LOUISIANA ASSESSORS' ASSOCIATION (EIN 726077556) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1950

Legal Domicile

Principal Officer

KATHERINE F BERTRAND

Phone

2259288886

Tax Period

2024-01-01 to 2024-12-31

LOUISIANA ASSESSORS' ASSOCIATION, founded in 1950, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $198K, a strong 16% operating margin.

Mission

TO PROMOTE THE WELFARE, HEALTH, AND EDUCATION OF ASSESSORS AND THEIR EMPLOYEES IN LOUISIANA

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Trantor Score

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

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $660,810

Investment Income $234,330

Other Revenue $318,056

TOTAL REVENUE $1,213,196

Expense Breakdown

Grants Paid $0

Salaries & Benefits $490,570

Fundraising Expenses $0

Program Expenses $735,392

Other Expenses $524,985

TOTAL EXPENSES $1,015,555

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,213,196	$1,047,596	+0.2%
Expenses	$1,015,555	$965,570	+0.1%
Net Income	$197,641	$82,026	+1.4%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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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

$121,309

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GABE MARCEAUX	PRESIDENT	20.00	Officer Director	$0	$0	$0
LUCIEN GAUFF	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
STEPHANIE SMITH	TREASURER	5.00	Officer Director	$0	$0	$0
WENDY THIBODEAUX	DIRECTOR	1.00	Director	$0	$0	$0
JEFF TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
TOM KENDRICK	DIRECTOR	1.00	Director	$0	$0	$0
DONNA RATCLIFF	DIRECTOR	1.00	Director	$0	$0	$0
BOBBY EDMISTON	DIRECTOR	1.00	Director	$0	$0	$0
TODD DUGAS	DIRECTOR	1.00	Director	$0	$0	$0
WENDY AGUILLARD	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS GUERIN	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE F BERTRAND	EXECUTIVE DIRECTOR	40.00	Officer	$90,495	$30,814	$121,309

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	$1,213,196	$1,015,555	$1,208,206	$197,641
2023	$1,047,596	$965,570	$1,031,617	$82,026
2022	$1,034,135	$945,322	$939,895	$88,813
2021	$813,582	$851,350	$876,142	$-37,768
2020	$697,682	$733,815	$959,589	$-36,133
2019	$843,849	$785,593	$995,827	$58,256
2018	$855,245	$806,581	$927,075	$48,664

LOUISIANA ASSESSORS' ASSOCIATION