2012-04-15T10:08:46-05:00 2011-05-31 Strothman & Company PSC 1600 Waterfront Plaza Louisville KY 40202 990 2010-06-01 616000384 The Louisville Orchestra Inc LOUI 5025878681 323 West Broadway Suite 700 Louisville KY 40202 Officer 5025878681 2012-04-11 1 John R Kennedy 5025851600 2010 2016-02-24 21:20:13Z Robert Birman 323 West Broadway Suite 700 Louisville KY 40202 6978944 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. 35 35 143 100 0 0 3747533 4043597 1720784 1382267 -23609 162250 323596 254266 5768304 5842380 0 0 0 0 4346536 4501631 0 0 189903 2343719 1779286 6690255 6280917 -921951 -438537 2877918 2618357 1177728 1261415 1700190 1356942 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 5511279 To maintain a symphony orchestra and to encourage and promote artist and educational musical opportunities. 5511279 1 1 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 37 12 1 143 1 0 0 0 0 0 1 1 0 0 0 0 X 35 35 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 Charles Maisch 1.00 X 0 0 0 Bill Lamb 1.00 X 0 0 0 Carina Graves 1.00 X 0 0 0 Christopher Doane 1.00 X 0 0 0 Andy Parker 1.00 X 0 0 0 Patrick Welsh 1.00 X 0 0 0 Bill Ehrig 1.00 X 0 0 0 Margaret Horlander 1.00 X 0 0 0 Rick Albrink 1.00 X 0 0 0 Susan Von Hoven 1.00 X 0 0 0 Winona Shiprek 1.00 X 0 0 0 Joe Pusateri 1.00 X 0 0 0 Roy Mattingly 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 John T Bondurant 1.00 X 0 0 0 Polly Coombs 1.00 X 0 0 0 Ronald Farr 1.00 X 0 0 0 Andrew Fleischman 1.00 X 0 0 0 Vincenzo Gabriele 1.00 X 0 0 0 Carol Hebel 1.00 X 0 0 0 Will Hobson 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 Arthur Lerman 1.00 X 0 0 0 John Malloy 1.00 X 0 0 0 Bruce Roth 1.00 X 0 0 0 Denise Schiller 1.00 X 0 0 0 Linda Wardell 1.00 X 0 0 0 Cheri Collis-White 1.00 X 0 0 0 Mary Ellen Wiederwohl 1.00 X 0 0 0 Robert H Wimsatt 1.00 X 0 0 0 Robert Birman 40.00 X 109231 0 5173 Tonya McSorley 40.00 X 80857 0 5173 190088 0 10346 1 0 0 0 0 1170872 1320019 195078 1357628 4043597 Concert Income 711130 919919 919919 Contract Income 711130 462348 462348 1382267 23185 23185 1075206 936141 139065 139065 139065 43680 1170872 26709 16971 16971 407760 173714 234046 234046 Other Income 900099 3249 3249 3249 5842380 1385516 0 413267 190088 27307 135473 27308 3856944 3689836 51403 115705 102768 62338 32141 8289 351831 311493 30986 9352 8925 8925 249262 249262 170175 140175 27936 2064 18778 12111 6667 19924 19924 25262 21574 3688 16092 16092 Soloist and guest condu 384397 384397 Bad debt expense 197969 197969 Stagehands and ushers 149408 149408 Bankruptcy 127707 127707 Ticket office 90699 90699 320688 174710 118793 27185 6280917 5511279 579735 189903 398806 363293 966671 760397 40667 11214 128566 29192 496019 461979 59302 34040 1242006 1378321 41900 41900 2877918 2618357 255537 519467 530425 189249 41766 202699 350000 350000 1177728 1261415 X 118833 -136961 1059211 971757 522146 522146 1700190 1356942 2877918 2618357 X -438537 95289 X X 0 1 1 X 0 X 5210970 5119415 4243549 3747533 4043597 22365064 2160668 2473783 2015944 1720784 1382267 9753446 7371638 7593198 6259493 5468317 5425864 32118510 92821 34034 32582 43411 45238 248086 0 92821 34034 32582 43411 45238 248086 31870424 280138 275230 46381 20377 23185 645311 280138 275230 46381 20377 23185 645311 109963 66966 293983 308413 248193 1027518 7761739 7935394 6599857 5797107 5697242 33791339 0.94320 0.94300 0.01910 0.02370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1242006 269164 123199 9649 1378322 1143248 197382 91408 7216 1242006 1688071 -437283 98069 9471 1143248 0.37880 0.62120 0 0 496019 461979 34040 34040 Equity Funds 10945 F Mutual Funds 1367376 F 1378321 Line of Credit 350000 350000 5842380 6280917 -438537 97391 -2102 95289 -343248 6144622 97391 207675 -2824 302242 5842380 0 5842380 6358061 207675 207675 6150386 130531 130531 6280917 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. Fanfara Gala 30100 30100 19382 Golf Tournament 13580 13580 7327 43680 43680 26709 26709 16971 317961 47550 119430 0 89800 6734 0 407761 47550 126164 173714 234047 KY 1 0 0 0 1.00000 Tonya McSorley 323 West Broadway Suite 700 Louisville KY 40202 0 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 gains on investments: 97,391. Prior period adjustments: -2,102. Total to Form 990, Part XI, Line 5: 95,289. 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) 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Louisville Orchestra Foundation Inc C 1320019