Houston Bar Foundation FY2023 filing

Claim this org

(tell your story, add context, and more) Claim it free, then get the verified mark for $1,000 a year, plus $10 a year for the ID check.

How does your 990 look to donors? Take the 10-Question Audit

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.

501(c)(3) charity; gifts are tax-deductible.
86¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $761K a year · 31% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
86%
of spending
Looks good: 86% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
2 mo
of spending, in cash
Plus $20.5M in investments, Pt X · Ln 11–13
Fine: 2.0 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $3K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.4M
7% of total assets
Looks good: liabilities are 7% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.1M
+6% vs prior year
Spent
$1.9M
To programs
86%
Net assets
$19.9M
By yearFY2020–FY2025
Revenue
$2.1M
FY2023▲ +6%
Tap a bar for its year
Revenue by fiscal year
FY2020$3.7M
FY2021$2.0M
FY2022$2.0M
FY2023$2.1M
FY2024$2.4M
FY2025$2.6M
Expenses
$1.9M
FY2023▲ +19%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.5M
FY2021$1.7M
FY2022$1.6M
FY2023$1.9M
FY2024$1.5M
FY2025$2.1M
Net assets
$19.9M
FY2023▲ +11%
Tap a bar for its year
Net assets by fiscal year
FY2020$17.0M
FY2021$20.7M
FY2022$18.0M
FY2023$19.9M
FY2024$23.2M
FY2025$25.2M

From the FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 1982.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

86 cents of each dollar spent went to programs.

Program services 86% · $1.6M Management & general 11% · $203K Fundraising 3% · $55K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

18 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
Vice Chair to 2/2023
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer to 2/2023
$0Pt VII · Sec A
Immediate Past Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
See Houston Bar Foundation executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides free legal help and educates the public about the law.

Questions for Houston Bar Foundation

Tap to ask. Houston Bar Foundation sees how many people are interested.

Your first name shows with your question. Houston Bar Foundation answers here, for everyone.

1 program · $1.6M · in their own filed words · FY2022
01

The primary beneficiary of the Houston Bar Foundation is Houston Volunteer Lawyers, the pro bono service arm of the Houston Bar Association. The Houston Bar Foundation also supports the Houston Bar Association's programming, which is consistent with its HBA's mission to serve Houston lawyers and foster the administration of justice.

$1.6Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$3K
Grants paid · 33 grants · $8.7M · 2019–2024
The Center for PursuitTX · FY2024$128,751
Individual RecipientFY2024$24,500
Hay Center FoundationTX · FY2024$10,000
Individual RecipientFY2023$33,000
Harris County Criminal Justice CenterFY2023$33,000
Individual RecipientFY2023$33,000
Hay Center FoundationTX · FY2023$10,000
The Center for PursuitTX · FY2023$7,747
Combined ArmsTX · FY2023$6,469
The Center for PursuitTX · FY2022$47,612
Combined ArmsTX · FY2022$11,000
See all 33 grants →

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$2.1M
Ln 12
Gifts and grantsLn 1h$1.4M
Investment incomeLn 3$665K
Other incomeLn 4–11$45K
Money outPt IX
$1.9M
Ln 25
Programscol B$1.6M
Managementcol C$203K
Fundraisingcol D$55K
Owns and owesPt X
$19.9M
net assets · Ln 32
Cash and savingsLn 1–2$314K
Total assetsLn 16$21.3M
LiabilitiesLn 26$1.4M
PeoplePt VI, VII
18
listed · VII A
PaidVII A0
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.4M
Fundraising eventsLn 1c$1.0M
Investment incomeLn 3$665K
Other incomeLn 4–11$45K
Gains on assetsLn 7$72K
Total revenueLn 12$2.1M
Assets in detailPt X, end of year
CashLn 1$303K
SavingsLn 2$11K
Cash and savings togetherLn 1–2$314K
InvestmentsLn 11–13$20.5M
Total assetsLn 16$21.3M
LiabilitiesLn 26$1.4M
Net assetsLn 32$19.9M
OperationsPt I, VI
EmployeesI 51
VolunteersI 616
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3More from this return
Investment feesPt IX, Sch D
Investment fees, as reportedPt IX 11f$96K
Share of the $1.8M endowmentSch D 1g5.2%
EndowmentSch D · Pt V
LineFY23FY22FY21FY20FY19
End of yearLn 1g$1.8M$1.6M$1.7M$1.5M$1.4M
Given inLn 1b$119K$17K$10K$171K$1.4M
SpentLn 1d–1f$2K$32K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$440K$314K
InvestmentsLn 11–13$17.9M$20.5M
Total assetsLn 16$19.0M$21.3M
LiabilitiesLn 26$956K$1.4M
Net assetsLn 32$18.0M$19.9M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1.6M$1.6M
Pay of disqualified personsLn 6$84K$84K
Payroll taxesLn 10$6K$6K
Accounting feesLn 11c$17K$17K
Investment management feesLn 11f$96K$96K
Advertising and promotionLn 12$32K$7K$25K
Office expensesLn 13$513$513
Conferences, conventions and meetingsLn 19$49K$19K$30K
Total functional expensesLn 25$1.9M$1.6M$203K$55K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Apr 22, 2026 $2.6M$2.1M$484K$25.2M 990 PDF
FY2024Filed with the IRS May 9, 2025 $2.4M$1.5M$905K$23.2M 990 PDF
FY2023 ViewingFiled with the IRS Apr 30, 2024 $2.1M$1.9M$249K$19.9M 990 PDF
FY2022Filed with the IRS May 10, 2023 $2.0M$1.6M$432K$18.0M 990 PDF
FY2021Filed with the IRS Apr 28, 2022 $2.0M$1.7M$290K$20.7M 990 PDF
FY2020Filed with the IRS May 8, 2021 $3.7M$1.5M$2.2M$17.0M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $2,113,671 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,199,403$1,403,515
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $792,268$665,417
I-11 Other revenuePrior year $7,243$44,739
I-12 Total revenuePrior year $1,998,914$2,113,671
I-13 Grants and similar amounts paidPrior year $1,263,598$1,580,421
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $90,000$90,000
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $213,107$193,835
I-18 Total expensesPrior year $1,566,705$1,864,256
I-19 Revenue less expensesPrior year $432,209$249,415
Part VI · Governance 13 of 13 board members independent, 2 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $2,113,671 across 8 lines filed
VIII-1c Fundraising events$1,034,602
VIII-1d Related organizations$132,020
VIII-1f All other contributions, gifts and grants$236,893
VIII-1h Total contributions, gifts and grants$1,403,515
VIII-3 Investment incomeExcluded from tax $593,278$593,278
VIII-7 Net gain or loss on sales of assetsExcluded from tax $72,139$72,139
VIII-8 Net income from fundraising eventsExcluded from tax $44,739$44,739
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $710,156$2,113,671
Part IX · Statement of functional expenses $1,864,256 across 8 lines filed
IX-1 Grants to domestic organizationsPrograms $1,580,421$1,580,421
IX-6 Pay of disqualified personsManagement $83,604$83,604
IX-10 Payroll taxesManagement $6,396$6,396
IX-11c Accounting feesManagement $16,730$16,730
IX-11f Investment management feesManagement $95,643$95,643
IX-12 Advertising and promotionPrograms $7,479 · Fundraising $24,733$32,212
IX-13 Office expensesManagement $513$513
IX-19 Conferences, conventions and meetingsPrograms $18,959 · Fundraising $29,778$48,737
IX-25 Total functional expensesPrograms $1,606,859 · Management $202,886 · Fundraising $54,511$1,864,256
Part X · Balance sheet $21,315,583 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $360,236$302,784
X-2 Savings and temporary cash investmentsStart of year $79,732$10,932
X-3 Pledges and grants receivableStart of year $593,657$522,211
X-9 Prepaid expenses and deferred charges$5,700
X-11 Publicly traded securitiesStart of year $17,933,469$20,473,956
X-16 Total assetsStart of year $18,967,094$21,315,583
X-17 Accounts payable and accrued expensesStart of year $6,440$1,574
X-18 Grants payableStart of year $550,000$865,000
X-19 Deferred revenueStart of year $329,191$353,040
X-25 Other liabilitiesStart of year $68,405$179,049
X-26 Total liabilitiesStart of year $956,405$1,402,045
X-27 Net assets without donor restrictionsStart of year $16,054,735$17,651,464
X-28 Net assets with donor restrictionsStart of year $1,955,954$2,262,074
X-32 Total net assets or fund balancesStart of year $18,010,689$19,913,538
X-33 Total liabilities and net assetsStart of year $18,967,094$21,315,583
Part XI · Reconciliation of net assets $19,913,538 net assets at year end
XI-1 Total revenue$2,113,671
XI-2 Total expenses$1,864,256
XI-3 Revenue less expenses$249,415
XI-4 Net assets at start of year$18,010,689
XI-5 Net unrealized gains (losses) on investments$1,653,434
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$19,913,538

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.