Form 990 for tax year 2023
Filed by DALLAS BAR ASSOCIATION COMMUNITY SERVICE FUND.
Totals
- Total revenue
- $2,847,268
- Total expenses
- $1,533,627
- Contributions and grants received
- $1,789,599
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $1,074,799
- Other revenue
- -$17,130
- Total assets, end of year
- $10,858,845
- Total liabilities, end of year
- $1,053,005
- Net assets or fund balances, end of year
- $9,805,840
- Program services expenses (Part IX)
- $991,624
- Management and general expenses
- $0
- Fundraising expenses
- $542,003
- Program service expenses (Part III)
- $991,624
Program services were 64.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$84,915
-
1c · Fundraising events
$1,283,661
-
1f · All other contributions, gifts and grants
$421,023
-
3 · Investment income
total $1,074,799 · excluded $1,074,799
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$458,317
-
8a · Fundraising events: contributions included on line 1c
$765,399
-
8b · Fundraising events: direct expenses
$475,447
-
8c · Net income from fundraising events
total -$17,130 · excluded -$17,130
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $637,099 · program services $637,099
-
8 · Pension plan contributions
total $49,284 · program services $49,284
-
9 · Other employee benefits
total $116,773 · program services $116,773
-
10 · Payroll taxes
total $47,444 · program services $47,444
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $13,128 · program services $13,128
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $49,061 · program services $49,061
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $4,869 · program services $4,869
-
14 · Information technology
total $12,523 · program services $6,403 · fundraising $6,120
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $5,168 · program services $2,701 · fundraising $2,467
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $348,878 · fundraising $348,878
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $58,877 · program services $58,877
-
23 · Insurance
total $0
-
24a · Other expenses: Contract Services
total $52,000 · fundraising $52,000
-
24b · Other expenses: Award Expenses
total $51,589 · fundraising $51,589
-
24c · Other expenses: Event Foods
total $25,443 · fundraising $25,443
-
24d · Other expenses: Credit Card Fees
total $15,524 · fundraising $15,524
-
24e · All other expenses
total $45,967 · program services $5,985 · fundraising $39,982
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,624,140 · end of year $3,108,074
-
2 · Savings and temporary cash investments
beginning of year $6,668,581 · end of year $7,682,293
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$665,361
-
10b · Land, buildings and equipment: accumulated depreciation
$596,883
-
10c · Land, buildings and equipment, net
beginning of year $63,144 · end of year $68,478
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
19 · Deferred revenue
beginning of year $666,815 · end of year $830,228
-
25 · Other liabilities
beginning of year $196,851 · end of year $222,777
-
27 · Net assets without donor restrictions
beginning of year $8,795,869 · end of year $8,492,220
-
28 · Net assets with donor restrictions
beginning of year -$303,670 · end of year $1,313,620
Mission and programs · 2023
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.
-
Recruiting - Ongoing recruitment of volunteer attorneys is an integral part of the Community Service Fund. Presentations are made at law firms, corporations, by telephone, internet and mail. Follow-up activities are conducted to maximize numbers and to ensure retention of recruited volunteers. Over 11,892 attorneys have been recruited to serve low-income individuals. Approximately 1,322 attorneys are currently active, and 580 volunteers have been recruited in the year 2023.
Expenses $228,074
-
Intake Services - Weekly intake sessions are conducted at five community locations to determine program eligibility and to access legal needs. Over 5,400 individuals have received intake services in 2023.
Expenses $228,074
-
Training - 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 1,322 volunteer attorneys were held in 2023.
Expenses $228,073
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Alicia Hernandez
Executive Director
- Total calculated
- $261,324
- From this org
- $130,662
- From related orgs
- $130,662
- Other
- $0
- Hours/week
- 25 + 25 related
Schedule J breakdown matched by us
- Base
- $121,554 + $121,554 related
- Bonus
- $9,108 + $9,108 related
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $130,662 + $130,662 related
-
Michelle Alden
DVAP Director
- Total calculated
- $125,000
- From this org
- $125,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 35
-
Holly Griffin
Managing Attorney
- Total calculated
- $100,500
- From this org
- $100,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 35
-
Whitney Breheny
Paralegal
- Total calculated
- $78,471
- From this org
- $78,471
- From related orgs
- $0
- Other
- $0
- Hours/week
- 35
-
Annie W Douglas
Paralegal
- Total calculated
- $60,320
- From this org
- $60,320
- From related orgs
- $0
- Other
- $0
- Hours/week
- 35
-
Bill Mateja
Director
- Total calculated
- $0
- Hours/week
- 1
-
Olesja Cormney
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jared Slade
Director
- Total calculated
- $0
- Hours/week
- 1
-
Fawaz Bham
Director
- Total calculated
- $0
- Hours/week
- 1
-
Diane Couchman
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jonathan Childers
President
- Total calculated
- $0
- Hours/week
- 5
-
Stephanie Culpepper
Sec/Treas
- Total calculated
- $0
- Hours/week
- 1
-
Gary Fowler
Director
- Total calculated
- $0
- Hours/week
- 1
-
Sarah Rogers
Vice President
- Total calculated
- $0
- Hours/week
- 3
-
Diane Sumoski
Director
- Total calculated
- $0
- Hours/week
- 1
-
Rachel Morgan
Director
- Total calculated
- $0
- Hours/week
- 1
-
Vicki Blanton
Director
- Total calculated
- $0
- Hours/week
- 1
-
Julie Ungerman
Director
- Total calculated
- $0
- Hours/week
- 1
-
Dan Kelly
Director
- Total calculated
- $0
- Hours/week
- 1
-
David Kent
Director
- Total calculated
- $0
- Hours/week
- 1
-
Cheryl Murray
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer King
Director
- Total calculated
- $0
- Hours/week
- 1
-
Alicia E Hernandez
Executive Dir.
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 10 May 2024
- IRS schema version
- 2023v5.0
- Source object
- 202441319349303519
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