExpensesGrp/ProgramServicesAmt011712
IRS990/OfficeExpensesGrp/TotalAmt016241
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-158420
IRS990/OtherLiabilitiesGrp/BOYAmt076536
IRS990/OtherLiabilitiesGrp/EOYAmt095411
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt018470
IRS990/OtherSalariesAndWagesGrp/TotalAmt018470
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01530
IRS990/PayrollTaxesGrp/TotalAmt01530
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01237978
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0744644
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Christian Garza
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01524422
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01285965
IRS990/PYInvestmentIncomeAmt02320102
IRS990/PYOtherExpensesAmt0180689
IRS990/PYOtherRevenueAmt0-101102
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02203861
IRS990/PYSalariesCompEmpBnftPaidAmt072907
IRS990/PYTotalExpensesAmt01539561
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03743422
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0289511
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt047620
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0188966
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0583188
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01314400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01524422
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01787859
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01417882
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01245258
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07289821
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0400827
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0394428
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0402317
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0335240
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0286373
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01819185
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0464524
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.78140
IRS990ScheduleA/PublicSupportPY170Pct00.79240
IRS990ScheduleA/PublicSupportTotal170Amt07117670
IRS990ScheduleA/SubstantialContributorsTotAmt0172151
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01314400
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01524422
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01787859
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01417882
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01245258
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07289821
IRS990ScheduleA/TotalSupportAmt09109006
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt032000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01549289
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt09902
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01694209
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0167018
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01365000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0171435
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01549289
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt012854
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01365000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01365000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0113588
IRS990ScheduleD/ExpensesSubtotalAmt01621502
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0113588
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0113588
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03565637
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt095411
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to affiliate

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,838,526
Liabilities
$1,148,400
Net assets
$20,690,126
Revenue
$2,024,601
Expenses
$1,735,090
Net income
$289,511
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