Totals
- Total revenue
- $9,574,520
- Total expenses
- $13,060,757
- Contributions and grants received
- $6,899,025
- Grants paid
- $0
- Program service revenue
- $2,612,789
- Investment income
- $148,465
- Other revenue
- -$85,759
- Total assets, end of year
- $7,808,436
- Total liabilities, end of year
- $1,853,174
- Net assets or fund balances, end of year
- $5,955,262
- Program services expenses (Part IX)
- $10,713,652
- Management and general expenses
- $1,545,778
- Fundraising expenses
- $801,327
- Program service expenses (Part III)
- $10,713,652
Program services were 82.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1a · Federated campaigns
$509,975
-
1c · Fundraising events
$560,895
-
1d · Related organizations
$642,784
-
1e · Government grants (contributions)
$320,000
-
1f · All other contributions, gifts and grants
$4,865,371
-
1g · Noncash contributions included above
$126,334
-
2a · Program service revenue: CONCERT REVENUE
total $1,752,883 · related or exempt $1,752,883
-
2b · Program service revenue: CONTRACT REVENUE
total $859,906 · related or exempt $859,906
-
3 · Investment income
total $136,214 · excluded $136,214
-
7a · Gross sales of assets other than inventory
securities $48,278
-
7b · Less cost or other basis and sales expenses
securities $36,027
-
7c · Gain or loss
securities $12,251
-
7d · Net gain or loss
total $12,251 · excluded $12,251
-
8a · Fundraising events: gross income
$45,323
-
8a · Fundraising events: contributions included on line 1c
$560,895
-
8b · Fundraising events: direct expenses
$159,672
-
8c · Net income from fundraising events
total -$114,349 · excluded -$114,349
-
10a · Gross sales of inventory
$1,538
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $1,538 · related or exempt $1,538
-
11a · Other revenue: OTHER INCOME
total $27,052 · related or exempt $27,052
-
11e · Other revenue, total
$27,052
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $475,292 · program services $79,205 · management and general $316,882 · fundraising $79,205
-
7 · Other salaries and wages
total $5,971,213 · program services $5,214,302 · management and general $360,432 · fundraising $396,479
-
8 · Pension plan contributions
total $169,507 · program services $164,487 · management and general $2,620 · fundraising $2,400
-
9 · Other employee benefits
total $933,692 · program services $769,730 · management and general $126,465 · fundraising $37,497
-
10 · Payroll taxes
total $486,252 · program services $401,801 · management and general $56,095 · fundraising $28,356
-
11b · Fees: legal
total $239,257 · program services $51,666 · management and general $187,591
-
11c · Fees: accounting
total $32,176 · management and general $32,176
-
11d · Fees: lobbying
total $60,000 · fundraising $60,000
-
11e · Fees: professional fundraising services
total $60,190 · fundraising $60,190
-
11g · Fees: other
total $1,486,007 · program services $1,469,786 · management and general $13,418 · fundraising $2,803
-
12 · Advertising and promotion
total $566,439 · program services $566,439
-
13 · Office expenses
total $187,568 · program services $30,870 · management and general $134,037 · fundraising $22,661
-
14 · Information technology
total $82,238 · program services $50,169 · management and general $28,021 · fundraising $4,048
-
16 · Occupancy
total $470,063 · program services $340,002 · management and general $130,061
-
17 · Travel
total $179,344 · program services $160,232 · management and general $10,403 · fundraising $8,709
-
20 · Interest
total $298 · management and general $298
-
22 · Depreciation, depletion and amortization
total $62,935 · program services $9,001 · management and general $53,934
-
23 · Insurance
total $44,193 · management and general $44,193
-
24a · Other expenses: CONCERT EXPENSES
total $797,151 · program services $797,151
-
24b · Other expenses: TICKET OFFICE FEES
total $214,272 · program services $214,272
-
24c · Other expenses: EDUCATION PRODUCTION AN
total $156,014 · program services $156,014
-
24d · Other expenses: MUSIC
total $137,647 · program services $137,647
-
24e · All other expenses
total $249,009 · program services $100,878 · management and general $49,152 · fundraising $98,979
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,111,499 · end of year $18,830
-
2 · Savings and temporary cash investments
beginning of year $2,356,802 · end of year $212
-
3 · Pledges and grants receivable
beginning of year $3,596,194 · end of year $3,866,277
-
4 · Accounts receivable
beginning of year $489,339 · end of year $108,254
-
9 · Prepaid expenses and deferred charges
beginning of year $184,609 · end of year $273,038
-
10a · Land, buildings and equipment: cost or other basis
$718,570
-
10b · Land, buildings and equipment: accumulated depreciation
$541,622
-
10c · Land, buildings and equipment, net
beginning of year $212,926 · end of year $176,948
-
11 · Investments: publicly traded securities
beginning of year $1,372,555 · end of year $1,519,420
-
15 · Other assets
beginning of year $1,869,205 · end of year $1,845,457
-
17 · Accounts payable and accrued expenses
beginning of year $879,180 · end of year $356,502
-
19 · Deferred revenue
beginning of year $333,994 · end of year $790,350
-
25 · Other liabilities
beginning of year $734,992 · end of year $706,322
-
27 · Net assets without donor restrictions
beginning of year $1,827,055 · end of year $1,090,929
-
28 · Net assets with donor restrictions
beginning of year $7,417,908 · end of year $4,864,333
Mission and programs · 2023
Mission
TO CHANGE LIVES THROUGHOUT OUR ENTIRE COMMUNITY AS ONLY THE LOUISVILLE ORCHESTRA CAN, BY PROMOTING A CULTURE OF MUSIC THROUGH OUTSTANDING PERFORMANCES AND EDUCATION.
-
TO MAINTAIN A SYMPHONY ORCHESTRA AND TO ENCOURAGE AND PROMOTE ARTIST AND EDUCATIONAL MUSICAL OPPORTUNITIES.
Expenses $10,713,652 · Revenue $2,641,379
As filed on the 2023 return.
Listed in Part VII
-
GRAHAM PARKER
CHIEF EXECUTIVE OFFICER
- Total calculated
- $314,169
- From this org
- $290,344
- From related orgs
- $0
- Other
- $23,825
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $275,344
- Bonus
- $15,000
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $23,825
- Filer's total
- $314,169
-
TONYA MCSORLEY
CHIEF FINANCIAL OFFICER
- Total calculated
- $155,020
- From this org
- $132,216
- From related orgs
- $0
- Other
- $22,804
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $132,216
- Bonus
- $0
- Other
- $0
- Deferred
- $2,617
- Nontaxable benefits
- $20,187
- Filer's total
- $155,020
-
GABRIEL LEFKOWITZ
ORCHESTRA CONDUCTOR
- Total calculated
- $149,476
- From this org
- $127,419
- From related orgs
- $0
- Other
- $22,057
- Hours/week
- 40
-
EDWARD SCHADT
DIRECTOR OF LEADERSHIP GIV
- Total calculated
- $131,426
- From this org
- $117,997
- From related orgs
- $0
- Other
- $13,429
- Hours/week
- 40
-
NATHANIEL KOCH
CHIEF OF STAFF
- Total calculated
- $126,560
- From this org
- $106,894
- From related orgs
- $0
- Other
- $19,666
- Hours/week
- 40
-
ANDREW FLEISCHMAN
CHAIR AND GENERAL COUNSEL
- Total calculated
- $0
- Hours/week
- 1 + 0.5 related
-
LEE KIRKWOOD
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
BRUCE J ROTH
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
RITU FURLAN
TREASURER/CHAIR-FINANCE
- Total calculated
- $0
- Hours/week
- 1 + 0.5 related
-
MARY ELLEN WIEDERWOHL
CHAIR-GOVERNANCE
- Total calculated
- $0
- Hours/week
- 1
-
MAGGIE FAUREST
CO-CHAIR-DEVELOPMENT
- Total calculated
- $0
- Hours/week
- 1
-
JORDAN HARRIS
CO-CHAIR-DEVELOPMENT
- Total calculated
- $0
- Hours/week
- 1
-
CAROLE BIRKHEAD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CHRISTINA BROWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
STACHELL BUSSEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SUSAN DIAMOND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MARIAH GRATZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
PAULA HARSHAW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BRIAN KANE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DON KOHLER JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KAREN LAWRENCE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CAROL BARR MATTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SUSAN MOREMEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
GUY MONTGOMERY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TIM MULLOY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KHOA NGUYEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TERESA REED
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JEFF ROBERTS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DENISE SCHILLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
GARY SLOBODA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DENNIS STILGER JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT H WIMSATT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CAROL W HEBEL
AT LARGE MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
WINONA SHIPREK
AT LARGE MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
SUSAN VON HOVEN
AT LARGE MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
LINDSAY VALLANDINGHAM
AT LARGE MEMBER/ALO PRES.
- Total calculated
- $0
- Hours/week
- 1
-
JAMES S WELCH JR
AT LARGE MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 0.5 related
-
SCOTT LEGER
MUSICIAN DIRECTOR
- Total calculated
- $0
- Hours/week
- 40
-
JONATHAN MUELLER
MUSICIAN DIRECTOR
- Total calculated
- $0
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Form 990 of other organizations
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
LOUISVILLE ORCHESTRA ENDOWMENT INC
501(C)(3) · SUPPORTS ORCHESTRAL MUSIC IN LOUISVILLE · KY · controlled entity
Directly controlled by THE LOUISVILLE ORCHESTRA INC
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
MAMMOTH PRODUCTIONS LLC
FILM PRODUCTION · DE
Directly controlled by LOUISVILLE ORCHESTRA INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202521059349300932
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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