Civic Intelligence

Louisiana State Bar Association

EIN 72-6000727 • 501(c)6 • New Orleans, LA

Profile

The mission of the louisiana state bar association is to assist and serve its members in the practice of law, assure access to and aid in the administration of justice, assist the supreme court in the regulation of the practice of law, uphold the honor of the courts and the profession, promote the professional competence of attorneys, increase public understanding of and respect for the law, and encourage collegiality among its members.

601 St Charles AvenueNew Orleans, LA 70130

www.lsba.org

Siviq Scores

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

Liabilities / Assets

40th percentile

0.17x

Higher debt load relative to assets than 40% of similar nonprofits.

501(c)6 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

56th percentile

0.44x

Higher debt load relative to revenue than 56% of similar nonprofits.

501(c)6 • $10M-$25M nonprofits • Source year 2024

Net Margin

27th percentile

-2.1%

Higher net margin than 27% of similar nonprofits.

501(c)6 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

30th percentile

$272,433

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

501(c)6 • $10M-$25M nonprofits • Source year 2024

Asset Growth

34th percentile

1.8%

Faster asset growth than 34% of similar nonprofits.

501(c)6 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

25th percentile

-0.8%

Faster revenue growth than 25% of similar nonprofits.

501(c)6 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$21,046,922

Up $380,960 (+1.8%) from 2023

Liabilities

Down

$3,595,138

Down $315,428 (-8.1%) from 2023

Net Assets

Up

$17,451,784

Up $696,388 (+4.2%) from 2023

Revenue

Down

$8,221,894

Down $65,737 (-0.8%) from 2023

Expenses

Up

$8,392,150

Up $492,637 (+6.2%) from 2023

Net Income

Down

-$170,256

Down $558,374 (-144%) from 2023

Trend Graphs

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $10,536,164Liabilities 2011: $2,258,909Net Assets 2011: $8,277,2552011Assets 2012: $11,030,988Liabilities 2012: $2,273,192Net Assets 2012: $8,757,7962012Assets 2013: $12,849,450Liabilities 2013: $3,028,728Net Assets 2013: $9,820,7222013Assets 2014: $14,207,506Liabilities 2014: $3,022,579Net Assets 2014: $11,184,9272014Assets 2015: $14,320,459Liabilities 2015: $3,106,254Net Assets 2015: $11,214,2052015Assets 2016: $14,264,407Liabilities 2016: $3,011,871Net Assets 2016: $11,252,5362016Assets 2017: $14,736,088Liabilities 2017: $3,093,483Net Assets 2017: $11,642,6052017Assets 2018: $14,982,560Liabilities 2018: $3,353,952Net Assets 2018: $11,628,6082018Assets 2019: $15,514,005Liabilities 2019: $3,361,113Net Assets 2019: $12,152,8922019Assets 2020: $15,859,309Liabilities 2020: $2,283,549Net Assets 2020: $13,575,7602020Assets 2021: $19,973,495Liabilities 2021: $3,641,815Net Assets 2021: $16,331,6802021Assets 2022: $19,485,872Liabilities 2022: $3,936,813Net Assets 2022: $15,549,0592022Assets 2023: $20,665,962Liabilities 2023: $3,910,566Net Assets 2023: $16,755,3962023Assets 2024: $21,046,922Liabilities 2024: $3,595,138Net Assets 2024: $17,451,7842024

Highlighted filing

2024

Assets$21,046,922
Liabilities$3,595,138
Net Assets$17,451,784

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $6,558,256Expenses 2011: $6,338,652Net Income 2011: $219,6042011Expenses 2012: $5,979,3352012Expenses 2013: $6,275,3942013Revenue 2014: $7,146,223Expenses 2014: $6,316,547Net Income 2014: $829,6762014Revenue 2015: $7,061,322Expenses 2015: $7,030,426Net Income 2015: $30,8962015Revenue 2016: $7,088,444Expenses 2016: $7,282,755Net Income 2016: -$194,3112016Revenue 2017: $7,299,416Expenses 2017: $7,048,522Net Income 2017: $250,8942017Revenue 2018: $7,236,911Expenses 2018: $7,507,653Net Income 2018: -$270,7422018Revenue 2019: $8,069,045Expenses 2019: $7,678,223Net Income 2019: $390,8222019Revenue 2020: $8,269,228Expenses 2020: $6,913,658Net Income 2020: $1,355,5702020Revenue 2021: $7,641,647Expenses 2021: $6,890,545Net Income 2021: $751,1022021Revenue 2022: $8,066,281Expenses 2022: $7,291,134Net Income 2022: $775,1472022Revenue 2023: $8,287,631Expenses 2023: $7,899,513Net Income 2023: $388,1182023Revenue 2024: $8,221,894Expenses 2024: $8,392,150Net Income 2024: -$170,2562024

Highlighted filing

2024

Revenue$8,221,894
Expenses$8,392,150
Net Income-$170,256

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.0$3.60$17.5$8.22$8.39$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.7$3.91$16.8$8.29$7.90$0.39
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.5$3.94$15.5$8.07$7.29$0.78
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.0$3.64$16.3$7.64$6.89$0.75
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.9$2.28$13.6$8.27$6.91$1.36
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.5$3.36$12.2$8.07$7.68$0.39
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.0$3.35$11.6$7.24$7.51$0.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.7$3.09$11.6$7.30$7.05$0.25
2016Detailed filing. Detailed filing data is available for this year.$14.3$3.01$11.3$7.09$7.28$0.19
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.3$3.11$11.2$7.06$7.03$0.03
2014Detailed filing. Detailed filing data is available for this year.$14.2$3.02$11.2$7.15$6.32$0.83
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.8$3.03$9.82$6.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$2.27$8.76$5.98
2011Summary only. Only limited summary data is available for this year.$10.5$2.26$8.28$6.56$6.34$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$13,493,818
Mission and Program Overview

Mission

The mission of the louisiana state bar association is to assist and serve its members in the practice of law, assure access to and aid in the administration of justice, assist the supreme court in the regulation of the practice of law, uphold the honor of the courts and the profession, promote the professional competence of attorneys, increase public understanding of and respect for the law, and encourage collegiality among its members.

The mission of the louisiana state bar association is to assist its members in the practice of law, assure access to and aid in the administration of justice, assist the supreme court in the regulation of the practice of law, uphold the honor of the courts and the profession, promote the professional competence of attorneys, increase public understanding of and respect for the law, and encourage collegiality among its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$15,634,784$15,399,689▼ $235,095
Savings and Temporary Cash Investments$1,598,634$2,414,491▲ $815,857
Land, Buildings, and Equipment, Net$1,304,804$1,365,953▲ $61,149
Cash and Non-Interest-Bearing Accounts$1,533,373$1,282,471▼ $250,902
Investments Other Securities$309,848$258,730▼ $51,118
Accounts Receivable$174,192$164,008▼ $10,184
Prepaid Expenses and Deferred Charges$110,327$161,580▲ $51,253
Total Assets$20,665,962$21,046,922▲ $380,960
Liabilities
Deferred Revenue$2,946,902$2,511,525▼ $435,377
Accounts Payable and Accrued Expenses$863,930$1,002,572▲ $138,642
Other Liabilities$99,734$81,041▼ $18,693
Total Liabilities$3,910,566$3,595,138▼ $315,428
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$13,561,964$16,684,252▲ $3,122,288
Net Assets With Donor Restrictions$3,193,432$767,532▼ $2,425,900
Total Net Assets Fund Balance$16,755,396$17,451,784▲ $696,388
Total Liabilities and Net Assets / Fund Balance$20,665,962$21,046,922▲ $380,960

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,355,041$2,442,325$3,797,366
Equipment$10,912$571,844$582,756
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Loretta Larsen ConquesExecutive DirectorFT$240,000$33,170$273,170
Cheri Cotogno GrodskyDirector of Professional PFT$177,828$25,420$203,248
Tricia R PierreDirector of Member OutreacFT$125,016$19,402$144,418
Monte MollereAccess to Justice DirectorFT$124,236$19,324$143,560
Kelly PonderDirector of CommunicationsFT$123,636$19,264$142,900
Richard P Lemmler JrEthics CounselFT$120,840$18,984$139,824
Michelle LaroseDirector of Finance & MembFT$115,956$18,496$134,452
Patrick a Talley JrPresident-elect-$1,812-$1,812

Board Members and Trustees

NameTitle
Stephen I DwyerImmediate Past President
Shayna L SonnierPresident
Adam P JohnsonBoard Member
Andre DoguetBoard Member
Blake R DavidBoard Member
Carrie Leblanc JonesBoard Member
Charles D ElliotBoard Member
Curtis R Joseph JrBoard Member
Donald W NorthBoard Member
Graham H RyanBoard Member
J Christopher Zainey JrBoard Member
Jeffrey G LagardeBoard Member
Jeffrey a RiggsBoard Member
Keenan K KellyBoard Member
Kelly M RabalaisBoard Member
L Bradley HancockBoard Member
Melanie Walters ChatagnierBoard Member
Monica Hof WallaceBoard Member
Sandra K CosbyBoard Member
Senae D HallBoard Member
Shannon Seiler DartezBoard Member
W Michael StreetBoard Member
Valerie T SchexnayderSecretary
Larry J Centola IiiTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Southern Coating & Waterproofing LLCBuilding Waterproofing4024 PARIS RD, Chalmette, LA 70043$131,190
Revenue and Support

Revenue Composition

Contributions and Grants
$4,385,570
Program Service Revenue
$2,762,545
Investment Income
$457,604
Other Revenue
$616,175
All Other Contributions
$144,020
Change in Net Assets
$-170,256
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,908,421
Other Expenses$3,014,745
Grants and Similar Amounts Paid$468,984
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$3,729,457
Conferences and Meetings---$1,080,093
Grants to Domestic Orgs---$468,984
Other Employee Benefits---$440,866
Current Officers, Directors, Trustees, and Key Employees---$410,713
Pension Plan Contributions---$319,745
Travel---$284,038
Information Technology---$161,499
Occupancy---$153,171
Insurance---$148,887
Depreciation Depletion---$142,893
Other Expenses---$124,644
Fees for Service Investment Mgmnt Fees---$71,476
All Other Expenses---$50,301
Office Expenses---$45,936
Fees for Services Accounting---$36,408
Fees for Services Other---$11,390
Payroll Taxes---$7,640
Advertising---$4,390
Fees for Services Legal---$3,982
Total Functional Expenses$0$0$0$8,392,150
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Louisiana Supreme Court Committee on Bar AdmissionsMetairie, LA501(c)(6)To Provide Funding to Support the Grantee in Fulfilling Its Responsibilities Related to Regulating the Admission of Qualified Applicants to the Louisiana Bar on Behalf of the Louisiana Supreme Court.$215,320
Judges & Lawyers Assistance ProgramMandeville, LA501(c)(3)To Support the Grantee in Its Mission of Providing Confidential Assistance to Lawyers or Judges Whose Professional Impairments May Result From Alcohol, Drug Abuse, or Mental Illness.$188,414
Louisiana Center for Law & Civic EducationNew Orleans, LA501(c)(3)THE ORGANIZATION HAS AN AGREEMENT TO PROVIDE FUNDING TO SUPPORT THE GRANTEE'S MISSION OF PROMOTING THE UNDERSTANDING AND RESPECT FOR LAW THROUGHOUT LOUISIANA.$63,000
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
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Grant Payable to Louisiana Center for Law and Civic Education$63,000
Portion of Mandatory Cle Fees Payable to Judges and Lawyers Assistance Prog$8,166
Donations From Members Payable to Judges and Lawyers Assistance Program$6,480
Donations From Members Payable to Louisiana Center for Law and Civic Ed$3,395
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization is comprised of members of one class. Members do not receive any of the organization's profits, excess dues, or receive a share of the organization's net assets upon dissolution.

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

The officers and district representatives on the board of governors are elected by the membership in a secret ballot. The house of delegates liaison on the board of governors is elected by and from the house of delegates. The members of the house of delegates are elected by the members in their respective judicial districts. All elections are conducted in accordance with the relevant provisions of the articles of incorporation and the election procedures are adopted annually by the board of governors.

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

Any decision to amend the articles of incorporation must be approved by the membership. No other decisions are subject to membership approval.

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

After the completed form 990 is received by the organization, it is reviewed by the audit committee. Upon approval, the form 990 is released for submission to the internal revenue service.

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

The organization has a conflict of interest policy which is reviewed and signed annually by the board of governors. In the future, the executive director and key employees will also be covered under the conflict of interest policy. Also, periodically throughout the year, the policy appears at the beginning of the board agenda as a reminder to members. Conflicts along with recusals from discussions and voting are included in the minutes.

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

Salary decisions for the executive director are approved by the board of governors upon specific recommendations of the board's executive committee. The executive committee has reviewed the national association of bar executives (nabe) and southern conference of bar presidents salary surveys in making its recommendations, as well as results of surveys/questions on the executive director's performance disseminated to the entire board of governors, and other information concerning the executive director's performance.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Louisiana State Bar Association
EIN
72-6000727
Phone
5045661600
Address
601 ST CHARLES AVENUE, NEW ORLEANS, LA 70130

Signing Officer

Name
Loretta Larsen
Title
Executive Director
Phone
5045661600
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Loretta Larsen
Formed
1941
Legal Domicile
La
Voting Board Members
23
Independent Board Members
23
Employees
59
Volunteers
750

Preparer

Firm
Bourgeois Bennett LLC
Address
111 VETERANS BLVD SUITE 1700, METAIRIE, LA 70005
Preparer
Linda Eberle
Phone
5048314949
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

There have been no changes from the prior year in the oversight or selection processes for the audit that the organization's committee uses.

Financial Statement Notes

PART X, LINE 2:

The association is exempt from federal income taxes under section 501(c)(6) of the internal revenue code and qualifies as an organization that is not a private foundation as defined in sectiion 509(a) of the internal revenue code. It is exempt from state income taxes under section 121(6) of title 47 of the louisiana revised statutes of 1950. Net operating profits from unrelated business income, if any, are subject to federal income tax. Accounting principles generaly accepted in the united states of america require management to evaluate tax positions taken by the association and recognize a tax liability (or asset) if the association has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service or other taxing authorities. Management has analyzed the tax positions taken by the association and has concluded that as of june 30, 2024, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The association is subject to routine audiits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

Raw XML AppendixShowing 400 of 754 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/ActivityOrMissionDesc0THE MISSION OF THE LOUISIANA STATE BAR ASSOCIATION IS TO ASSIST ITS MEMBERS IN THE PRACTICE OF LAW, ASSURE ACCESS TO AND AID IN THE ADMINISTRATION OF JUSTICE, ASSIST THE SUPREME COURT IN THE REGULATION OF THE PRACTICE OF LAW, UPHOLD THE HONOR OF THE COURTS AND THE PROFESSION, PROMOTE THE PROFESSIONAL COMPETENCE OF ATTORNEYS, INCREASE PUBLIC UNDERSTANDING OF AND RESPECT FOR THE LAW, AND ENCOURAGE COLLEGIALITY AMONG ITS MEMBERS.
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IRS990/MissionDesc0THE MISSION OF THE LOUISIANA STATE BAR ASSOCIATION IS TO ASSIST ITS MEMBERS IN THE PRACTICE OF LAW, ASSURE ACCESS TO AND AID IN THE ADMINISTRATION OF JUSTICE, ASSIST THE SUPREME COURT IN THE REGULATION OF THE PRACTICE OF LAW, UPHOLD THE HONOR OF THE COURTS AND THE PROFESSION, PROMOTE THE PROFESSIONAL COMPETENCE OF ATTORNEYS, INCREASE PUBLIC UNDERSTANDING OF AND RESPECT FOR THE LAW, AND ENCOURAGE COLLEGIALITY AMONG ITS MEMBERS.
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