TEXAS DEFENDER SERVICE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS DEFENDER SERVICE (EIN 76-0481649)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-05
- IRS object ID
- 201302179349300680
- Schema version
- 2012v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-05T09:24:21-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 770275132 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760481649 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Texas Defender Service | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TEXA | NameControl |
| Phone | 5123208300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 510 S Congress | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 78704 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kathryn Kase | Name |
| Title | Executive Director | Title |
| Date Signed | 2013-08-05 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jody Blazek | Name |
| PTIN | P00072674 | PTIN |
| Phone | 7134395739 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Kathryn Kase | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 510 South Congress Ste 304 | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 78704 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2425695 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.texasdefender.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1995 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | TDS' mission is to promote a fair and just criminal justice system in Texas. TDS' goals are to reduce unfair use of the death penalty in Texas and to establish an indigent defense system that works. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 29 | TotalNbrEmployees |
| Total Nbr Volunteers | 10 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 2575053 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1771861 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 550738 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 651551 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 19 | InvestmentIncomePriorYear |
| Investment Income Current Year | 576 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3125810 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2423988 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 207500 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2098222 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1437420 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 78602 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 816534 | OtherExpensePriorYear |
| Other Expenses Current Year | 852720 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3122256 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2290140 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3554 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 133848 | RevenuesLessExpensesCY |
| Total Assets BOY | 1532254 | TotalAssetsBOY |
| Total Assets EOY | 1653425 | TotalAssetsEOY |
| Total Liabilities BOY | 70077 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 57400 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1462177 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1596025 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Texas Defender Services mission is to promote a fair and just criminal justice system in Texas. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 578256 | Expense |
| Revenue | 291358 | Revenue |
| Description | The Post-Conviction Project provides pro bono legal services to indigent defendants who have already been convicted of a capital crime through: (1) targeted case consulting with court appointed lawyers designed to ensure the preservation of potentially meritorious claims in state and federal court; and, (2) systematic data collection, which will provide TDS with even more detailed information about cases and clients from the inception of appellate proceedings. TDS also provides post-conviction attorney trainings which identify developing issues in cases, and educate and equip lawyers to better handle these challenges. These defense team trainings and case consultation are services critical to improving the quality of representation in criminal cases in Texas. Essential tasks include maintaining and increasing TDS database of forensic experts, serving as a liaison between appellate defense teams and experts, and providing targeted support to defense teams through case consultation and identification of recurring systemic issues in capital trials. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 574833 | Expense |
| Revenue | 344493 | Revenue |
| Description | The Trial Project provides pro bono legal services to indigent defendants during their initial case in which they have been charged with a capital crime through: (1) targeted case consulting with court appointed lawyers at the trial level designed to ensure the presentation and preservation of potentially meritorious defenses and claims in state court; and, (2) systematic data collection, which will provide TDS with even more detailed information about cases and clients from the inception of trial proceedings. TDS also provides trial level attorney trainings which identify developing issues in cases, and educate and equip lawyers to better handle these challenges. These defense team trainings and case consultation are services critical to improving the quality of representation in criminal cases in Texas. Essential tasks include maintaining and increasing TDS database of forensic experts, serving as a liaison between trial level defense teams and experts, and providing targeted support to defense teams through case consultation and identification of recurring systemic issues in capital trials. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 421088 | Expense |
| Revenue | 13300 | Revenue |
| Description | The Capital Communications Project implements public education strategies to help increase success in capital litigation. The project develops and provides information to the public and interested stakeholders about the facts of these cases. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 430029 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 2400 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 2004206 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 17 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 29 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Kelly Josh | NamePerson |
| Telephone Number | 5123208300 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 510 S Congress Suite 304 | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 78704 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Andrew Tauber | ||||||||
| Board Member | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Raoul Schonemann | ||||||||
| Board Member | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Douglas Robinson | ||||||||
| Board Member | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Robert Morrow | ||||||||
| Board Member | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Neal Manne | ||||||||
| Board Member | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Alison Leland | ||||||||
| Board Member | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Charles Kelley | ||||||||
| Board Member | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Stephen Bright | ||||||||
| Board Member | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Jeffrey Pokorak | ||||||||
| Treasurer | 1.00 | 0.00 | X | 0 | 0 | 0 | X | |
| Elizabeth Semel | ||||||||
| Secretary | 1.00 | 0.00 | X | 0 | 0 | 0 | X | |
| Jordan Steiker | ||||||||
| Chair | 5.00 | 0.00 | X | 0 | 0 | 0 | X | |
| Kelly Josh | ||||||||
| Dir. of Finance | 40.00 | 0.00 | 54208 | 0 | 10497 | X | ||
| Kathryn Kase | ||||||||
| Executive Dir. | 50.00 | 0.00 | 100173 | 0 | 8145 | X | ||
| Marc Bookman | ||||||||
| ACCR Program Dir | 40.00 | 0.00 | 103261 | 0 | 12171 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 257642 | TotalReportableCompFromOrg |
| Total Other Compensation | 30813 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 1771861 | AllOtherContributions |
| Noncash Contributions | 1707 | NoncashContributions |
| Total Contributions | 1771861 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Fiscal sponsorship fee | 900099 | 2400 | 2400 |
| Fees for prov. legal svcs | 541100 | 649151 | 649151 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 651551 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 576 | TotalRevenueColumn |
| Exclusion | $576 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 1707 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 1707 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2423988 | TotalRevenueColumn |
| Related Or Exempt Function Income | 651551 | RelatedOrExemptFunctionIncome |
| Exclusion | $576 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 173023 | Total |
| Program Services | 54159 | ProgramServices |
| Management And General | 91784 | ManagementAndGeneral |
| Fundraising | 27080 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1057249 | Total |
| Program Services | 1001936 | ProgramServices |
| Management And General | 26527 | ManagementAndGeneral |
| Fundraising | 28786 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139630 | Total |
| Program Services | 124003 | ProgramServices |
| Management And General | 10695 | ManagementAndGeneral |
| Fundraising | 4932 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67518 | Total |
| Program Services | 54154 | ProgramServices |
| Management And General | 9762 | ManagementAndGeneral |
| Fundraising | 3602 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7060 | Total |
| Management And General | 7060 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9373 | Total |
| Management And General | 9373 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 505352 | Total |
| Program Services | 504772 | ProgramServices |
| Management And General | 150 | ManagementAndGeneral |
| Fundraising | 430 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76789 | Total |
| Program Services | 58223 | ProgramServices |
| Management And General | 13418 | ManagementAndGeneral |
| Fundraising | 5148 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100668 | Total |
| Program Services | 82090 | ProgramServices |
| Management And General | 11147 | ManagementAndGeneral |
| Fundraising | 7431 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104369 | Total |
| Program Services | 98677 | ProgramServices |
| Management And General | 4506 | ManagementAndGeneral |
| Fundraising | 1186 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1746 | Total |
| Program Services | 1746 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19684 | Total |
| Management And General | 19684 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9603 | Total |
| Program Services | 6377 | ProgramServices |
| Management And General | 3226 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|
| Research | 6580 | 6573 | 7 |
| Subscriptions and books | 11496 | 11496 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2290140 | Total |
| Program Services | 2004206 | ProgramServices |
| Management And General | 207332 | ManagementAndGeneral |
| Fundraising | 78602 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 286208 | BOY |
| EOY | 682513 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 215360 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 625000 | BOY |
| EOY | 175000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15306 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10338 | BOY |
| EOY | 635 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 678400 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 99208 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 594677 | BOY |
| EOY | 579192 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 725 | BOY |
| EOY | 725 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1532254 | BOY |
| EOY | 1653425 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70077 | BOY |
| EOY | 57400 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70077 | BOY |
| EOY | 57400 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1154547 | BOY |
| EOY | 891139 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 307630 | BOY |
| EOY | 704886 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1462177 | BOY |
| EOY | 1596025 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1532254 | BOY |
| EOY | 1653425 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 133848 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1535225 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2793063 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2457864 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2575053 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1771861 | CurrentTaxYear |
| Total | 11133066 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1535225 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2793063 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2457864 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2575053 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1771861 | CurrentTaxYear |
| Total | 11133066 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 8034934 | AmountsSubstContributorsTotal |
| Public Support Total170 | 3098132 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1874 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 634 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 353 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19 | CurrentTaxYearMinus1Year |
| Current Tax Year | 576 | CurrentTaxYear |
| Total | 3456 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 11136522 | TotalSupport |
| Gross Receipts From Admissions Etc | 1776176 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.27820 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.29800 | PublicSupportPertcentPriorYear |
| Ten Percent Test Current Year | X | TenPercentTestCurrentYear |
| Facts And Circumstances Test | Part II, Line 17b--FACTS & CIRCUMSTANCES TESTThe Texas Defender Service (TDS) submits that throughout its existence to date and in the future, it qualifies as a public charity under Internal Revenue Code 509(a)(1) by satisfying the requirements of Regulations 1.170A-9(f)(3) as follows: (i). Ten Percent Test: Texas Defender Service has historically and normally can be expected in the future to receive over 10% of its total support from the general public. (ii). Attraction of Public Support: Texas Defender Service is dedicated to promoting a fair and just criminal justice system in Texas. TDS has attracted the support of many small family foundations, Texas-based organizations and individuals since it began in 1995. From its inception until 2007, TDS had 33 1/3% or more of its support come from the public. 2008 was the first year that the balance of public funding fell below this amount, primarily due to increased funding from two large foundations which have helped TDS to make qualitative leaps in its ability to fulfill its mission. TDS continues to have an active outreach to small and major donors through the annual appeal drive which typically garners a hundred or more donations from individuals and firms. TDS focuses fundraising efforts in the legal community and receives support from attorneys throughout Texas and the nation. In addition to the annual appeal, TDS applies for and receives grants from numerous publicly supported and family foundations. TDS will continue to strive to increase the amount of public support it receives through increased and varied fundraising appeals and public events. (iii). Percentage of Financial Support: TDS received above 33-1/3% of its total support from public sources in its first twelve years and can reasonably expect to return to that ratio. TDS continues to increase the amount received from individual donors and to improve fundraising efforts. TDS believes that the ratio will again be above the 33 1/3 ratio over the next year or two as new initiatives have a chance to affect fundraising sources.(iv). Sources of Support: TDS receives its support from a representative number of foundations and individuals, rather than receiving almost all of its support from the members of a single family or small group of individuals. TDS has to date received gifts from over 100 contributors. Every year TDS has 10-12 law students who volunteer for 40 hours a week for an average of 10 weeks. These students help with special case and issue specific research and writing projects that TDS simply could not do if it were not for their help. Their support enriches TDS' work significantly with each student volunteer offering approximately 400 hours of assistance.(v) Representative Governing Body: TDS' governing body is composed of 11 members of the legal community, none of whom serves as the executive director or on the board of a funding organization. (vi). Availability of Facilities or Services and Public Participation: TDS' programs impact the entire community on Texas' death row and their family members. Because TDS' work impacts the entire criminal justice system in Texas, its programs impact all Texans in creating a criminal justice system that is fairer, more just and more respectful of civil and human rights for everyone in the state. CONCLUSION: Texas Defender Service believes it qualifies as a publicly supported charity described in IRC 509(a)(1) pursuant to the facts and circumstances test found in Treasury Regulation 1.170A-9(f)(3). TDS has and will receive well in excess of ten percent (10%) of its total support from qualifying public sources. It serves the entire population of Texas' death row and all Texans in fighting for a more just criminal justice system. TDS is governed by a public board and possesses all the characteristics that describe organizations that meet this test. | FactsAndCircumstancesTest |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed4955 Tax | false | Form4720Filed4955Tax |
| Correction Made | false | CorrectionMade |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 13914 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 13914 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 2276226 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 2290140 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 264507 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 66127 | FilingOrganizationsTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720Filed |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250703 | CurrentYearMinus3 |
| Current Year Minus2 | 260950 | CurrentYearMinus2 |
| Current Year Minus1 | 306113 | CurrentYearMinus1 |
| Current Year | 264507 | CurrentYear |
| Total | 1082273 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,623,410 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 34715 | CurrentYearMinus3 |
| Current Year Minus2 | 30467 | CurrentYearMinus2 |
| Current Year Minus1 | 44058 | CurrentYearMinus1 |
| Current Year | 13914 | CurrentYear |
| Total | 123154 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 62676 | CurrentYearMinus3 |
| Current Year Minus2 | 65238 | CurrentYearMinus2 |
| Current Year Minus1 | 76528 | CurrentYearMinus1 |
| Current Year | 66127 | CurrentYear |
| Total | 270569 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $405,854 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 176400 | OtherCostOrOtherBasis |
| Book Value | 176400 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 389855 | OtherCostOrOtherBasis |
| Depreciation | 29988 | Depreciation |
| Book Value | 359867 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 112145 | OtherCostOrOtherBasis |
| Depreciation | 69220 | Depreciation |
| Book Value | 42925 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 579192 | TotalOfBookValueLandBuildings |
| Tot Revenue Etc Audited Fincl Stmt | 2423988 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 2423988 | RevenueSubtotal |
| Total Revenue Per Form990 | 2423988 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2290140 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 2290140 | ExpensesSubtotal |
| Total Expenses Per Form990 | 2290140 | TotalExpensesPerForm990 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | All governing documents, conflict of interest policy and financial statements are available upon request. |
| Form 990, Part VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | The Executive Director sets the salaries of other employees in consultation with the board of directors. Salaries are set based on an existing internal salary scale which is compared to the salary scale of Federal Public Defenders in a similar position of responsibility. |
| Form 990, Part VI, Line 15a | Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | The salary of the Executive Director is determined by the board of directors. Data regarding the salaries of other similarly sized non-profits is used to compare compensation. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | The officers and directors of TDS are required to report any conflicts of interest throughout the year. Any conflicts reported are discussed by the governing body which decides how to handle the conflict of interest. |
| Form 990, Part VI, Line 11b | Form 990, Part VI, Line 11b: Form 990 Review Process | The Director of Finance and Administration reviews the 990 after it has been prepared by outside accountants; the Executive Director then sends it to the board of directors for comment prior to filing with the IRS. The board of directors has no less than 30 days to review the 990 prior to filing and during that period is invited to submit questions and comments regarding the 990 to the Chairperson of the board. |
| Form 990, Part III, Line 4d | Form 990, Part III, Line 4d: Other Program Services Description | OTHER PROGRAM SERVICES 4: The Capital Communications Project implements public education strategies to help increase success in capital litigation. The project develops and provides information to the public and interested stakeholders about the facts of these cases. OTHER PROGRAM SERVICES 5: The Prosecutorial Accountability Project (PAP) supports a climate of accountability for prosecutors. Through education and advocacy, PAP promotes better understanding and utilization of the appropriate regulatory authorities in cases where misconduct occurs. OTHER PROGRAM SERVICES 6: The StandDown Texas Project maintains a website that is constantly updated to allow interested parties to be aware of the most current issues in indigent defense and capital punishment issues and maintains several different listserves to communicate with general audiences and highly issue-specific groups, including mental health criminal justice groups. OTHER PROGRAM SERVICES 7: The Atlantic Center for Capital Representation (ACCR) is a regional death penalty representation project based in Philadelphia. |
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