2018-05-11T15:56:25-05:00 2017-06-30 953322166 KSJG LLP 100 SPECTRUM CENTER DRIVE STE 1000 IRVINE CA 92618 990 2016-07-01 956004958 LONG BEACH SYMPHONY ASSOCIATION LONG 5624363203 249 E OCEAN BLVD NO 200 LONG BEACH CA 90802 PAULETTE MATSON PRESIDENT 5624363203 2018-05-08 1 MARGOT ANDREWS P00177103 9492612808 2018-05-08 2016 2022-09-23 18:48:47Z KELLY RUGGIRELLO 249 E OCEAN BLVD NO 200 LONG BEACH CA 90802 3370272 0 X WWW.LONGBEACHSYMPHONY.ORG X 1940 CA TO PROVIDE QUALITY TRADITIONAL AND CONTEMPORARY SYMPHONIC MUSIC AND EDUCATIONAL EXPERIENCES 43 37 208 170 0 0 1770542 1985055 1107024 1082187 -87 -451 5496 -3201 2882975 3063590 0 0 0 0 1438824 1405760 0 0 267601 1321188 1312649 2760012 2718409 122963 345181 2209905 2700955 1006072 971221 1203833 1729734 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 2241310 1082187 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 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. 2241310 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 66 2 1 208 1 0 0 0 0 0 1 1 0 0 0 0 X 43 37 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 ROB BELLEVUE BOARD MEMBER 1.00 X 0 0 0 BARBARA BLACKWELL BOARD MEMBER 1.00 X 0 0 0 JOHN BLUMBERG BOARD MEMBER 1.00 X 0 0 0 OLIVER BROOKS BOARD MEMBER 1.00 X 0 0 0 CHRIS BROWN BOARD MEMBER 1.00 X 0 0 0 JIM CALLAHAN BOARD MEMBER 1.00 X 0 0 0 ALEX CHERIN BOARD MEMBER 1.00 X 0 0 0 CINDY COSTELLO BOARD MEMBER 1.00 X 0 0 0 TOM CROSLIN BOARD MEMBER 1.00 X 0 0 0 BOBBIE CUSATO BOARD MEMBER 1.00 X 0 0 0 WILLIAM CUSATO BOARD MEMBER 1.00 X 0 0 0 LADONNA DICAMILLO BOARD MEMBER 1.00 X 0 0 0 JOHN DI CARLO BOARD MEMBER 1.00 X 0 0 0 STEVE FAICHNEY BOARD MEMBER 1.00 X 0 0 0 DEBRA FULTS BOARD MEMBER 1.00 X 0 0 0 JASON GWIN BOARD MEMBER 1.00 X 0 0 0 DAVID HANCOCK BOARD MEMBER 1.00 X 0 0 0 MARY HESTER BOARD MEMBER 1.00 X 0 0 0 MARGIE MASTERSON BOARD MEMBER 1.00 X 0 0 0 HENRY MATSON BOARD MEMBER 1.00 X 0 0 0 PAULETTE MATSON BOARD MEMBER 1.00 X 0 0 0 SEAN MILLER BOARD MEMBER 1.00 X 0 0 0 RANDY MIZER BOARD MEMBER 1.00 X 0 0 0 MARGARET MORSE BOARD MEMBER 1.00 X 0 0 0 JENNIFER PETERSON BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER PICKNEY BOARD MEMBER 1.00 X 0 0 0 LYN POHLMANN BOARD MEMBER 1.00 X 0 0 0 BARBARA RICHARDS BOARD MEMBER 1.00 X 0 0 0 NANETTE M SALLEY BOARD MEMBER 1.00 X 0 0 0 LEE SHOAG BOARD MEMBER 1.00 X 0 0 0 MARGARET SMITH BOARD MEMBER 1.00 X 0 0 0 DOUGLAS SMYTH BOARD MEMBER 1.00 X 0 0 0 MICHELLE VADON BOARD MEMBER 1.00 X 0 0 0 MICHAEL VAN DYKE BOARD MEMBER 1.00 X 0 0 0 W HENRY WALKER BOARD MEMBER 1.00 X 0 0 0 SHARON WEISSMAN BOARD MEMBER 1.00 X 0 0 0 IRVING MILLER PRESIDENT 1.00 X X 0 0 0 ROGER GOULETTE TREASURER 1.00 X X 0 0 0 SANDOR MAYUGA SECRETARY 1.00 X X 0 0 0 PATRICIA HAUSKNOST BOARD MEMBER 1.00 X 0 0 0 RICHARD NERI BOARD MEMBER 1.00 X 0 0 0 JODI REEP BOARD MEMBER 1.00 X 0 0 0 GERALD FISHER RETIRED 816 BOARD MEMBER 1.00 X 0 0 0 MICHAEL STUGRIN RETIRED 816 BOARD MEMBER 1.00 X 0 0 0 KELLY RUGGIRELLO EXECUTIVE DIRECTOR 40.00 X 161449 0 10643 DANA RAMOS DIRECTOR OF FINANCE 40.00 X 87164 0 92 GENEVIEVE MACIAS DIRECTOR OF DEVELOPMENT 40.00 X 107670 0 2000 356283 0 12735 2 0 1 0 0 353932 77382 66902 1486839 149255 1985055 CONCERT TICKET SALES 711190 1074184 1074184 CONTRACTED CONCERTS 711190 4536 4536 OTHER PROGRAM REVENUE 711190 3467 3467 1082187 9 9 460 -460 -460 -460 248721 353932 248721 0 54300 57501 -3201 -3201 3063590 1082187 0 -3652 X 264655 97138 106155 61362 911041 810356 18344 82341 52499 52499 72728 71498 1495 -265 104837 81085 10995 12757 18750 18750 421750 390337 1069 30344 73390 73390 80060 66821 4373 8866 21319 10886 6828 3605 99792 63560 12274 23958 30903 14198 482 16223 10414 7910 969 1535 37761 24415 9351 3995 PRODUCTION STAGE 303261 303261 0 0 PRODUCTION HALL 102077 102077 0 0 BOX OFFICE & TICKETING 54870 54870 0 0 OTHER 26823 4872 15005 6946 31479 12137 3408 15934 2718409 2241310 209498 267601 314477 614812 16948 16957 279925 275543 32780 26979 52466 76819 189528 151599 46209 37929 1467100 1651916 2209905 2700955 88264 96651 917808 874570 1006072 971221 X -476232 -427051 477867 954347 1202198 1202438 1203833 1729734 2209905 2700955 X 345181 180720 X X 0 1 X 1 0 X 1328125 1847221 1733275 1770542 1990985 8670148 1328125 1847221 1733275 1770542 1990985 8670148 1433670 7236478 36 9 9 9 63 8670211 10565417 0.83460 0.85390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 145688 140862 4826 43840 10737 33103 37929 BENEFICIAL INTEREST IN NET ASSETS 1636785 DEPOSITS 15081 DUE FROM FLBS 50 1651916 X 3255705 11395 180720 192115 3063590 0 3063590 2729804 11395 11395 2718409 0 2718409 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 -57. CHANGE IN VALUE - SPLIT INTEREST AGREEMENTS 180,777. GOLF TOURNAMENT 123442 66386 57056 4232 10000 13514 29310 CRESCENDO 418656 232718 185938 0 9410 35190 3100 138238 2 60555 54828 5727 4615 1112 602653 353932 248721 4232 19410 53319 3100 168660 248721 0 54300 1000 53175 3326 0 54300 1000 53175 3326 57501 -3201 CA 1 0 1 0 0.00000 1.00000 DANA RAMOS 249 E OCEAN BLVD SUITE 200 LONG BEACH CA 90802 0 GENEVIEVE MACIAS COORDINATING AND MANAGING GAMING EVENT X 1 48870 X X 0 0 0 0 0 0 0 0 0 KELLY RUGGIRELLO EXECUTIVE DIRECTOR 161449 0 0 0 0 0 0 0 10643 0 172092 0 0 0 X 1 46675 FMV X 111 16005 FMV X AUCTION ITEMS 62 86575 FMV 0 0 0 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 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 189,954. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 189,954. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 25,685. MANAGEMENT AND GENERAL EXPENSES 1,069. FUNDRAISING EXPENSES 30,344. TOTAL EXPENSES 57,098. CONDUCTOR EXPENSES: PROGRAM SERVICE EXPENSES 73,378. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 73,378. GUEST ARTISTS: PROGRAM SERVICE EXPENSES 101,320. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 101,320. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST OF THE NEW ASSETS OF FLBS -57. CHANGE IN VALUE - SPLIT INTEREST AGREEMENTS 180,777. 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 12C, III-FI 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 77382 FMV FOUNDATION FOR THE LONG BEACH SYMPHONY B 87871 FMV