2026-04-06T15:34:13-05:00 2025-05-31 621199757 LBMC PC 325 WEST MAIN STREET STE 1600 LOUISVILLE KY 40202 990 2024-06-01 616000384 THE LOUISVILLE ORCHESTRA INC LOUI 5025878681 624 W MAIN STREET SUITE 400 LOUISVILLE KY 40202 TONYA MCSORLEY CHIEF FINANCIAL OFFICER 5025878681 2026-04-06 1 0 ABIGAIL CAMPBELL P01296738 5025851600 2024 2025-03-06 01:10:19Z ANDREW FLEISCHMAN 624 W MAIN STREET SUITE 400 LOUISVILLE KY 40202 16406646 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. 33 31 243 100 0 0 6899025 12235961 2612789 3294603 148465 809287 -85759 -27800 9574520 16312051 0 0 0 0 8035956 8185900 60190 0 800037 4964611 5241441 13060757 13427341 -3486237 2884710 7808436 10679195 1853174 1777853 5955262 8901342 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 11251084 3338389 TO MAINTAIN A SYMPHONY ORCHESTRA AND TO ENCOURAGE AND PROMOTE ARTIST AND EDUCATIONAL MUSICAL OPPORTUNITIES. 11251084 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 124 0 1 243 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 33 31 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 277806 0 9293 TONYA MCSORLEY CHIEF FINANCIAL OFFICER 40.00 X 133476 0 11678 GABRIEL LEFKOWITZ ORCHESTRA CONCERTMASTER 40.00 X 121596 0 11069 EDWARD SCHADT DIRECTOR OF LEADERSHIP GIV 40.00 X 117220 0 3675 NATHANIEL KOCH CHIEF OF STAFF 40.00 X 107426 0 9798 SCOTT LEGER MUSICIAN - BOARD OF DIRECTORS 40.00 X 54167 0 11069 JONATHAN MUELLER MUSICIAN - BOARD OF DIRECTORS 40.00 X 51679 0 11069 ANDREW FLEISCHMAN CHAIR AND GENERAL COUNSEL 1.00 0.50 X X 0 0 0 RITU FURLAN VICE CHAIR 1.00 X X 0 0 0 JORDAN HARRIS CHAIR ELECT/CO-CHAIR DEV 1.00 X X 0 0 0 LEE KIRKWOOD IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 JEFF ROBERTS TREASURER/VP OF FINANCE 1.00 0.50 X X 0 0 0 BRUCE ROTH SECRETARY 1.00 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 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 DON KOHLER JR DIRECTOR 1.00 X 0 0 0 CAROL BARR MATTON DIRECTOR 1.00 X 0 0 0 MICHELLE MITCHELL 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 DENISE SCHILLER DIRECTOR 1.00 X 0 0 0 AKHIL SURESH NAIR 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 WIMSATT DIRECTOR 1.00 X 0 0 0 CAROL 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 863370 0 67651 5 0 1 0 OPUS 3 470 PARK AVENUE SOUTH 9TH FLOOR NOR NEW YORK NY 10016 TEDDY ABRAMS' SERVICES 289000 1 267291 594608 121946 4475125 6776991 266481 12235961 CONCERT REVENUE 711130 2649528 2649528 CONTRACT REVENUE 711130 645075 645075 3294603 743121 743121 66166 0 66166 66166 66166 16350 594608 87936 -71586 -71586 10646 6659 3987 3987 OTHER INCOME 900099 39799 39799 39799 16312051 3338389 0 737701 X 1067513 410581 374444 282488 5503269 5016257 204366 282646 203722 192811 5451 5460 768634 661986 66052 40596 642762 547276 46237 49249 86828 70872 15956 55357 55357 23075 23075 11673 11673 1791075 1756075 30000 5000 742336 742336 209249 57099 128813 23337 122177 81044 36322 4811 459434 326187 133247 201322 182796 11260 7266 113 113 66759 17722 49037 51708 714 50994 CONCERT EXPENSES 692575 692575 TICKET OFFICE FEES 242935 242935 MUSIC 174780 174780 DEVELOPMENT EXPENSE 83228 83228 226817 147910 78907 13427341 11251084 1376220 800037 18830 715990 212 3186032 3866277 3571869 108254 23580 5375 273038 383827 1095761 604425 176948 491336 1519420 1561343 1845457 739843 7808436 10679195 356502 422544 790350 808951 706322 546358 1853174 1777853 X 1090929 1097949 4864333 7803393 5955262 8901342 7808436 10679195 2884710 61370 0 X 0 1 X 1 0 X 6419122 9989779 12182714 6899025 12235961 47726601 221509 1319037 2409226 2612789 3294603 9857164 333290 402678 185741 73913 26996 1022618 6973921 11711494 14777681 9585727 15557560 58606383 1099436 1631998 379219 588608 661150 4360411 0 1099436 1631998 379219 588608 661150 4360411 54245972 62449 75955 121122 148465 743121 1151112 62449 75955 121122 148465 743121 1151112 7036370 11787449 14898803 9734192 16300681 59757495 0.90780 0.71950 0.01930 0.00830 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, GOVERMENT AFFAIRS, PUBLIC AFFAIRS, AND COMMUNITY RELATIONS 1519421 -11645 171803 106562 11674 1561343 1372555 247882 90181 10835 1519421 1468163 -3818 81836 9954 1372555 1714522 -125987 107716 12656 1468163 1442426 404459 120761 11602 1714522 0.34000 0.66000 0 1 1 1095761 604425 491336 491336 SPECIAL MUSIC EQUIPMENT 182222 RIGHT OF USE ASSET 535847 DUE FROM RELATED PARTY 12174 ARTWORK 9600 739843 LEASE OBLIGATION PAYABLE 546358 546358 X 17183393 61370 82032 739613 883015 16300378 11673 11673 16312051 13592295 82032 94595 176627 13415668 11673 11673 13427341 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 87,936. INCOME FROM BENEFICIAL TRUST IN ENDOWMENT FUNDS 645,018. COST OF GOODS SOLD NETTED WITH REVENUE 6,659. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT FUNDRAISING EXPENSES 87,936. COST OF GOODS SOLD NETTED WITH REVENUE 6,659. JACK HARLOW EVENT 175650 167500 8150 44953 RENEE FLEMING EVENT 435308 427108 8200 42983 610958 594608 16350 87936 87936 -71586 X X 0 0 0 0 0 0 0 0 0 GRAHAM PARKER CHIEF EXECUTIVE OFFICER 262806 0 15000 0 0 0 1386 0 7907 0 287099 0 0 0 X 12 258484 FAIR MARKET VALUE X CATERING 1 7997 FAIR MARKET VALUE 0 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 1,109,167. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,109,167. STAGEHANDS, USHERS AND SECURITY FEES: PROGRAM SERVICE EXPENSES 477,082. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 477,082. CONTRACT SERVICES/TEMPORARY HELP: PROGRAM SERVICE EXPENSES 169,826. MANAGEMENT AND GENERAL EXPENSES 30,000. FUNDRAISING EXPENSES 5,000. TOTAL EXPENSES 204,826. 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 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 LOUISVILLE ORCHESTRA ENDOWMENT INC C 121946 FMV LOUISVILLE ORCHESTRA ENDOWMENT INC Q 212340 FMV