Page 30 - BOGmanual_2023August

LOUISIANA STATE BAR ASSOCIATION
Fiscal Year July 1, 2022 - June 30, 2023
Month of June 2023 PRELIMINARY
(100.00% of Fiscal Year)
2021 - 2022
INCOME ORIGINAL MONTH YEAR - TO - DATE PERCENTAGE Y-T-D ACTUAL
BUDGET ACTUAL ACTUAL BUDGET OVER, (UNDER) ACTUAL OVER, (UNDER) June 2022
A B C D E F G H I
1 Current or Previous Years Dues 4,086,200.00 7,782.96 4,093,263.69 4,086,200.00 7,063.69 100.17 0.17 4,099,400.90
2 Penalties 12,000.00 300.00 15,100.00 13,250.00 1,850.00 113.96 13.96 12,100.00
3 CLE:
Seminars 600,000.00 1,180.00 905,366.14 846,000.00 59,366.14 107.02 7.02 363,335.00
Sponsorships 13,270.00 4,000.00 16,689.33 13,270.00 3,419.33 125.77 25.77 13,270.00
Online 120,000.00 11,490.68 239,782.49 220,000.00 19,782.49 108.99 8.99 300,605.04
4 Annual Meeting/Summer School 400,000.00 54,268.75 390,795.00 400,000.00 (9,205.00) 97.70 (2.30) 401,658.75
5 Annual Diversity Conclave Program 40,000.00 0.00 50,475.00 50,475.00 0.00 100.00 0.00 53,345.00
6 Solo & Small Firm Conference 57,000.00 13,575.00 33,325.00 57,000.00 (23,675.00) 58.46 (41.54) 22,960.00
7 Ethics, Management & Wellness Programming 7,000.00 540.00 6,150.00 7,000.00 (850.00) 87.86 (12.14) 9,780.00
8 Senior Lawyers Division 1,000.00 0.00 1,400.00 1,000.00 400.00 140.00 40.00 0.00
9 Sale of Membership Labels 5,000.00 154.20 5,550.60 5,000.00 550.60 111.01 11.01 2,495.40
10 Bar Journal 200,000.00 18,077.01 192,470.03 200,000.00 (7,529.97) 96.24 (3.76) 206,490.07
11 Bar Briefs 18,000.00 898.00 17,864.00 18,000.00 (136.00) 99.24 (0.76) 19,907.50
12 Web Site 18,000.00 2,980.00 15,680.00 15,500.00 180.00 101.16 1.16 17,680.99
13 Section Administrative Assessments 47,000.00 0.00 45,370.00 47,000.00 (1,630.00) 96.53 (3.47) 47,740.00
14 Practice Assistance Program - Programs 4,000.00 1,115.00 9,721.00 4,000.00 5,721.00 243.03 143.03 9,825.00
15 Lawyer Advertising Filing Fees 300,000.00 25,150.00 281,225.00 300,000.00 (18,775.00) 93.74 (6.26) 253,525.00
16 Royalties 42,000.00 4,468.18 42,254.73 42,000.00 254.73 100.61 0.61 37,455.73
17 Gilsbar Royalties 400,000.00 30,243.49 384,176.53 400,000.00 (15,823.47) 96.04 (3.96) 402,865.98
18 Interest 260,200.00 33,647.48 317,421.54 260,200.00 57,221.54 121.99 21.99 281,088.66
19 Realized Gain/Loss on Investments 10,000.00 (1,171.00) 19,369.34 10,000.00 9,369.34 193.69 93.69 397,397.94
20 Access to Justice Program 42,000.00 0.00 42,000.00 42,000.00 0.00 100.00 0.00 39,000.00
21 Law School Professionalism Orientation Sponsorships 1,000.00 0.00 0.00 1,000.00 (1,000.00) 0.00 (100.00) 1,000.00
22 CNA/Gilsbar Donations 20,000.00 0.00 0.00 0.00 20,000.00
23 Disciplinary Assessment Process Cost Sharing 44,000.00 0.00 46,667.00 44,000.00 2,667.00 106.06 6.06 43,376.00
24 Louisiana Board of Legal Specialization 4,800.00 400.00 4,800.00 4,800.00 0.00 100.00 0.00 4,800.00
25 Fee Arbitration Program 2,000.00 650.00 6,450.00 4,200.00 2,250.00 153.57 53.57 1,600.00
26 Mandatory CLE:
Sponsor Application Fees 2,000.00 0.00 795.51 1,500.00 (704.49) 53.03 (46.97) 1,285.92
Accreditation Fees 370,000.00 32,786.59 382,577.04 390,000.00 (7,422.96) 98.10 (1.90) 403,676.96
Reinstatement Fees 13,000.00 4,509.34 13,719.70 13,000.00 719.70 105.54 5.54 12,862.55
Sponsor Late Fees 13,000.00 1,780.24 24,491.56 18,500.00 5,991.56 132.39 32.39 27,958.74
Delinquent Fees 180,000.00 21,307.17 277,020.61 200,000.00 77,020.61 138.51 38.51 249,516.92
Repeat Penalty Fees 63,000.00 11,123.36 87,876.32 65,000.00 22,876.32 135.19 35.19 69,479.49
27 Rent:
28 Judicial Administrator 51,324.00 4,277.00 51,324.00 51,324.00 0.00 100.00 0.00 51,324.00
27 TOTAL INCOME 7,446,794.00 285,533.45 8,021,171.16 7,831,219.00 189,952.16 102.43 2.43 7,878,807.54
Budget approved by Board of Governors June 10, 2022, Destin, FL
Amended Budget approved by Board of Governors August 24, 2022 New Orleans, LA
Amended Budget approved by Board of Governors November 11, 2022 Lake Charles, LA
Amended Budget approved by Board of Governors January 19, 2023 Baton Rouge, LA
Amended Budget approved by Board of Governors April 20, 2023 New Orleans, LA