2013-04-22T07:46:15-05:00 2012-05-31 611191655 Strothman & Company PSC 325 West Main Street Suite 1600 Louisville KY 402024251 990 2011-06-01 616000384 The Louisville Orchestra Inc LOUI 5025878681 323 West Broadway Suite 700 Louisville KY 40202 Officer 5025878681 2013-04-10 1 John R Kennedy P00174536 5025851600 2011 2016-03-07 17:11:31Z Andrew Parker 323 West Broadway Suite 700 Louisville KY 40202 2250571 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. 33 33 143 100 0 0 4043597 1247178 1382267 36103 162250 26073 254266 595599 5842380 1904953 0 0 0 0 4501631 825108 0 0 137029 1779286 911346 6280917 1736454 -438537 168499 2618357 1651848 1261415 187725 1356942 1464123 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 1145784 440118 To maintain a symphony orchestra and to encourage and promote artist and educational musical opportunities. 1145784 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 0 1 45 22 1 143 1 0 0 0 0 0 0 0 0 0 0 X 33 33 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 Ritu Furlan 1.00 X 0 0 0 Susan Von Hoven 1.00 X 0 0 0 Charles D Maisch 1.00 X 0 0 0 Christopher Doane 1.00 X 0 0 0 Andy Parker 1.00 X 0 0 0 Roy Mattingly Jr 1.00 X 0 0 0 Winona Shiprek 1.00 X 0 0 0 Mary Ellen Wiederwohl 1.00 X 0 0 0 Frederick H Rick Albrink 1.00 X 0 0 0 Jason Alvey 1.00 X 0 0 0 Janice Purcell-Basu 1.00 X 0 0 0 Cleo Boulter 1.00 X 0 0 0 Lindy Casebier 1.00 X 0 0 0 Polly Coombs 1.00 X 0 0 0 Ronald J Farr 1.00 X 0 0 0 Andrew Fleischman 1.00 X 0 0 0 Vincenzo Gabriele 1.00 X 0 0 0 Carina Graves 1.00 X 0 0 0 Carol Hebel 1.00 X 0 0 0 Will Hobson 1.00 X 0 0 0 Margaret Horlander 1.00 X 0 0 0 Gloria Jelinek 1.00 X 0 0 0 Virginia Keeney 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 Bill Lamb 1.00 X 0 0 0 Arthur Lerman 1.00 X 0 0 0 John Malloy 1.00 X 0 0 0 Joseph A Pusateri 1.00 X 0 0 0 Bruce J Roth 1.00 X 0 0 0 Denise Schiller 1.00 X 0 0 0 John Smart 1.00 X 0 0 0 Linda Wardell 1.00 X 0 0 0 Patrick J Welsh 1.00 X 0 0 0 Cheri Collis-White 1.00 X 0 0 0 Robert H Wimsatt 1.00 X 0 0 0 Robert Birman 40.00 X 117117 0 5530 Tonya McSorley 40.00 X 87508 0 5530 204625 0 11060 1 0 0 0 0 305000 150000 78200 713978 1247178 Concert Income 711130 22108 22108 Contract Income 711130 13995 13995 36103 19105 19105 167469 160501 6968 6968 6968 38448 7987 30461 30461 338253 177130 161123 161123 Foregivness of Debt 900099 382044 382044 Other Income 900099 21971 21971 404015 1904953 440118 0 217657 204625 29279 146067 29279 479080 385355 14142 79583 71830 44375 18348 9107 69573 42340 17912 9321 3858 3858 16202 16202 23354 23354 66949 64981 1968 59844 2178 52753 4913 11964 11964 69955 39955 27936 2064 1165 1165 2070 2070 4738 4738 25999 22964 3035 21151 21151 Bad debt expense 454600 454600 Bankruptcy 82807 82807 Education production an 29517 29517 Licenses and fees 17903 17903 19270 12337 6139 794 1736454 1145784 453641 137029 363293 165761 760397 72451 11214 8174 29192 86993 494674 485104 34040 9570 1378321 1266999 41900 41900 2618357 1651848 519467 165174 189249 228 202699 22323 350000 0 1261415 187725 X -136961 47952 971757 894025 522146 522146 1356942 1464123 2618357 1651848 X 168499 -61318 X X 0 1 1 X 0 X 5119415 4243549 3747533 4043597 1247178 18401272 2473783 2015944 1720784 1382267 36103 7628881 58536 109225 119152 119430 165417 571760 7651734 6368718 5587469 5545294 1448698 26601913 34034 32582 43411 45238 45238 200503 0 34034 32582 43411 45238 45238 200503 26401410 275230 46381 20377 23185 19105 384278 275230 46381 20377 23185 19105 384278 8430 184758 189261 128763 24199 535411 7935394 6599857 5797107 5697242 1492002 27521602 0.95930 0.94320 0.01400 0.01910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1378322 -23343 75972 12008 1266999 1242006 269164 123199 9649 1378322 1143248 197382 91408 7216 1242006 1688071 -437283 98069 9471 1143248 0.41000 0.59000 0 0 494674 485104 9570 9570 Equity Funds 10999 F Mutual Funds 1256000 F 1266999 1904953 1736454 168499 -61318 -61318 107181 1694716 -61318 235093 -1968 171807 1522909 382044 382044 1904953 1886772 235093 235093 1651679 84775 84775 1736454 Part XII, Line 2d - Other Adjustments: Expenses Related to Fundraisisng Activities -1,968. Part XII, Line 4b - Other Adjustments: Forgiveness of Debt 382,044. Part XIII, Line 4b - Other Adjustments: Professional Fees & Other Expenses directly related to Bankruptcy 82,807. Expenses Related to Fundraising Activities 1,968. Fanfara Gala 10000 10000 Golf Tournament 28448 28448 7987 38448 38448 7987 7987 30461 338254 172837 1 1.00000 4294 338254 177131 177131 161123 KY 1 0 0 0 1.00000 Tonya McSorley 323 W Broadway Suite 700 Louisville KY 40202 0 0 Cultural Partners Supporting Organization Common Board Member 216754 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, is a full time employee (40 hours/week) of The Louisville Orchestra, Inc. 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. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized losses on investments: -61,318. Part XII Line 2 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 1 1 0 1 0 0 Louisville Orchestra Foundation Inc C 150000