2015-04-03T15:47:26-05:00 2014-05-31 611191655 Strothman & Company PSC 325 W Main St Suite 1600 Louisville KY 402024251 990 2013-06-01 616000384 The Louisville Orchestra Inc LOUI 5025878681 323 West Broadway Suite 700 Louisville KY 40202 Tom Partridge Executive Director 5025878681 2015-03-25 1 John Kennedy P00174536 5025851600 2013 2016-02-25 16:41:14Z Andrew Kipe 323 West Broadway Suite 700 Louisville KY 40202 6362183 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. 36 36 177 100 0 0 3868682 4033209 1019821 1489548 107566 169811 132921 88925 5128990 5781493 0 0 0 0 3123662 3276546 0 0 229538 1972141 2168572 5095803 5445118 33187 336375 2199937 2498453 600078 559495 1599859 1938958 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 4741813 1504634 To maintain a symphony orchestra and to encourage and promote artist and educational musical opportunities. 4741813 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 42 14 1 177 1 0 0 0 0 0 1 1 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 X Ms Tonya McSorley CFO 5025878681 323 West Broadway Suite 700 Louisville KY 40202 X James S Welch Jr President 1.00 X 0 0 0 Ingrid Johnson VP at Large 1.00 X 0 0 0 Kendra Foster VP at Large 1.00 X 0 0 0 Bruce J Roth VP at Large 1.00 X 0 0 0 Carol W Hebel VP at Large 1.00 X 0 0 0 Andrew Fleischman VP at Large 1.00 X 0 0 0 John Malloy VP at Large 1.00 X 0 0 0 Tom Partridge VP Finance 1.00 X 0 0 0 Mary Ellen Wiederwohl VP Public Relations and Ma 1.00 X 0 0 0 Dr Christopher Doane VP Education 1.00 X 0 0 0 Winona Shiprek VP Special Events 1.00 X 0 0 0 Christina Brown VP Nominating and Governan 1.00 X 0 0 0 Todd Lowe Co-VP Development 1.00 X 0 0 0 Susan Von Hoven Co-VP Development 1.00 X 0 0 0 Joseph Paradis III General Counsel/Secretary 1.00 X 0 0 0 Guy Montgomery Director 1.00 X 0 0 0 Don Kohler Jr Director 1.00 X 0 0 0 Dr Virginia Keeney Director 1.00 X 0 0 0 John King Director 1.00 X 0 0 0 Janice Purcell-Basu Director 1.00 X 0 0 0 James King Jr Director 1.00 X 0 0 0 Nancy Laird Director 1.00 X 0 0 0 Carole Birkhead Director 1.00 X 0 0 0 Mary Jane Kutz Director 1.00 X 0 0 0 Kenneth Sales Director 1.00 X 0 0 0 Nicolas Raubertas Director 1.00 X 0 0 0 Paula Harshaw Director 1.00 X 0 0 0 Ritu Furlan Director 1.00 X 0 0 0 Robert H Wimsatt Director 1.00 X 0 0 0 Ruth Brinkley Director 1.00 X 0 0 0 Shiao Woo Director 1.00 X 0 0 0 Arthur Lerman Director 1.00 X 0 0 0 Vincenzo Gabriele Director 1.00 X 0 0 0 Tim Tomes Director 1.00 X 0 0 0 Louis Waterman Director 1.00 X 0 0 0 Denise Schiller Director 1.00 X 0 0 0 Andrew Kipe Executive Director 40.00 X 19950 0 560 19950 0 560 0 0 0 0 Hyslop and Associates 2019 Irving Avenue South Minneapolis MN 55405 Interim Executive Director Retainer 122400 1 1101411 42050 366723 197921 2325104 4033209 Concert Revenue 711130 1180845 1180845 Contract Revenue 711130 308703 308703 1489548 42758 42758 560341 433288 127053 127053 127053 24000 42050 23060 940 940 196469 123570 72899 72899 3471 772 2699 2699 Misc. revenue-Related- 900099 12387 12387 12387 5781493 1504634 0 243650 76956 19239 38478 19239 2469972 2272927 64709 132336 452705 428513 7330 16862 276913 255022 9860 12031 1947 1947 13798 13798 8233 8233 299245 299245 46274 899 29824 15551 30000 27936 2064 39121 39121 7189 1046 6143 20979 20979 Temporary Help 547639 465493 69088 13058 Guest Artists 437646 437646 Production Costs 247664 247664 Stagehands and Ushers 173009 173009 295828 141110 136321 18397 5445118 4741813 473767 229538 520000 506852 24307 301797 94721 6671 105220 118893 454974 443500 13917 11474 1399872 1510866 41900 41900 2199937 2498453 103112 47775 486843 511720 10123 600078 559495 X -40521 -16988 1118234 1428800 522146 527146 1599859 1938958 2199937 2498453 336375 2724 0 X X 0 1 X 1 0 X 3747533 4043597 1247178 3868681 4033209 16940198 1720784 1382267 36103 1019821 1489548 5648523 119152 119430 165417 127731 70540 602270 5587469 5545294 1448698 5016233 5593297 23190991 43411 45238 102609 196865 225697 613820 0 43411 45238 102609 196865 225697 613820 22577171 20377 23185 19105 42733 42757 148157 20377 23185 19105 42733 42757 148157 189261 128763 24199 -723 941 342441 5797107 5697242 1492002 5058243 5636995 23681589 0.95340 0.95540 0.00630 0.00620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1399872 5000 183204 66488 10722 1510866 1266999 219886 77177 9836 1399872 1378322 -23343 75972 12008 1266999 1242006 269164 123199 9649 1378322 1143248 197382 91408 7216 1242006 0.65000 0.35000 0 1 1 454974 443500 11474 11474 Equity Funds 26692 F Mutual Funds 1484174 F 1510866 6002858 2724 220228 -2359 220593 5782265 -772 -772 5781493 5663759 220228 772 221000 5442759 2359 2359 5445118 Part XI, Line 2d - Other Adjustments: Fundraising Expenses -2,359. Part XI, Line 4b - Other Adjustments: Cost of Goods Sold -772. Part XII, Line 2d - Other Adjustments: Cost of Goods Sold 772. Part XII, Line 4b - Other Adjustments: Fundraising Expenses 2,359. Fanfara Gala 59050 42050 17000 22439 Morocco Party 7000 7000 621 66050 42050 24000 23060 23060 940 194549 41811 81421 1 1.00000 1920 338 1 1.00000 196469 41811 81759 123570 72899 KY 1 0 0 0 1.00000 Tonya McSorley 323 W Broadway Suite 700 Louisville KY 40202 0 Kimberley Davidson Oversees bingo sessions as a chairperson. X 0 Cultural Partners Supporting Organization Common Board Member 346281 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, Chief Executive Officer and the Vice President of Finance 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 VII, Line 37 Andrew Kipe became Executive Director on November 11, 2013. The compensation reported on Part VII schedule A, includes wages and benefits earned from November 11, 2013 through December 31, 2013. The compensation reported on Part IX Line 5, include Andrew Kipe's wages and benefits earned during the fiscal tax year ended May 31, 2014. Form 990, Part XII, Line 2c: The oversight process has not changed from prior year. The Louisville Orchestra Foundation 323 W Broadway Ste 700 Louisville KY 40202 201546969 Supports orchestral music in Louisville KY 501(c)(3) Line 11a, I N/A 0 Cultural Partners Supporting Organization 323 W Broadway Ste 700 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 366723