2023-04-18T11:31:44-05:00 2022-05-31 611191655 STROTHMAN & COMPANY PSC 325 W MAIN ST SUITE 1600 LOUISVILLE KY 402024251 990 2021-06-01 616000384 THE LOUISVILLE ORCHESTRA INC LOUI 5025878681 624 W MAIN STREET SUITE 400 LOUISVILLE KY 40202 ANDREW FLEISCHMAN BOARD CHAIR ELECT 5025878681 2023-04-18 1 ANDREW FLEISCHMAN 999009999 JOHN KENNEDY P00174536 5025851600 2023-04-12 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z ANDREW FLEISCHMAN 624 W MAIN STREET SUITE 400 LOUISVILLE KY 40202 11787449 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. 36 36 159 300 0 0 6419122 9989779 221509 1319037 62449 75955 177343 131821 6880423 11516592 0 0 0 0 4541580 6102785 0 0 548169 1669842 2783836 6211422 8886621 669001 2629971 6369508 7756568 1936793 906178 4432715 6850390 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 7233202 1325053 TO MAINTAIN A SYMPHONY ORCHESTRA AND TO ENCOURAGE AND PROMOTE ARTIST AND EDUCATIONAL MUSICAL OPPORTUNITIES. 7233202 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 104 34 1 159 1 0 0 0 0 0 0 0 0 0 0 0 0 X 36 36 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 LEE KIRKWOOD CHAIR 1.00 X X 0 0 0 TIMOTHY PEACE SECRETARY 1.00 X X 0 0 0 RITU FURLAN TREASURER AND VP OF FINANCE 1.00 X X 0 0 0 ANDREW FLEISCHMAN CHAIR-ELECT AND GENERAL COUNSEL 1.00 X X 0 0 0 BRUCE J ROTH CHAIR-GOVERNANCE COMMITTEE 1.00 X 0 0 0 WILLIAM SUMMERS CHAIR-DEVELOPMENT COMMITTEE 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 MARY ELLEN WIEDERWOHL AT LARGE MEMBER 1.00 X 0 0 0 MONA NEWELL ALO PRESIDENT 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 MICHELLE HAWK HEIT DIRECTOR 1.00 X 0 0 0 WENDY HYLAND DIRECTOR 1.00 X 0 0 0 SCOTT JUSTICE DIRECTOR 1.00 X 0 0 0 BRIAN KANE DIRECTOR 1.00 X 0 0 0 BETH KEYES 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 MICHAEL RUDD DIRECTOR 1.00 X 0 0 0 KEN SALES 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 MIN SON 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 PAST BOARD CHAIR 1.00 X 0 0 0 TONYA MCSORLEY CHIEF FINANCIAL OFFICER 40.00 X 124530 0 22091 HUBERT GRIFFIN III CHIEF DEVELOPMENT OFFICER 40.00 X 133507 0 20557 MICHELLE WINTERS DIRECTOR OF MARKETING 40.00 X 104755 0 20236 362792 0 62884 3 0 1 0 OPUS 3 470 PARK AVENUE SOUTH 9TH FLOOR NOR NEW YORK NY 10016 TEDDY ABRAMS' SERVICES 263783 1 637000 106600 527208 3256327 5462644 110293 9989779 CONCERT REVENUE 711130 1016538 1016538 CONTRACT REVENUE 711130 302499 302499 1319037 64245 64245 11710 0 11710 11710 11710 13200 106600 66054 -52854 -52854 383462 204803 178659 178659 65 0 65 65 OTHER INCOME 900099 5951 5951 5951 11516592 1325053 0 201760 X 150276 150276 4590740 3969921 260905 359914 155697 152844 816 2037 755476 701312 29390 24774 450596 394763 25184 30649 15734 15734 18720 18720 1054393 767541 224360 62492 389619 389619 33299 5152 20226 7921 42512 17771 12894 11847 288662 191925 96737 13792 8875 787 4130 196 196 16529 1124 15405 38723 38723 CONCERT EXPENSES 293274 293274 TICKET OFFICE FEES 150030 150030 MUSIC 103567 103567 SEARCH EXPENSES 76947 0 76947 247839 85484 117950 44405 8886621 7233202 1105250 548169 2665033 2043976 982000 0 844385 2564627 61721 468490 30065 65734 468293 445621 29387 22672 1714522 1468162 42395 1122907 6369508 7756568 505047 469987 421346 436191 1010400 0 1936793 906178 X 1476213 1943834 2956502 4906556 4432715 6850390 6369508 7756568 2629971 -212296 0 X X 0 1 X 1 0 X 4117994 5423589 5401729 6419122 9462571 30825005 2408531 2516647 2199258 174330 1319102 8617868 219231 332418 211182 333199 402613 1498643 6745756 8272654 7812169 6926651 11184286 40941516 585024 447710 553189 1099436 1631998 4317357 0 585024 447710 553189 1099436 1631998 4317357 36624159 60430 574645 547044 49756 47723 1279598 60430 574645 547044 49756 47723 1279598 6806186 8847299 8359213 6976407 11232009 42221114 0.86740 0.87820 0.03030 0.03440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1714522 -125987 107716 12656 1468163 1442426 404459 120761 11602 1714522 1969787 21525 538013 10873 1442426 2044569 10999 74641 11140 1969787 1749716 437229 144660 276045 10991 2044569 0.00000 0.36586 0.63414 0 1 1 468293 445621 22672 22672 SPECIAL MUSIC EQUIPMENT 122082 DUE FROM RELATED PARTY 1000825 1122907 X 10461565 -212297 17529 -860259 -1055027 11516592 0 11516592 9191850 17529 287700 305229 8886621 0 8886621 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 270,857. INCOME REPORTED ON RELATED RETURN 523,651. INCOME FROM BENEFICIAL INTEREST IN ENDOWMENT FUND -1,654,767. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL FUNDRAISING EXPENSES 270,857. EXPENSE REPORTED ON RELATED RETURN 16,843. HERMITAGE FARM 119800 106600 13200 66054 119800 106600 13200 66054 66054 -52854 383462 49400 155403 1 1.00000 383462 49400 155403 204803 178659 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 HUBERT GRIFFIN III CHIEF DEVELOPMENT OFFICER 133507 0 0 0 0 0 0 0 20557 0 154064 0 0 0 X 3 30393 FMV X PIANO 1 79900 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL OFFICER, EXECUTIVE DIRECTOR 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 370,152. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 370,152. STAGEHANDS, USHERS AND SECURITY FEES: PROGRAM SERVICE EXPENSES 308,660. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 308,660. OTHER: PROGRAM SERVICE EXPENSES 88,729. MANAGEMENT AND GENERAL EXPENSES 224,360. FUNDRAISING EXPENSES 62,492. TOTAL EXPENSES 375,581. 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 L 33365 FMV LOUISVILLE ORCHESTRA ENDOWMENT INC D 1000825 FMV