Totals
- Total revenue
- $1,242,670
- Total expenses
- $1,041,768
- Contributions and grants received
- $12,500
- Grants paid
- $0
- Program service revenue
- $916,286
- Investment income
- $270,065
- Other revenue
- $43,819
- Total assets, end of year
- $2,073,457
- Total liabilities, end of year
- $201,683
- Net assets or fund balances, end of year
- $1,871,774
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1d · Related organizations
$12,500
-
2a · Program service revenue: MEMBERSHIP DUES
total $404,902 · related or exempt $404,902
-
2b · Program service revenue: LAWYER REFERRAL
total $280,575 · related or exempt $280,575
-
2c · Program service revenue: CONTINUING LEGAL EDUCATION
total $93,540 · related or exempt $93,540
-
2d · Program service revenue: PLACEMENT SERVICES
total $70,812 · related or exempt $70,812
-
2e · Program service revenue: BAR BRIEFS & ROSTER
total $42,164 · related or exempt $94 · unrelated business $42,070
-
2f · All other program service revenue
total $24,293 · related or exempt $24,473 · unrelated business -$180
-
3 · Investment income
total $42,513 · excluded $42,513
-
6a · Gross rents
real property $500
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $500
-
6d · Net rental income or loss
total $500 · unrelated business $500
-
7a · Gross sales of assets other than inventory
securities $1,094,598
-
7b · Less cost or other basis and sales expenses
securities $867,046
-
7c · Gain or loss
securities $227,552
-
7d · Net gain or loss
total $227,552 · excluded $227,552
-
11a · Other revenue: MISCELLANEOUS
total $43,319 · related or exempt $43,319
-
11e · Other revenue, total
$43,319
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $114,211
-
7 · Other salaries and wages
total $455,218
-
8 · Pension plan contributions
total $8,371
-
9 · Other employee benefits
total $63,026
-
10 · Payroll taxes
total $42,076
-
11c · Fees: accounting
total $18,900
-
11f · Fees: investment management
total $13,565
-
11g · Fees: other
total $8,268
-
12 · Advertising and promotion
total $1,930
-
13 · Office expenses
total $78,908
-
14 · Information technology
total $45,150
-
16 · Occupancy
total $72,123
-
17 · Travel
total $9,368
-
19 · Conferences, conventions and meetings
total $4,879
-
22 · Depreciation, depletion and amortization
total $19,645
-
23 · Insurance
total $14,012
-
24a · Other expenses: MEMBER SERVICES PROGRAM
total $56,446
-
24b · Other expenses: PARKING
total $11,590
-
24c · Other expenses: ALL OTHER EXPENSES
total $2,256
-
24d · Other expenses: BOARD & COMMITTEE EXPEN
total $1,779
-
24e · All other expenses
total $47
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $400 · end of year $400
-
2 · Savings and temporary cash investments
beginning of year $77,861 · end of year $325,561
-
4 · Accounts receivable
beginning of year $29,103 · end of year $97,332
-
9 · Prepaid expenses and deferred charges
beginning of year $7,199 · end of year $217,384
-
10a · Land, buildings and equipment: cost or other basis
$392,966
-
10b · Land, buildings and equipment: accumulated depreciation
$301,630
-
10c · Land, buildings and equipment, net
beginning of year $106,664 · end of year $91,336
-
11 · Investments: publicly traded securities
beginning of year $1,677,323 · end of year $1,341,444
-
17 · Accounts payable and accrued expenses
beginning of year $93,806 · end of year $112,171
-
19 · Deferred revenue
beginning of year $104,517 · end of year $78,061
-
25 · Other liabilities
beginning of year $4,796 · end of year $11,451
-
27 · Net assets without donor restrictions
beginning of year $1,691,471 · end of year $1,867,814
-
28 · Net assets with donor restrictions
beginning of year $3,960 · end of year $3,960
Mission and programs · 2023
Mission
TO PROMOTE JUSTICE, PROFESSIONAL EXCELLENCE AND RESPECT FOR THE LAW, IMPROVE PUBLIC ACCESS TO THE JUDICIAL SYSTEM, PROVIDE LAW-RELATED SERVICES TO THE COMMUNITY, AND TO SERVE THE MEMBERS OF THE ASSOCIATION.
Activities or mission (Part I)
TO PROMOTE HIGH STANDARDS IN THE LEGAL PROFESSION.
-
MEMBER SERVICES- THE VOLUNTARY MEMBERS OF THE LOUISVILLE BAR ASSOCIATION ARE 2,390 STRONG AND THE ASSOCIATION IS AMONG THE 40 LARGEST LOCAL BARS IN THE COUNTRY. 49% OF JEFFERSON COUNTY, KENTUCKY, ATTORNEYS ARE MEMBERS AS WELL AS 20% OF KENTUCKY ATTORNEYS. THE ASSOCIATION PROVIDES OPPORTUNITIES FOR MEMBERS TO JOIN ANY OF THE 21 SECTIONS, WHICH OFFER PROFESSIONAL DEVELOPMENT AND INTERACTION WITH COLLEAGUES WHO PRACTICE IN THE SAME FIELD.
-
PUBLICATIONS- THE ASSOCIATION'S PUBLICATIONS INCLUDE BAR BRIEFS, A MONTHLY NEWSLETTER WHICH PROVIDES NEWS AND INFORMATION TO MEMBERS ABOUT THE LEGAL PROFESSION, UPCOMING CLE PROGRAMS, BENEFITS, SECTION MEETINGS AND OTHER LAW-RELATED ACTIVITIES. ALSO PUBLISHED IS THE ANNUAL PICTORIAL ROSTER, A PHOTO DIRECTORY OF MEMBERS WHICH IS AN INVALUABLE GUIDE FOR LOCAL ATTORNEYS AND THEIR STAFF.
-
CONTINUING LEGAL EDUCATION (CLE)- THE ASSOCIATION IS A LEADING CLE PROVIDER PRESENTING APPROXIMATELY 39 SEMINARS ANNUALLY. THE LEADERSHIP OF THE ASSOCIATION'S 21 SECTIONS WORKS CLOSELY WITH THE CLE DEPARTMENT TO IDENTIFY BOTH TOPICS AND SPEAKERS FOR MANY OF THE PROGRAMS HOSTED EACH YEAR.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Seth A GladsteinSETH A GLADSTEIN
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Samuel W WardleSAMUEL W WARDLE
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Kate L CrosbyKATE L CROSBY
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Bryan R ArmstrongBRYAN R ARMSTRONG
PRESIDENT-ELECT
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Maria A FernandezMARIA A FERNANDEZ
VICE PRESIDENT/TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Briana L BlufordBRIANA L BLUFORD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Jennifer Ward KleierJENNIFER WARD KLEIER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Jamie NealJAMIE NEAL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Hon Shelley M SantryHON SHELLEY M SANTRY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Matthew W SwaffordMATTHEW W SWAFFORD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Michelle L DuncanMICHELLE L DUNCAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Amy De Renzo HulbertAMY DE RENZO HULBERT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Ronald E Johnson JrRONALD E JOHNSON JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Frederick W MooreFREDERICK W MOORE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Gretchen C AveryGRETCHEN C AVERY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Amy D CubbageAMY D CUBBAGE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Sean R DeskinsSEAN R DESKINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Al'Lisha HanserdAL'LISHA HANSERD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Hon Tanisha A HickersonHON TANISHA A HICKERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Abigale Rhodes GreenABIGALE RHODES GREEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Kelsey F HammonKELSEY F HAMMON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Melanie B JacobsMELANIE B JACOBS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Samuel Et JonesSAMUEL ET JONES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Gerina WhethersGERINA WHETHERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Michael J O'ConnellMICHAEL J O'CONNELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Hon Mitchell L PerryHON MITCHELL L PERRY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Susan D PhillipsSUSAN D PHILLIPS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Leo G SmithLEO G SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
J Tanner WatkinsJ TANNER WATKINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Gia RappGIA RAPP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Hon David HaleHON DAVID HALE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
R Kenyon MeyersR KENYON MEYERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Kristen MillerKRISTEN MILLER
EXECUTIVE DIRECTOR
- Total calculated
- $114,211
- From this org
- $110,658
- From related orgs
- $0
- Other
- $3,553
- Hours/week
- 37.5 + 1 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · PROVIDE FACILITIES TO PROMOTE THE STUDY OF LAW · KY · controlled entity
Directly controlled by LOUISVILLE BAR ASSOCIATION
-
501(C)(3) · SUPPORT OF PROGRAMS TO PROVIDE LEGAL SERVICES TO THE POOR · KY
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413209349318076
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.