2026-05-01T11:57:58-04:00 2025-06-30 WITHUMSMITHBROWNPC 200 SPECTRUM CENTER DRIVE STE 1700 IRVINE CA 92618 990 2024-07-01 956004958 Long Beach Symphony Association % SAMUEL BALIMBIN LONG 5624363203 249 E Ocean Blvd Suite 200 Long Beach CA 90802 ROGER GOULETTE TREASURER 5624363203 2026-05-15 true true TAMARA SUGIHARA P01262399 9492612808 2026-05-15 2024 2025-03-06 01:10:19Z ROGER GOULETTE 249 E Ocean Blvd200 Long Beach CA 90802 5268523 false X www.longbeachsymphony.org X 1940 CA TO ENGAGE AUDIENCES OF ALL AGES THROUGH EXCEPTIONAL ORCHESTRAL PERFORMANCES, COMMUNITY PARTNERSHIPS AND MEANINGFUL EDUCATIONAL EXPERIENCES. 33 33 196 142 0 0 2672260 4062339 887296 927547 23084 18524 0 0 3582640 5008410 0 18941 0 0 1883122 1999222 0 0 465631 1594672 1625692 3477794 3643855 104846 1364555 4442923 5576356 1442798 1204437 3000125 4371919 X THE MISSION OF THE LONG BEACH SYMPHONY ASSOCIATION IS TO ENGAGE AUDIENCES OF ALL AGES AND CULTURES THROUGH EXCEPTIONAL ORCHESTRAL PERFORMANCES, COMMUNITY PARTNERSHIPS AND MEANINGFUL EDUCATIONAL EXPERIENCES. false false 2859801 18941 927547 THE LONG BEACH SYMPHONY ASSOCIATION (THE ASSOCIATION) IS A CALIFORNIA NONPROFIT CORPORATION. ITS MISSION IS TO ENRICH THE COMMUNITY BY PROVIDING HIGH QUALITY TRADITIONAL AND CONTEMPORARY SYMPHONIC MUSIC AND EDUCATIONAL EXPERIENCES. ITS PRIMARY PURPOSE IS TO SUPPORT AND PROMOTE THE ACTIVITIES OF THE LONG BEACH SYMPHONY ORCHESTRA. THESE ACTIVITIES INCLUDE A CLASSICAL SERIES, A POPS! SERIES, AND OUTREACH CONCERTS WHICH CUMULATIVELY REACH 70,500 PATRONS ANNUALLY. THE ASSOCIATION ALSO OFFERS COMPREHENSIVE EDUCATION PROGRAMS IN COLLABORATION WITH THE LONG BEACH UNIFIED SCHOOL DISTRICT AND OTHER EDUCATIONAL INSTITUTIONS, CREATED IN ALIGNMENT WITH STATE VISUAL AND PERFORMING ARTS STANDARDS, AND THROUGH THESE PROGRAMS PRESENTS OVER 80 FREE EDUCATIONAL PERFORMANCES SERVING MORE THAN 28,000 STUDENTS IN THE SCHOOLS EACH YEAR. 2859801 true true false false false false false false false false true false false true true true true false false false false false false false true false false false true true false false false false false false false false true false false false false true false false false true 25 0 true 196 true false false false false false true true false false false false false false X 33 33 false false false false true false true true true false false false true true true true true true true false CA X SAMUEL BALIMBIN 5624363203 249 E OCEAN BLVD 200 LONG BEACH CA 90802 X Kelly Ruggirello PRESIDENT 40.0 0.0 X 196993 0 21349 JOHN CROSS VP OF DEVELOPMENT 40.0 0.0 X 113623 0 19235 Eckart Preu MUSIC DIRECTOR 20.0 0.0 X 116677 0 0 Samuel Balimbin VICE PRESIDENT OF FINANCE 45.0 5.0 X 99318 0 15633 Cindy Costello Chairman 1.0 0.0 X X 0 0 0 ROGER GOULETTE TREASURER 1.0 0.0 X X 0 0 0 JOHN BLUMBERG Secretary 1.0 0.0 X X 0 0 0 Nanette M Salley BOARD MEMBER 1.0 0.0 X 0 0 0 Barbara Blackwell Board Member 1.0 0.0 X 0 0 0 Becky Cool Board Member 1.0 0.0 X 0 0 0 John Di Carlo Board Member 1.0 0.0 X 0 0 0 Charlotte Ginsburg Board Member 1.0 0.0 X 0 0 0 Mark Guillen Board Member 1.0 0.0 X 0 0 0 Tyler Leshney Board Member 1.0 0.0 X 0 0 0 Margie Masterson Board Member 1.0 0.0 X 0 0 0 Paulette Matson Board Member 1.0 0.0 X 0 0 0 Sean Miller Board Member 1.0 0.0 X 0 0 0 Christopher Pinckney Board Member 1.0 0.0 X 0 0 0 Lyn Pohlmann Board Member 1.0 0.0 X 0 0 0 Barbara Richards Board Member 1.0 0.0 X 0 0 0 Judy Ross Board Member 1.0 0.0 X 0 0 0 Anna Salusky Board Member 1.0 0.0 X 0 0 0 Lee Shoag Board Member 1.0 0.0 X 0 0 0 Brissa Sotelo-Vargas Board Member 1.0 0.0 X 0 0 0 Henry W Walker Board Member 1.0 0.0 X 0 0 0 Keyla Whitenhill Board Member 1.0 0.0 X 0 0 0 Sharon Weissman Board Member 1.0 0.0 X 0 0 0 Susan Wise Board Member 1.0 0.0 X 0 0 0 Sandor Mayuga BOARD MEMBER 1.0 0.0 X 0 0 0 DAVID HANCOCK BOARM MEMBER 1.0 0.0 X 0 0 0 STEVE CALOCA BOARD MEMBER eff. 12/2024 1.0 0.0 X 0 0 0 JORGE ENCISO BOARD MEMBER EFF. 07/2024 1.0 0.0 X 0 0 0 MELISSA EVANS BOARD MEMBER EFF.04/2025 1.0 0.0 X 0 0 0 PRACH LY BOARD MEMBER EFF. 07/2024 1.0 0.0 X 0 0 0 RYAN SCHULTEN BOARD MEMBER EFF. 02/2025 1.0 0.0 X 0 0 0 TERI TAN BOARD MEMBER EFF. 12/2024 1.0 0.0 X 0 0 0 EVELYN ZOHLEN BOARD MEMBER EFF. 07/2024 1.0 0.0 X 0 0 0 526611 0 56217 3 false true false CREST MARKETING 2610 RIDGELAND RD TORRANCE CA 90505 DESIGN&CAMPN SALES 143853 BRITE IDEAS INC 23161 ANTONIO PARKWAY RANCHO SANTA MARGARITA CA 92688 LIGHTING RENTAL SVCS 118746 2 242403 136667 242616 3440653 169542 4062339 CONCERT TICKET SALES 711190 926296 926296 CONTRACTED CONCERTS 711190 1251 1251 927547 19123 19123 0 0 0 0 0 -599 -599 -599 -599 260113 242403 260113 0 0 0 0 0 0 0 5008410 927547 0 18524 X 0 18941 18941 0 0 350491 313509 3135 33847 0 1315999 902543 148082 265374 68472 50171 6145 12156 128653 94266 11547 22840 135607 99361 12171 24075 0 0 32760 32760 0 0 0 632493 599378 18257 14858 33638 33638 108698 80471 15912 12315 54292 37761 6979 9552 0 100301 64346 18899 17056 9094 7375 1719 0 20624 3691 6584 10349 0 0 14606 13597 1009 31952 14274 14109 3569 PRODUCTION STAGE 352709 352709 PRODUCTION HALL 93559 93559 BOX OFFICE & TICKETING 37419 37419 CONDUCTOR EXPENSES 22732 22683 49 80815 20109 21066 39640 3643855 2859801 318423 465631 X 191205 179732 559498 620685 499736 1617776 534 2132 0 0 0 0 0 0 0 0 55340 26347 245640 171369 79622 74271 0 0 0 0 0 0 0 0 3056988 3055413 4442923 5576356 609053 434295 0 0 656973 679228 0 0 0 0 0 0 0 0 0 0 176772 90914 1442798 1204437 X -340849 -196144 3340974 4568063 3000125 4371919 4442923 5576356 X 1364555 7239 X X false true X true false X 1910077 2736402 2541137 2672260 4062339 13922215 0 0 1910077 2736402 2541137 2672260 4062339 13922215 2338411 11583804 0 0 3743 23478 19123 46344 0 0 13968559 3623687 0.82928 0.96045 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 146531 104480 42051 99109 66889 32220 74271 BENEFICIAL INTEREST IN THE FOU 2962450 RIGHT-OF-USE ASSETS 87129 BENEFICIAL INTEREST IN CHARITA 5834 3055413 0 LEASES LIABILITY 90914 90914 X 5015649 7239 7239 5008410 5008410 3643855 3643855 3643855 PART X, LINE 2 The Association is exempt from taxation under Section 501(c)(3) of the Internal Revenue Code and Section 23701d of the California Revenue and Taxation Code and is generally not subject to federal and state income taxes. However, the Association is subject to income taxes on any net income that is derived from a trade or business, regularly carried on, and not in furtherance of the purposes for which it was granted exemption. There were no income tax liabilities recognized for the years ended June 30, 2025 and 2024. There were no tax years open to examination by major tax jurisdictions as of June 30, 2025 and 2024. The Association does not believe its financial statements include (or reflect) any uncertain tax positions. Further, there are no income tax related penalties and interest included in these financial statements. PART XI, LINE 2D- OTHER ADJUSTMENTS CHANGE IN BENEFICIAL INTEREST IN THE FOUNDATION 83,337 CHANGE IN BENEFICIAL INTEREST IN Charitable reminder Trust (316) Change in Pledge Discount (75,782) -------------------------------------------------------------------------- TOTAL TO SCHEDULE D, PART XI, LINE 2D 7,239 CRESCENDO 447266 101750 345516 1014 4460 52025 113209 GOLF 191881 43630 148251 1850 1500 500 26634 56634 1 8750 8750 600 1688 647897 145380 502517 2864 1500 4960 79259 171531 260114 242403 249 E Ocean Blvd Suite 200 LONG BEACH CA 90802 true Disaster Recovery Housing Relocation Assistance 5 18941 SCHEDULE I, PART I, LINE 2: Long Beach Symphony Association established a financial disaster relief aid-grants to Long Beach Symphony musicians impacted by the Los Angeles County wildfires between January 8 - 23, 2025. The Disaster Relief Grant provided immediate assistance following the devastating wildfires. Types of assistance available were clothing, food, and housing. An independent committee separate from the Long Beach Symphony Association was formed to administer the application process of the disaster relief grants. The disaster relief grant application deadline was February 21, 2025. The LBSA disaster relief committee notified the applicants of the grant awards and amounts on March 17, 2025. X X false false false false false false false false false Kelly Ruggirello PRESIDENT 196993 0 0 0 0 0 2092 0 19257 0 218342 0 0 0 X 1186 141537 FMV X Hotels fare 47 17005 fmv X Concerts Performance 1 5000 fmv X Golf Charity 1 6000 fmv false false false FORM 990, PART VI, SECTION A, LINE 6: THERE IS ONE CLASS OF MEMBERSHIP IN THE ASSOCIATION WHICH SHALL BE ANY INDIVIDUAL OR BUSINESS ENTITY WHO SUBSCRIBES TO THE PURPOSE OF THE ASSOCIATION AND CONTRIBUTES $250 TO THE ANNUAL FUND. FORM 990, PART VI, SECTION A, LINE 7B: ALL MEMBERS ARE INVITED TO ATTEND THE ANNUAL MEETING HELD AT THE END OF EACH FISCAL YEAR AND APPROVE THE TERMS OF ELECTED AND REELECTED MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B: THE FORM 990 IS REVIEWED BY THE VICE PRESIDENT OF FINANCE, AND THE PRESIDENT PRIOR TO SUBMITTING TO THE TREASURER OF THE BOARD OF DIRECTORS FOR FURTHER REVIEW. FORM 990, PART VI, SECTION B, LINE 12C: ANY POTENTIAL CONFLICT OF INTEREST IS REQUIRED TO BE DISCLOSED TO THE BOARD AND MADE A MATTER OF RECORD AS SOON AS IT COMES TO THE ATTENTION OF A BOARD MEMBER OR A KEY EMPLOYEE. FORM 990, PART VI, SECTION B, LINE 15: THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION FOR THE PRESIDENT AND THE VICE PRESIDENT OF FINANCE, USING COMPARABILITY DATA FROM SALARY SURVEYS WITH VARIOUS ARTS ORGANIZATIONS OF COMPARABLE SIZE AND CHARACTERISTICS. THE PRESIDENT ESTABLISHES THE SALARIES FOR OTHER KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS: CHANGE IN BENEFICIAL INTEREST in the Foundation 83,337 CHANGE IN BENEFICIAL INTEREST in charitable reminder trust (316) Change in pledge DISCOUNT (29,439) --------- TOTAL TO PART XI, LINE 9 7,239 FORM 990, PART XII, LINE 2C: NO CHANGES WERE MADE TO THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR, AS COMPARED TO THE PRIOR TAX YEAR. FORM 990 PART IX LINE 11G DESCRIPTION:PROFESSIONAL SERVICES TOTAL FEES:115557 FORM 990 PART IX LINE 11G DESCRIPTION:CONTRACTED SERVICES TOTAL FEES:335958 FORM 990 PART IX LINE 11G DESCRIPTION:GUEST ARTISTS TOTAL FEES:175831 FORM 990 PART IX LINE 11G DESCRIPTION:PROFESSIONAL DEVELOPMENT TOTAL FEES:5147 FOUNDATION FOR THE LONG BEACH SYMPHONY 249 E Ocean Blvd Suite 200 LONG BEACH CA 90802 953950515 SUPPORT LBSA CA 501(c)(3) LINE 12C NA false false false true false false false false false false false false false false false false false false false FOUNDATION FOR THE LONG BEACH SYMPHONY C 136667 FMV