2025-04-15T10:19:16-05:00 2024-05-31 621199757 LBMC PC 325 WEST MAIN STREET STE 1600 LOUISVILLE KY 40202 990 2023-06-01 616000384 THE LOUISVILLE ORCHESTRA INC LOUI 5025878681 624 W MAIN STREET SUITE 400 LOUISVILLE KY 40202 TONYA MCSORLEY CHIEF FINANCIAL OFFICER 5025878681 2025-04-15 1 0 ABIGAIL CAMPBELL P01296738 5025851600 2023 2025-03-06 01:10:19Z ANDREW FLEISCHMAN 624 W MAIN STREET SUITE 400 LOUISVILLE KY 40202 9770219 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. 34 32 270 100 0 0 12182714 6899025 2409226 2612789 121122 148465 57414 -85759 14770476 9574520 0 0 0 0 7163771 8035956 317000 60190 801327 4843312 4964611 12324083 13060757 2446393 -3486237 11193129 7808436 1948166 1853174 9244963 5955262 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 10713652 2641379 TO MAINTAIN A SYMPHONY ORCHESTRA AND TO ENCOURAGE AND PROMOTE ARTIST AND EDUCATIONAL MUSICAL OPPORTUNITIES. 10713652 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 127 0 1 270 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 34 32 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 GRAHAM PARKER CHIEF EXECUTIVE OFFICER 40.00 X 290344 0 23825 TONYA MCSORLEY CHIEF FINANCIAL OFFICER 40.00 X 132216 0 22804 GABRIEL LEFKOWITZ ORCHESTRA CONDUCTOR 40.00 X 127419 0 22057 EDWARD SCHADT DIRECTOR OF LEADERSHIP GIV 40.00 X 117997 0 13429 NATHANIEL KOCH CHIEF OF STAFF 40.00 X 106894 0 19666 ANDREW FLEISCHMAN CHAIR AND GENERAL COUNSEL 1.00 0.50 X X 0 0 0 LEE KIRKWOOD IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 BRUCE J ROTH SECRETARY 1.00 X X 0 0 0 RITU FURLAN TREASURER/CHAIR-FINANCE 1.00 0.50 X X 0 0 0 MARY ELLEN WIEDERWOHL CHAIR-GOVERNANCE 1.00 X 0 0 0 MAGGIE FAUREST CO-CHAIR-DEVELOPMENT 1.00 X 0 0 0 JORDAN HARRIS CO-CHAIR-DEVELOPMENT 1.00 X 0 0 0 CAROLE BIRKHEAD DIRECTOR 1.00 X 0 0 0 CHRISTINA BROWN DIRECTOR 1.00 X 0 0 0 STACHELL BUSSEY DIRECTOR 1.00 X 0 0 0 SUSAN DIAMOND 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 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 SUSAN MOREMEN DIRECTOR 1.00 X 0 0 0 GUY MONTGOMERY DIRECTOR 1.00 X 0 0 0 TIM MULLOY DIRECTOR 1.00 X 0 0 0 KHOA NGUYEN 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 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 LINDSAY VALLANDINGHAM AT LARGE MEMBER/ALO PRES. 1.00 X 0 0 0 JAMES S WELCH JR AT LARGE MEMBER 1.00 0.50 X 0 0 0 SCOTT LEGER MUSICIAN DIRECTOR 40.00 X 0 0 0 JONATHAN MUELLER MUSICIAN DIRECTOR 40.00 X 0 0 0 774870 0 101781 6 0 1 0 OPUS 3 470 PARK AVENUE SOUTH 9TH FLOOR NOR NEW YORK NY 10016 TEDDY ABRAMS' SERVICES 326833 1 509975 560895 642784 320000 4865371 126334 6899025 CONCERT REVENUE 711130 1752883 1752883 CONTRACT REVENUE 711130 859906 859906 2612789 136214 136214 48278 36027 12251 12251 12251 45323 560895 159672 -114349 -114349 1538 0 1538 1538 OTHER INCOME 900099 27052 27052 27052 9574520 2641379 0 34116 X 475292 79205 316882 79205 5971213 5214302 360432 396479 169507 164487 2620 2400 933692 769730 126465 37497 486252 401801 56095 28356 239257 51666 187591 32176 32176 60000 60000 60190 60190 1486007 1469786 13418 2803 566439 566439 187568 30870 134037 22661 82238 50169 28021 4048 470063 340002 130061 179344 160232 10403 8709 298 298 62935 9001 53934 44193 44193 CONCERT EXPENSES 797151 797151 TICKET OFFICE FEES 214272 214272 EDUCATION PRODUCTION AN 156014 156014 MUSIC 137647 137647 249009 100878 49152 98979 13060757 10713652 1545778 801327 1111499 18830 2356802 212 3596194 3866277 489339 108254 184609 273038 718570 541622 212926 176948 1372555 1519420 1869205 1845457 11193129 7808436 879180 356502 333994 790350 734992 706322 1948166 1853174 X 1827055 1090929 7417908 4864333 9244963 5955262 11193129 7808436 -3486237 196536 0 X 0 1 X 1 0 X 5374510 6419122 9989779 12182714 6899025 40865150 2327534 221509 1319037 2409226 2612789 8890095 292583 333290 402678 185741 589485 1803777 7994627 6973921 11711494 14777681 10101299 51559022 553189 1099436 1631998 379219 588608 4252450 7813016 2088968 9901984 553189 1099436 1631998 8192235 2677576 14154434 37404588 22547 62449 75955 121122 148465 430538 22547 62449 75955 121122 148465 430538 8017174 7036370 11787449 14898803 10249764 51989560 0.71950 0.88970 0.00830 0.02720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 60000 60000 0 PART II-B, LINE 1: HIRED CONSULTANT PROVIDING DEVELOPMENT, GOVERNMENT AFFAIRS, PUBLIC AFFAIRS, AND COMMUNITY RELATIONS 1372555 247882 90181 10835 1519421 1468163 -3818 81836 9954 1372555 1714522 -125987 107716 12656 1468163 1442426 404459 120761 11602 1714522 1969787 21525 538013 10873 1442426 0.35000 0.65000 0 1 1 718570 541622 176948 176948 SPECIAL MUSIC EQUIPMENT 182244 RIGHT OF USE ASSET 694240 DUE FROM RELATED PARTY 956973 ARTWORK 12000 1845457 LEASE OBLIGATION PAYABLE 706322 706322 X 11477710 196536 19604 1687050 1903190 9574520 0 9574520 13239156 19604 158795 178399 13060757 0 13060757 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 EVENT FUNDRAISING EXPENSES 159,672. INCOME FROM BENEFICIAL TRUST IN ENDOWMENT FUNDS 1,527,378. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT FUNDRAISING EXPENSES 159,672. BAD DEBT RECOVERY -877. X 0 COMMUNITY COUNSELING SERVICE CO LLC 527 MADISON AVENUE 5TH FLOOR NEW YORK NY 10022 CAMPAIGN PLANNING AND ORGANIZATION SERVICES 0 0 76000 -76000 76000 -76000 TEDDY'S 10TH ANNIVERSARY 589785 560895 28890 142233 BRANDENBURG BY CANDLELIGHT DINNER 7345 7345 10045 3 9088 9088 7394 606218 560895 45323 159672 159672 -114349 X X 0 0 0 0 0 0 0 0 0 GRAHAM PARKER CHIEF EXECUTIVE OFFICER 275344 0 15000 0 0 0 0 0 23825 0 314169 0 0 0 TONYA MCSORLEY CHIEF FINANCIAL OFFICER 132216 0 0 0 0 0 2617 0 20187 0 155020 0 0 0 X 5 61012 X CONDUCTOR'S PODIUM RAIL 1 65322 FAIR MARKET VALUE 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 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 936,053. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 936,053. STAGEHANDS, USHERS AND SECURITY FEES: PROGRAM SERVICE EXPENSES 397,701. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 397,701. CONTRACT SERVICES/TEMPORARY HELP: PROGRAM SERVICE EXPENSES 136,032. MANAGEMENT AND GENERAL EXPENSES 13,418. FUNDRAISING EXPENSES 2,803. TOTAL EXPENSES 152,253. MAMMOTH PRODUCTIONS LLC 624 WEST MAIN STREET SUITE 400 LOUISVILLE KY 40202 FILM PRODUCTION DE LOUISVILLE ORCHESTRA INC 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 C 95500 FMV LOUISVILLE ORCHESTRA ENDOWMENT INC Q 261543 FMV LOUISVILLE ORCHESTRA ENDOWMENT INC D 956973 FMV