2019-05-14T18:19:15-05:00 2018-06-30 953322166 KSJG LLP 100 SPECTRUM CENTER DRIVE STE 1000 IRVINE CA 92618 990 2017-07-01 956004958 LONG BEACH SYMPHONY ASSOCIATION LONG 5624363203 249 E OCEAN BLVD NO 200 LONG BEACH CA 90802 PAULETTE MATSON CHAIRMAN 5624363203 2019-05-13 1 TASHA OTSUJI P00846495 9492612808 2019-05-13 66.77.118.76 2019-05-13 16:38:55 PD P F02B9FF513DC0E6AE5815788CDB6304BCF148BA4 91400ABAB96ABCFAFC2B08820C80B1CD334C0A93 2017 2020-01-14 16:20:31Z KELLY RUGGIRELLO 249 E OCEAN BLVD NO 200 LONG BEACH CA 90802 3219277 0 X WWW.LONGBEACHSYMPHONY.ORG X 1940 CA TO PROVIDE QUALITY TRADITIONAL AND CONTEMPORARY SYMPHONIC MUSIC AND EDUCATIONAL EXPERIENCES 42 36 203 170 0 8680 1985055 1728375 1082187 1134503 -451 749 -3201 -5817 3063590 2857810 0 0 0 0 1405760 1572863 0 0 282060 1312649 1392047 2718409 2964910 345181 -107100 2700955 2709078 971221 1040369 1729734 1668709 THE MISSION OF THE LONG BEACH SYMPHONY ASSOCIATION IS TO ENRICH OUR COMMUNITY BY PROVIDING HIGH QUALITY TRADITIONAL AND CONTEMPORARY SYMPHONIC MUSIC AND EDUCATIONAL EXPERIENCES. 0 0 2480870 1134503 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, POPS! SERIES, AND A FAMILY CONCERT WHICH CUMULATIVELY REACH 60,000 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 OVER 25,000 STUDENTS IN THE SCHOOLS EACH YEAR. 2480870 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 51 2 1 203 1 1 1 0 0 0 0 1 1 0 0 0 0 X 42 36 1 0 0 0 1 0 1 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X DANA RAMOS 5624363203 249 E OCEAN BLVD STE 200 LONG BEACH CA 90802 BARBARA BLACKWELL BOARD MEMBER 1.00 X 0 0 0 BARBARA RICHARDS BOARD MEMBER 1.00 X 0 0 0 BECKY COOL BOARD MEMBER 1.00 X 0 0 0 BOBBIE CUSATO BOARD MEMBER 1.00 X 0 0 0 BRISSA SOTELO-VARGAS BOARD MEMBER 1.00 X 0 0 0 CHARLOTTE GINSBURG BOARD MEMBER 1.00 X 0 0 0 CHRIS BROWN BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER PICKNEY BOARD MEMBER 1.00 X 0 0 0 CINDY COSTELLO TREASURER 1.00 X X 0 0 0 DAN HART BOARD MEMBER 1.00 X 0 0 0 DAVID HANCOCK BOARD MEMBER 1.00 X 0 0 0 DEBRA FULTS BOARD MEMBER 1.00 X 0 0 0 DOUGLAS SMYTH BOARD MEMBER 1.00 X 0 0 0 HENRY MATSON BOARD MEMBER 1.00 X 0 0 0 IRVING MILLER BOARD MEMBER 1.00 X 0 0 0 JASON GWIN BOARD MEMBER 1.00 X 0 0 0 JENNIFER PETERSON BOARD MEMBER 1.00 X 0 0 0 JODI REEP BOARD MEMBER 1.00 X 0 0 0 JOHN BLUMBERG BOARD MEMBER 1.00 X 0 0 0 JOHN DI CARLO BOARD MEMBER 1.00 X 0 0 0 LADONNA DICAMILLO BOARD MEMBER 1.00 X 0 0 0 LEE SHOAG BOARD MEMBER 1.00 X 0 0 0 LYN POHLMANN BOARD MEMBER 1.00 X 0 0 0 MARGARET MORSE BOARD MEMBER 1.00 X 0 0 0 MARGARET SMITH BOARD MEMBER 1.00 X 0 0 0 MARGIE MASTERSON BOARD MEMBER 1.00 X 0 0 0 MICHAEL VAN DYKE BOARD MEMBER 1.00 X 0 0 0 MICHELLE VADON BOARD MEMBER 1.00 X 0 0 0 NANETTE M SALLEY BOARD MEMBER 1.00 X 0 0 0 OLIVER BROOKS BOARD MEMBER 1.00 X 0 0 0 PATRICIA HAUSKNOST BOARD MEMBER 1.00 X 0 0 0 PAULETTE MATSON PRESIDENT 1.00 X X 0 0 0 RANDY MIZER BOARD MEMBER 1.00 X 0 0 0 RICHARD NERI BOARD MEMBER 1.00 X 0 0 0 ROB BELLEVUE BOARD MEMBER 1.00 X 0 0 0 ROGER GOULETTE SECRETARY 1.00 X X 0 0 0 SANDOR MAYUGA BOARD MEMBER 1.00 X 0 0 0 SEAN MILLER BOARD MEMBER 1.00 X 0 0 0 SHARON WEISSMAN BOARD MEMBER 1.00 X 0 0 0 TRACY HERNANDEZ BOARD MEMBER 1.00 X 0 0 0 W HENRY WALKER BOARD MEMBER 1.00 X 0 0 0 WILLIAM CUSATO BOARD MEMBER 1.00 X 0 0 0 DANA RAMOS DIRECTOR OF FINANCE 39.00 1.00 X 91342 0 1250 KELLY RUGGIRELLO EXECUTIVE DIRECTOR 40.00 X 165877 0 11280 GENEVIEVE MACIAS DIRECTOR OF DEVELOPMENT 40.00 X 113930 0 0 371149 0 12530 2 0 1 0 0 459426 85252 103373 1080324 118255 1728375 CONCERT TICKET SALES 711190 1121583 1121583 OTHER PROGRAM REVENUE 711190 9831 9831 CONTRACTED CONCERTS 711190 3089 3089 1134503 126 126 -623 623 623 623 303171 459426 303171 0 53102 58919 -5817 -5817 2857810 1134503 0 -5068 X 287684 105541 115243 66900 1032364 918024 6193 108147 60348 60348 79528 76317 1140 2071 112939 88554 9881 14504 19115 19115 513684 502323 1202 10159 77383 77383 92233 76530 10263 5440 24469 12438 7375 4656 102216 63276 12084 26856 21953 5211 244 16498 8023 5982 684 1357 39413 25518 9111 4784 PRODUCTION HALL 268906 268906 0 0 PRODUCTION STAGE 110203 110203 0 0 BOX OFFICE & TICKETING 56507 56507 0 0 OTHER 28118 14744 5538 7836 29824 13065 3907 12852 2964910 2480870 201980 282060 614812 564652 16957 16965 275543 263100 26979 43952 76819 77988 159002 111154 37929 47848 1651916 1694573 2700955 2709078 96651 118654 874570 921715 971221 1040369 X -427051 -406991 954347 872341 1202438 1203359 1729734 1668709 2700955 2709078 X -107100 46075 X X 0 1 X 1 0 X 1847221 1733275 1770542 1990985 1728375 9070398 1847221 1733275 1770542 1990985 1728375 9070398 1404752 7665646 9 9 9 126 153 9070551 12056193 0.84510 0.83460 X 115162 98467 16695 43840 12687 31153 47848 BENEFICIAL INTEREST IN NET ASSETS 1682860 DEPOSITS 11713 1694573 X 2912676 8791 46075 54866 2857810 0 2857810 2973701 8791 8791 2964910 0 2964910 PART X, LINE 2: THE ASSOCIATION HAS ADOPTED THE ACCOUNTING STANDARDS RELATING TO ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME TAXES. FOR THE ASSOCIATION, THESE STANDARDS COULD BE APPLICABLE TO THE INCURRENCE OF ANY UNRELATED BUSINESS INCOME ATTRIBUTABLE TO THE ASSOCIATION. BECAUSE OF THE ASSOCIATION'S GENERAL TAX-EXEMPT STATUS, THESE STANDARDS ARE NOT ANTICIPATED TO HAVE A MATERIAL IMPACT ON THE ASSOCIATION'S FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST OF THE NET ASSETS OF FLBS 46,705. CHANGE IN VALUE - SPLIT INTEREST AGREEMENTS -630. TWILIGHT 122380 84244 38136 4000 18045 1350 14741 CRESCENDO 480675 259938 220737 4000 41604 4000 171133 2 159542 115244 44298 4661 10000 14847 0 14790 762597 459426 303171 4661 18000 74496 5350 200664 303171 0 53102 49517 6500 0 2902 0 53102 49517 6500 2902 58919 -5817 CA 1 0 1 0 1.00000 DANA RAMOS 249 E OCEAN BLVD SUITE 200 LONG BEACH CA 90802 0 GENEVIEVE MACIAS COORDINATING AND MANAGING GAMING EVENT X 1 47792 SCH. G PART III LINE 2(C): DURING THE FISCAL YEAR, THE ORGANIZATION HELD A RAFFLE WITH THE WINNING PRIZE PRESENTED AS A CAR FROM AN AUTOMOBILE MANUFACTURER. INSTEAD OF DONATING THE VEHICLE TO THE ORGANIZATION, THE MANUFACTURER MADE A DESIGNATED CASH CONTRIBUTION SO THAT THE ORGANIZATION COULD PRESENT THE RAFFLE WINNER WITH A CASHIER'S CHECK FOR THE VEHICLE, MADE OUT TO THE LOCAL DEALER OF THEIR CHOICE. THIS PRESENTED THE WINNER WITH THE OPTION TO SELECT THEIR CHOICE OF COLOR AND OPTIONS ON THE PRIZE VEHICLE. THE WINNER NEVER RECEIVED THE CASH DIRECTLY. THE PROPER TAX REPORTING AND COLLECTION WAS COMPLETED ON THE PRIZE. THIS PRIZE IS REPORTED ON SCH. G PART III AS A CASH PRIZE ON LINE 2(C), RATHER THAN NONCASH PRIZE, SINCE THE WINNER RECEIVED CASH TO BE APPLIED TOWARD THE VEHICLE INSTEAD OF THE VEHICLE ITSELF. 1 X X 0 0 0 0 0 0 0 0 0 KELLY RUGGIRELLO EXECUTIVE DIRECTOR 165877 0 0 0 0 0 0 0 11280 0 177157 0 0 0 X 106 44214 FMV X AUCTION ITEMS 64 67541 FMV X RAFFLE ITEM 1 6500 FMV 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS IS USED FOR COLUMN (B) FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS HENRY MATSON AND PAULETTE MATSON ARE MARRIED. BOARD MEMBERS ROBERT BELLEVUE AND MARGARET SMITH ARE MARRIED. BOARD MEMBER WILLIAM CUSATO IS THE SON OF BOARD MEMBER BOBBIE CUSATO. FORM 990, PART VI, SECTION A, LINE 6 ANY PERSON WHO CONTRIBUTES OVER $150 IN A GIVEN YEAR IS CONSIDERED A MEMBER AND POSSESSES THE RIGHT TO VOTE AND RATIFY NEW OFFICERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B ALL MEMBERS ARE INVITED TO ATTEND AN ANNUAL MEETING HELD AT THE END OF EACH FISCAL YEAR. THE NEW SLATE OF OFFICERS IS ANNOUNCED AND RATIFIED BY THE MEMBERS AT THAT MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE AND THE EXECUTIVE DIRECTOR PRIOR TO SUBMITTING TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS FOR FURTHER REVIEW. THE EXECUTIVE COMMITTEE ALSO RECEIVES A COPY OF THE FORM 990 PRIOR TO FILING. 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 EXECUTIVE DIRECTOR AND THE DIRECTOR OF FINANCE USING COMPARABILITY DATA FROM SALARY SURVEYS WITH VARIOUS ARTS ORGANIZATIONS OF COMPARABLE SIZE AND CHARACTERISTICS. THE EXECUTIVE DIRECTOR 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 IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 214,828. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 214,828. PROFESSIONAL FEES/DEVELOPMENT: PROGRAM SERVICE EXPENSES 36,192. MANAGEMENT AND GENERAL EXPENSES 1,202. FUNDRAISING EXPENSES 9,184. TOTAL EXPENSES 46,578. CONDUCTOR EXPENSES: PROGRAM SERVICE EXPENSES 131,348. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 975. TOTAL EXPENSES 132,323. GUEST ARTISTS: PROGRAM SERVICE EXPENSES 119,955. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 119,955. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST OF THE NEW ASSETS OF FLBS 46,705. CHANGE IN VALUE - SPLIT INTEREST AGREEMENTS -630. 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. FOUNDATION FOR THE LONG BEACH SYMPHONY 249 E OCEAN BLVD SUITE 200 LONG BEACH CA 90802 953950515 SUPPORT LBSA CA 501(C)(3) LINE 12D, III-O N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FOUNDATION FOR THE LONG BEACH SYMPHONY C 85252 FMV