2014-03-20T04:08:48-05:00 2013-05-31 611191655 Strothman & Company PSC 325 W Main St Suite 1600 Louisville KY 402024251 990 2012-06-01 616000384 The Louisville Orchestra Inc LOUI 5025878681 323 West Broadway Suite 700 Louisville KY 40202 Tom Partridge 5025878681 2014-03-15 1 John R Kennedy P00174536 5025851600 2012 2015-11-30 17:44:51Z Tom Partridge 323 West Broadway Suite 700 Louisville KY 40202 5631579 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. 40 40 134 100 0 0 1247178 3868682 36103 1019821 26073 107566 595599 132921 1904953 5128990 0 0 0 0 825108 3123662 0 0 193466 911346 1972141 1736454 5095803 168499 33187 1651848 2199937 187725 600078 1464123 1599859 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 4470504 1025735 To maintain a symphony orchestra and to encourage and promote artist and educational musical opportunities. 4470504 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 41 18 1 134 1 0 0 0 0 0 1 1 0 0 0 0 X 40 40 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 James S Welch Jr 1.00 X 0 0 0 Chuck Maisch 1.00 X 0 0 0 Todd Lowe 1.00 X 0 0 0 Susan Von Hoven 1.00 X 0 0 0 Jay Paradis 1.00 X 0 0 0 Andrew Fleischman 1.00 X 0 0 0 Kendra Foster 1.00 X 0 0 0 Carol W Hebel 1.00 X 0 0 0 Ingrid Johnson 1.00 X 0 0 0 John Malloy 1.00 X 0 0 0 Bruce J Roth 1.00 X 0 0 0 Dr Christopher Doane 1.00 X 0 0 0 Tom Partridge 1.00 X 0 0 0 Christina Brown 1.00 X 0 0 0 Mary Ellen Wiederwohl 1.00 X 0 0 0 Winona Shiprek 1.00 X 0 0 0 Jason Alvey 1.00 X 0 0 0 Janice Purcell-Basu 1.00 X 0 0 0 Carole Birkhead 1.00 X 0 0 0 Lindy Casebier 1.00 X 0 0 0 Ritu Furlan 1.00 X 0 0 0 Vincenzo Gabriele 1.00 X 0 0 0 Willis Hobson 1.00 X 0 0 0 Dr Virginia Keeney 1.00 X 0 0 0 Anthony Kern 1.00 X 0 0 0 Jim King 1.00 X 0 0 0 Don Kohler Jr 1.00 X 0 0 0 Mary Jane Kutz 1.00 X 0 0 0 Nancy Laird 1.00 X 0 0 0 Arthur Lerman 1.00 X 0 0 0 Roy Mattingly Jr 1.00 X 0 0 0 Guy Montgomery 1.00 X 0 0 0 Joseph Pusateri 1.00 X 0 0 0 Kenneth Sales 1.00 X 0 0 0 Denise Schiller 1.00 X 0 0 0 John Smart 1.00 X 0 0 0 Kim Tichenor 1.00 X 0 0 0 Dr Venu Vemuri 1.00 X 0 0 0 Robert H Wimsatt 1.00 X 0 0 0 Tinker Zimmerman 1.00 X 0 0 0 Robert Birman 40.00 X 114175 0 6077 114175 0 6077 1 0 0 0 1 1165863 35080 294923 214269 2158547 3868682 Concert Revenue 711130 766975 766975 Contract Revenue 711130 252846 252846 1019821 42733 42733 367283 302450 64833 64833 64833 21600 35080 22323 -723 -723 305546 177816 127730 127730 Misc. revenue-Related- 900099 5914 5914 5914 5128990 1025735 0 234573 155125 38781 77563 38781 2288402 2158016 11034 119352 378715 357722 7938 13055 301420 274740 15569 11111 217 217 13500 13500 71265 71265 251631 251631 61981 2238 55259 4484 30000 27936 2064 12826 12826 5040 1410 3630 18617 18617 Temporary Help 432153 367233 64800 120 Guest Artists 415909 415909 Production Costs 237079 237079 Stagehands and Ushers 185443 185443 236480 180302 51679 4499 5095803 4470504 431833 193466 165761 520000 72451 24307 8174 94721 86993 105220 504061 490144 9570 13917 1266999 1399872 41900 41900 1651848 2199937 165174 103112 228 486843 22323 10123 187725 600078 X 47952 -40521 894025 1118234 522146 522146 1464123 1599859 1651848 2199937 33187 102549 0 X X 0 1 X 1 0 X 4243549 3747533 4043597 1247178 3868681 17150538 2015944 1720784 1382267 36103 1019821 6174919 109225 119152 119430 165417 127731 640955 6368718 5587469 5545294 1448698 5016233 23966412 32582 43411 45238 102609 196865 420705 0 32582 43411 45238 102609 196865 420705 23545707 46381 20377 23185 19105 42733 151781 46381 20377 23185 19105 42733 151781 184758 189261 128763 24199 -723 526258 6599857 5797107 5697242 1492002 5058243 24644451 0.95540 0.95930 0.00620 0.01400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1266999 219886 77177 9836 1399872 1378322 -23343 75972 12008 1266999 1242006 269164 123199 9649 1378322 1143248 197382 91408 7216 1242006 1688071 -437283 98069 9471 1143248 0.63000 0.37000 0 0 504061 490144 13917 13917 Equity Funds 27014 F Mutual Funds 1372858 F 1399872 5328560 102549 97021 199570 5128990 0 5128990 5192824 97021 97021 5095803 0 5095803 Fanfara Gala 34800 21600 13200 18232 Golf Tournament 21880 13480 8400 4091 56680 35080 21600 22323 22323 -723 305546 48100 129716 1 1.00000 305546 48100 129716 177816 127730 KY 1 0 0 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 342941 Organization provides supporting services to The Louisville Orchestra, Inc. The organization's board includes the chief executive officer of The Louisville Orchestra, Inc. The chief executive officer of The Louisville Orchestra, Inc., Robert A. Birman, was a full time employee (40 hours/week) of The Louisville Orchestra, Inc. Mr. Birman left employment on January 31, 2013 and the Louisville Orchestra underwent a formal search and the open position was filled on November 11, 2013 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 Robert Birman. 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 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 294923