Search icon

THE LOUISVILLE ORCHESTRA, INC.

Company Details

Name: THE LOUISVILLE ORCHESTRA, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
File Date: 06 Apr 1936 (89 years ago)
Organization Date: 06 Apr 1936 (89 years ago)
Last Annual Report: 26 Jun 2024 (10 months ago)
Organization Number: 0080373
Industry: Amusement and Recreation Services
Number of Employees: Medium (20-99)
ZIP code: 40202
City: Louisville
Primary County: Jefferson County
Principal Office: 624 WEST MAIN STREET, SUITE 400, LOUISVILLE, KY 40202
Place of Formation: KENTUCKY

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
EFH2EDM6BK85 2024-10-17 624 W MAIN STREET, STE 400, LOUISVILLE, KY, 40202, 2952, USA 624 W MAIN STREET, STE 400, LOUISVILLE, KY, 40202, 2952, USA

Business Information

URL https://louisvilleorchestra.org/
Congressional District 03
State/Country of Incorporation KY, USA
Activation Date 2023-10-20
Initial Registration Date 2022-12-02
Entity Start Date 1936-04-06
Fiscal Year End Close Date May 31

Points of Contacts

Electronic Business
Title PRIMARY POC
Name TONYA MCSORLEY
Role CHIEF FINANCIAL OFFICER
Address 624 W MAIN STREET, SUITE 400, LOUISVILLE, KY, 40202, USA
Government Business
Title PRIMARY POC
Name JESSICA UNDERWOOD
Role ASSISTANT DIRECTOR OF DEVELOPMENT
Address 624 W MAIN STREET, SUITE 400, LOUISVILLE, KY, 40202, USA
Past Performance Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LOUISVILLE ORCHESTRA 403(B) PLAN 2023 616000384 2024-10-24 LOUISVILLE ORCHESTRA, INC. 94
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-06-01
Business code 813000
Sponsor’s telephone number 5025878681
Plan sponsor’s address 624 W. MAIN STREET, SUITE 400, LOUISVILLE, KY, 40202

Signature of

Role Plan administrator
Date 2024-10-24
Name of individual signing TONYA MCSORLEY
Valid signature Filed with authorized/valid electronic signature
LOUISVILLE ORCHESTRA 403(B) PLAN 2022 616000384 2023-09-27 LOUISVILLE ORCHESTRA, INC. 79
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-06-01
Business code 813000
Sponsor’s telephone number 5025878681
Plan sponsor’s address 624 W. MAIN STREET, SUITE 400, LOUISVILLE, KY, 40202

Signature of

Role Plan administrator
Date 2023-09-27
Name of individual signing TONYA MCSORLEY
Valid signature Filed with authorized/valid electronic signature
LOUISVILLE ORCHESTRA 403(B) PLAN 2021 616000384 2022-11-27 LOUISVILLE ORCHESTRA, INC. 85
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-06-01
Business code 813000
Sponsor’s telephone number 5025878681
Plan sponsor’s address 620 W. MAIN STREET, SUITE 600, LOUISVILLE, KY, 40202

Signature of

Role Plan administrator
Date 2022-11-27
Name of individual signing TONYA MCSORLEY
Valid signature Filed with authorized/valid electronic signature
LOUISVILLE ORCHESTRA 403(B) PLAN 2020 616000384 2021-07-25 LOUISVILLE ORCHESTRA, INC. 86
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-06-01
Business code 813000
Sponsor’s telephone number 5025878681
Plan sponsor’s address 620 W. MAIN STREET, SUITE 600, LOUISVILLE, KY, 40202

Signature of

Role Plan administrator
Date 2021-07-25
Name of individual signing TONYA MCSORLEY
Valid signature Filed with authorized/valid electronic signature
LOUISVILLE ORCHESTRA 403(B) PLAN 2019 616000384 2020-07-16 LOUISVILLE ORCHESTRA, INC. 82
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-06-01
Business code 813000
Sponsor’s telephone number 5025878681
Plan sponsor’s address 620 W. MAIN STREET, SUITE 600, LOUISVILLE, KY, 40202

Signature of

Role Plan administrator
Date 2020-07-16
Name of individual signing TONYA MCSORLEY
Valid signature Filed with authorized/valid electronic signature
LOUISVILLE ORCHESTRA 403(B) PLAN 2018 616000384 2019-09-23 LOUISVILLE ORCHESTRA, INC. 83
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-06-01
Business code 813000
Sponsor’s telephone number 5025878681
Plan sponsor’s address 620 W. MAIN STREET, SUITE 600, LOUISVILLE, KY, 40202

Signature of

Role Plan administrator
Date 2019-09-23
Name of individual signing TONYA MCSORLEY
Valid signature Filed with authorized/valid electronic signature
LOUISVILLE ORCHESTRA 403(B) PLAN 2017 616000384 2018-10-15 LOUISVILLE ORCHESTRA, INC. 85
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-06-01
Business code 813000
Sponsor’s telephone number 5025878681
Plan sponsor’s address 620 W. MAIN STREET, SUITE 600, LOUISVILLE, KY, 40202

Signature of

Role Plan administrator
Date 2018-10-15
Name of individual signing TONYA MCSORLEY
Valid signature Filed with authorized/valid electronic signature
LOUISVILLE ORCHESTRA 403(B) PLAN 2016 616000384 2017-10-03 LOUISVILLE ORCHESTRA, INC. 83
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-06-01
Business code 813000
Sponsor’s telephone number 5025878681
Plan sponsor’s address 620 W. MAIN STREET, SUITE 600, LOUISVILLE, KY, 40202

Signature of

Role Plan administrator
Date 2017-10-03
Name of individual signing TONYA MCSORLEY
Valid signature Filed with authorized/valid electronic signature
LOUISVILLE ORCHESTRA 403(B) PLAN 2015 616000384 2016-09-22 LOUISVILLE ORCHESTRA, INC. 81
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-06-01
Business code 813000
Sponsor’s telephone number 5025878681
Plan sponsor’s address 323 W BROADWAY STE. 700, LOUISVILLE, KY, 40202

Signature of

Role Plan administrator
Date 2016-09-22
Name of individual signing TONYA MCSORLEY
Valid signature Filed with authorized/valid electronic signature
LOUISVILLE ORCHESTRA 403(B) PLAN 2014 616000384 2015-10-20 LOUISVILLE ORCHESTRA, INC. 76
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-06-01
Business code 813000
Sponsor’s telephone number 5025878681
Plan sponsor’s address 323 W BROADWAY STE. 700, LOUISVILLE, KY, 40202

Signature of

Role Plan administrator
Date 2015-10-20
Name of individual signing TONYA MCSORLEY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/12/14/20141214133309P030000568855001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1990-06-01
Business code 813000
Sponsor’s telephone number 5025878681
Plan sponsor’s address 323 W BROADWAY STE. 700, LOUISVILLE, KY, 40202

Signature of

Role Plan administrator
Date 2014-12-14
Name of individual signing TONYA MCSORLEY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/12/23/20131223094708P030049042597001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1990-06-01
Business code 813000
Sponsor’s telephone number 5025878681
Plan sponsor’s address 323 W BROADWAY STE. 700, LOUISVILLE, KY, 40202

Signature of

Role Plan administrator
Date 2013-12-23
Name of individual signing TONYA MCSORLEY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/12/20/20121220110520P030017483683001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1990-06-01
Business code 813000
Sponsor’s telephone number 5025878681
Plan sponsor’s address 323 W BROADWAY STE. 700, LOUISVILLE, KY, 40202

Plan administrator’s name and address

Administrator’s EIN 616000384
Plan administrator’s name LOUISVILLE ORCHESTRA, INC.
Plan administrator’s address 323 W BROADWAY STE. 700, LOUISVILLE, KY, 40202
Administrator’s telephone number 5025878681

Signature of

Role Plan administrator
Date 2012-12-20
Name of individual signing ROBERT A. BIRMAN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/03/13/20120313113204P030007286434001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1990-06-01
Business code 813000
Sponsor’s telephone number 5025878681
Plan sponsor’s address 323 W BROADWAY STE. 700, LOUISVILLE, KY, 40202

Plan administrator’s name and address

Administrator’s EIN 616000384
Plan administrator’s name LOUISVILLE ORCHESTRA, INC.
Plan administrator’s address 323 W BROADWAY STE. 700, LOUISVILLE, KY, 40202
Administrator’s telephone number 5025878681

Signature of

Role Plan administrator
Date 2012-03-13
Name of individual signing ROBERT A. BIRMAN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/03/14/20110314102953P040003801938001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1990-06-01
Business code 813000
Sponsor’s telephone number 5025878681
Plan sponsor’s address 323 W BROADWAY STE. 700, LOUISVILLE, KY, 40202

Plan administrator’s name and address

Administrator’s EIN 616000384
Plan administrator’s name LOUISVILLE ORCHESTRA, INC.
Plan administrator’s address 323 W BROADWAY STE. 700, LOUISVILLE, KY, 40202
Administrator’s telephone number 5025878681

Signature of

Role Plan administrator
Date 2011-03-14
Name of individual signing ROBERT A. BIRMAN
Valid signature Filed with authorized/valid electronic signature

Incorporator

Name Role
FLORENCD MEMORY Incorporator
FLORENCE MEMORY Incorporator
BARRY BINGHAM Incorporator
BESSIE VIOLA HAND Incorporator
SAMUEL E. HYMAN Incorporator
JAMES R. GOFF Incorporator

Director

Name Role
Lee Kirkwood Director
FLORENCE MEMORY Director
Rolandas Byrd Director
Michelle Mitchell Director
Akhil Suresh Nair Director
Carol Barr Matton Director
Denise Schiller Director
Guy Montgomery Director
Jim Welch Director
Wendy Hyland Director

Secretary

Name Role
Bruce Roth Secretary

Registered Agent

Name Role
ANDREW FLEISCHMAN Registered Agent

Treasurer

Name Role
Jeff Roberts Treasurer

Vice President

Name Role
Ritu Furlan Vice President

President

Name Role
Andrew Fleischman President

Former Company Names

Name Action
LOUISVILLE CIVIC ARTS ASSOCIATION Old Name
LOUISVILLE PHILHARMONIC SOCIETY Old Name

Assumed Names

Name Status Expiration Date
KENTUCKY ORCHESTRA Active 2027-02-22
KENTUCKY'S ORCHESTRA Active 2027-02-22
SYMPHONY OF KENTUCKY Active 2027-02-22

Filings

Name File Date
Annual Report 2024-06-26
Annual Report 2023-06-30
Principal Office Address Change 2022-10-12
Annual Report Amendment 2022-07-11
Principal Office Address Change 2022-06-29
Annual Report 2022-06-29
Certificate of Assumed Name 2022-02-22
Certificate of Assumed Name 2022-02-22
Certificate of Assumed Name 2022-02-22
Amendment 2021-10-11

OSHA's Inspections within Industry

Inspection Nr Report ID Date Opened Site Address
310089669 0452110 2007-02-12 300 W MAIN ST STE 100, LOUISVILLE, KY, 40202
Inspection Type Complaint
Scope Partial
Safety/Health Health
Close Conference 2007-02-20
Case Closed 2007-02-20

Related Activity

Type Complaint
Activity Nr 205283690
Health Yes

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
61-6000384 Corporation Unconditional Exemption 624 W MAIN ST STE 400, LOUISVILLE, KY, 40202-2952 1948-03
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 Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes 509(a)(2)
Tax Period 2023-05
Asset 10,000,000 to 49,999,999
Income 10,000,000 to 49,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period May
Asset Amount 11193129
Income Amount 15658461
Form 990 Revenue Amount 14770476
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 LOUISVILLE ORCHESTRA INC
EIN 61-6000384
Tax Period 202305
Filing Type E
Return Type 990
File View File
Organization Name LOUISVILLE ORCHESTRA INC
EIN 61-6000384
Tax Period 202205
Filing Type E
Return Type 990
File View File
Organization Name LOUISVILLE ORCHESTRA INC
EIN 61-6000384
Tax Period 202105
Filing Type E
Return Type 990
File View File
Organization Name LOUISVILLE ORCHESTRA INC
EIN 61-6000384
Tax Period 202005
Filing Type E
Return Type 990
File View File
Organization Name LOUISVILLE ORCHESTRA INC
EIN 61-6000384
Tax Period 201905
Filing Type E
Return Type 990
File View File
Organization Name LOUISVILLE ORCHESTRA INC
EIN 61-6000384
Tax Period 201905
Filing Type P
Return Type 990T
File View File
Organization Name LOUISVILLE ORCHESTRA INC
EIN 61-6000384
Tax Period 201805
Filing Type E
Return Type 990
File View File
Organization Name LOUISVILLE ORCHESTRA INC
EIN 61-6000384
Tax Period 201805
Filing Type P
Return Type 990T
File View File
Organization Name LOUISVILLE ORCHESTRA INC
EIN 61-6000384
Tax Period 201705
Filing Type E
Return Type 990
File View File
Organization Name LOUISVILLE ORCHESTRA INC
EIN 61-6000384
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
4914317107 2020-04-13 0457 PPP 620 W Main St Ste 600, LOUISVILLE, KY, 40202-2922
Loan Status Date 2021-02-23
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 974100
Loan Approval Amount (current) 974100
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27542
Servicing Lender Name Republic Bank & Trust Company
Servicing Lender Address 601 W Market St Republic Corporate Center, LOUISVILLE, KY, 40202
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address LOUISVILLE, JEFFERSON, KY, 40202-2922
Project Congressional District KY-03
Number of Employees 99
NAICS code 711130
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 27542
Originating Lender Name Republic Bank & Trust Company
Originating Lender Address LOUISVILLE, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 981243.4
Forgiveness Paid Date 2021-01-12
3028698407 2021-02-04 0457 PPS 620 W Main St Ste 600, Louisville, KY, 40202-2973
Loan Status Date 2021-11-19
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 1010400
Loan Approval Amount (current) 1010400
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27542
Servicing Lender Name Republic Bank & Trust Company
Servicing Lender Address 601 W Market St Republic Corporate Center, LOUISVILLE, KY, 40202
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address Louisville, JEFFERSON, KY, 40202-2973
Project Congressional District KY-03
Number of Employees 73
NAICS code 711130
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 27542
Originating Lender Name Republic Bank & Trust Company
Originating Lender Address LOUISVILLE, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 1017500.87
Forgiveness Paid Date 2021-10-25

Sources: Kentucky Secretary of State