2024-12-10T09:49:34-06:00 2024-04-30 720567396 DUPLANTIER HRAPMANN HOGAN & MAHER LLP 1615 POYDRAS STREET SUITE 2100 NEW ORLEANS LA 70112 990 2023-05-01 720464809 SOCIETY OF LOUISIANA CERTIFIED PUBLIC ACCOUNTANTS SOCI 5044641040 3850 N CAUSEWAY BLVD STE 1650 METAIRIE LA 70002 RONALD GITZ EXECUTIVE DIRECTOR 5044641040 2024-11-25 1 1 LINDSAY J CALUB CPA P01268022 5045868866 2023 2024-10-15 13:58:12Z RONALD GITZ 3850 N CAUSEWAY BLVD SUITE 1650 METAIRIE LA 70002 6323373 0 X WWW.LCPA.ORG X 1911 LA TO SERVE THE COMMON NEEDS OF CERTIFIED PUBLIC ACCOUNTANT MEMBERS AND TO ENHANCE THE PROFESSIONAL ENVIRONMENT IN WHICH THEY WORK. 19 19 19 428 38509 0 0 0 4091346 3509412 42110 403997 82154 64118 4215610 3977527 0 0 0 0 1252609 1256217 0 0 0 2997565 2608043 4250174 3864260 -34564 113267 5415179 5369308 1687706 1606472 3727473 3762836 TO SERVE THE COMMON NEEDS OF ITS MEMBERS AND TO ENHANCE THE PROFESSIONAL ENVIRONMENT IN WHICH THEY WORK. 0 0 OVER 4,115 CONTINUING PROFESSIONAL EDUCATION COURSES, SEMINARS, AND WORKSHOPS WERE OFFERED DURING THE YEAR TO 10,659 PARTICIPANTS PROVIDED MEMBER SERVICES TO 6,278 MEMBERS INCLUDING SERVING THE COMMON NEEDS OF ITS MEMBERS AND TO ENHANCE THE PROFESSIONAL ENVIRONMENT IN WHICH THEY WORK. ADMINISTERED THE PEER REVIEW PROGRAM FOR APPROXIMATELY 101 C.P.A. FIRMS. 0 0 0 1 0 0 0 0 1 1 1 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 38 0 1 19 1 1 1 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 0 0 1 1 0 0 X LISA WILLIAMS CHIEF OPERATING OFFICER 5044641040 3850 N CAUSEWAY BLVD SUITE 1650 METAIRIE LA 70002 SETH NORRIS IMMEDIATE-PAST CHAIR 2.00 X X 0 0 0 J BRYAN EHRICHT CHAIR 2.00 X X 0 0 0 GREG BOOTH MEMBER AT LARGE 1.00 X 0 0 0 KENNETH CHAMPAGNE MEMBER AT LARGE 1.00 X 0 0 0 BRIDGET KAIGLER CHAIR-ELECT 2.00 X X 0 0 0 J DREW PENDARVIS MEMBER AT LARGE 1.00 X 0 0 0 ANTHONY RUTLEDGE TREASURER 1.00 X X 0 0 0 JESSICA CORMIER MEMBER AT LARGE 1.00 X 0 0 0 STACY LOCKWOOD SENIOR DIRECTOR OF PUBLIC AFFAIRS AND PRACTICE QUA 40.00 X X 116651 0 26612 DIANE ALLISON MEMBER AT LARGE 1.00 X 0 0 0 SAMANTHA FALGOUT MEMBER AT LARGE 1.00 X 0 0 0 LAUREN BERGERON CHAPTER PRESIDENT 1.00 X 0 0 0 CHERYL PAYNE CHAPTER PRESIDENT 1.00 X 0 0 0 BRANNIN LEGLUE CHAPTER PRESIDENT 1.00 X 0 0 0 HEATHER GOTHREAUX CHAPTER PRESIDENT 1.00 X 0 0 0 HAMPTON ROANE CHAPTER PRESIDENT 1.00 X 0 0 0 JIM SCHNEIDER CHAPTER PRESIDENT 1.00 X 0 0 0 JACOB STEIB CHAPTER PRESIDENT 1.00 X 0 0 0 ALLISON DUKE CHAPTER PRESIDENT 1.00 X 0 0 0 EMILY ANTONY CHAPTER PRESIDENT 1.00 X 0 0 0 RON A GITZ EXECUTIVE DIRECTOR/CEO 40.00 X 271023 0 48974 LISA WILLIAMS CHIEF OPERATING OFFICER 40.00 X 86287 0 10352 473961 0 85938 2 0 1 0 SURGENT MCCOY SELF STUDY CPE LLC 201 N KING OF PRUSSIA RD SUITE 37 RADNOR PA 19087 CPE VENDOR 307373 BPN INC PO BOX 250703 PLANO TX 75025 CPE VENDOR 158357 THE RITZ CARLTON - MARRIOTT BUSINESS SER PO BOX 402642 ATLANTA GA 30384 EVENTS HOTEL 152011 HILTON NEW ORLEANS RIVERSIDE 2 NEW ORLEANS LA 70140 EVENTS HOTEL 148712 BROADWALL MANAGEMENT CORP AS MANAGING AG PO BOX 669461 DALLAS TX 77526 LANDLORD 147217 6 PROFESSIONAL EDUCATION 611430 1863146 1863146 MEMBERSHIP DUES 900099 1220741 1220741 PEER REVIEW 900099 295895 295895 CHAPTER FUNCTION INCOME 900099 90839 90839 IN-HOUSE CPE COURSES 611430 38791 38791 3509412 101584 101584 16969 16969 5390 0 5390 5390 5390 2648259 2345846 302413 302413 302413 LAGNNIAPPE ADVERTISMENTS 541800 38509 38509 BAD DEBT RECOVERY 900099 2550 2550 MISCELLANEOUS 900099 700 700 41759 3977527 3820465 38509 118553 962686 97147 119542 76842 50900 19873 21656 191257 108711 143195 273412 413 86050 50662 CONTINUING PROFESSIONAL 1041419 PEER REVIEW CART EXPENS 339032 CHAPTER FUNCTION EXPENS 115023 DUES - CHAPTERS' PORTIO 47919 118521 3864260 400 400 1533121 696950 31423 22044 47436 57654 486615 326780 219630 159835 2455731 3419822 1127438 1012603 5415179 5369308 417235 449396 248512 261666 1021959 895410 1687706 1606472 X 3727473 3762836 3727473 3762836 5415179 5369308 113267 -77904 0 X X 0 1 X 1 0 0 0 1 1220741 19883 -473522 -453639 109867 -563506 874187 9050 63305 36650 3719 906173 713482 183234 10638 30250 2917 874187 750602 23920 -27256 31225 2559 713482 721866 12654 48853 30250 2521 750602 1012643 81782 5457 33320 343433 1263 721866 0.74090 0.25910 0 1 1 37326 6914 30412 449289 319866 129423 159835 EQUITIES & MUTUAL FUNDS 3419722 F INVESTMENT IN SSNI 100 F 3419822 OPERATING LEASE RIGHT OF USE ASSETS 1001933 FINANCE LEASE RIGHT OF USE 10670 1012603 LONG-TERM OPERATING LEASE LIABILITIES 887187 LONG-TERM FINANCE LEASE LIABILITIES 8223 895410 PART V, LINE 4: EDUCATION FOUNDATION ENDOWMENT FUNDS ARE FOR USE IN AWARDING SCHOLARSHIPS (THIS IS A SEPARATE ENTITY NOT INCLUDED IN THIS 990). BOARD DESIGANTED FUNDS OF $342,410 ARE FOR THE PURPOSE OF CONDUCTING ACTIVITIES OF THE INDIVIDUAL CHAPTERS OF THE ORGANIZATION. X 1 0 X X X 0 0 0 RON A GITZ EXECUTIVE DIRECTOR/CEO 271023 0 0 0 0 0 27352 0 21622 0 319997 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS THAT HAVE THE RIGHT TO ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A THE REGULAR DUES PAYING MEMBERS HAVE THE RIGHT TO ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B REGULAR DUES PAYING MEMBERS HAVE THE RIGHT TO APPROVE ELECTION OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT IS ENGAGED TO PREPARE THE 990 AND THE COO AND EXECUTIVE DIRECTOR REVIEW IT BEFORE IT IS SIGNED AND FILED. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR EXECUTIVE DIRECTOR IS APPROVED BY THE BUDGET COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION IS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: NEITHER THE ORGANIZATIONS OVERSIGHT PROCESS NOR ITS AUDITOR SELECTION PROCESS HAS CHANGED DURING THE YEAR. SLCPA EDUCATION FOUNDATION 3850 N CAUSEWAY BLVD SUITE 1650 METAIRIE LA 70002 721215514 ISSUE SCHOLARSHIPS TO ACCOUNTING STUDENTS LA 501(C)(3) LINE 11 SOCIETY OF LOUISIANA CERTIFIED PUBLIC ACCOUNTANTS 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0