Houston Bar Foundation (EIN 760029594) - Form 990 Financial Analysis & Trantor Score

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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

1982

Legal Domicile

Principal Officer

Benny Agosto Jr

Phone

7137591133

Tax Period

2024-07-01 to 2025-06-30

Houston Bar Foundation, founded in 1982, is a community nonprofit in the Crime & Legal sector that reported $2.6M in total revenue in fiscal year 2024. The organization ran a surplus of $484K, a strong 18% operating margin.

Mission

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.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,107,568

Program Service Revenue $0

Investment Income $1,263,047

Other Revenue $246,059

TOTAL REVENUE $2,616,674

Expense Breakdown

Grants Paid $1,864,208

Salaries & Benefits $90,000

Fundraising Expenses $18,548

Program Expenses $1,888,467

Other Expenses $178,957

TOTAL EXPENSES $2,133,165

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,616,674	$2,427,176	+0.1%
Expenses	$2,133,165	$1,521,836	+0.4%
Net Income	$483,509	$905,340	-0.5%

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

$143,024

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sara Keith	Chair	4.00	Officer Director	$0	$0	$0
Benny Agosto Jr	Chair Elect	2.00	Officer Director	$0	$0	$0
Alistair Dawson	Vice Chair thru 2/2025	1.00	Officer Director	$0	$0	$0
Jennifer Hasley	Vice Chair	1.00	Officer Director	$0	$0	$0
Christopher Northcutt	Treasurer	1.00	Officer Director	$0	$0	$0
Richard Whiteley	Treasurer thru 2/2025	1.00	Officer Director	$0	$0	$0
Linda Hester	Immediate Past Chair	2.00	Officer Director	$0	$0	$0
Monica Karuturi	Past Chair thru 2/2025	1.00	Officer Director	$0	$0	$0
Sejal Brahmbhatt	Director	1.00	Director	$0	$0	$0
Mindy Davidson	Director	1.00	Director	$0	$0	$0
Andrew Edelman	Director	2.00	Director	$0	$0	$0
Hon Mike Engelhart	Director	1.00	Director	$0	$0	$0
Holly Chastain Nini	Director	1.00	Director	$0	$0	$0
Stephanie Noble	Director	1.00	Director	$0	$0	$0
Denise Scofield	Director	1.00	Director	$0	$0	$0
Krisina Zuniga	Director	1.00	Director	$0	$0	$0
Vinh Ho	Executive Director	10.00	Officer	$0	$11,247	$143,024

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	$2,616,674	$2,133,165	$26,263,580	$483,509
2024	$2,427,176	$1,521,836	$24,272,136	$905,340
2023	$2,113,671	$1,864,256	$21,315,583	$249,415
2022	$1,998,914	$1,566,705	$18,967,094	$432,209
2021	$2,024,601	$1,735,090	$21,838,526	$289,511
2020	$3,743,422	$1,539,561	$17,156,241	$2,203,861
2019	$2,835,436	$1,951,921	$16,270,683	$883,515
2018	$1,888,707	$1,406,354	$14,911,104	$482,353

Houston Bar Foundation