Houston Bar Association

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1977

Legal Domicile

Principal Officer

David Harrell

Phone

7137591133

Tax Period

2023-07-01 to 2024-06-30

Houston Bar Association, founded in 1977, is a community nonprofit that reported $3.3M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $2.8M left a modest 14% surplus.

Mission

To serve the needs of Houston-area lawyers and enhance the legal profession through promoting professionalism, access to justice, the rule of law, equality, and inclusion in the legal profession, legal education for the profession and the public, service to the community for law related high impact and high involvement projects.

Program Service Accomplishments

Program 1

The HBA sponsors community service activities and special events for the general membership and community.

Program 2

Continuing legal education provides courses for continuing legal education requirements.

Program 3

Printing and publications provide regularly scheduled print and digital communications for members and the public.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,906,275

Investment Income $350,076

Other Revenue $0

TOTAL REVENUE $3,256,351

Expense Breakdown

Grants Paid $97,039

Salaries & Benefits $1,146,875

Fundraising Expenses $0

Other Expenses $1,566,036

TOTAL EXPENSES $2,809,950

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,256,351	$2,916,641	+0.1%
Expenses	$2,809,950	$2,647,759	+0.1%
Net Income	$446,401	$268,882	+0.7%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$231,132

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David Harrell	President	10.00	Officer Director	$0	$0	$0
Daniella Landers	President-Elect	5.00	Officer Director	$0	$0	$0
Jeff Oldham	First Vice President	2.00	Officer Director	$0	$0	$0
Collin Cox	Second Vice President	2.00	Officer Director	$0	$0	$0
Greg Ulmer	Treasurer	3.00	Officer Director	$0	$0	$0
Kaylan Dunn	Secretary	2.00	Officer Director	$0	$0	$0
Diana Gomez	Immediate Past President	2.00	Officer Director	$0	$0	$0
Chris Popov	Past President	2.00	Officer Director	$0	$0	$0
Keri Brown	Director	2.00	Director	$0	$0	$0
Carter Dugan	Director	2.00	Director	$0	$0	$0
Todd Frankfort	Director	2.00	Director	$0	$0	$0
Greg Moore	Director	2.00	Director	$0	$0	$0
Robert Painter	Director	2.00	Director	$0	$0	$0
Seepan Parseghian	Director	2.00	Director	$0	$0	$0
Colin Pogge	Director	2.00	Director	$0	$0	$0
Samantha Torres	Director	2.00	Director	$0	$0	$0
Vinh Ho	Executive Director from 5/2024	40.00	Officer	$0	$0	$0
Mindy Davidson	Executive Director to 6/2024	40.00	Officer	$212,566	$18,566	$231,132
Sarah Kole	Controller	40.00	Highest	$128,594	$12,082	$140,676
Ashley Steininger	Associate Executive Director	40.00	Highest	$114,549	$13,439	$127,988

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$3,256,351	$2,809,950	$7,281,624	$446,401
2023	$2,916,641	$2,647,759	$6,879,114	$268,882
2022	$2,917,965	$2,667,025	$5,895,190	$250,940
2021	$2,533,712	$2,140,862	$6,229,031	$392,850
2020	$3,072,258	$2,758,170	$4,840,743	$314,088
2019	$3,070,616	$3,072,456	$4,930,063	$-1,840
2018	$2,643,451	$2,723,830	$4,660,253	$-80,379