LOUISVILLE BAR ASSOCIATION (EIN 610457664) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1966

Legal Domicile

Principal Officer

KRISTEN MILLER

Phone

5025835314

Tax Period

2023-01-01 to 2023-12-31

LOUISVILLE BAR ASSOCIATION, founded in 1966, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $201K, a strong 16% operating margin.

Mission

TO PROMOTE HIGH STANDARDS IN THE LEGAL PROFESSION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $12,500

Program Service Revenue $916,286

Investment Income $270,065

Other Revenue $43,819

TOTAL REVENUE $1,242,670

Expense Breakdown

Grants Paid $0

Salaries & Benefits $682,902

Fundraising Expenses $0

Other Expenses $358,866

TOTAL EXPENSES $1,041,768

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,242,670	$906,155	+0.4%
Expenses	$1,041,768	$1,086,765	0.0%
Net Income	$200,902	$-180,610	-2.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$114,211

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SETH A GLADSTEIN	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
SAMUEL W WARDLE	SECRETARY	1.00	Officer Director	$0	$0	$0
KATE L CROSBY	PRESIDENT	1.00	Officer Director	$0	$0	$0
BRYAN R ARMSTRONG	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
MARIA A FERNANDEZ	VICE PRESIDENT/TREASURER	1.00	Officer Director	$0	$0	$0
BRIANA L BLUFORD	DIRECTOR	0.30	Director	$0	$0	$0
JENNIFER WARD KLEIER	DIRECTOR	0.30	Director	$0	$0	$0
JAMIE NEAL	DIRECTOR	0.30	Director	$0	$0	$0
HON SHELLEY M SANTRY	DIRECTOR	0.30	Director	$0	$0	$0
MATTHEW W SWAFFORD	DIRECTOR	0.30	Director	$0	$0	$0
MICHELLE L DUNCAN	DIRECTOR	0.30	Director	$0	$0	$0
AMY DE RENZO HULBERT	DIRECTOR	0.30	Director	$0	$0	$0
RONALD E JOHNSON JR	DIRECTOR	0.30	Director	$0	$0	$0
FREDERICK W MOORE	DIRECTOR	0.30	Director	$0	$0	$0
GRETCHEN C AVERY	DIRECTOR	0.30	Director	$0	$0	$0
AMY D CUBBAGE	DIRECTOR	0.30	Director	$0	$0	$0
SEAN R DESKINS	DIRECTOR	0.30	Director	$0	$0	$0
AL'LISHA HANSERD	DIRECTOR	0.30	Director	$0	$0	$0
HON TANISHA A HICKERSON	DIRECTOR	0.30	Director	$0	$0	$0
ABIGALE RHODES GREEN	DIRECTOR	0.30	Director	$0	$0	$0
KELSEY F HAMMON	DIRECTOR	0.30	Director	$0	$0	$0
MELANIE B JACOBS	DIRECTOR	0.30	Director	$0	$0	$0
SAMUEL ET JONES	DIRECTOR	0.30	Director	$0	$0	$0
GERINA WHETHERS	DIRECTOR	0.30	Director	$0	$0	$0
MICHAEL J O'CONNELL	DIRECTOR	0.30	Director	$0	$0	$0
HON MITCHELL L PERRY	DIRECTOR	0.30	Director	$0	$0	$0
SUSAN D PHILLIPS	DIRECTOR	0.30	Director	$0	$0	$0
LEO G SMITH	DIRECTOR	0.30	Director	$0	$0	$0
J TANNER WATKINS	DIRECTOR	0.30	Director	$0	$0	$0
GIA RAPP	DIRECTOR	0.30	Director	$0	$0	$0
HON DAVID HALE	DIRECTOR	0.30	Director	$0	$0	$0
R KENYON MEYERS	DIRECTOR	0.30	Director	$0	$0	$0
KRISTEN MILLER	EXECUTIVE DIRECTOR	37.50	Officer	$110,658	$3,553	$114,211

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$1,242,670	$1,041,768	$2,073,457	$200,902
2022	$906,155	$1,086,765	$1,898,550	$-180,610
2021	$1,089,712	$1,029,273	$2,293,089	$60,439
2020	$965,987	$1,023,717	$2,119,755	$-57,730
2019	$1,224,489	$1,227,103	$2,026,046	$-2,614
2018	$1,143,739	$1,233,852	$1,798,137	$-90,113

LOUISVILLE BAR ASSOCIATION