Tarrant County Probate Bar Association
Nonprofit profile at a glance
- EIN
- 752429027
- IRS 990-EZ coverage
- 2010–2025
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990-EZ 2025
- Location
- Fort Worth, TX, US
- Phone
- 8173340066
- Rating
- 68
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Chambers of Commerce & Business Leagues
Reported finances
- Revenue
- $98,378
- Expenses
- $76,232
- Assets
- $110,205
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- LOUIS JOHN STEFANOS (PAST PRESIDENT)
- DANA NICOLE ZACHRY (PRESIDENT)
- LINDSAY DANIEL LIVESAY (PRESIDENT-ELECT)
People named in this filing
- SHAWNA YOUNG (DIRECTOR)
- CHRISTOPHER PONDER (DIRECTOR)
- CARA FEATHERSTONE (DIRECTOR)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Tarrant County Probate Bar Association is a professional organization for those who practice in the areas of probate, guardianship, estate planning, and trusts in Tarrant County, Texas.
What it reported doing in 2025
Held monthly meeting and luncheon for the purpose of continuing education and interaction with others in the profession. There were 345 members in 2025 and average attendence was 122 members per meeting. Presentations are made by guest speakers on a variety of subjects relevant to guardianship and probate issues.
Operating model
- Revenue model
- Membership-supported. 100% of the money available for current operations came from membership dues.
- Distribution model
- Direct operator. The filing allocates 95% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and program spending has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 61
- Transparency & Controls: 82
- Sustainability: 66
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 54.9%; rating input score 55
- Program expense ratio: 70.8%; rating input score 71
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 22.5%; rating input score 74; 74th percentile among comparable filings
- Total-asset coverage ratio: 1.45; rating input score 57; 57th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -2.8% per year; rating input score 0; 40th percentile among comparable filings
- Revenue growth: -0.1% per year; rating input score 0; 49th percentile among comparable filings
- Asset growth: 3.7% per year; rating input score 100; 52nd percentile among comparable filings
Details
- What they do: 2 programs and campaigns described on the official site · 2 operating locations identified
- Where the money goes: 54.9% of revenue deployed · 70.8% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $54K in reported program spending
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 1 filed schedules
- Filing history: 16 filing years from 2010 to 2025
- Contacts: How to reach this organization
- 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.
- Review — Financial Efficiency: Mission deployment rate scored 55/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Review — Sustainability: Total-asset coverage ratio scored 57/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.