2017-02-01T12:36:40-06:00 2016-05-31 611191655 Strothman & Company PSC 325 W Main St Suite 1600 Louisville KY 402024251 990 2015-06-01 616000384 The Louisville Orchestra Inc LOUI 5025878681 323 West Broadway Suite 700 Louisville KY 40202 Andrew Kipe Executive Director 5025878681 2017-01-23 1 John Kennedy P00174536 5025851600 2015 2021-01-29 14:40:06Z Andrew Kipe 323 West Broadway Suite 700 Louisville KY 40202 7957454 0 X http://www.louisvilleorchestra.org X 1937 KY We entertain, educate and enrich our community through a broad outreach of diverse programs built on the traditions of live orchestral music with passionate dedication to artistic excellence. 34 34 198 300 0 0 5197724 4987428 1625662 1783278 182330 13653 183494 304139 7189210 7088498 0 0 0 0 3834686 4562021 0 0 266751 2080195 2392763 5914881 6954784 1274329 133714 3687217 3918316 555119 730739 3132098 3187577 We entertain, educate and enrich our community through a broad outreach of diverse programs built on the traditions of live orchestral music with passionate dedication to artistic excellence. 0 0 6164099 1841695 To maintain a symphony orchestra and to encourage and promote artist and educational musical opportunities. 6164099 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 86 29 1 198 1 0 0 0 0 0 1 1 0 0 0 0 X 34 34 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 KY X X X Ms Tonya McSorley CFO 5025878681 323 West Broadway Suite 700 Louisville KY 40202 Alex Rorke Director 1.00 X 0 0 0 Andrew Fleischman General Counsel/Secretary 1.00 X 0 0 0 Arthur Lerman Director 1.00 X 0 0 0 Brian Kane Director 1.00 X 0 0 0 Bruce J Roth VP Nominating and Governan 1.00 X 0 0 0 Carol W Hebel VP at Large 1.00 X 0 0 0 Carole Birkhead Director 1.00 X 0 0 0 Christina Brown VP at Large 1.00 X 0 0 0 Denise Schiller Director 1.00 X 0 0 0 Don Kohler Jr Director 1.00 X 0 0 0 Dr Christopher Doane VP at Large 1.00 X 0 0 0 Dr Shiao Woo Director 1.00 X 0 0 0 Dr Virginia Keeney Director 1.00 X 0 0 0 Gary Sloboda Director 1.00 X 0 0 0 Guy Montgomery Director 1.00 X 0 0 0 Ingrid Johnson VP at Large 1.00 X 0 0 0 James S Welch Jr President 1.00 X 0 0 0 John King VP Finance 1.00 X 0 0 0 John Malloy Co-VP Review Committee 1.00 X 0 0 0 Kendra Foster VP Development 1.00 X 0 0 0 Kenneth Sales Director 1.00 X 0 0 0 Lisa Shannon Director 1.00 X 0 0 0 Louis Waterman Director 1.00 X 0 0 0 Mary Ellen Wiederwohl VP at Large 1.00 X 0 0 0 Nancy Laird Director 1.00 X 0 0 0 Nicolas Raubertas Director 1.00 X 0 0 0 Paula Harshaw VP Education 1.00 X 0 0 0 Ritu Furlan Co-VP Review Committee 1.00 X 0 0 0 Robert H Wimsatt Director 1.00 X 0 0 0 Susan Von Hoven VP at Large 1.00 X 0 0 0 Tim Tomes Director 1.00 X 0 0 0 Todd Lowe Director 1.00 X 0 0 0 Tom Partridge VP at Large 1.00 X 0 0 0 Winona Shiprek VP at Large 1.00 X 0 0 0 Andrew Kipe Executive Director 40.00 X 129552 0 17355 Tonya McSorley Chief Financial Officer 40.00 X 109241 0 16487 238793 0 33842 2 0 0 0 0 850000 41246 366400 133377 3596405 4987428 Concert Revenue 711130 1400825 1400825 Contract Revenue 711130 382453 382453 1783278 74159 74159 596070 656576 -60506 -60506 -60506 44560 41246 23286 21274 21274 411009 189094 221915 221915 Other Income 900099 60950 60950 60950 7088498 1844228 0 256842 273268 36727 199814 36727 3336944 3126883 51368 158693 535536 500587 18397 16552 416273 367041 33198 16034 14817 14817 2056 2056 366037 366037 28169 4116 8508 15545 214069 184069 27936 2064 12413 12413 2953 2953 6985 1901 5084 20216 20216 Guest Artists 536468 536468 Stagehands and Ushers 308981 308981 Concert Expenses 197871 197871 Music Licensing 170553 170553 511175 362865 127174 21136 6954784 6164099 523934 266751 170303 426129 1830691 1895561 10306 27347 61010 94392 474933 458830 21489 16103 1551518 1416884 41900 41900 3687217 3918316 97346 75318 457773 655421 555119 730739 X -55697 -327052 2650649 2731418 537146 783211 3132098 3187577 3687217 3918316 133714 -78235 0 X X 0 1 X 1 0 X 1247178 3868681 4033209 5214848 4977428 19341344 36103 1019821 1489548 1625662 1783278 5954412 165417 127731 70540 163311 221915 748914 1448698 5016233 5593297 7003821 6982621 26044670 102609 196865 225697 654974 589529 1769674 0 102609 196865 225697 654974 589529 1769674 24274996 19105 42733 42757 84798 74159 263552 19105 42733 42757 84798 74159 263552 24199 -723 941 0 24417 1492002 5058243 5636995 7088619 7056780 26332639 0.92190 0.93630 0.01000 0.00850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1551518 -54096 70000 10536 1416886 1510866 10000 112246 70437 11157 1551518 1399872 5000 183204 66488 10722 1510866 1266999 219886 77177 9836 1399872 1378322 -23343 75972 12008 1266999 0.38000 0.62000 0 1 1 474933 458830 16103 16103 Equity Funds 26353 F Mutual Funds 1390531 F 1416884 7133548 -78235 123285 45050 7088498 0 7088498 7078069 123285 123285 6954784 0 6954784 Part XI, Line 2d - Other Adjustments: Fundraising Expenses Part XII, Line 4b - Other Adjustments: Fundraising Expenses RYE Event 29030 4350 24680 6153 Butchertown Grocery 43076 24176 18900 12747 2 13700 12720 980 4386 85806 41246 44560 23286 23286 21274 411009 48050 141044 1 1.00000 411009 48050 141044 189094 221915 KY 1 0 1 0 1.00000 Tonya McSorley 323 W Broadway Suite 700 Louisville KY 40202 0 Kimberley Davidson 0 Oversees bingo sessions as a chairperson. X 0 Cultural Partners Supporting Organization Common Board Member 1679 Organization provides supporting services to The Louisville Orchestra, Inc. The organization's board includes the Executive Director of The Louisville Orchestra, Inc. The Executive Director of The Louisville Orchestra, Inc., Andrew Kipe, is a full time employee (40 hours/week). 0 Form 990, Part VI, Section B, line 11 The Chief Financial Officer, Executive Director and the Finance Committee of the Board of Directors all review the Form 990 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, is considered an interested person. He/she shall sign the conflict of interest policy annually. Form 990, Part VI, Section B, line 15a The board reviews compensation for the Executive Director. 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 XII, Line 2c: The oversight process has not changed from prior year. The Louisville Orchestra Foundation 4441 Springdale Road Louisville KY 40241 201546969 Supports orchestral music in Louisville KY 501(c)(3) Line 11a, I N/A 0 Cultural Partners Supporting Organization 323 W Broadway Ste 701 Louisville KY 40202 260320992 Provide supporting services to participating cultural partners KY 501(c)(3) Line 11b, II N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 Louisville Orchestra Foundation Inc C 366400 FMV