Civic Intelligence

Louisville Bar Association

EIN 61-0457664 • 501(c)6 • Louisville, KY

Profile

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.

600 West Main Street 110Louisville, KY 40202

www.loubar.org

Siviq Scores

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

Liabilities / Assets

45th percentile

0.12x

Higher debt load relative to assets than 45% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

50th percentile

0.16x

Higher debt load relative to revenue than 50% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

3rd percentile

-41%

Higher net margin than 3% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

44th percentile

$117,555

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 10.1% of source-year revenue.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Asset Growth

7th percentile

-21%

Faster asset growth than 7% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

19th percentile

-5.9%

Faster revenue growth than 19% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$1,638,469

Down $434,988 (-21%) from 2023

Liabilities

Down

$191,014

Down $10,669 (-5.3%) from 2023

Net Assets

Down

$1,447,455

Down $424,319 (-23%) from 2023

Operations
Liabilities / Revenue50th percentileNet Margin3rd percentile

Revenue

Down

$1,169,411

Down $73,259 (-5.9%) from 2023

Expenses

Up

$1,647,362

Up $605,594 (+58%) from 2023

Net Income

Down

-$477,951

Down $678,853 (-338%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth7th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,647,851Liabilities 2010: $183,922Net Assets 2010: $1,463,9292010Assets 2011: $1,725,953Liabilities 2011: $202,725Net Assets 2011: $1,523,2282011Assets 2012: $1,765,385Liabilities 2012: $189,380Net Assets 2012: $1,576,0052012Assets 2013: $2,079,015Liabilities 2013: $228,722Net Assets 2013: $1,850,2932013Assets 2014: $1,979,267Liabilities 2014: $148,940Net Assets 2014: $1,830,3272014Assets 2015: $1,863,962Liabilities 2015: $175,291Net Assets 2015: $1,688,6712015Assets 2016: $1,874,575Liabilities 2016: $202,746Net Assets 2016: $1,671,8292016Assets 2017: $1,956,487Liabilities 2017: $133,086Net Assets 2017: $1,823,4012017Assets 2018: $1,798,137Liabilities 2018: $146,668Net Assets 2018: $1,651,4692018Assets 2019: $2,026,046Liabilities 2019: $143,896Net Assets 2019: $1,882,1502019Assets 2020: $2,119,755Liabilities 2020: $200,676Net Assets 2020: $1,919,0792020Assets 2021: $2,293,089Liabilities 2021: $110,019Net Assets 2021: $2,183,0702021Assets 2022: $1,898,550Liabilities 2022: $203,119Net Assets 2022: $1,695,4312022Assets 2023: $2,073,457Liabilities 2023: $201,683Net Assets 2023: $1,871,7742023Assets 2024: $1,638,469Liabilities 2024: $191,014Net Assets 2024: $1,447,4552024

Highlighted filing

2024

Assets$1,638,469
Liabilities$191,014
Net Assets$1,447,455
Open 2024 Filing

Operations Trend

Revenue Growth19th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $1,219,3722010Revenue 2011: $1,439,488Expenses 2011: $1,255,660Net Income 2011: $183,8282011Expenses 2012: $1,244,5732012Revenue 2013: $1,444,305Expenses 2013: $1,297,710Net Income 2013: $146,5952013Revenue 2014: $1,249,237Expenses 2014: $1,251,222Net Income 2014: -$1,9852014Revenue 2015: $1,171,195Expenses 2015: $1,209,894Net Income 2015: -$38,6992015Revenue 2016: $1,140,802Expenses 2016: $1,232,017Net Income 2016: -$91,2152016Revenue 2017: $1,185,907Expenses 2017: $1,185,039Net Income 2017: $8682017Revenue 2018: $1,143,739Expenses 2018: $1,233,852Net Income 2018: -$90,1132018Revenue 2019: $1,224,489Expenses 2019: $1,227,103Net Income 2019: -$2,6142019Revenue 2020: $965,987Expenses 2020: $1,023,717Net Income 2020: -$57,7302020Revenue 2021: $1,089,712Expenses 2021: $1,029,273Net Income 2021: $60,4392021Revenue 2022: $906,155Expenses 2022: $1,086,765Net Income 2022: -$180,6102022Revenue 2023: $1,242,670Expenses 2023: $1,041,768Net Income 2023: $200,9022023Revenue 2024: $1,169,411Expenses 2024: $1,647,362Net Income 2024: -$477,9512024

Highlighted filing

2024

Revenue$1,169,411
Expenses$1,647,362
Net Income-$477,951
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,638,469
Liabilities
$191,014
Net assets
$1,447,455
Revenue
$1,169,411
Expenses
$1,647,362
Net income
-$477,951
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.64$0.19$1.45$1.17$1.65$0.48
2023Detailed filing. Detailed filing data is available for this year.$2.07$0.20$1.87$1.24$1.04$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.90$0.20$1.70$0.91$1.09$0.18
2021Detailed filing. Detailed filing data is available for this year.$2.29$0.11$2.18$1.09$1.03$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.12$0.20$1.92$0.97$1.02$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.03$0.14$1.88$1.22$1.23$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.80$0.15$1.65$1.14$1.23$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.96$0.13$1.82$1.19$1.19$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.87$0.20$1.67$1.14$1.23$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.86$0.18$1.69$1.17$1.21$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.98$0.15$1.83$1.25$1.25$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.08$0.23$1.85$1.44$1.30$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.19$1.58$1.24
2011Summary only. Only limited summary data is available for this year.$1.73$0.20$1.52$1.44$1.26$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.18$1.46$1.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$2,277,601
Mission and Program Overview

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.

To promote high standards in the legal profession.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,341,444$1,254,134▼ $87,310
Prepaid Expenses and Deferred Charges$217,384$220,667▲ $3,283
Land, Buildings, and Equipment, Net$91,336$72,710▼ $18,626
Savings and Temporary Cash Investments$325,561$72,391▼ $253,170
Accounts Receivable$97,332$18,167▼ $79,165
Cash and Non-Interest-Bearing Accounts$400$400→ $0
Total Assets$2,073,457$1,638,469▼ $434,988
Liabilities
Accounts Payable and Accrued Expenses$112,171$119,985▲ $7,814
Deferred Revenue$78,061$60,289▼ $17,772
Other Liabilities$11,451$10,740▼ $711
Total Liabilities$201,683$191,014▼ $10,669
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,867,814$1,443,495▼ $424,319
Net Assets With Donor Restrictions$3,960$3,960→ $0
Total Net Assets Fund Balance$1,871,774$1,447,455▼ $424,319
Total Liabilities and Net Assets / Fund Balance$2,073,457$1,638,469▼ $434,988

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$72,710$320,256$392,966
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristen MillerExecutive DirectorFT$114,002$3,553$117,555

Board Members and Trustees

NameTitle
Kate L CrosbyPast President
Bryan R ArmstrongPresident
Maria a FernandezPresident-elect
Samuel W WardleVice President/treasurer
AL'LISHA HANSERDDirector
Aaron MarcusDirector
Abigale Rhodes GreenDirector
Amy I HannahDirector
Andrew PellinoDirector
Briana L BlufordDirector
Bruce PaulDirector
Charles H StopherDirector
Chelsea Granville ReedDirector
Gerina WhethersDirector
Hon Ann Bailey SmithDirector
Hon David HaleDirector
Hon Mary Jude WolfordDirector
Hon Shelley M SantryDirector
J Tanner WatkinsDirector
Jessica ValianiDirector
Justin R KeyDirector
MICHAEL J O'CONNELLDirector
Matthew W SwaffordDirector
Megan P KeaneDirector
Melanie B JacobsDirector
R Kenyon MeyerDirector
Roosevelt StennisDirector
Susan D PhillipsDirector
Tricia ListerDirector
Zachary HoskinsDirector
Jennifer Ward KleierSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$183,144
Program Service Revenue
$880,876
Investment Income
$53,878
Other Revenue
$51,513
Change in Net Assets
$-477,951
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$702,688
Grants and Similar Amounts Paid$558,418
Other Expenses$386,256
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$558,418
Other Salaries and Wages---$461,125
Current Officers, Directors, Trustees, and Key Employees---$117,555
Occupancy---$88,522
Other Employee Benefits---$73,009
Fees for Services Accounting---$49,434
Office Expenses---$47,836
Payroll Taxes---$42,846
Information Technology---$42,177
Conferences and Meetings---$35,697
Depreciation Depletion---$18,626
Insurance---$14,536
Fees for Service Investment Mgmnt Fees---$12,266
Pension Plan Contributions---$8,153
Travel---$5,918
Advertising---$5,900
Fees for Services Other---$5,464
Other Expenses---$910
All Other Expenses---$534
Total Functional Expenses$0$0$0$1,647,362
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Louisville Bar Center IncLouisville, KY-General Support for Office Repurpose Construction$558,418
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Party$10,740
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization has dues paying members.”

Form 990, Part VI, Section A, Line 7A

“Between september 20th and october 1st of each year, the secretary of the organization shall send to each active member a notice of election of officers specifying the nominating procedure. Nomination of all officers shall be written by petition and signed by not less than ten active members of the organization. Where only the candidate is nominated for office, the board of directors shall declare the candidate to be elected to the office for which the person was nomnated. Where more than one candidate has been nominated for any office, the secretary shall conduct an election by mail.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is provided to the executive committee for review prior to its filing with the irs. An electronic version of the form 990 is provided to the governing body at the time of irs filing.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is discussed at board retreats and each board member discloses any conflicts of interest by signing a new policy on an annual basis or whenever a conflict arises. The disinterested officers of the board of directors shall make a determination as to whether a conflict exists and what remedial action is appropriate (if any).”

Form 990, Part VI, Section B, Line 15A

“The salary for the executive director is set by the executive committee, which considers comparability data. Deliberations and decisions are contemporaneously substantiated. No compensation is paid to other officers or key employees of the organization.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Louisville Bar Association
EIN
61-0457664
Phone
5025835314
Address
600 WEST MAIN STREET 110, LOUISVILLE, KY 40202

Signing Officer

Name
Kristen Miller
Title
Executive Director
Phone
5025835314
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristen Miller
Formed
1966
Legal Domicile
Ky
Voting Board Members
31
Independent Board Members
31
Employees
12
Volunteers
36

Preparer

Firm
Dean Dorton Allen Ford Pllc
Address
435 N WHITTINGTON PKWY STE 400, LOUISVILLE, KY 40222
Preparer
Amelia Sebastian
Phone
5025896050
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D, Other Program Services

“Lawyer referral - this service refers callers to member attorneys who are qualified to handle their specific legal questions. It fields more than 9,500 referrals annually. Placement services - this service screens, tests, and refers applicants for positions as legal secretaries, paralegals, receptionists, word processors, and other legal support staff. Pro bono - the association is a partner in the louisville pro bono consortium, helping to provide opportunities for attorneys to assist low-income individuals and non-profit organizations with needed legal services. Attorney's room - the association operates the attorney's room in the jefferson county, kentucky, judicial center.”

Raw XML AppendixShowing 400 of 621 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/ActivityOrMissionDesc0TO PROMOTE HIGH STANDARDS IN THE LEGAL PROFESSION.
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IRS990/Desc0MEMBER 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.
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IRS990/Form990PartVIISectionAGrp/TitleTxt30DIRECTOR
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