Page 228 - 2019 Orientation Manual

LOUISIANA STATE BAR ASSOCIATION
Fiscal year July 1, 2018- June 30, 2019
INCOME & EXPENSE STATEMENT
Month of December 2018
(50.00% of Fiscal Year)
2017 - 2018
INCOME ORIGINAL MONTH YEAR - TO - DATE PERCENTAGE Y-T-D ACTUAL
BUDGET ACTUAL ACTUAL BUDGET OVER, (UNDER) ACTUAL OVER, (UNDER) December 2017
A B C D E F G H I
1 Current or Previous Years Dues 4,124,000.00 6,000.00 4,061,422.99 4,124,000.00 (62,577.01) 98.48 (1.52) $4,036,708.82
2 Penalties 10,000.00 650.00 9,850.00 10,000.00 (150.00) 98.50 (1.50) 9,930.00
3 CLE:
Seminars 600,000.00 110,517.50 586,148.50 600,000.00 (13,851.50) 97.69 (2.31) 495,251.01
Sponsorships 19,270.00 0.00 11,770.00 19,270.00 (7,500.00) 61.08 (38.92) 19,270.00
Online 100,000.00 4,510.12 16,423.38 100,000.00 (83,576.62) 16.42 (83.58) 12,113.21
4 Annual Meeting/Summer School 430,000.00 0.00 (920.00) 430,000.00 (430,920.00) (0.21) (100.21) 2,500.00
5 Annual Diversity Conclave Program 57,500.00 23,085.00 39,085.00 57,500.00 (18,415.00) 67.97 (32.03) 36,355.00
6 Solo & Small Firm Conference 79,000.00 0.00 0.00 79,000.00 (79,000.00) 0.00 (100.00) 5,500.00
7 Senior Lawyers Division 1,000.00 0.00 0.00 1,000.00 (1,000.00) 0.00 (100.00) 84.00
8 Sale of Membership Labels 13,000.00 2,781.24 6,163.04 13,000.00 (6,836.96) 47.41 (52.59) 9,569.13
9 Bar Journal 186,000.00 7,505.00 88,426.21 186,000.00 (97,573.79) 47.54 (52.46) 98,424.03
10 Bar Briefs 15,000.00 0.00 7,041.00 15,000.00 (7,959.00) 46.94 (53.06) 5,468.00
11 Web Site 15,000.00 0.00 13,082.00 18,000.00 (4,918.00) 72.68 (27.32) 10,059.00
12 Section Administrative Assessments 48,000.00 0.00 0.00 48,000.00 (48,000.00) 0.00 (100.00) 0.00
13 Practice Assistance Program - Programs 6,000.00 1,285.00 5,425.00 6,000.00 (575.00) 90.42 (9.58) 3,025.00
14 Lawyer Advertising Filing Fees 150,000.00 9,575.00 76,450.00 150,000.00 (73,550.00) 50.97 (49.03) 58,675.00
15 Royalties 35,000.00 1,772.76 24,906.73 35,000.00 (10,093.27) 71.16 (28.84) 19,678.64
16 Gilsbar Royalties 475,000.00 36,376.26 196,414.39 475,000.00 (278,585.61) 41.35 (58.65) 206,152.68
17 Interest 218,000.00 31,321.92 110,242.79 218,000.00 (107,757.21) 50.57 (49.43) 95,927.16
18 Realized Gain/Loss on Investments 10,000.00 568.40 300,238.99 10,000.00 290,238.99 3,002.39 2,902.39 (53,029.27)
19 Access to Justice Program 42,000.00 0.00 15,000.00 42,000.00 (27,000.00) 35.71 (64.29) 15,000.00
20 Law School Professionalism Orientation Sponsorships 1,800.00 0.00 1,800.00 1,800.00 0.00 100.00 0.00 1,875.00
21 CNA/Gilsbar Donation 35,000.00 0.00 0.00 35,000.00 (35,000.00) 0.00 (100.00) 0.00
22 Disciplinary Assessment Process Cost Sharing 30,000.00 0.00 0.00 30,000.00 (30,000.00) 0.00 (100.00) 0.00
23 Louisiana Board of Legal Specialization 4,800.00 0.00 2,400.00 4,800.00 (2,400.00) 50.00 (50.00) 0.00
24 Fee Arbitration Program 2,000.00 0.00 2,550.00 2,500.00 50.00 102.00 2.00 1,450.00
25 Mandatory CLE:
Sponsor Application Fees 1,500.00 0.00 900.00 1,500.00 (600.00) 60.00 (40.00) 0.00
Accreditation Fees 325,000.00 10,730.00 126,750.00 325,000.00 (198,250.00) 39.00 (61.00) 0.00
Reinstatement Fees 13,000.00 300.00 11,300.00 13,000.00 (1,700.00) 86.92 (13.08) 0.00
Sponsor Late Fees 6,000.00 650.00 5,890.00 6,000.00 (110.00) 98.17 (1.83) 0.00
Delinquent Fees 125,000.00 450.00 18,200.00 125,000.00 (106,800.00) 14.56 (85.44) 0.00
Repeat Penalty Fees 75,000.00 100.00 9,401.00 75,000.00 (65,599.00) 12.53 (87.47) 0.00
26 Rent:
Judicial Administrator 12,831.00 0.00 21,385.00 51,324.00 (29,939.00) 41.67 (58.33) 25,662.00

27 TOTAL INCOME 7,265,701.00 248,178.20 5,767,746.02 7,307,694.00 (1,539,947.98) 78.93 (21.07) 5,115,648.41
Budget approved by Board of Governors June 8, 2018, Destin, FL
Amended Budget approved by Board of Governors August 25, 2018 New Orleans, LA
Amended Budget approved by Board of Governors November 10, 2018 New Orleans, LA