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Nonprofit · EIN 72-0464809

SOCIETY OF LOUISIANA CERTIFIED PUBLIC ACCOUNTANTS

Tax-exempt · METAIRIE, LA 70002

Financials

$4M$3.9M2023$4.2M$4.1M2024
Revenue Expenses · by fiscal year end
Financials of SOCIETY OF LOUISIANA CERTIFIED PUBLIC ACCOUNTANTS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2025990$4,223,222$4,111,934$111,288$5,509,673$1,528,196$3,981,477
April 30, 2024990$3,977,527$3,864,260$113,267$5,369,308$1,606,472$3,762,836
Financial details: 990 for the year ended April 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$3,984,431
Investment income
$178,124
Royalties
$21,496
Net rental income
$1,340
Net gain from sales of assets
$78,019
Other revenue
$60,667

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$1,007,854
Salaries, compensation and benefits (total)
$1,307,677
Professional fundraising fees
$0
Accounting fees
$21,009
Occupancy
$160,230
Travel
$269,532
Depreciation
$79,591

Balance sheet and other

Total assets, start of year
$5,369,308
Total assets, end of year
$5,509,673
Total liabilities, end of year
$1,528,196
Net assets, end of year
$3,981,477
Land, buildings and equipment
$179,610
Net assets without donor restrictions
$3,981,477
Gross unrelated business income
$35,748
Gross receipts
$6,692,634
Employees
16
Volunteers
460
Year formed
1911
State of legal domicile
LA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended April 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
RON A GITZSECRETARY
Officer
40$284,613$51,205
STACY LOCKWOODSENIOR DIRECTOR OF PUBLIC
Officer
40$107,018$27,026
LISA WILLIAMSCHIEF OPERATING OFFICER
Officer
40$100,926$15,210
J BRYAN EHRICHTIMMEDIATE-PAST CHAIR
Trustee or director, Officer
2$0$0
KENNETH CHAMPAGNETREASURER
Trustee or director, Officer
1$0$0
BRIDGET KAIGLERCHAIR
Trustee or director, Officer
2$0$0
ANTHONY RUTLEDGECHAIR-ELECT
Trustee or director, Officer
1$0$0
JESSICA CORMIERMEMBER AT LARGE
Trustee or director
1$0$0
DIANE ALLISONMEMBER AT LARGE
Trustee or director
1$0$0
SAMANTHA FALGOUTMEMBER AT LARGE
Trustee or director
1$0$0
JIM SCHNEIDERMEMBER AT LARGE
Trustee or director
1$0$0
NENE GLENN GIANFALAMEMBER AT LARGE
Trustee or director
1$0$0
NICOLETTE RELEFORDMEMBER AT LARGE
Trustee or director
1$0$0
BRETT SUMMERVILLEMEMBER AT LARGE
Trustee or director
1$0$0
LAURA WILEYMEMBER AT LARGE
Trustee or director
1$0$0
990 for the year ended April 30, 2024: 22 people
NameTitleHours / weekCompensationOther / benefits
RON A GITZEXECUTIVE DIRECTOR/CEO
Officer
40$271,023$48,974
STACY LOCKWOODSENIOR DIRECTOR OF PUBLIC AFFAIRS AND PRACTICE QUA
Trustee or director, Officer
40$116,651$26,612
LISA WILLIAMSCHIEF OPERATING OFFICER
Officer
40$86,287$10,352
SETH NORRISIMMEDIATE-PAST CHAIR
Trustee or director, Officer
2$0$0
J BRYAN EHRICHTCHAIR
Trustee or director, Officer
2$0$0
GREG BOOTHMEMBER AT LARGE
Trustee or director
1$0$0
KENNETH CHAMPAGNEMEMBER AT LARGE
Trustee or director
1$0$0
BRIDGET KAIGLERCHAIR-ELECT
Trustee or director, Officer
2$0$0
J DREW PENDARVISMEMBER AT LARGE
Trustee or director
1$0$0
ANTHONY RUTLEDGETREASURER
Trustee or director, Officer
1$0$0
JESSICA CORMIERMEMBER AT LARGE
Trustee or director
1$0$0
DIANE ALLISONMEMBER AT LARGE
Trustee or director
1$0$0
SAMANTHA FALGOUTMEMBER AT LARGE
Trustee or director
1$0$0
LAUREN BERGERONCHAPTER PRESIDENT
Trustee or director
1$0$0
CHERYL PAYNECHAPTER PRESIDENT
Trustee or director
1$0$0
BRANNIN LEGLUECHAPTER PRESIDENT
Trustee or director
1$0$0
HEATHER GOTHREAUXCHAPTER PRESIDENT
Trustee or director
1$0$0
HAMPTON ROANECHAPTER PRESIDENT
Trustee or director
1$0$0
JIM SCHNEIDERCHAPTER PRESIDENT
Trustee or director
1$0$0
JACOB STEIBCHAPTER PRESIDENT
Trustee or director
1$0$0
ALLISON DUKECHAPTER PRESIDENT
Trustee or director
1$0$0
EMILY ANTONYCHAPTER PRESIDENT
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
3850 N CAUSEWAY BLVD STE 1650, METAIRIE, LA 70002-8119
Principal officer (990 for 2024)
RONALD GITZ, 3850 N CAUSEWAY BLVD SUITE 1650, METAIRIE, LA 70002
Signed the 990
RONALD GITZ, EXECUTIVE DIRECTOR
Phone
(504) 464-1040
Return prepared by
DUPLANTIER HRAPMANN HOGAN & MAHER LLP

Mission

TO SERVE THE COMMON NEEDS OF ITS MEMBERS AND TO ENHANCE THE PROFESSIONAL ENVIRONMENT IN WHICH THEY WORK.

990 for the year ended April 30, 2025

Program accomplishments

  • OVER 8,596 CONTINUING PROFESSIONAL EDUCATION COURSES, SEMINARS, AND WORKSHOPS WERE OFFERED DURING THE YEAR TO 12,791 PARTICIPANTS.
  • PROVIDED MEMBER SERVICES TO 6,555 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 137 C.P.A. FIRMS.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026Not on file
2024April 30, 2025September 15, 2025990 on file
2023April 30, 2024September 16, 2024990 on file

IRS record

EIN
72-0464809
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1987
Accounting year ends
April
Files
Form 990 or 990-EZ
Group exemption
8558
Assets (IRS master file)
$5,509,673
Income (IRS master file)
$6,692,634

Filing history

FormYear endedRevenueExpensesAssetsReturn
990April 2025$4,223,222$4,111,934$5,509,673XML
990April 2024$3,977,527$3,864,260$5,369,308XML
990April 2023$4,215,610$4,250,174$5,415,179IRS
990April 2022–––IRS
990April 2021–––IRS
990April 2019–––IRS
990April 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 72-0464809).

Questions about SOCIETY OF LOUISIANA CERTIFIED PUBLIC ACCOUNTANTS

What is the EIN of SOCIETY OF LOUISIANA CERTIFIED PUBLIC ACCOUNTANTS?
The employer identification number (EIN) of SOCIETY OF LOUISIANA CERTIFIED PUBLIC ACCOUNTANTS is 72-0464809.
Is SOCIETY OF LOUISIANA CERTIFIED PUBLIC ACCOUNTANTS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1987.
Are donations to SOCIETY OF LOUISIANA CERTIFIED PUBLIC ACCOUNTANTS tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does SOCIETY OF LOUISIANA CERTIFIED PUBLIC ACCOUNTANTS file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SOCIETY OF LOUISIANA CERTIFIED PUBLIC ACCOUNTANTS due?
The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SOCIETY OF LOUISIANA CERTIFIED PUBLIC ACCOUNTANTS last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended April 2025.
Who is the principal officer of SOCIETY OF LOUISIANA CERTIFIED PUBLIC ACCOUNTANTS?
The 990 for the year ended April 30, 2025 names RONALD GITZ.
Who are the officers and directors of SOCIETY OF LOUISIANA CERTIFIED PUBLIC ACCOUNTANTS?
The 990 for the year ended April 30, 2025 lists 15 people; 3 received compensation from the organization, the highest $284,613 (RON A GITZ, SECRETARY).
How much revenue does SOCIETY OF LOUISIANA CERTIFIED PUBLIC ACCOUNTANTS have?
On its 990 for the year ended April 30, 2025 it reported revenue of $4,223,222, expenses of $4,111,934 and total assets of $5,509,673 at year end.

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