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← LOUISVILLE BAR ASSOCIATION

Form 990 for tax year 2024

Filed by LOUISVILLE BAR ASSOCIATION.

Totals

Total revenue
$1,169,411
Total expenses
$1,647,362
Contributions and grants received
$183,144
Grants paid
$558,418
Program service revenue
$880,876
Investment income
$53,878
Other revenue
$51,513
Total assets, end of year
$1,638,469
Total liabilities, end of year
$191,014
Net assets or fund balances, end of year
$1,447,455
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

    $10,000

  • 1e · Government grants (contributions)

    $173,144

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $377,642 · related or exempt $377,642

  • 2b · Program service revenue: LAWYER REFERRAL

    total $205,995 · related or exempt $205,995

  • 2c · Program service revenue: CONTINUING LEGAL EDUCATION

    total $148,422 · related or exempt $148,422

  • 2d · Program service revenue: PLACEMENT SERVICES

    total $81,185 · related or exempt $81,185

  • 2e · Program service revenue: BAR BRIEFS & ROSTER

    total $43,618 · related or exempt $100 · unrelated business $43,518

  • 2f · All other program service revenue

    total $24,014 · related or exempt $24,014

  • 3 · Investment income

    total $32,404 · excluded $32,404

  • 6a · Gross rents

    real property $13,019

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $13,019

  • 6d · Net rental income or loss

    total $13,019 · excluded $13,019

  • 7a · Gross sales of assets other than inventory

    securities $1,129,664

  • 7b · Less cost or other basis and sales expenses

    securities $1,108,190

  • 7c · Gain or loss

    securities $21,474

  • 7d · Net gain or loss

    total $21,474 · excluded $21,474

  • 11a · Other revenue: MISCELLANEOUS

    total $38,494 · related or exempt $38,494

  • 11e · Other revenue, total

    $38,494

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $558,418

  • 5 · Compensation of officers, directors and key employees

    total $117,555

  • 7 · Other salaries and wages

    total $461,125

  • 8 · Pension plan contributions

    total $8,153

  • 9 · Other employee benefits

    total $73,009

  • 10 · Payroll taxes

    total $42,846

  • 11c · Fees: accounting

    total $49,434

  • 11f · Fees: investment management

    total $12,266

  • 11g · Fees: other

    total $5,464

  • 12 · Advertising and promotion

    total $5,900

  • 13 · Office expenses

    total $47,836

  • 14 · Information technology

    total $42,177

  • 16 · Occupancy

    total $88,522

  • 17 · Travel

    total $5,918

  • 19 · Conferences, conventions and meetings

    total $35,697

  • 22 · Depreciation, depletion and amortization

    total $18,626

  • 23 · Insurance

    total $14,536

  • 24a · Other expenses: MEMBER SERVICES PROGRAM

    total $43,680

  • 24b · Other expenses: PARKING

    total $12,391

  • 24c · Other expenses: ALL OTHER EXPENSES

    total $2,365

  • 24d · Other expenses: MISCELLANEOUS EXPENSE

    total $910

  • 24e · All other expenses

    total $534

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 $325,561 · end of year $72,391

  • 4 · Accounts receivable

    beginning of year $97,332 · end of year $18,167

  • 9 · Prepaid expenses and deferred charges

    beginning of year $217,384 · end of year $220,667

  • 10a · Land, buildings and equipment: cost or other basis

    $392,966

  • 10b · Land, buildings and equipment: accumulated depreciation

    $320,256

  • 10c · Land, buildings and equipment, net

    beginning of year $91,336 · end of year $72,710

  • 11 · Investments: publicly traded securities

    beginning of year $1,341,444 · end of year $1,254,134

  • 17 · Accounts payable and accrued expenses

    beginning of year $112,171 · end of year $119,985

  • 19 · Deferred revenue

    beginning of year $78,061 · end of year $60,289

  • 25 · Other liabilities

    beginning of year $11,451 · end of year $10,740

  • 27 · Net assets without donor restrictions

    beginning of year $1,867,814 · end of year $1,443,495

  • 28 · Net assets with donor restrictions

    beginning of year $3,960 · end of year $3,960

Mission and programs · 2024

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. 35% OF JEFFERSON COUNTY, KENTUCKY, ATTORNEYS ARE MEMBERS AS WELL AS 14% OF KENTUCKY ATTORNEYS. THE ASSOCIATION PROVIDES OPPORTUNITIES FOR MEMBERS TO JOIN ANY OF THE 22 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 32 SEMINARS ANNUALLY. THE LEADERSHIP OF THE ASSOCIATION'S 22 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 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Samuel W Wardle

    VICE PRESIDENT/TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Kate L Crosby

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Bryan R Armstrong

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Maria A Fernandez

    PRESIDENT-ELECT

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Briana L Bluford

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3
  • Jennifer Ward Kleier

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Zachary Hoskins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3
  • Hon Shelley M Santry

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3
  • Matthew W Swafford

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3
  • Justin R Key

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3
  • Bruce Paul

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3
  • Andrew Pellino

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3
  • Chelsea Granville Reed

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3
  • Amy I Hannah

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3
  • Tricia Lister

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3
  • Megan P Keane

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3
  • Al'Lisha Hanserd

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3
  • Aaron Marcus

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3
  • Abigale Rhodes Green

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3
  • Hon Ann Bailey Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3
  • Melanie B Jacobs

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3
  • Charles H Stopher

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3
  • Gerina Whethers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3
  • Michael J O'Connell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3
  • Jessica Valiani

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3
  • Susan D Phillips

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3
  • Hon Mary Jude Wolford

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3
  • J Tanner Watkins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3
  • Roosevelt Stennis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3
  • Hon David Hale

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3
  • R Kenyon Meyer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3
  • Kristen Miller

    EXECUTIVE DIRECTOR

    Total calculated
    $117,555
    From this org
    $114,002
    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

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.

Provenance

Return type
form_990
Tax year
2024
Filed
14 November 2025
IRS schema version
2024v5.2
Source object
202513219349315946

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