Dallas Bar Foundation

Nonprofit profile at a glance

EIN
237410031
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Dallas, TX, USA
Phone
2142207487
Rating
74
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Professional Societies, Associations

Official website

Reported finances

Revenue
$1,132,128
Expenses
$898,078
Assets
$10,164,242
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

20 people listed

Executive titles in this filing

  • Elizabeth Philipp (Executive Director)
  • William Mateja (DBA President)
  • Vicki Blanton (DBA President Elect)

Highest reported compensation

  • Elizabeth Philipp (Executive Director): $107,837 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The purpose or purposes for which the Foundation is organized are educational and charitable, and to that end the corporation is formed to sponsor and encourage research, publications, institutes and forums for the furtherance of justice under the law; to establish scholarships and otherwise promote the study of law and research therein and the continuing education of lawyers; to support legal aid for the indigent; to preserve historical structures, display historical memorabilia and conduct historical observances.

What it reported doing in 2024

The Dallas Bar Foundation Scholarship and Awards Programs are described below: The Sarah T. Hughes Scholarship is granted by the Dallas Bar Foundation to enable talented law students to obtain a legal education in our community with the purpose of expanding access and opportunity for individuals whose experiences and perspectives are not widely represented in the legal community of North Texas. The Scholarship supports students whose journeys to law school reflect determination, resilience, and a strong sense of purpose by overcoming hardships or difficult paths. The Dallas Bar Foundation encourages applicants who are first in their families to attend higher education; have entered law school after pursuing other careers or after overcoming personal or societal challenges; or who balance work, family, or military service while pursuing their legal education. Collins Clerkships provide six-week summer internships to law students at the Fifth District Court of Appeals, the Dallas County District Attorney's Office, the Dallas County Public Defender's Office, the Dallas City Attorney's Office or the City of Irivng Attorney's Office, a Dallas Court Civil District Court. The Stephen H. Philbin II Fellowship is awarded to law students interested in First Amendment and Media Law. The students complete a six-week fellowship at the First Amendment Clinic at Southern Methodist University School of Law. The Stephen H. Philbin II Award for Excellence in Legal Reporting has been awarded since 1983. Journalists in Texas are able to submit an entry which meets the criteria. It is the only such award in the state. The Intellectual Property Scholarship is awarded to students demonstrating an interest in intellectual property law and who are attending SMU Dedman School of Law, the University of Texas at Dallas College of Law and the Texas A&M University School of Law. Several other summer internships include the Hon. Harlin Hale Fellowship at the U.S. Bankruptcy Court - Northern District of Texas, the Justice Wright Internship at the Fifth District Court of Appeals, the Hon. Nikki DeShazo and Edward Smith Probate Clerkship at the Dallas County Probate Court, and the Bob Mow judicial internship at the U.S. District Court - Northern District of Texas. THE GRANTS FOR 2024 INCLUDE: 1. SPECIAL BOARD APPROVED GRANT OF $50,000 TO THE DALLAS HISTORICAL SOCIETY FOR THE PURPOSE OF PRESERVING THE HISTORICAL DOCUMENTS AND ITEMS OF THE DALLAS BAR ASSOCIATION AND DALLAS BAR FOUNDATION. THE DALLAS HISTORICAL SOCIETY COLLECTS, PRESERVES, AND EXHIBITS THE DIVERSE HISTORY OF OUR COMMUNITY TO EDUCATE AND INSPIRE PRESENT AND FUTURE GENERATIONS. THE 150 YEAR HISTORY OF THE DALLAS BAR ASSOCIATION IS AN IMPORTANT PART OF THE SOCIAL, ECONOMIC AND POLITICAL HISTORY OF DALLAS AND HAVING THE DALLAS BAR ASSOCIATION'S HISTORICAL DOCUMENTS AND ARTIFACTS ARCHIVED AND SECURELY STORED BY THE DALLAS HISTORICAL SOCIETY WILL ALLOW THE "DALLAS BAR ASSOCIATION COLLECTION" TO BE AVAILABLE TO SCHOLARS AND RESEARCHERS. HISTORIANS, BIOGRAPHERS, GENEALOGISTS AND STUDENTS WOULD BE AFFORDED ACCESS TO THE PAPERS IN THE SAME MANNER AS FOR ALL OTHER OF THE DALLAS HISTORICAL SOCIETY COLLECTIONS. . 2. ANNUAL GRANT TO SUPPORT THE DALLAS BAR ASSOCIATION HIGH SCHOOL MOCK TRIAL PROGRAM AND STATE COMPETITION HELD IN DALLAS. THE DBA HIGH SCHOOL MOCK TRIAL PROGRAM INVOLVED OVER 1600 HIGH SCHOOL STUDENTS INVOLVED IN LAW RELATED EDUCATION. 158 TEAMS COMPETED IN THE STATE COMPETION. THE WINNING TEAM, DISD BOOKER T. WASHINGTON HIGH SCHOOL, ADVANCED TO THE NATIONAL HIGH SCHOOL MOCK TRIAL COMPETITION IN DELAWARE AND WAS SELECTED AS ONE OF THE TOP 2 TEAMS TO COMPETE IN THE FINAL ROUND. 3. ADVOCATES FOR COMMUNITY TRANSFORMATION (ACT) RECEIVED A GRANT FOR THE PURPOSE OF ADDING CAPACITY FOR RECORD GATHERING FOR EXPANDING THEIR DOCKET AND LEGAL ADVOCACY WORK. MORE COMPLEX CASES, MULTI-FAMILY AND COMMERCIAL, REQUIRE MORE RECORDS AND RESEARCH. RECORDS ARE REQUESTED FROM THE POLICE DEPT (PATROL AND NARCOTICS), FIRE

Operating model

Revenue model
Donor-supported. 76% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 76% of its reported program spending out as grants.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of total spending goes to programs and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 55
  • Transparency & Controls: 88
  • Accountability: 100
  • Sustainability: 81
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 64.3%; rating input score 64
  • Program expense ratio: 42.8%; rating input score 43
  • Fundraising efficiency: $14.63 raised per $1 spent on fundraising; rating input score 50; 50th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 93.8%; rating input score 94; 24th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 90.1%; rating input score 90; 38th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 8 of 8 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 20.7%; rating input score 77; 77th percentile among comparable filings
  • Total-asset coverage ratio: 11.32; rating input score 93; 93rd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 91; 91st percentile among comparable filings
  • Officer compensation ratio: 1.9%; rating input score 59; 59th percentile among comparable filings

Growth

  • Program expense growth: -8.8% per year; rating input score 0; 5th percentile among comparable filings
  • Revenue growth: 4.3% per year; rating input score 100; 39th percentile among comparable filings
  • Asset growth: -0.7% per year; rating input score 0; 15th percentile among comparable filings

Details

  • Where the money goes: 64.3% of revenue deployed · 42.8% of spending went to programs
  • Governance: 16 of 16 board members independent · 8 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $384K in reported program spending
  • Leadership: top reported pay $108K · 20 people listed
  • Consistency: 27 of 28 current checks pass · 1 finding to review
  • Schedules: 7 filed schedules · includes major donors and grants
  • Filing history: 14 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 6 filed money-flow records
  • Related organizations: 6 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Program expense ratio scored 43/100.
  • Review — Financial Efficiency: Fundraising efficiency scored 50/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Review — Sustainability: Officer compensation ratio scored 59/100.