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  5. KENTUCKY OPERA ASSOCIATION, INC.

KENTUCKY OPERA ASSOCIATION, INC.

Company Details

Name: KENTUCKY OPERA ASSOCIATION, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
File Date: 20 Jun 1952 (73 years ago)
Organization Date: 20 Jun 1952 (73 years ago)
Last Annual Report: 06 Feb 2025 (2 months ago)
Organization Number: 0028209
Industry: Amusement and Recreation Services
Number of Employees: Small (0-19)
ZIP code: 40203
City: Louisville
Primary County: Jefferson County
Principal Office: 708 MAGAZINE STREET, LOUISVILLE, KY 40203
Place of Formation: KENTUCKY

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
H75WGXSVNEM5 2025-03-29 708 MAGAZINE ST, LOUISVILLE, KY, 40203, 2043, USA 708 MAGAZINE ST, LOUISVILLE, KY, 40203, 2043, USA

Business Information
URL www.kyopera.org
Congressional District 03
State/Country of Incorporation KY, USA
Activation Date 2024-04-01
Initial Registration Date 2005-07-11
Entity Start Date 1952-09-16
Fiscal Year End Close Date May 31

Points of Contacts
Electronic Business
Title PRIMARY POC
Name JOCELYN HANKINS
Role ASSOCIATION DIRECTOR OF DEVELOPMENT
Address 708 MAGAZINE ST, LOUISVILLE, KY, 40202, 3162, USA
Title ALTERNATE POC
Name FRANCES M SKOLNICK
Address KENTUCKY OPERA, 323 WEST BROADWAY STE 601, LOUISVILLE, KY, 40202, 3162, USA
Government Business
Title PRIMARY POC
Name JOCELYN HANKINS
Role ASSOCIATION DIRECTOR OF DEVELOPMENT
Address 708 MAGAZINE ST, LOUISVILLE, KY, 40202, 3162, USA
Title ALTERNATE POC
Name FRANCES M SKOLNICK
Address KENTUCKY OPERA, 323 WEST BROADWAY STE 601, LOUISVILLE, KY, 40202, 3162, USA
Past Performance
Title PRIMARY POC
Name DAVID ROTH
Address 323 WEST BROADWAY, STE 601, LOUISVILLE, KY, 40220, USA
Title ALTERNATE POC
Name DAVID ROTH
Address KENTUCKY OPERA, 323 WEST BROADWAY, LOUISVILLE, KY, 40202, 3162, USA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
KENTUCKY OPERA ASSOCIATION, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2015 616013111 2016-07-25 KENTUCKY OPERA ASSOCIATION, INC. 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 813000
Sponsor’s telephone number 5025844500
Plan sponsor’s address 323 WEST BROADWAY, SUITE 601, LOUISVILLE, KY, 402023162

Signature of
Role Plan administrator
Date 2016-07-25
Name of individual signing TONYA MCSORLEY
Valid signature Filed with authorized/valid electronic signature
KENTUCKY OPERA ASSOCIATION, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2014 616013111 2015-07-30 KENTUCKY OPERA ASSOCIATION, INC. 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 813000
Sponsor’s telephone number 5025844500
Plan sponsor’s address 323 WEST BROADWAY, SUITE 601, LOUISVILLE, KY, 402023162

Signature of
Role Plan administrator
Date 2015-07-30
Name of individual signing TONYA MCSORLEY
Valid signature Filed with authorized/valid electronic signature
KENTUCKY OPERA ASSOCIATION, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2013 616013111 2014-07-15 KENTUCKY OPERA ASSOCIATION, INC. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 813000
Sponsor’s telephone number 5025844500
Plan sponsor’s address 323 WEST BROADWAY, SUITE 601, LOUISVILLE, KY, 402023162

Signature of
Role Plan administrator
Date 2014-07-15
Name of individual signing DAVID ROTH
Valid signature Filed with authorized/valid electronic signature
KENTUCKY OPERA ASSOCIATION, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2012 616013111 2013-10-02 KENTUCKY OPERA ASSOCIATION, INC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 813000
Sponsor’s telephone number 5025844500
Plan sponsor’s address 323 WEST BROADWAY STE 601, LOUISVILLE, KY, 402023162

Signature of
Role Plan administrator
Date 2013-10-02
Name of individual signing DAVID ROTH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-10-02
Name of individual signing DAVID ROTH
Valid signature Filed with authorized/valid electronic signature
KENTUCKY OPERA ASSOCIATION, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2011 616013111 2012-09-18 KENTUCKY OPERA ASSOCIATION, INC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 813000
Sponsor’s telephone number 5025844500
Plan sponsor’s address 323 WEST BROADWAY STE 601, LOUISVILLE, KY, 402023162

Plan administrator’s name and address
Administrator’s EIN 616013111
Plan administrator’s name KENTUCKY OPERA ASSOCIATION, INC
Plan administrator’s address 323 WEST BROADWAY STE 601, LOUISVILLE, KY, 402023162
Administrator’s telephone number 5025844500

Signature of
Role Plan administrator
Date 2012-09-18
Name of individual signing DAVID ROTH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-09-18
Name of individual signing DAVID ROTH
Valid signature Filed with authorized/valid electronic signature
KENTUCKY OPERA ASSOCIATION, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2010 616013111 2011-10-18 KENTUCKY OPERA ASSOCIATION INC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 813000
Sponsor’s telephone number 5025844500
Plan sponsor’s address 323 WEST BROADWAY STE 601, LOUISVILLE, KY, 402023162

Plan administrator’s name and address
Administrator’s EIN 616013111
Plan administrator’s name KENTUCKY OPERA ASSOCIATION INC
Plan administrator’s address 323 WEST BROADWAY STE 601, LOUISVILLE, KY, 402023162
Administrator’s telephone number 5025844500

Signature of
Role Plan administrator
Date 2011-10-18
Name of individual signing DAVID ROTH
Valid signature Filed with authorized/valid electronic signature
KENTUCKY OPERA ASSOCIATION, INC. 403(B) TAX DEFERRED ANNUITY PLAN 2009 616013111 2010-10-15 KENTUCKY OPERA ASSOCIATION INC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-01-01
Business code 813000
Sponsor’s telephone number 5025844500
Plan sponsor’s address 323 WEST BROADWAY STE 601, LOUISVILLE, KY, 402023162

Plan administrator’s name and address
Administrator’s EIN 616013111
Plan administrator’s name KENTUCKY OPERA ASSOCIATION INC
Plan administrator’s address 323 WEST BROADWAY STE 601, LOUISVILLE, KY, 402023162
Administrator’s telephone number 5025844500

Signature of
Role Plan administrator
Date 2010-10-15
Name of individual signing DAVID ROTH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-10-15
Name of individual signing DAVID ROTH
Valid signature Filed with authorized/valid electronic signature

President

Name Role
Danail N. Kelisakiev President

Officer

Name Role
Barbara Lynne Jamison Officer

Secretary

Name Role
Matthew Williams Secretary

Director

Name Role
Renee Campbell Director
Thomas P. O'Brien III Director
Anne-Marie Blancquaert Director
Charles Cash Director
Kylee Marcy Director
Thomas James III, M.D. Director
Von Purdy Director
THOMAS A. BALLANTINE Director
BARRY BINGHAM Director
GEORGE E. GANS Director

Incorporator

Name Role
DEAN DWIGHT ANDERSON Incorporator
THOMAS A. BALLANTINE Incorporator
BARRY BINGHAM Incorporator
GEORGE E. GANS Incorporator
JAMES W. HENNING Incorporator

Treasurer

Name Role
Eric D. Scott Treasurer

Registered Agent

Name Role
Barbara Lynne Jamison Registered Agent

Vice President

Name Role
Rolandas T. Byrd Vice President

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Charitable Gaming ORG0000534 Organization Inactive - - - 2023-04-20 Louisville, JEFFERSON, KY

Assumed Names

Name Status Expiration Date
KENTUCKY OPERA Inactive 2013-04-29

Filings

Name File Date
Annual Report 2025-02-06
Annual Report 2024-05-23
Registered Agent name/address change 2024-05-23
Registered Agent name/address change 2023-10-11
Annual Report 2023-04-07
Principal Office Address Change 2023-04-07
Annual Report 2022-05-12
Principal Office Address Change 2022-05-12
Certificate of Assumed Name 2022-02-25
Annual Report 2021-05-04

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
61-6013111 Corporation Unconditional Exemption 708 MAGAZINE ST, LOUISVILLE, KY, 40203-2043 1968-01
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Educational Organization, Local Association of Employees, Horticultural Organization, Business League, Voluntary Employees' Beneficiary Association (Govt. Emps.), Mutual Ditch or Irrigation Co., Cemetery Company, Other Mutual Corp. or Assoc.
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2024-06
Asset 5,000,000 to 9,999,999
Income 1,000,000 to 4,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Jun
Asset Amount 5629355
Income Amount 2099694
Form 990 Revenue Amount 1704440
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data
Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)
Organization Name KENTUCKY OPERA ASSOCIATION INC
EIN 61-6013111
Tax Period 202206
Filing Type E
Return Type 990
File View File
Organization Name KENTUCKY OPERA ASSOCIATION INC
EIN 61-6013111
Tax Period 202205
Filing Type E
Return Type 990
File View File
Organization Name KENTUCKY OPERA ASSOCIATION INC
EIN 61-6013111
Tax Period 202105
Filing Type E
Return Type 990
File View File
Organization Name KENTUCKY OPERA ASSOCIATION INC
EIN 61-6013111
Tax Period 202005
Filing Type E
Return Type 990
File View File
Organization Name KENTUCKY OPERA ASSOCIATION INC
EIN 61-6013111
Tax Period 201905
Filing Type E
Return Type 990
File View File
Organization Name KENTUCKY OPERA ASSOCIATION INC
EIN 61-6013111
Tax Period 201805
Filing Type E
Return Type 990
File View File
Organization Name KENTUCKY OPERA ASSOCIATION INC
EIN 61-6013111
Tax Period 201805
Filing Type P
Return Type 990T
File View File
Organization Name KENTUCKY OPERA ASSOCIATION INC
EIN 61-6013111
Tax Period 201705
Filing Type E
Return Type 990
File View File
Organization Name KENTUCKY OPERA ASSOCIATION INC
EIN 61-6013111
Tax Period 201605
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1011128601 2021-03-12 0457 PPS 323 W Broadway, Louisville, KY, 40202-2141
Loan Status Date -
Loan Status Exemption 4
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 156016
Loan Approval Amount (current) 156016
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27680
Servicing Lender Name The Paducah Bank and Trust Company
Servicing Lender Address 555 Jefferson St, PADUCAH, KY, 42001-1088
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address Louisville, JEFFERSON, KY, 40202-2141
Project Congressional District KY-03
Number of Employees 29
NAICS code 711110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 27680
Originating Lender Name The Paducah Bank and Trust Company
Originating Lender Address PADUCAH, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount -
Forgiveness Paid Date -
2835177203 2020-04-16 0457 PPP 323 W BROADWAY STE 601, LOUISVILLE, KY, 40202-3162
Loan Status Date -
Loan Status Exemption 4
Loan Maturity in Months 59
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 253000
Loan Approval Amount (current) 253000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 58036
Servicing Lender Name Fifth Third Bank
Servicing Lender Address 38 Fountain Sq Plz, CINCINNATI, OH, 45263
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address LOUISVILLE, JEFFERSON, KY, 40202-3162
Project Congressional District KY-03
Number of Employees 12
NAICS code 711110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 58036
Originating Lender Name Fifth Third Bank
Originating Lender Address CINCINNATI, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 141803.05
Forgiveness Paid Date 2023-09-08

Government Spending

Branch Date of Service Fiscal Year Cabinet Department Classification Item Name Amount
Executive 2024-12-13 2025 Tourism, Arts and Heritage Cabinet Kentucky Arts Council Fin Assist/Non-State Agencies Grants-In-Aid Federal 7297.5
Executive 2023-09-25 2024 Tourism, Arts and Heritage Cabinet Kentucky Arts Council Fin Assist/Non-State Agencies Grants-In-Aid Federal 8969

Related by officers

Barbara Lynne Jamison

KENTUCKY OPERA GUILD, INC.

Matthew Williams

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Renee Campbell

SISTER CITIES OF LOUISVILLE, INC. WORLD AFFAIRS COUNCIL OF KENTUCKY/SOUTHERN INDIANA, INC. PHOENIX GLOBAL HUMANITARIAN FOUNDATION, INC. Brown Blossoms Global, LLC Journey Midwives, LLC

Anne-Marie Blancquaert

KENTUCKY ORCHID SOCIETY, INC.

Charles Cash

PRESERVATION LOUISVILLE, INC. LOUISVILLE DEVELOPMENT AUTHORITY, INC. KENTUCKY COLLEGE OF ART + DESIGN, INC. Urban 1, LLC Creative Corners LLC

Von Purdy

RIVER FIELDS, INC. ASSOCIATION OF FUNDRAISING PROFESSIONALS, GREATER LOUISVILLE CHAPTER, INC.

THOMAS A. BALLANTINE

LOUISVILLE AREA CHAMBER OF COMMERCE, INC. BLUE COATS OF LOUISVILLE, INCORPORATED LOUISVILLE TITLE COMPANY TATUM TIRE SERVICE CO.

BARRY BINGHAM

REPUBLIC BANK & TRUST COMPANY BINGHAM ENTERPRISES FOUNDATION OF KENTUCKY, INC. BROADBENT-BINGHAM KENTUCKY FOOD PRODUCTS, INC. MENTAL HEALTH ASSOCIATION OF KENTUCKY, INC. KENTUCKY LEGISLATIVE COMMITTEE FOR MENTAL HEALTH, INCORPORATED THE LOUISVILLE ORCHESTRA, INC. WHAS, INC. STONEWALL COMMUNITY ASSOCIATION, INC. INTEGRITY DRYWALL, L.L.C.

JAMES W. HENNING

THE LOUISVILLE COUNTRY DAY SCHOOL THE EARL MCDONALD MEMORIAL FOUNDATION, INC.

Related by address

708 MAGAZINE STREET, LOUISVILLE, KY 40203

KENTUCKY OPERA GUILD, INC.

Sources: Kentucky Secretary of State

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