ASSOCIATION OF THE LOUISVILLE ORCHESTRA INC (EIN 616027223) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1944

Legal Domicile

Principal Officer

LINDSAY VALLANDINGHAM

Phone

5024795566

Tax Period

2024-01-01 to 2024-12-31

ASSOCIATION OF THE LOUISVILLE ORCHESTRA INC, founded in 1944, is a small nonprofit in the Arts, Culture & Humanities sector that reported $124K in total revenue in fiscal year 2024. Expenses of $106K left a modest 15% surplus.

Mission

FUNDRAISING FOR AND EDUCATION ABOUT THE LOUISVILLE ORCHESTRA

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $91,196

Program Service Revenue $0

Investment Income $1,474

Other Revenue $31,366

TOTAL REVENUE $124,036

Expense Breakdown

Grants Paid $95,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $95,000

Other Expenses $10,962

TOTAL EXPENSES $105,962

Year-over-Year Comparison

	2024	2023	Change
Revenue	$124,036	$130,401	0.0%
Expenses	$105,962	$93,662	+0.1%
Net Income	$18,074	$36,739	-0.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HELEN DAVIS	PRESIDENT	3.00	Officer Director	$0	$0	$0
SUE BENCH	SECRETARY	1.00	Officer Director	$0	$0	$0
SUSAN SMITH	SECRETARY	1.00	Officer Director	$0	$0	$0
ANN DECKER	TREASURER	1.00	Officer Director	$0	$0	$0
MONA S NEWELL	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHELE OBERST	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SUZANNE SPENCER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
PAULA ROBERTS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ASHLEY ROSE SCHNEIDER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LINDSAY VALLANDINGHAM	VICE PRESIDENT OF COM	1.00	Officer Director	$0	$0	$0
MARGIE HARBST	DIRECTOR	1.00	Director	$0	$0	$0
CAROL WHAYNE	DIRECTOR	1.00	Director	$0	$0	$0
NANCY NAXERA	DIRECTOR	1.00	Director	$0	$0	$0
MOLLIE SMITH	DIRECTOR	1.00	Director	$0	$0	$0
PAULA HARSHAW	DIRECTOR	1.00	Director	$0	$0	$0
ANNE TIPTON	DIRECTOR	1.00	Director	$0	$0	$0
WINONA SHIPREK	DIRECTOR	1.00	Director	$0	$0	$0
RITA BELL	DIRECTOR	1.00	Director	$0	$0	$0
CAROL HEBEL	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MALLOY	DIRECTOR	1.00	Director	$0	$0	$0
PAM BRASHEAR	DIRECTOR	1.00	Director	$0	$0	$0
JEANNE JAMES	DIRECTOR	1.00	Director	$0	$0	$0
SHARON OWENS	DIRECTOR	1.00	Director	$0	$0	$0
MACKEY MIDDLETON	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$124,036	$105,962	$75,529	$18,074
2023	$130,401	$93,662	$57,455	$36,739
2022	$82,003	$84,946	$20,716	$-2,943
2021	$95,108	$81,215	$23,659	$13,893
2020	$93,889	$99,796	$9,766	$-5,907
2019	$120,761	$118,947	$15,673	$1,814
2018	$114,922	$107,899	$13,859	$7,023

ASSOCIATION OF THE LOUISVILLE ORCHESTRA INC