Civic Intelligence

Northwest Louisiana Medical Society

EIN 72-0518510 • 501(c)6 • Shreveport, LA

View Organization Page

Profile

To allow members to become better acquainted and discuss topics relevant to their profession.

P O Box 3188Shreveport, LA 71133

www.northwestlouisianamedicalsociety.org

Siviq Scores

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

Liabilities / Assets

94th percentile

0.75x

Higher debt load relative to assets than 94% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

90th percentile

0.36x

Higher debt load relative to revenue than 90% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

47th percentile

-0.1%

Higher net margin than 47% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$70,000

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 31.9% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

77th percentile

16%

Faster asset growth than 77% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

62nd percentile

6.2%

Faster revenue growth than 62% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$106,410

Up $14,899 (+16%) from 2023

Liabilities

Up

$79,523

Up $15,071 (+23%) from 2023

Net Assets

Down

$26,887

Down $172 (-0.6%) from 2023

Operations
Liabilities / Revenue90th percentileNet Margin47th percentile

Revenue

Up

$219,578

Up $12,770 (+6.2%) from 2023

Expenses

Down

$219,750

Down $3,522 (-1.6%) from 2023

Net Income

Up

-$172

Up $16,292 (+99%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

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

$200K$150K$100K$50K$0Assets 2011: $194,494Liabilities 2011: $89,9632011Assets 2012: $167,427Liabilities 2012: $69,7272012Assets 2013: $145,531Liabilities 2013: $58,962Net Assets 2013: $86,5692013Assets 2014: $141,630Liabilities 2014: $69,467Net Assets 2014: $72,1632014Assets 2015: $121,958Liabilities 2015: $61,725Net Assets 2015: $60,2332015Assets 2016: $132,180Liabilities 2016: $66,234Net Assets 2016: $65,9462016Assets 2017: $105,239Liabilities 2017: $74,042Net Assets 2017: $31,1972017Assets 2018: $92,029Liabilities 2018: $75,991Net Assets 2018: $16,0382018Assets 2019: $104,483Liabilities 2019: $62,522Net Assets 2019: $41,9612019Assets 2020: $76,420Liabilities 2020: $31,570Net Assets 2020: $44,8502020Assets 2021: $82,048Liabilities 2021: $33,066Net Assets 2021: $48,9822021Assets 2022: $89,806Liabilities 2022: $46,283Net Assets 2022: $43,5232022Assets 2023: $91,511Liabilities 2023: $64,452Net Assets 2023: $27,0592023Assets 2024: $106,410Liabilities 2024: $79,523Net Assets 2024: $26,8872024

Highlighted filing

2024

Assets$106,410
Liabilities$79,523
Net Assets$26,887
Open 2024 Filing

Operations Trend

Revenue Growth62nd percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $174,628Expenses 2011: $178,530Net Income 2011: -$3,9022011Revenue 2012: $169,400Expenses 2012: $176,231Net Income 2012: -$6,8312012Revenue 2013: $167,356Expenses 2013: $178,487Net Income 2013: -$11,1312013Revenue 2014: $171,327Expenses 2014: $185,733Net Income 2014: -$14,4062014Revenue 2015: $167,900Expenses 2015: $179,805Net Income 2015: -$11,9052015Revenue 2016: $199,694Expenses 2016: $225,047Net Income 2016: -$25,3532016Revenue 2017: $189,438Expenses 2017: $224,187Net Income 2017: -$34,7492017Revenue 2018: $171,351Expenses 2018: $186,510Net Income 2018: -$15,1592018Revenue 2019: $184,296Expenses 2019: $158,373Net Income 2019: $25,9232019Revenue 2020: $176,329Expenses 2020: $173,440Net Income 2020: $2,8892020Revenue 2021: $184,786Expenses 2021: $180,654Net Income 2021: $4,1322021Revenue 2022: $193,405Expenses 2022: $198,864Net Income 2022: -$5,4592022Revenue 2023: $206,808Expenses 2023: $223,272Net Income 2023: -$16,4642023Revenue 2024: $219,578Expenses 2024: $219,750Net Income 2024: -$1722024

Highlighted filing

2024

Revenue$219,578
Expenses$219,750
Net Income-$172
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$106,410
Liabilities
$79,523
Net assets
$26,887
Revenue
$219,578
Expenses
$219,750
Net income
-$172
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.06$0.80$0.27$2.20$2.20$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.64$0.27$2.07$2.23$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.46$0.44$1.93$1.99$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.82$0.33$0.49$1.85$1.81$0.04
2020Summary only. Only limited summary data is available for this year.$0.76$0.32$0.45$1.76$1.73$0.03
2019Summary only. Only limited summary data is available for this year.$1.04$0.63$0.42$1.84$1.58$0.26
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.76$0.16$1.71$1.87$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.05$0.74$0.31$1.89$2.24$0.35
2016Detailed filing. Detailed filing data is available for this year.$1.32$0.66$0.66$2.00$2.25$0.25
2015Detailed filing. Detailed filing data is available for this year.$1.22$0.62$0.60$1.68$1.80$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.42$0.69$0.72$1.71$1.86$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.59$0.87$1.67$1.78$0.11
2012Summary only. Only limited summary data is available for this year.$1.67$0.70$1.69$1.76$0.07
2011Summary only. Only limited summary data is available for this year.$1.94$0.90$1.75$1.79$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Feb 7, 2025
Return Version
2023v6.0
Gross Receipts
$219,578
Mission and Program Overview

Mission

To allow members to become better acquainted and discuss topics relevant to their profession.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$49,877$63,611▲ $13,734
Investments Other Securities$36,353$37,408▲ $1,055
Accounts Receivable$5,281$5,000▼ $281
Prepaid Expenses and Deferred Charges-$391-
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$91,511$106,410▲ $14,899
Liabilities
Deferred Revenue$60,625$70,350▲ $9,725
Accounts Payable and Accrued Expenses$3,827$9,173▲ $5,346
Total Liabilities$64,452$79,523▲ $15,071
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$27,059$26,887▼ $172
Total Net Assets Fund Balance$27,059$26,887▼ $172
Total Liabilities and Net Assets / Fund Balance$91,511$106,410▲ $14,899

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$103,942$103,942
Other Securities$37,408--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Brandeth GaitanExec DirectorFT$70,000$70,000

Board Members and Trustees

NameTitle
Edward L Morgan MdImmediate Past President
J Eric Bicknell MdPresident
John H Wagner Iii MdPresident Elect
Mark F Brown Md2nd Vice President
Christina M Notarianni MdDirector
Deborah D Fletcher MdDirector
Destin R Black MdDirector
Eric D Thomas MdDirector
J Marshall Haynie MdDirector
Jared L Moss MdDirector
John D Reeves MdDirector
John N Bienvenu MdDirector
John R Carter MdDirector
Joseph a Bocchini Jr MdDirector
N Paul Khater MdDirector
Neelima Chintapalli MdDirector
Paul E Perkowski MdDirector
Randall G White Jr MdDirector
Stephen D Baker MdDirector
Todd G Thoma MdDirector
Frederick J White Iii MdHistorian
Kamel Brakta MdSecretary
James D Morris MdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$11,000
Program Service Revenue
$193,536
Investment Income
$1,154
Other Revenue
$13,888
All Other Contributions
$11,000
Change in Net Assets
$-172
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$121,849
Other Expenses$97,901
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---$70,000
Other Salaries and Wages---$40,060
Insurance---$21,586
All Other Expenses---$11,514
Payroll Taxes---$8,517
Other Expenses---$8,355
Fees for Services Accounting---$4,802
Conferences and Meetings---$3,909
Pension Plan Contributions---$3,272
Travel---$2,608
Office Expenses---$2,437
Total Functional Expenses$0$0$0$219,750
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
Yes
Audit committee
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The medical society has members.”

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

“The members of the medical society elect the board of directors.”

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

“The membership approves the budget, new board of directors and any changes to the bylaws. A simple majority vote of the board, provided there is a quorum of eight (8) members present, is required to approve a resolution or motion to authorize action by the board.”

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

“A copy of form 990 is provided to the organization's governing body prior to filing.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Northwest Louisiana Medical Society
EIN
72-0518510
Phone
3186757656
Address
P O BOX 3188, SHREVEPORT, LA 71133

Signing Officer

Name
Brandeth Gaitan
Title
Executive Director
Phone
3186757656
Signed
2025-02-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brandeth Gaitan
Formed
1962
Legal Domicile
La
Voting Board Members
23
Independent Board Members
23
Employees
2
Volunteers
23

Preparer

Firm
Heard Mcelroy & Vestal LLC
Address
333 TEXAS STREET SUITE 1525, SHREVEPORT, LA 71101
Preparer
Aimee P Mcfarland
Phone
3184291525
Raw XML AppendixShowing 400 of 511 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt162ND VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt18HISTORIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt19TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt20SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt21PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt22IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt23EXEC DIRECTOR
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IRS990/FSAuditedInd00
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IRS990/GrantsToOrganizationsInd00
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IRS990/ProgSrvcAccomActy2Grp/Desc0QUARTERLY MEETINGS FOR MEMBERS TO EXCHANGE BUSINESS IDEAS AND DISCUSS CURRENT MEDICAL TOPICS.
IRS990/ProgSrvcAccomActy3Grp/Desc0NORTHWEST LOUISIANA MEDICAL SOCIETY PUBLISHES A QUARTERLY BULLETIN THAT IS DISTRIBUTED TO PHYSICIAN MEMBERS OF THE NLMS, HOSPITAL ADMINSTRATORS IN BOSSIER, CADDO, CLAIBORNE, DESOTO, RED RIVER, AND WEBSTER PARISHES. THE GOAL OF THE BULLETIN IS TO PROVIDE NEWS OF SPECIAL INTERESTS IN OUR PHYSICIAN MEMBERS AND ADVERTISING IN A MANNER THAT WILL ENSURE ENTHUSIASTIC READERSHIP.
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0MASS MUTUAL VARIABLE ANNUITY
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IRS990/ScheduleJRequiredInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MEDICAL SOCIETY HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS OF THE MEDICAL SOCIETY ELECT THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERSHIP APPROVES THE BUDGET, NEW BOARD OF DIRECTORS AND ANY CHANGES TO THE BYLAWS. A SIMPLE MAJORITY VOTE OF THE BOARD, PROVIDED THERE IS A QUORUM OF EIGHT (8) MEMBERS PRESENT, IS REQUIRED TO APPROVE A RESOLUTION OR MOTION TO AUTHORIZE ACTION BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00

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