2025-12-18T12:56:40-06:00 2025-04-30 720567396 DUPLANTIER HRAPMANN HOGAN & MAHER LLP 3510 N CAUSEWAY BLVD SUITE 500 METAIRIE LA 70002 990 2024-05-01 720464809 SOCIETY OF LOUISIANA CERTIFIED PUBLIC ACCOUNTANTS SOCI 5044641040 3850 N CAUSEWAY BLVD STE 1650 METAIRIE LA 70002 RONALD GITZ EXECUTIVE DIRECTOR 5044641040 2025-12-16 1 1 LINDSAY J CALUB CPA P01268022 5045868866 2024 2025-03-06 01:10:19Z RONALD GITZ 3850 N CAUSEWAY BLVD SUITE 1650 METAIRIE LA 70002 6692634 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. 12 12 16 460 35748 0 0 0 3509412 3984431 403997 178124 64118 60667 3977527 4223222 0 0 0 0 1256217 1307677 0 0 0 2608043 2804257 3864260 4111934 113267 111288 5369308 5509673 1606472 1528196 3762836 3981477 TO SERVE THE COMMON NEEDS OF ITS MEMBERS AND TO ENHANCE THE PROFESSIONAL ENVIRONMENT IN WHICH THEY WORK. 0 0 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. 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 44 0 1 16 1 1 1 0 0 0 0 0 0 0 X 12 12 0 0 1 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 J BRYAN EHRICHT IMMEDIATE-PAST CHAIR 2.00 X X 0 0 0 KENNETH CHAMPAGNE TREASURER 1.00 X X 0 0 0 BRIDGET KAIGLER CHAIR 2.00 X X 0 0 0 ANTHONY RUTLEDGE CHAIR-ELECT 1.00 X X 0 0 0 JESSICA CORMIER MEMBER AT LARGE 1.00 X 0 0 0 DIANE ALLISON MEMBER AT LARGE 1.00 X 0 0 0 SAMANTHA FALGOUT MEMBER AT LARGE 1.00 X 0 0 0 JIM SCHNEIDER MEMBER AT LARGE 1.00 X 0 0 0 NENE GLENN GIANFALA MEMBER AT LARGE 1.00 X 0 0 0 NICOLETTE RELEFORD MEMBER AT LARGE 1.00 X 0 0 0 BRETT SUMMERVILLE MEMBER AT LARGE 1.00 X 0 0 0 LAURA WILEY MEMBER AT LARGE 1.00 X 0 0 0 RON A GITZ SECRETARY 40.00 X 284613 0 51205 LISA WILLIAMS CHIEF OPERATING OFFICER 40.00 X 100926 0 15210 STACY LOCKWOOD SENIOR DIRECTOR OF PUBLIC 40.00 X 107018 0 27026 492557 0 93441 3 0 1 0 THE RITZ CARLTON - MARRIOTT BUSINESS SER PO BOX 402642 ATLANTA GA 30384 EVENTS HOTEL 366164 SURGENT HOLDING CORPORATION SURGENT MCCO 201 N KING OF PRUSSIA RD SUITE 37 RADNOR PA 19087 CPE VENDOR 212434 ALABAMA DEPARTMENT OF CONSERVATION THE L 21196 EAST BEACH BLVD GULF SHORES AL 36542 EVENTS HOTEL 171396 BPN INC PO BOX 250703 PLANO TX 75025 CPE VENDOR 154022 BROADWALL MANAGEMENT CORP AS MANAGING AG PO BOX 669461 DALLAS TX 77526 LANDLORD 145435 5 PROFESSIONAL EDUCATION 611430 2263559 2263559 MEMBERSHIP DUES 900099 1208824 1208824 PEER REVIEW 900099 350351 350351 CHAPTER FUNCTION INCOME 900099 101371 101371 IN-HOUSE CPE COURSES 611430 60326 60326 3984431 100105 100105 21496 21496 1340 0 1340 1340 1340 2504431 43000 2434661 34751 69770 8249 78019 78019 LAGNNIAPPE ADVERTISMENTS 541800 35748 35748 MERCHANDISE REVENUE 900099 1438 1438 MISCELLANEOUS 900099 406 406 239 239 37831 4223222 4065873 35748 121601 1007854 102065 129920 67838 21009 27527 197570 122935 160230 269532 325 79591 30779 CONTINUING PROFESSIONAL 1247541 PEER REVIEW CART EXPENS 344371 CHAPTER FUNCTION EXPENS 120134 DUES - CHAPTERS' PORTIO 52121 130592 4111934 400 400 696950 456873 22044 26088 57654 63337 513034 333424 159835 179610 3419822 3821939 1012603 961426 5369308 5509673 449396 446015 261666 249543 895410 832638 1606472 1528196 X 3762836 3981477 3762836 3981477 5369308 5509673 111288 107353 0 X X 0 1 X 1 0 0 0 1 1208824 -563506 -563506 120882 -684388 906173 11166 46499 39000 4169 920669 874187 9050 63305 36650 3719 906173 713482 183234 10638 30250 2917 874187 750602 23920 -27256 31225 2559 713482 721866 12654 48853 30250 2521 750602 0 1 1 37873 7465 30408 475161 325959 149202 179610 EQUITIES & MUTUAL FUNDS 3821839 F INVESTMENT IN SSNI 100 F 3821939 OPERATING LEASE RIGHT OF USE ASSETS 953480 FINANCE LEASE RIGHT OF USE 7946 961426 LONG-TERM OPERATING LEASE LIABILITIES 827144 LONG-TERM FINANCE LEASE LIABILITIES 5494 832638 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 $330,904 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 SECRETARY 284613 0 0 0 0 0 28844 0 22361 0 335818 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 CHANGES TO THE BYLAWS THAT TOOK EFFECT FOR THE BOARD COMPOSITION IN THIS FISCAL YEAR. 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