2015-02-04T15:37:21-06:00 2014-06-30 951777440 GREEN HASSON & JANKS LLP 10990 WILSHIRE BLVD 16TH FLOOR LOS ANGELES CA 900243929 990 2013-07-01 956004958 LONG BEACH SYMPHONY ASSOCIATION LONG 5624363203 555 E OCEAN BLVD NO 106 LONG BEACH CA 90802 ROGER GOULETTE TREASURER 5624363203 2015-01-28 1 RICHARD L RUVELSON P00234075 3108731600 2013 2016-03-07 17:11:31Z KELLY RUGGIRELLO 555 E OCEAN BLVD NO 106 LONG BEACH CA 90802 3068483 0 X WWW.LBSO.ORG X 1940 CA TO PROVIDE QUALITY TRADITIONAL AND CONTEMPORARY SYMPHONIC MUSIC AND EDUCATIONAL EXPERIENCES 33 33 204 140 0 0 1328125 1847221 1186169 1111376 1305 0 0 0 2515599 2958597 0 0 0 0 1385109 1368952 0 0 247714 1936735 1388055 3321844 2757007 -806245 201590 1900013 1990030 1201484 1079291 698529 910739 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 2231790 1111376 THE PRIMARY PURPOSE OF THE ASSOCIATION IS TO SUPPORT AND PROMOTE THE ACTIVITIES OF THE LONG BEACH SYMPHONY ORCHESTRA. THESE ACTIVITIES INCLUDE CLASSICS, ORCHESTRA POPS! CONCERT SERIES, OUTREACH CONCERTS AND COMPREHENSIVE EDUCATION PROGRAMS PRESENTED IN COLLABORATION WITH THE LONG BEACH UNIFIED SCHOOL DISTRICT AND OTHER LOCAL EDUCATIONAL INSTITUTIONS. THE ORCHESTRA PRESENTS OVER 70 FREE EDUCATIONAL PERFORMANCES, SERVING OVER 25,000 STUDENTS IN THE SCHOOLS EACH SEASON, ALL CREATED IN ALIGNMENT WITH THE STATE OF CALIFORNIA ARTS EDUCATION REQUIREMENTS. UP TO ANOTHER 25 EDUCATIONAL PRESENTATIONS AND PERFORMANCES ARE PROVIDED OR MADE AVAILABLE TO THE COMMUNITY IN CONJUNCTION WITH THE ORCHESTRA CONCERT SERIES AND THE ASSOCIATION'S SOUNDS AND SPACES PROGRAM. 2231790 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 73 1 1 204 1 0 0 0 0 0 1 1 0 0 X 33 33 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 555 E OCEAN BLVD NO 106 LONG BEACH CA 90802 ROGER GOULETTE BOARD MEMBER 1.00 X 0 0 0 BARBARA BLACKWELL BOARD MEMBER 1.00 X 0 0 0 THOMAS BUSSA BOARD MEMBER 1.00 X 0 0 0 JIM CALLAHAN 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 IRVING MILLER 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 PRESIDENT 1.00 X X 0 0 0 MARGIE MASTERSON VICE PRESIDENT 1.00 X X 0 0 0 PAULETTE MATSON VICE PRESIDENT 1.00 X X 0 0 0 JOHN BLUMBERG SECRETARY 1.00 X X 0 0 0 ROB BELLEVUE TREASURER 1.00 X X 0 0 0 KELLY RUGGIRELLO AS OF 313 EXECUTIVE DIRECTOR 40.00 X 110005 0 6991 SUSAN O BOWEN THRU 1213 DIRECTOR OF FINANCE 40.00 X 70000 0 11114 RENA HAYAMI AS OF 0114 DIRECTOR OF FINANCE 40.00 X 0 0 0 180005 0 18105 1 0 0 0 0 264198 240049 74802 1268172 136226 1847221 CONCERT TICKET SALES 711190 1111376 1111376 1111376 63886 264198 106320 -42434 -42434 46000 3566 42434 42434 2958597 1111376 0 0 225256 133129 47240 44887 892792 776777 59490 56525 51143 30226 10726 10191 118569 70076 24866 23627 81192 47986 17027 16179 41850 41850 147377 116347 20106 10924 92374 92374 110519 88941 8131 13447 21702 12016 6039 3647 79585 61669 5417 12499 11393 8920 679 1794 22815 11259 7803 3753 PRODUCTION STAGE AND AU 343670 343670 CONDUCTOR EXPENSES 128279 128279 GUEST ARTISTS 106681 106681 PRODUCTION HALL 97053 97053 184757 106387 28129 50241 2757007 2231790 277503 247714 158557 129637 16968 16932 15476 111858 114014 104602 39426 67919 181909 141374 45805 40535 1509767 1518547 1900013 1990030 171106 147450 863378 931841 167000 0 1201484 1079291 X -797705 -670715 390528 375748 1105706 1205706 698529 910739 1900013 1990030 X 201590 10620 X X 0 1 X 1 0 X 2559592 1947440 1605006 1328125 1847221 9287384 2559592 1947440 1605006 1328125 1847221 9287384 1622443 7664941 724 1707 36 2467 9900 18925 7828 36653 9326504 6406593 0.82180 0.83540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 120390 118811 1579 61519 22563 38956 40535 BENEFICIAL INTEREST IN NET ASSETS 1502454 DEPOSITS 16093 1518547 3001263 32046 10620 42666 2958597 0 2958597 2789053 32046 32046 2757007 0 2757007 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST OF THE NET ASSETS OF FLBS 17,010. CHANGE IN VALUE - SPLIT INTEREST AGREEMENTS -6,390. GOLF TOURNAMENT 71028 36830 34198 11757 11757 10683 CRESCENDO 226571 203291 23280 5020 3131 24737 2000 30827 1 30485 24077 6408 575 5833 328084 264198 63886 5020 14888 36494 2575 47343 106320 -42434 46000 3566 1 0.95000 46000 3566 3566 42434 CA 1 0 1 0 0.00000 1.00000 RENA HAYAMI 555 E OCEAN BLVD STE106 LONG BEACH CA 90802 0 GENEVIEVE MACIAS COORDINATING AND MANAGING GAMING EVENT. X 1 42434 X 1 33500 FMV X 137 16851 FMV X AUCTION ITEMS 93 85875 FMV 0 0 0 PART I, COLUMN (B): NON CASH DONATIONS ARE LISTED BY TOTAL NUMBER OF CONTRIBUTED ITEMS. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS HENRY MATSON AND PAULETTE MATSON 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 EXEUTIVE 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 XI, LINE 9: CHANGE IN BENEFICIAL INTEREST OF THE NET ASSETS OF FLBS 17,010. CHANGE IN VALUE - SPLIT INTEREST AGREEMENTS -6,390. 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 555 E OCEAN BLVD SUITE 106 LONG BEACH CA 90802 953950515 SUPPORT LBSA CA 501(C)(3) 509(A)(3) 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 240049 FMV