2016-05-16T15:44:29-05:00 2015-06-30 953322166 KUSHNER SMITH JOANOU & GREGSON LLP 100 SPECTRUM CENTER DRIVE STE 1000 IRVINE CA 92618 990 2014-07-01 956004958 LONG BEACH SYMPHONY ASSOCIATION LONG 5624363203 249 E OCEAN BLVD NO 200 LONG BEACH CA 90802 IRVING MILLER PRESIDENT 5624363203 2016-05-13 1 MARGOT ANDREWS P00177103 9492612808 2016-05-13 2014 2016-08-17 19:52:53Z X KELLY RUGGIRELLO 249 E OCEAN BLVD NO 200 LONG BEACH CA 90802 3156346 0 X WWW.LBSO.ORG X 1940 CA TO PROVIDE QUALITY TRADITIONAL AND CONTEMPORARY SYMPHONIC MUSIC AND EDUCATIONAL EXPERIENCES 41 37 202 170 0 0 1847221 1733275 1111376 1162752 0 170 0 9863 2958597 2906060 0 0 0 0 1368952 1406297 0 0 254782 1388055 1283243 2757007 2689540 201590 216520 1990030 2088874 1079291 962546 910739 1126328 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 2182006 1162752 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. 2182006 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 73 1 1 202 1 0 0 0 0 0 1 1 0 0 0 0 X 41 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 BARBARA BLACKWELL BOARD MEMBER 1.00 X 0 0 0 THOMAS BUSSA 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 CHRIS BROWN 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 DAVID HANCOCK BOARD MEMBER 1.00 X 0 0 0 LADONNA DICAMILLO BOARD MEMBER 1.00 X 0 0 0 NORMAN LANTZ BOARD MEMBER 1.00 X 0 0 0 HENRY MATSON BOARD MEMBER 1.00 X 0 0 0 SANDOR MAYUGA 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 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 MICHAEL VAN DYKE 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 MICHAEL STUGRIN BOARD MEMBER 1.00 X 0 0 0 W HENRY WALKER BOARD MEMBER 1.00 X 0 0 0 JOHN DI CARLO BOARD MEMBER 1.00 X 0 0 0 MARGIE MASTERSON BOARD MEMBER 1.00 X 0 0 0 PAULETTE MATSON BOARD MEMBER 1.00 X 0 0 0 JOHN BLUMBERG BOARD MEMBER 1.00 X 0 0 0 ROB BELLEVUE BOARD MEMBER 1.00 X 0 0 0 OLIVER BROOKS BOARD MEMBER 1.00 X 0 0 0 DENICE DOUGLAS BOARD MEMBER 1.00 X 0 0 0 JASON GWIN BOARD MEMBER 1.00 X 0 0 0 MARY HESTER BOARD MEMBER 1.00 X 0 0 0 ELIZABETH WARREN BOARD MEMBER 1.00 X 0 0 0 SHARON WEISSMAN BOARD MEMBER 1.00 X 0 0 0 CHELLE WINGELETH BOARD MEMBER 1.00 X 0 0 0 GERALD FISHER BOARD MEMBER 1.00 X 0 0 0 IRVING MILLER PRESIDENT 1.00 X X 0 0 0 JIM CALLAHAN SECRETARY 1.00 X X 0 0 0 ROGER GOULETTE TREASURER 1.00 X X 0 0 0 KELLY RUGGIRELLO EXECUTIVE DIRECTOR 40.00 X 162153 0 10119 RENA HAYAMI RESIGNED 92314 INTERIM DIRECTOR OF FINANCE 40.00 X 57483 0 0 DANA RAMOS DIRECTOR OF FINANCE 40.00 X 29671 0 105 249307 0 10224 1 0 1 0 0 359559 71189 111044 1191483 150346 1733275 CONCERT TICKET SALES 711190 1101174 1101174 OTHER PROGRAM REVENUE 711190 61578 61578 1162752 9 9 161 0 161 161 161 215349 359559 215349 0 44800 34937 9863 9863 2906060 1162752 0 10033 X 258232 95062 104423 58747 900136 772090 34929 93117 50656 50656 78167 70477 3064 4626 119106 89560 14095 15451 29500 29500 358611 346097 6464 6050 108466 108116 350 83989 67498 7604 8887 25676 13883 7336 4457 101005 63965 17141 19899 29244 10147 867 18230 8241 6102 995 1144 35135 21786 9325 4024 PRODUCTION STAGE 274677 274677 PRODUCTION HALL 99938 99938 BOX OFFICE & TICKETING 71858 71858 OTHER 26200 7455 12768 5977 30703 12639 4241 13823 2689540 2182006 252752 254782 129637 243202 16932 16940 111858 193704 104602 16078 67919 47549 200864 149615 40535 51249 1518547 1520152 1990030 2088874 147450 78232 931841 884314 1079291 962546 X -670715 -511725 375748 436105 1205706 1201948 910739 1126328 1990030 2088874 X 216520 -931 X X 0 1 X 1 0 X 1947440 1605006 1328125 1847221 1733275 8461067 1947440 1605006 1328125 1847221 1733275 8461067 1126840 7334227 1707 36 9 1752 18925 7828 26753 8489572 7829494 0.86390 0.82180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 139345 125101 14244 61519 24514 37005 51249 BENEFICIAL INTEREST IN NET ASSETS 1501523 DEPOSITS 18629 1520152 X 2914582 9453 -931 8522 2906060 0 2906060 2698993 9453 9453 2689540 0 2689540 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 -1,806. CHANGE IN VALUE - SPLIT INTEREST AGREEMENTS 875. GOLF TOURNAMENT 91958 53928 38030 4647 10000 11570 11813 CRESCENDO 429880 258851 171029 25507 4377 141145 2 53070 46780 6290 1667 450 4173 574908 359559 215349 4647 10000 38744 4827 157131 215349 0 44800 32950 1987 0 44800 32950 1987 34937 9863 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 40320 X X 0 0 0 0 0 0 0 0 0 KELLY RUGGIRELLO EXECUTIVE DIRECTOR 162153 0 0 0 0 0 0 0 10119 0 172272 0 0 0 X 1 32950 FMV X 117 17396 FMV X AUCTION ITEMS 105 100000 FMV 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS WAS USED FOR COLUMN (B). FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS HENRY MATSON AND PAULETTE MATSON ARE MARRIED. ROBERT BELLEVUE AND MARGARET SMITH ARE MARRIED. 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 11 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 165,144. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 165,144. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 29,262. MANAGEMENT AND GENERAL EXPENSES 6,464. FUNDRAISING EXPENSES 6,050. TOTAL EXPENSES 41,776. CONDUCTOR EXPENSES: PROGRAM SERVICE EXPENSES 78,713. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 78,713. GUEST ARTISTS: PROGRAM SERVICE EXPENSES 72,978. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 72,978. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST OF THE NEW ASSETS OF FLBS -1,806. CHANGE IN VALUE - SPLIT INTEREST AGREEMENTS 875. 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 11C, III-FI N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FOUNDATION FOR THE LONG BEACH SYMPHONY C 71189 FMV