LOUISVILLE ORCHESTRA ENDOWMENT INC (EIN 832138568) - 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

2018

Legal Domicile

Principal Officer

PAUL THOMPSON

Phone

5025878681

Tax Period

2024-06-01 to 2025-05-31

LOUISVILLE ORCHESTRA ENDOWMENT INC, founded in 2018, is a community nonprofit in the Arts, Culture & Humanities sector that reported $3.4M in total revenue in fiscal year 2024. Revenue surged 661% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.0M, a strong 89% operating margin.

Mission

LOUISVILLE ORCHESTRA ENDOWMENT, INC. IS DEVOTED TO PRIVATELY SOLICITING AND RECEIVING CONTRIBUTIONS AND GIFTS WITH THE PURPOSE OF PROVIDING FUNDS FOR THE CAPITAL, OPERATING, AND PROGRAMMING COSTS OF THE LOUISVILLE ORCHESTRA, INC.

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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 $3,334,463

Program Service Revenue $0

Investment Income $6,910

Other Revenue $24,510

TOTAL REVENUE $3,365,883

Expense Breakdown

Grants Paid $121,946

Salaries & Benefits $0

Fundraising Expenses $212,340

Program Expenses $121,946

Other Expenses $241,603

TOTAL EXPENSES $363,549

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,365,883	$442,016	+6.6%
Expenses	$363,549	$385,616	-0.1%
Net Income	$3,002,334	$56,400	+52.2%

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
PAUL THOMPSON	BOARD CHAIR, PRESIDENT	1.00	Officer Director	$0	$0	$0
RUTH TRAUTWEIN	DIRECTOR	0.50	Director	$0	$0	$0
JAMES R ALLEN	DIRECTOR	0.50	Director	$0	$0	$0
WILLIAM BALLARD	DIRECTOR	0.50	Director	$0	$0	$0
ANDREW FLEISCHMAN	DIRECTOR	0.50	Director	$0	$0	$0
C EDWARD GLASSCOCK	DIRECTOR	0.50	Director	$0	$0	$0
JEFF ROBERTS	DIRECTOR	0.50	Director	$0	$0	$0
JAMES S WELCH JR	DIRECTOR	0.50	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
2025	$3,365,883	$363,549	$7,029,353	$3,002,334
2024	$442,016	$385,616	$4,567,830	$56,400
2023	$131,625	$311,378	$4,258,095	$-179,753
2022	$946,020	$33,365	$4,426,698	$912,655
2021	$409,155	$51,029	$2,919,065	$358,126
2020	$1,570,403	$134,969	$2,389,360	$1,435,434
2019	$976,640	No data	$928,976	No data

LOUISVILLE ORCHESTRA ENDOWMENT INC