THE LOUISVILLE ORCHESTRA INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE LOUISVILLE ORCHESTRA INC (EIN 61-6000384)
- Tax period
- 2020-06-01 to 2021-05-31
- Filed
- 2022-04-13
- IRS object ID
- 202231039349301223
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-13T12:23:40-05:00 | ReturnTs |
| Tax Period End | 2021-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 611191655 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STROTHMAN & COMPANY PSC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 W MAIN ST SUITE 1600 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 402024251 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 616000384 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LOUISVILLE ORCHESTRA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOUI | BusinessNameControlTxt |
| Phone | 5025878681 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 W MAIN STREET SUITE 600 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEE KIRKWOOD | PersonNm |
| Person Title | BOARD CHAIR | PersonTitleTxt |
| Phone | 5025878681 | PhoneNum |
| Signature | 2022-04-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LEE | PersonFirstNm |
| Person Last | KIRKWOOD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN KENNEDY | PreparerPersonNm |
| PTIN | P00174536 | PTIN |
| Phone | 5025851600 | PhoneNum |
| Preparation | 2022-04-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LEE KIRKWOOD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 W MAIN STREET SUITE 600 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,685,184 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.LOUISVILLEORCHESTRA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1937 | FormationYr |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Activity Or Mission | TO CHANGE LIVES THROUGHOUT OUR ENTIRE COMMUNITY AS ONLY THE LOUISVILLE ORCHESTRA CAN, BY PROMOTING A CULTURE OF MUSIC THROUGH OUTSTANDING PERFORMANCES AND EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 38 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 38 | VotingMembersIndependentCnt |
| Total Employee | 169 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,374,510 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,419,122 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,327,534 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $221,509 | CYProgramServiceRevenueAmt |
| PY Investment Income | $22,547 | PYInvestmentIncomeAmt |
| CY Investment Income | $62,449 | CYInvestmentIncomeAmt |
| PY Other Revenue | $98,919 | PYOtherRevenueAmt |
| CY Other Revenue | $177,343 | CYOtherRevenueAmt |
| PY Total Revenue | $7,823,510 | PYTotalRevenueAmt |
| CY Total Revenue | $6,880,423 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,427,216 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,541,580 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $12,450 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $476,553 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,366,296 | PYOtherExpensesAmt |
| CY Other Expenses | $1,669,842 | CYOtherExpensesAmt |
| PY Total Expenses | $7,805,962 | PYTotalExpensesAmt |
| CY Total Expenses | $6,211,422 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $17,548 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $669,001 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,932,799 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,369,508 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,516,653 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,936,793 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,416,146 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,432,715 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO CHANGE LIVES THROUGHOUT OUR ENTIRE COMMUNITY AS ONLY THE LOUISVILLE ORCHESTRA CAN, BY PROMOTING A CULTURE OF MUSIC THROUGH OUTSTANDING PERFORMANCES AND EDUCATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,039,701 | ExpenseAmt |
| Revenue | $221,600 | RevenueAmt |
| Desc | TO MAINTAIN A SYMPHONY ORCHESTRA AND TO ENCOURAGE AND PROMOTE ARTIST AND EDUCATIONAL MUSICAL OPPORTUNITIES. | Desc |
| Total Program Service Expenses | $5,039,701 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 78 | IRPDocumentCnt |
| IRP Document W2 G | 20 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 169 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 38 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 38 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MS TONYA MCSORLEY CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5025878681 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 WEST MAIN STREET SUITE 600 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| TONYA MCSORLEY | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $109,503 | $0 | $20,962 | ||
| ROBERT MASSEY | |||||||
| FORMER CHIEF EXECUTIVE OFFICER | 40.00 | $116,048 | $0 | $13,348 | Yes (X) | ||
| LEE KIRKWOOD | |||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RITU FURLAN | |||||||
| VP OF FINANCE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ANDREW FLEISCHMAN | |||||||
| VP GENERAL COUNSEL | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| TIMOTHY PEACE | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BRUCE J ROTH | |||||||
| VP GOVERNANCE COMMITTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| CAROL W HEBEL | |||||||
| AT LARGE MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| WINONA SHIPREK | |||||||
| AT LARGE MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SUSAN VON HOVEN | |||||||
| AT LARGE MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MARY ELLEN WIEDERWOHL | |||||||
| AT LARGE MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MONA NEWELL | |||||||
| ALO PRESIDENT | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JERRY ABRAMSON | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| CAROLE BIRKHEAD | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| CHRISTINA BROWN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MARIAH GRATZ | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| PAULA HARSHAW | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MICHELLE HAWK HEIT | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| WENDY HYLAND | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SCOTT JUSTICE | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| BRIAN KANE | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| BETH KEYES | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DON KOHLER JR | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| KAREN LAWRENCE | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| CAROL BARR MATTON | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JOSEPH MILLER | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| GUY MONTGOMERY | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| OJ OLEKA | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| TERESA REED | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JEFF ROBERTS | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MICHAEL RUDD | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MEDORA SAFAI | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| KEN SALES | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DENISE SCHILLER | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| GARY SLOBODA | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MIN SON | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DENNIS STILGER JR | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| WILLIAM SUMMERS | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JAMES S WELCH JR | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ROBERT H WIMSATT | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $225,551 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $34,310 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPUS 3 | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 470 PARK AVENUE SOUTH 9TH FLOOR NOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | TEDDY ABRAMS' SERVICES | ServicesDesc |
| Compensation | $243,167 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $507,180 | FederatedCampaignsAmt |
| Related Organizations | $505,842 | RelatedOrganizationsAmt |
| Government Grants | $1,354,065 | GovernmentGrantsAmt |
| All Other Contributions | $4,052,035 | AllOtherContributionsAmt |
| Noncash Contributions | $28,420 | NoncashContributionsAmt |
| Total Contributions | $6,419,122 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTRACT REVENUE | 711130 | $131,505 | $131,505 |
| CONCERT REVENUE | 711130 | $90,004 | $90,004 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $221,509 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,756 | TotalRevenueColumnAmt |
| Exclusion | $49,756 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $661,507 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $648,814 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,693 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,693 | TotalRevenueColumnAmt |
| Exclusion | $12,693 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $330,092 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $155,947 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $174,145 | TotalRevenueColumnAmt |
| Exclusion | $174,145 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $91 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $91 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $91 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,107 | TotalRevenueColumnAmt |
| Exclusion | $3,107 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,107 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,880,423 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $221,600 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $239,701 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,435 | TotalAmt |
| Management And General | $132,435 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,267,869 | TotalAmt |
| Program Services | $2,743,865 | ProgramServicesAmt |
| Management And General | $173,279 | ManagementAndGeneralAmt |
| Fundraising | $350,725 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,784 | TotalAmt |
| Program Services | $126,398 | ProgramServicesAmt |
| Management And General | $2,012 | ManagementAndGeneralAmt |
| Fundraising | $2,374 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $692,336 | TotalAmt |
| Program Services | $624,332 | ProgramServicesAmt |
| Management And General | $38,182 | ManagementAndGeneralAmt |
| Fundraising | $29,822 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,156 | TotalAmt |
| Program Services | $271,526 | ProgramServicesAmt |
| Management And General | $15,361 | ManagementAndGeneralAmt |
| Fundraising | $31,269 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,690 | TotalAmt |
| Management And General | $36,690 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,030 | TotalAmt |
| Management And General | $28,030 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,602 | TotalAmt |
| Management And General | $11,602 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $673,004 | TotalAmt |
| Program Services | $648,894 | ProgramServicesAmt |
| Management And General | $1,287 | ManagementAndGeneralAmt |
| Fundraising | $22,823 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,031 | TotalAmt |
| Program Services | $111,031 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,871 | TotalAmt |
| Program Services | $5,397 | ProgramServicesAmt |
| Management And General | $8,948 | ManagementAndGeneralAmt |
| Fundraising | $10,526 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,458 | TotalAmt |
| Program Services | $17,078 | ProgramServicesAmt |
| Management And General | $12,934 | ManagementAndGeneralAmt |
| Fundraising | $12,446 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,174 | TotalAmt |
| Program Services | $123,400 | ProgramServicesAmt |
| Management And General | $84,774 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,578 | TotalAmt |
| Program Services | $184 | ProgramServicesAmt |
| Management And General | $114 | ManagementAndGeneralAmt |
| Fundraising | $1,280 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324 | TotalAmt |
| Management And General | $324 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,744 | TotalAmt |
| Program Services | $2,534 | ProgramServicesAmt |
| Management And General | $14,210 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,765 | TotalAmt |
| Management And General | $32,765 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONCERT EXPENSES | $248,247 | $248,247 | ||
| MUSIC | $49,361 | $49,361 | ||
| BAD DEBT EXPENSE | $46,494 | $46,494 | ||
| OTHER ADMINISTRATIVE EX | $40,556 | $1,540 | $38,632 | $384 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,913 | TotalAmt |
| Program Services | $65,914 | ProgramServicesAmt |
| Management And General | $17,095 | ManagementAndGeneralAmt |
| Fundraising | $14,904 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,211,422 | TotalAmt |
| Program Services | $5,039,701 | ProgramServicesAmt |
| Management And General | $695,168 | ManagementAndGeneralAmt |
| Fundraising | $476,553 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,367,234 | BOYAmt |
| EOY | $2,665,033 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $879,294 | BOYAmt |
| EOY | $982,000 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,095,249 | BOYAmt |
| EOY | $844,385 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,482 | BOYAmt |
| EOY | $61,721 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,180 | BOYAmt |
| EOY | $30,065 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $553,420 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $524,033 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,218 | BOYAmt |
| EOY | $29,387 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,442,427 | BOYAmt |
| EOY | $1,714,522 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,715 | BOYAmt |
| EOY | $42,395 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,932,799 | BOYAmt |
| EOY | $6,369,508 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,079 | BOYAmt |
| EOY | $505,047 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $380,474 | BOYAmt |
| EOY | $421,346 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $974,100 | BOYAmt |
| EOY | $1,010,400 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,516,653 | BOYAmt |
| EOY | $1,936,793 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,389,687 | BOYAmt |
| EOY | $1,476,213 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,026,459 | BOYAmt |
| EOY | $2,956,502 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,416,146 | BOYAmt |
| EOY | $4,432,715 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,932,799 | BOYAmt |
| EOY | $6,369,508 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $669,001 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $347,568 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,436,992 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,117,994 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,423,589 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,401,729 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,419,122 | CurrentTaxYearAmt |
| Total | $24,799,426 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,172,984 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,408,531 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,516,647 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,199,258 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $174,330 | CurrentTaxYearAmt |
| Total | $9,471,750 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $149,797 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $219,231 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $332,418 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $211,182 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $333,199 | CurrentTaxYearAmt |
| Total | $1,245,827 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,759,773 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,745,756 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,272,654 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,812,169 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,926,651 | CurrentTaxYearAmt |
| Total | $35,517,003 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $528,380 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $585,024 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $447,710 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $553,189 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,099,436 | CurrentTaxYearAmt |
| Total | $3,213,739 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $528,380 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $585,024 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $447,710 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $553,189 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,099,436 | CurrentTaxYearAmt |
| Total | $3,213,739 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $32,303,264 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,104 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,430 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $574,645 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $547,044 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,756 | CurrentTaxYearAmt |
| Total | $1,265,979 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,104 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,430 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $574,645 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $547,044 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,756 | CurrentTaxYearAmt |
| Total | $1,265,979 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,793,877 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,806,186 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,847,299 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,359,213 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,976,407 | CurrentTaxYearAmt |
| Total | $36,782,982 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.87820 | PublicSupportCY509Pct |
| Public Support PY509 | 0.89160 | PublicSupportPY509Pct |
| Investment Income CY | 0.03440 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03500 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,442,426 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $404,459 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $120,761 | OtherExpendituresAmt |
| Administrative Expenses | $11,602 | AdministrativeExpensesAmt |
| End Year Balance | $1,714,522 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,969,787 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $21,525 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $538,013 | OtherExpendituresAmt |
| Administrative Expenses | $10,873 | AdministrativeExpensesAmt |
| End Year Balance | $1,442,426 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,044,569 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $10,999 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $74,641 | OtherExpendituresAmt |
| Administrative Expenses | $11,140 | AdministrativeExpensesAmt |
| End Year Balance | $1,969,787 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,749,716 | BeginningYearBalanceAmt |
| Contributions | $437,229 | ContributionsAmt |
| Investment Earnings Or Losses | $144,660 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $276,045 | OtherExpendituresAmt |
| Administrative Expenses | $10,991 | AdministrativeExpensesAmt |
| End Year Balance | $2,044,569 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,416,886 | BeginningYearBalanceAmt |
| Contributions | $225,000 | ContributionsAmt |
| Investment Earnings Or Losses | $188,267 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $70,000 | OtherExpendituresAmt |
| Administrative Expenses | $10,437 | AdministrativeExpensesAmt |
| End Year Balance | $1,749,716 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.31330 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.68670 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $553,420 | OtherCostOrOtherBasisAmt |
| Depreciation | $524,033 | DepreciationAmt |
| Book Value | $29,387 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $29,387 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYCHECK PROTECTION PROGRAM LOAN PAYABLE | Desc |
| Amt | $1,010,400 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,010,400 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,267,634 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $347,568 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $42,179 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $3,009,066 | OtherRevenueAmt |
| Revenue Not Reported | $3,398,813 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,868,821 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $11,602 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $11,602 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,880,423 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,388,936 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $42,179 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $146,937 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $189,116 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,199,820 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $11,602 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $11,602 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,211,422 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 155,947. INCOME REPORTED ON RELATED RETURN 592,915. INCOME FROM BENEFICIAL INTEREST IN ENDOWMENT FUND 2,307,474. PAYMENT FOR SERVICES FROM RELATED ENTITY -47,270. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL FUNDRAISING EXPENSES 155,947. EXPENSE REPORTED ON RELATED RETURN 38,260. PAYMENT FOR SERVICES FROM RELATED ENTITY -47,270. |
Schedule G IRS990ScheduleG
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Bingo | $330,092 | GrossRevenueBingoAmt |
| Rent Facility Costs Bingo | $44,325 | RentFacilityCostsBingoAmt |
| Other Direct Expenses Bingo | $111,622 | OtherDirectExpensesBingoAmt |
| Volunteer Labor Bingo | Yes (1) | VolunteerLaborBingoInd |
| Volunteer Labor Bingo | 1.00000 | VolunteerLaborBingoPct |
| Gross Revenue Total Gaming | $330,092 | GrossRevenueTotalGamingAmt |
| Rent Fclty Costs Total Gaming | $44,325 | RentFcltyCostsTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $111,622 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $155,947 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $174,145 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | KY | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
| Individual With Books | TONYA MCSORLEY | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 W MAIN STREET SUITE 600 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | CHERI REINBOLD | GamingManagerPersonNm |
| Gaming Manager Services Prov | OVERSEES BINGO SESSIONS AS A CHAIRPERSON. | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT MASSEY | PersonNm |
| Title | FORMER CHIEF EXECUTIVE OFFICER | TitleTxt |
| Base Compensation Filing Org | $116,048 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $13,348 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $129,396 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | ROBERT MASSEY RECEIVED SEVERANCE PAYMENTS THROUGH AUGUST OF 2020 TOTALING $38,882 AND FICA EXPENSES FOR $2,975. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $28,420 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 | CONTRACT SERVICES AND TEMPORARY HELP: PROGRAM SERVICE EXPENSES 648,894. MANAGEMENT AND GENERAL EXPENSES 1,287. FUNDRAISING EXPENSES 22,823. TOTAL EXPENSES 673,004. |
| FORM 990, PART XII, LINE 2C: | THE OVERSIGHT PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUISVILLE ORCHESTRA ENDOWMENT INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 WEST MAIN STREET SUITE 600 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832138568 | EIN |
| Primary Activities | SUPPORTS ORCHESTRAL MUSIC IN LOUISVILLE | PrimaryActivitiesTxt |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LOUISVILLE ORCHESTRA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| LOUISVILLE ORCHESTRA ENDOWMENT INC | ||
| L | $47,270 | FMV |
| LOUISVILLE ORCHESTRA ENDOWMENT INC | ||
| Q | $3,759 | FMV |
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