Civic Intelligence

Evansville Bar Association Inc

EIN 35-1573059 • 501(c)6 • Evansville, IN

Profile

To promote the practice of law, cultivate professional excellence, promote high ethical standards, and uphold the honor of the profession.

501 Main Street Ste 101Evansville, IN 47708

www.evvbar.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

73rd percentile

0.08x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

79th percentile

0.12x

Higher debt load relative to revenue than 79% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

65th percentile

8.1%

Higher net margin than 65% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

69th percentile

9.3%

Faster asset growth than 69% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

56th percentile

4.3%

Faster revenue growth than 56% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$216,471

Down $15,277 (-6.6%) from 2023

Liabilities

Up

$3,803

Up $653 (+21%) from 2023

Net Assets

Down

$212,668

Down $15,930 (-7.0%) from 2023

Operations
Liabilities / Revenue79th percentileNet Margin65th percentile

Revenue

Down

$268,118

Down $16,591 (-5.8%) from 2023

Expenses

Down

$291,872

Down $14,525 (-4.7%) from 2023

Net Income

Down

-$23,754

Down $2,066 (-9.5%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2018: $226,852Liabilities 2018: $2,942Net Assets 2018: $223,9102018Assets 2019: $269,412Liabilities 2019: $2,815Net Assets 2019: $266,5972019Assets 2020: $279,449Liabilities 2020: $2,967Net Assets 2020: $276,4822020Assets 2021: $305,519Liabilities 2021: $25,527Net Assets 2021: $279,9922021Assets 2022: $245,555Liabilities 2022: $6,096Net Assets 2022: $239,4592022Assets 2023: $231,748Liabilities 2023: $3,150Net Assets 2023: $228,5982023Assets 2024: $216,471Liabilities 2024: $3,803Net Assets 2024: $212,6682024

Highlighted filing

2024

Assets$216,471
Liabilities$3,803
Net Assets$212,668
Open 2024 Filing

Operations Trend

Revenue Growth56th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2018: $238,331Expenses 2018: $224,021Net Income 2018: $14,3102018Revenue 2019: $261,926Expenses 2019: $229,474Net Income 2019: $32,4522019Revenue 2020: $204,213Expenses 2020: $201,220Net Income 2020: $2,9932020Revenue 2021: $213,062Expenses 2021: $195,747Net Income 2021: $17,3152021Revenue 2022: $191,663Expenses 2022: $239,867Net Income 2022: -$48,2042022Revenue 2023: $284,709Expenses 2023: $306,397Net Income 2023: -$21,6882023Revenue 2024: $268,118Expenses 2024: $291,872Net Income 2024: -$23,7542024

Highlighted filing

2024

Revenue$268,118
Expenses$291,872
Net Income-$23,754
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$216,471
Liabilities
$3,803
Net assets
$212,668
Revenue
$268,118
Expenses
$291,872
Net income
-$23,754
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.16$0.04$2.13$2.68$2.92$0.24
2023Detailed filing. Detailed filing data is available for this year.$2.32$0.03$2.29$2.85$3.06$0.22
2022Detailed filing. Detailed filing data is available for this year.$2.46$0.06$2.39$1.92$2.40$0.48
2021Detailed filing. Detailed filing data is available for this year.$3.06$0.26$2.80$2.13$1.96$0.17
2020Detailed filing. Detailed filing data is available for this year.$2.79$0.03$2.76$2.04$2.01$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.69$0.03$2.67$2.62$2.29$0.32
2018Detailed filing. Detailed filing data is available for this year.$2.27$0.03$2.24$2.38$2.24$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 20, 2025
Return Version
2024v5.1
Gross Receipts
$271,529
Mission and Program Overview

Mission

To promote the practice of law, cultivate professional excellence, promote high ethical standards, and uphold the honor of the profession.

To promote the practice of law, cultivate professional excellence, promote high ethical standards and uphold the honor of the profession

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$228,598$212,668▼ $15,930
Investments in Publicly Traded Securities$92,311$102,887▲ $10,576
Cash and Non-Interest-Bearing Accounts$63,933$44,494▼ $19,439
Savings and Temporary Cash Investments$37,078$37,891▲ $813
Land, Buildings, and Equipment, Net$38,426$31,199▼ $7,227
Total Assets$231,748$216,471▼ $15,277
Liabilities
Accounts Payable and Accrued Expenses$3,150$3,803▲ $653
Total Liabilities$3,150$3,803▲ $653
Net Assets / Fund Balance
Total Net Assets Fund Balance$228,598$212,668▼ $15,930
Total Liabilities and Net Assets / Fund Balance$231,748$216,471▼ $15,277

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$16,675$62,536$79,211
Leasehold Improvements$14,524$5,476$20,000
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Julie Moore-holtzExecutive DirectorFT$80,834$80,834

Board Members and Trustees

NameTitle
Greg FreybergerPresident
Meagan BrienPresident Elect
J Beau DialVice President
Bill HussmanDirector at Large
Cassee VivianDirector at Large
Diana MoersDirector at Large
Judge Matthew BrookmanDirector at Large
Karey CainDirector at Large
Kristen Koewler-campbellDirector at Large
Maxwell HappeDirector at Large
Michele BryantDirector at Large
Patrick ThomasDirector at Large
Seth ZirkleDirector at Large
D Tim BornPrior Board Member
Aaron TuleyEvansville Bar Fdn Representative
Magistrate Celia PauliJudicial Representative
Rhea Jones-priceOut of County Representative
Jamie DameronSecretarytreasurer
Caroline BrinsterYoung Lawyer Representative
Revenue and Support

Revenue Composition

Contributions and Grants
$137,448
Program Service Revenue
$109,367
Investment Income
$4,353
Other Revenue
$16,950
All Other Contributions
$750
Change in Net Assets
$-23,754
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$169,877
Salaries, Compensation, and Employee Benefits$121,995
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$80,834
Occupancy---$77,880
Other Salaries and Wages---$30,799
Conferences and Meetings---$10,036
Depreciation Depletion---$7,227
Information Technology---$7,211
Payroll Taxes---$6,595
Office Expenses---$5,681
Payments to Affiliates---$5,051
Fees for Services Accounting---$4,525
Insurance---$4,472
Travel---$4,376
Pension Plan Contributions---$3,767
Other Expenses$1,211--$1,211
All Other Expenses---$1,054
Fees for Service Investment Mgmnt Fees---$788
Advertising---$437
Total Functional Expenses$0$0$0$291,872
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Member election for additional members Part VI line 7A

“Members elect the officers presented on a nomination slate presented at the annual meeting”

Form 990 governing body review Part VI line 11

“Form 990 is reviewed by the governing body before being filed”

Conflict of interest policy compliance Part VI line 12C

“Each officer, director and key employee must sign an acknowledgement statement when joining the board for the first time and annually thereafter”

CEO executive director top management comp Part VI line 15A

“The board of directors will consider comparability data such as surveys of nonprofit compensation and compensation data gathered from irs forms 990 of other nonprofit organizations, the executive directors performance and other factors”

Governing documents etc available to public Part VI line 19

“Documents are available upon request”

Filing and Contact Details

Filer

Filer Name
Evansville Bar Association Inc
EIN
35-1573059
In Care Of
% JULIE MOORE-HOLTZ
Phone
8124633201
Address
501 MAIN STREET STE 101, EVANSVILLE, IN 47708

Signing Officer

Name
Julie Moore-holtz
Title
Executive Director
Phone
8124633201
Signed
2025-03-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Freyberger
Formed
1911
Legal Domicile
In
Voting Board Members
19
Independent Board Members
19
Employees
2
Volunteers
500

Preparer

Firm
Heathcotte & Weinzapfel LLC
Address
1830B W Franklin St, Evansville, IN 47712
Preparer
Brooke Weinzapfel CPA
Phone
8124249853
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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14SECRETARYTREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt15OUT OF COUNTY REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt16JUDICIAL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt17YOUNG LAWYER REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt18EVANSVILLE BAR FDN REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt19PRIOR BOARD MEMBER
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IRS990/MissionDesc0TO PROMOTE THE PRACTICE OF LAW, CULTIVATE PROFESSIONAL EXCELLENCE, PROMOTE HIGH ETHICAL STANDARDS AND UPHOLD THE HONOR OF THE PROFESSION
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IRS990/NetAssetsOrFundBalancesEOYAmt0212668
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt016950
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IRS990/OtherExpensesGrp/Desc0CONTINUING LEGAL EDUCATION
IRS990/OtherExpensesGrp/Desc1LAW WEEK
IRS990/OtherExpensesGrp/Desc2XEROX LIBRARYCOPIER
IRS990/OtherExpensesGrp/Desc3YOUNG LAWYERS EVENTS
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IRS990/OtherExpensesGrp/ProgramServicesAmt25887
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IRS990/ProgramServiceRevenueGrp/Desc3SOCIALNETWORKING EVENT
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IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt020000
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0D TIM BORN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRIOR BOARD MEMBER
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS ELECT THE OFFICERS PRESENTED ON A NOMINATION SLATE PRESENTED AT THE ANNUAL MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE GOVERNING BODY BEFORE BEING FILED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH OFFICER, DIRECTOR AND KEY EMPLOYEE MUST SIGN AN ACKNOWLEDGEMENT STATEMENT WHEN JOINING THE BOARD FOR THE FIRST TIME AND ANNUALLY THEREAFTER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS WILL CONSIDER COMPARABILITY DATA SUCH AS SURVEYS OF NONPROFIT COMPENSATION AND COMPENSATION DATA GATHERED FROM IRS FORMS 990 OF OTHER NONPROFIT ORGANIZATIONS, THE EXECUTIVE DIRECTORS PERFORMANCE AND OTHER FACTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0JOHN L SANDERS MEMORIAL EVANSVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0352086596
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LEGAL EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt012b
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0501 MAIN STREET STE 101
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0EVANSVILLE

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