THE LOUISVILLE ORCHESTRA INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
THE LOUISVILLE ORCHESTRA INC (EIN 61-6000384)
Tax period
2010-06-01 to 2011-05-31
Filed
2012-04-15
IRS object ID
201231069349300003
Schema version
2010v3.4
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-04-15T10:08:46-05:00Timestamp
Tax Period End Date2011-05-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Strothman & Company PSCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11600 Waterfront PlazaAddressLine1
CityLouisvilleCity
StateKYState
ZIP Code40202ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-06-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN616000384EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1The Louisville Orchestra IncBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlLOUINameControl
Phone5025878681Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1323 West Broadway Suite 700AddressLine1
CityLouisvilleCity
StateKYState
ZIP Code40202ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameOfficerName
TitleCEOTitle
Phone5025878681Phone
Date Signed2012-04-11DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJohn R KennedyName
Phone5025851600Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonRobert BirmanNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1323 West Broadway Suite 700AddressLine1
CityLouisvilleCity
StateKYState
ZIP Code40202ZIPCode
FieldValueIRS element (for citing)
Gross Receipts6978944GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Sitehttp://www.louisvilleorchestra.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1937YearFormation
State Legal DomicileKYStateLegalDomicile
Activity Or Mission DescriptionWe 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.ActivityOrMissionDescription
Nbr Voting Members Governing Body35NbrVotingMembersGoverningBody
Nbr Independent Voting Members35NbrIndependentVotingMembers
Total Nbr Employees143TotalNbrEmployees
Total Nbr Volunteers100TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year3747533ContributionsGrantsPriorYear
Contributions Grants Current Year4043597ContributionsGrantsCurrentYear
Program Service Revenue Prior Year1720784ProgramServiceRevenuePriorYear
Program Service Revenue CY1382267ProgramServiceRevenueCY
Investment Income Prior Year-23609InvestmentIncomePriorYear
Investment Income Current Year162250InvestmentIncomeCurrentYear
Other Revenue Prior Year323596OtherRevenuePriorYear
Other Revenue Current Year254266OtherRevenueCurrentYear
Total Revenue Prior Year5768304TotalRevenuePriorYear
Total Revenue Current Year5842380TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year4346536SalariesEtcPriorYear
Salaries Etc Current Year4501631SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year189903TotalFundrsngExpCurrentYear
Other Expense Prior Year2343719OtherExpensePriorYear
Other Expenses Current Year1779286OtherExpensesCurrentYear
Total Expenses Prior Year6690255TotalExpensesPriorYear
Total Expenses Current Year6280917TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-921951RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-438537RevenuesLessExpensesCY
Total Assets BOY2877918TotalAssetsBOY
Total Assets EOY2618357TotalAssetsEOY
Total Liabilities BOY1177728TotalLiabilitiesBOY
Total Liabilities EOY1261415TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1700190NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1356942NetAssetsOrFundBalancesEOY
Mission DescriptionWe 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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense5511279Expense
DescriptionTo maintain a symphony orchestra and to encourage and promote artist and educational musical opportunities.Description
Total Program Service Expense5511279TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming1Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109637NumberFormsTransmittedWith1096
Number W2 G Included12NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees143NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members35NbrVotingGoverningBodyMembers
Number Independent Voting Members35NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledKYStatesWhereCopyOfReturnIsFiled
Own WebsiteXOwnWebsite
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1Ms Tonya McSorley CFOBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number5025878681TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1323 West Broadway Suite 700AddressLine1
CityLouisvilleCity
StateKYState
ZIP Code40202ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (37 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
Charles Maisch
President1.00X000
Bill Lamb
Co-VP Communications1.00X000
Carina Graves
Co-VP Development1.00X000
Christopher Doane
VP Education1.00X000
Andy Parker
VP Finance1.00X000
Patrick Welsh
General Counsel1.00X000
Bill Ehrig
Co-VP Marketing1.00X000
Margaret Horlander
Co-VP Marketing1.00X000
Rick Albrink
VP Music Director1.00X000
Susan Von Hoven
VP Nominating and Governance1.00X000
Winona Shiprek
VP Special Events1.00X000
Joe Pusateri
VP at Large1.00X000
Roy Mattingly
VP at Large1.00X000
Jason Alvey
Director1.00X000
Janice Purcell-Basu
Director1.00X000
Carole Birkhead
Director1.00X000
John T Bondurant
Director1.00X000
Polly Coombs
Director1.00X000
Ronald Farr
Director1.00X000
Andrew Fleischman
Director1.00X000
Vincenzo Gabriele
Director1.00X000
Carol Hebel
Director1.00X000
Will Hobson
Director1.00X000
Gloria Jelinek
Director1.00X000
Virginia Keeney
Director1.00X000
Don Kohler Jr
Director1.00X000
Mary Jane Kutz
Director1.00X000
Arthur Lerman
Director1.00X000
John Malloy
Director1.00X000
Bruce Roth
Director1.00X000
Denise Schiller
Director1.00X000
Linda Wardell
Director1.00X000
Cheri Collis-White
Director1.00X000
Mary Ellen Wiederwohl
Director1.00X000
Robert H Wimsatt
Director1.00X000
Robert Birman
Chief Executive Officer40.0010923105173X
Tonya McSorley
Chief Financial Officer40.008085705173X
FieldValueIRS element (for citing)
Total Reportable Comp From Org190088TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation10346TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Fundraising Events1170872FundraisingEvents
Related Organizations1320019RelatedOrganizations
Government Grants195078GovernmentGrants
All Other Contributions1357628AllOtherContributions
Total Contributions4043597TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Concert Income711130919919919919
Contract Income711130462348462348
FieldValueIRS element (for citing)
Total Program Service Revenue1382267TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column23185TotalRevenueColumn
Exclusion$23,185ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities1075206Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities936141Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities139065Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column139065TotalRevenueColumn
Exclusion$139,065ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events43680GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events1170872CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses26709FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column16971TotalRevenueColumn
Exclusion$16,971ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Gaming407760GrossIncomeGaming
Gaming Direct Expenses173714GamingDirectExpenses

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column234046TotalRevenueColumn
Exclusion$234,046ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionOther IncomeDescription
Business Code900099BusinessCode
Total Revenue Column3249TotalRevenueColumn
Related Or Exempt Function Income3249RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue3249TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column5842380TotalRevenueColumn
Related Or Exempt Function Income1385516RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$413,267ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total190088Total
Program Services27307ProgramServices
Management And General135473ManagementAndGeneral
Fundraising27308Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total3856944Total
Program Services3689836ProgramServices
Management And General51403ManagementAndGeneral
Fundraising115705Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total102768Total
Program Services62338ProgramServices
Management And General32141ManagementAndGeneral
Fundraising8289Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total351831Total
Program Services311493ProgramServices
Management And General30986ManagementAndGeneral
Fundraising9352Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total8925Total
Management And General8925ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total249262Total
Program Services249262ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total170175Total
Program Services140175ProgramServices
Management And General27936ManagementAndGeneral
Fundraising2064Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total18778Total
Program Services12111ProgramServices
Management And General6667ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total19924Total
Management And General19924ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total25262Total
Program Services21574ProgramServices
Management And General3688ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total16092Total
Management And General16092ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
Soloist and guest condu384397384397
Bad debt expense197969197969
Stagehands and ushers149408149408
Bankruptcy127707127707
Ticket office9069990699

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total320688Total
Program Services174710ProgramServices
Management And General118793ManagementAndGeneral
Fundraising27185Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total6280917Total
Program Services5511279ProgramServices
Management And General579735ManagementAndGeneral
Fundraising189903Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY398806BOY
EOY363293EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY966671BOY
EOY760397EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY40667BOY
EOY11214EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY128566BOY
EOY29192EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis496019LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec461979LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY59302BOY
EOY34040EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY1242006BOY
EOY1378321EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY41900BOY
EOY41900EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY2877918BOY
EOY2618357EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY255537BOY
EOY519467EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY530425BOY
EOY189249EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY41766BOY
EOY202699EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY350000BOY
EOY350000EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1177728BOY
EOY1261415EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY118833BOY
EOY-136961EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1059211BOY
EOY971757EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY522146BOY
EOY522146EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1700190BOY
EOY1356942EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2877918BOY
EOY2618357EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-438537ReconcilationRevenueExpenses
Reconcilation Other Changes95289ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years5210970CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years5119415CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years4243549CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year3747533CurrentTaxYearMinus1Year
Current Tax Year4043597CurrentTaxYear
Total22365064Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2160668CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2473783CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2015944CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1720784CurrentTaxYearMinus1Year
Current Tax Year1382267CurrentTaxYear
Total9753446Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years7371638CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years7593198CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years6259493CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year5468317CurrentTaxYearMinus1Year
Current Tax Year5425864CurrentTaxYear
Total32118510Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years92821CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years34034CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years32582CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year43411CurrentTaxYearMinus1Year
Current Tax Year45238CurrentTaxYear
Total248086Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Total0Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years92821CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years34034CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years32582CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year43411CurrentTaxYearMinus1Year
Current Tax Year45238CurrentTaxYear
Total248086Total
FieldValueIRS element (for citing)
Public Support Total50931870424PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years280138CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years275230CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years46381CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year20377CurrentTaxYearMinus1Year
Current Tax Year23185CurrentTaxYear
Total645311Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years280138CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years275230CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years46381CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year20377CurrentTaxYearMinus1Year
Current Tax Year23185CurrentTaxYear
Total645311Total

Net Income From Other UBI NetIncomeFromOtherUBI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years109963CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years66966CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years293983CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year308413CurrentTaxYearMinus1Year
Current Tax Year248193CurrentTaxYear
Total1027518Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years7761739CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years7935394CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years6599857CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year5797107CurrentTaxYearMinus1Year
Current Tax Year5697242CurrentTaxYear
Total33791339Total
FieldValueIRS element (for citing)
Public Support Percentage5090.94320PublicSupportPercentage509
Prior Year Support Percentage0.94300PriorYearSupportPercentage
Investment Income Percentage0.01910InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.02370PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance1242006BeginningOfYearBalance
Investment Earnings Or Losses269164InvestmentEarningsOrLosses
Grants Or Scholarships123199GrantsOrScholarships
Administrative Expenses9649AdministrativeExpenses
End Of Year Balance1378322EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance1143248BeginningOfYearBalance
Investment Earnings Or Losses197382InvestmentEarningsOrLosses
Grants Or Scholarships91408GrantsOrScholarships
Administrative Expenses7216AdministrativeExpenses
End Of Year Balance1242006EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance1688071BeginningOfYearBalance
Investment Earnings Or Losses-437283InvestmentEarningsOrLosses
Grants Or Scholarships98069GrantsOrScholarships
Administrative Expenses9471AdministrativeExpenses
End Of Year Balance1143248EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance0.37880PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.62120TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis496019OtherCostOrOtherBasis
Depreciation461979Depreciation
Book Value34040BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings34040TotalOfBookValueLandBuildings

Other Securities OtherSecurities (2 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
Equity Funds10945F
Mutual Funds1367376F
FieldValueIRS element (for citing)
Total Of Book Value Securities1378321TotalOfBookValueSecurities

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionLine of CreditDescription
Amount$350,000Amount
FieldValueIRS element (for citing)
Total Of Amounts350000TotalOfAmounts
Total Revenue5842380TotalRevenue
Total Expenses6280917TotalExpenses
Excess Or Deficit For Year-438537ExcessOrDeficitForYear
Net Unrealized GL On Investments97391NetUnrealizedGLOnInvestments
Prior Period Adjustments-2102PriorPeriodAdjustments
Total Adjustments95289TotalAdjustments
Excess Or Deficit Per FS-343248ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt6144622TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments97391NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities207675DonatedSrvcAndUseOfFacilities
Other Revenues-2824OtherRevenues
Revenue Not Rptd F990302242RevenueNotRptdF990
Revenue Subtotal5842380RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9905842380TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt6358061TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities207675DonatedServicesUseOfFacilities
Expenses Not Rptd F990207675ExpensesNotRptdF990
Expenses Subtotal6150386ExpensesSubtotal
Other Expenses Not Included130531OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt130531ExpensesNotRptdOnFinStmt
Total Expenses Per Form9906280917TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifierExplanationExplanation
Part XII, Line 2d - Other Adjustments:Expenses related to Gaming -2,824.
Part XIII, Line 4b - Other Adjustments:Professional Fees & Other Expenses directly related to bankruptcy 127,707. Expenses related to Gaming 2,824.

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1Fanfara GalaNameOfEvent1
Gross Receipts Event130100GrossReceiptsEvent1
Gross Revenue Event130100GrossRevenueEvent1
Other Direct Expenses Event119382OtherDirectExpensesEvent1
Name Of Event2Golf TournamentNameOfEvent2
Gross Receipts Event213580GrossReceiptsEvent2
Gross Revenue Event213580GrossRevenueEvent2
Other Direct Expenses Event27327OtherDirectExpensesEvent2
Gross Receipts Total43680GrossReceiptsTotal
Gross Revenue Total Events43680GrossRevenueTotalEvents
Other Direct Expenses Total Events26709OtherDirectExpensesTotalEvents
Direct Expense Summary Events26709DirectExpenseSummaryEvents
Net Income Summary16971NetIncomeSummary

Gaming Information GamingInformation

FieldValueIRS element (for citing)
Gross Revenue Bingo317961GrossRevenueBingo
Rent Facility Costs Bingo47550RentFacilityCostsBingo
Other Direct Expenses Bingo119430OtherDirectExpensesBingo
Volunteer Labor Bingo0VolunteerLaborBingo
Gross Revenue Other Gaming89800GrossRevenueOtherGaming
Other Direct Expenses Other Gaming6734OtherDirectExpensesOtherGaming
Volunteer Labor Other Gaming0VolunteerLaborOtherGaming
Gross Revenue Total Gaming407761GrossRevenueTotalGaming
Rent Facility Costs Total Gaming47550RentFacilityCostsTotalGaming
Other Direct Expenses Total Gaming126164OtherDirectExpensesTotalGaming
Direct Expense Summary Gaming173714DirectExpenseSummaryGaming
Net Gaming Income Summary234047NetGamingIncomeSummary
FieldValueIRS element (for citing)
States Where Gaming ConductedKYStatesWhereGamingConducted
Licensed1Licensed
License Suspended Etc0LicenseSuspendedEtc
Gaming With Nonmembers0GamingWithNonmembers
Member Of Other Entity0MemberOfOtherEntity
Percentage Of Gaming Othr Facility1.00000PercentageOfGamingOthrFacility

Name Of Gaming Rec Keeper Bus NameOfGamingRecKeeperBus

FieldValueIRS element (for citing)
Business Name Line1Tonya McSorleyBusinessNameLine1

Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS

FieldValueIRS element (for citing)
Address Line1323 West Broadway Suite 700AddressLine1
CityLouisvilleCity
StateKYState
ZIP Code40202ZIPCode
FieldValueIRS element (for citing)
Contract With3rd Party For Gam Rev0ContractWith3rdPartyForGamRev
Charitable Distrib Required0CharitableDistribRequired

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
Form 990, Part VI, Section B, line 11The 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.
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 12c
The board reviews compensation for Robert Birman.Form 990, Part VI, Section B, line 15a
Governing documents, conflict of interest policy, and financial statements are made available to the public upon request.Form 990, Part VI, Section C, line 19
Changes in Net Assets or Fund Balances:Net unrealized gains on investments: 97,391. Prior period adjustments: -2,102. Total to Form 990, Part XI, Line 5: 95,289.Form 990, Part XI, line 5:
The oversight process has not changed from prior year.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1The Louisville Orchestra FoundationBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1323 W Broadway Ste 700AddressLine1
CityLouisvilleCity
StateKYState
ZIP Code40202ZIPCode
FieldValueIRS element (for citing)
EIN201546969EIN
Primary ActivitiesSupports orchestral music in LouisvillePrimaryActivities
Legal Domicile StateKYLegalDomicileState
Exempt Code Section501(c)(3)ExemptCodeSection
Controlled Org0ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1Louisville Orchestra Foundation IncBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeCTransactionType
Amount Involved1320019AmountInvolved

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