2024-04-15T12:12:56-05:00 2023-05-31 621199757 LBMC PC 325 WEST MAIN STREET STE 1600 LOUISVILLE KY 40202 990 2022-06-01 616000384 THE LOUISVILLE ORCHESTRA INC LOUI 5025878681 624 W MAIN STREET SUITE 400 LOUISVILLE KY 40202 ANDREW FLEISCHMAN BOARD CHAIR 5025878681 2024-04-12 1 ANDREW FLEISCHMAN 999009999 0 JOHN KENNEDY P00174536 5025851600 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANDREW FLEISCHMAN 624 W MAIN STREET SUITE 400 LOUISVILLE KY 40202 15658461 0 X HTTP://WWW.LOUISVILLEORCHESTRA.ORG X 1937 KY TO CHANGE LIVES THROUGHOUT OUR ENTIRE COMMUNITY AS ONLY THE LOUISVILLE ORCHESTRA CAN, BY PROMOTING A CULTURE OF MUSIC THROUGH OUTSTANDING PERFORMANCES AND EDUCATION. 29 29 250 300 0 0 9989779 12182714 1319037 2409226 75955 121122 131821 57414 11516592 14770476 0 0 0 0 6102785 7163771 0 317000 901866 2783836 4843312 8886621 12324083 2629971 2446393 7756568 11193129 906178 1948166 6850390 9244963 TO CHANGE LIVES THROUGHOUT OUR ENTIRE COMMUNITY AS ONLY THE LOUISVILLE ORCHESTRA CAN, BY PROMOTING A CULTURE OF MUSIC THROUGH OUTSTANDING PERFORMANCES AND EDUCATION. 0 0 10108581 2469482 TO MAINTAIN A SYMPHONY ORCHESTRA AND TO ENCOURAGE AND PROMOTE ARTIST AND EDUCATIONAL MUSICAL OPPORTUNITIES. 10108581 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 87 14 1 250 1 0 0 0 0 0 0 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 KY X X MS TONYA MCSORLEY CFO 5025878681 624 WEST MAIN STREET SUITE 400 LOUISVILLE KY 40202 TONYA MCSORLEY CHIEF FINANCIAL OFFICER 40.00 X X 149337 0 24164 LEE KIRKWOOD IMMEDIATE PAST CHAIR 1.00 X 0 0 0 RITU FURLAN TREASURER AND VP OF FINANC 1.00 X X 0 0 0 ANDREW FLEISCHMAN CHAIR AND GENERAL CO 1.00 X X 0 0 0 BRUCE J ROTH SECRETARY AND CHAIR - GOVERNANCE COMMITTEE 1.00 X 0 0 0 WILLIAM SUMMERS CHAIR-DEVELOPMENT COMMITTE 1.00 X 0 0 0 CAROL W HEBEL AT LARGE MEMBER 1.00 X 0 0 0 WINONA SHIPREK AT LARGE MEMBER 1.00 X 0 0 0 SUSAN VON HOVEN AT LARGE MEMBER 1.00 X 0 0 0 CAROLE BIRKHEAD DIRECTOR 1.00 X 0 0 0 CHRISTINA BROWN DIRECTOR 1.00 X 0 0 0 MARIAH GRATZ DIRECTOR 1.00 X 0 0 0 PAULA HARSHAW DIRECTOR 1.00 X 0 0 0 WENDY HYLAND DIRECTOR 1.00 X 0 0 0 BRIAN KANE DIRECTOR 1.00 X 0 0 0 DON KOHLER JR DIRECTOR 1.00 X 0 0 0 KAREN LAWRENCE DIRECTOR 1.00 X 0 0 0 CAROL BARR MATTON DIRECTOR 1.00 X 0 0 0 JOSEPH MILLER DIRECTOR 1.00 X 0 0 0 GUY MONTGOMERY DIRECTOR 1.00 X 0 0 0 OJ OLEKA DIRECTOR 1.00 X 0 0 0 TERESA REED DIRECTOR 1.00 X 0 0 0 JEFF ROBERTS DIRECTOR 1.00 X 0 0 0 DENISE SCHILLER DIRECTOR 1.00 X 0 0 0 GARY SLOBODA DIRECTOR 1.00 X 0 0 0 DENNIS STILGER JR DIRECTOR 1.00 X 0 0 0 ROBERT H WIMSATT DIRECTOR 1.00 X 0 0 0 JAMES S WELCH JR AT LARGE MEMBER 1.00 X 0 0 0 LINDSAY VALLANDINGHAM ALO PRESIDENT 1.00 X 0 0 0 KHOA NGUYEN DIRECTOR 1.00 X 0 0 0 MICHELLE WINTERS DIRECTOR OF MARKETING 40.00 X 127006 0 21828 GABRIEL LEFKOWITZ ORCHESTRA CONDUCTOR 40.00 X 112141 0 17896 EDWARD SCHADT DIRECTOR OF LEADERSHIP GIVING 40.00 X 111348 0 12910 499832 0 76798 4 0 1 0 OPUS 3 470 PARK AVENUE SOUTH 9TH FLOOR NOR NEW YORK NY 10016 TEDDY ABRAMS' SERVICES 263000 1 573300 299921 546231 4681000 6082262 25000 12182714 CONCERT REVENUE 711130 1691600 1691600 CONTRACT REVENUE 711130 717626 717626 2409226 150968 150968 729812 759658 -29846 -29846 -29846 82025 299921 105155 -23130 -23130 43460 23172 20288 20288 OTHER INCOME 900099 60256 60256 60256 14770476 2469482 0 118280 X 161250 161250 4742214 4147217 374141 220856 1150026 936388 120355 93283 827934 753085 38507 36342 282347 229389 30106 22852 13851 13851 30836 30836 60000 60000 317000 317000 2069765 1839814 140440 89511 589356 589356 89516 13824 61619 14073 57506 20748 24899 11859 370420 282684 87736 202812 187910 9078 5824 1395 1395 41504 5110 36394 42966 407 42559 CONCERT EXPENSES 530496 530496 TICKET OFFICE FEES 221921 221921 MUSIC 113759 113759 DEVELOPMENT 86682 86682 320527 236473 80470 3584 12324083 10108581 1313636 901866 2043976 1111499 0 2356802 2564627 3596194 468490 489339 65734 184609 696026 483100 22672 212926 1468162 1372555 1122907 1869205 7756568 11193129 469987 879180 436191 333994 0 734992 906178 1948166 X 1943834 1827055 4906556 7417908 6850390 9244963 7756568 11193129 2446393 -51820 0 X X 0 1 X 1 0 X 5423589 5401729 6419122 9462571 11636483 38343494 2516647 2199258 174330 1319102 2167219 8376556 332418 211182 333199 402613 173388 1452800 8272654 7812169 6926651 11184286 13977090 48172850 447710 553189 1099436 1631998 379219 4111552 0 447710 553189 1099436 1631998 379219 4111552 44061298 574645 547044 49756 47723 129500 1348668 574645 547044 49756 47723 129500 1348668 8847299 8359213 6976407 11232009 14106590 49521518 0.88970 0.86740 0.02720 0.03030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 60000 1 60000 60000 0 PART I-A, LINE 1: DEVELOPMENT, GOVERNMENTAL AFFAIRS, PUBLIC AFFAIRS AND COMMUNITY RELATIONS PART II-B, LINE 1: HIRED CONSULTANT PROVIDING DEVELOPMENT, GOVERNMENT AFFAIRS, PUBLIC AFFAIRS AND COMMUNITY RELATIONS 1468163 -3818 81836 9954 1372555 1714522 -125987 107716 12656 1468163 1442426 404459 120761 11602 1714522 1969787 21525 538013 10873 1442426 2044569 10999 74641 11140 1969787 0.00000 0.39000 0.61000 0 1 1 696026 483100 212926 212926 SPECIAL MUSIC EQUIPMENT 117052 DUE FROM RELATED PARTY 1027933 RIGHT OF USE ASSET 724220 1869205 LEASE OBLIGATION PAYABLE 734992 734992 X 14009175 -51819 25412 -734894 -761301 14770476 0 14770476 12465469 25412 115974 141386 12324083 0 12324083 PART X, LINE 2: THE LOUISVILLE ORCHESTRA, INC. IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL FUNDRAISING EXPENSES 128,327. INCOME REPORTED ON RELATED RETURN -261,545. INCOME FROM BENEFICIAL INTEREST IN ENDOWMENT FUND -601,676. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL FUNDRAISING EXPENSES 128,327. EXPENSE REPORTED ON RELATED RETURN -12,353. X 0 COMMUNITY COUNSELING SERVICE CO LLC 527 MADISON AVENUE 5TH FLOOR NEW YORK NY 10022 CAMPAIGN PLANNING AND ORGANIZATION SERVICES 0 0 317000 -317000 317000 -317000 YO YO MA GALA 373946 299921 74025 87141 SPECTACLE OF THE SENSES 8000 8000 18014 381946 299921 82025 105155 105155 -23130 43460 6650 16522 1 1.00000 43460 6650 16522 23172 20288 KY 1 0 1 0 1.00000 TONYA MCSORLEY 624 W MAIN STREET SUITE 400 LOUISVILLE KY 40202 0 CHERI REINBOLD OVERSEES BINGO SESSIONS AS A CHAIRPERSON. X 0 0 0 0 0 0 0 0 0 0 TONYA MCSORLEY CHIEF FINANCIAL OFFICER 149337 0 0 0 0 0 2541 0 21623 0 173501 0 0 0 X PIANO 1 25000 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL OFFICER, CHIEF EXECUTIVE OFFICER AND THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS ALL REVIEW THE FORM 990 AND A COPY OF THE FORM 990 IS PROVIDED TO THE GOVERNING BODY BEFORE FINAL SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, AS DEFINED IN THE POLICY, IS AN INTERESTED PERSON. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE CORPORATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD REVIEWS AND APPROVES COMPENSATION FOR THE EXECUTIVE DIRECTOR/CHIEF EXECUTIVE OFFICER BASED ON COMPARABLE DATA FOR THE PROFESSION, AND ITS DELIBERATIONS AND DECISION ARE DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G GUEST ARTISTS AND CONDUCTOR FEES: PROGRAM SERVICE EXPENSES 1,237,146. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,237,146. STAGEHANDS, USHERS AND SECURITY FEES: PROGRAM SERVICE EXPENSES 371,297. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 371,297. OTHER: PROGRAM SERVICE EXPENSES 231,371. MANAGEMENT AND GENERAL EXPENSES 140,440. FUNDRAISING EXPENSES 89,511. TOTAL EXPENSES 461,322. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS HAS NOT CHANGED FROM PRIOR YEAR. LOUISVILLE ORCHESTRA ENDOWMENT INC 624 WEST MAIN STREET SUITE 400 LOUISVILLE KY 40202 832138568 SUPPORTS ORCHESTRAL MUSIC IN LOUISVILLE KY 501(C)(3) LINE 12A, I THE LOUISVILLE ORCHESTRA INC 1 0 0 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 LOUISVILLE ORCHESTRA ENDOWMENT INC D 1027933 FMV LOUISVILLE ORCHESTRA ENDOWMENT INC Q 240713 FMV LOUISVILLE ORCHESTRA ENDOWMENT INC L 55410 FMV