2014-05-13T17:42:59-05:00 2013-06-30 951777440 GREEN HASSON & JANKS LLP 10990 WILSHIRE BLVD 16TH FLOOR LOS ANGELES CA 900243929 990 2012-07-01 956004958 LONG BEACH SYMPHONY ASSOCIATION LONG 5624363203 555 E OCEAN BLVD NO 106 LONG BEACH CA 90802 KELLY RUGGIRELLO 5624363203 2014-05-12 1 RICHARD L RUVELSON P00234075 3108731600 2012 2015-11-30 17:44:51Z KELLY RUGGIRELLO 555 E OCEAN BLVD NO 106 LONG BEACH CA 90802 2726188 0 X WWW.LBSO.ORG X 1940 CA TO PROVIDE QUALITY TRADITIONAL AND CONTEMPORARY SYMPHONIC MUSIC AND EDUCATIONAL EXPERIENCES 33 32 203 140 0 0 1605006 1328125 1192565 1186169 0 1305 7828 0 2805399 2515599 0 0 0 0 1292004 1385109 0 0 444982 1616225 1936735 2908229 3321844 -102830 -806245 2526103 1900013 1039326 1201484 1486777 698529 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 2585195 1186169 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. 2585195 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 1 1 0 0 0 0 1 0 0 0 1 59 1 1 203 1 0 0 0 0 0 1 1 0 0 X 33 32 0 1 0 0 1 0 1 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X RENA B HAYAMI 5624363203 555 E OCEAN BLVD NO 106 LONG BEACH CA 90802 ROGER GOULETTE 1.00 X 0 0 0 BARBARA BLACKWELL 1.00 X 0 0 0 THOMAS BUSSA 1.00 X 0 0 0 JIM CALLAHAN 1.00 X 0 0 0 CINDY COSTELLO 1.00 X 0 0 0 TOM CROSLIN 1.00 X 0 0 0 BOBBIE CUSATO 1.00 X 0 0 0 JOHN EASTMAN 1.00 X 0 0 0 STEVE FAICHNEY 1.00 X 0 0 0 DEBRA FULTS 1.00 X 0 0 0 DAVID HANCOCK 1.00 X 0 0 0 KERSTIN KANSTEINER 1.00 X 0 0 0 STEVE LANG 1.00 X 0 0 0 HENRY MATSON 1.00 X 0 0 0 SANDOR MAYUGA 1.00 X 0 0 0 IRVING MILLER 1.00 X 0 0 0 SEAN MILLER 1.00 X 0 0 0 RANDY MIZER 1.00 X 0 0 0 CHRISTOPHER PINCKNEY 1.00 X 0 0 0 LYN POHLMANN 1.00 X 0 0 0 BARBARA RICHARDS 1.00 X 0 0 0 NAN SALLEY-GAITIS 1.00 X 0 0 0 THOMAS SANFORD 1.00 X 0 0 0 LEE SHOAG 1.00 X 0 0 0 MARGARET SMITH 1.00 X 0 0 0 DOUGLAS SMYTH 1.00 X 0 0 0 MICHAEL STUGRIN 1.00 X 0 0 0 W HENRY WALKER 1.00 X 0 0 0 JOHN DI CARLO 1.00 X X 0 0 0 MARGIE MASTERSON 1.00 X X 0 0 0 PAULETTE MATSON 1.00 X X 0 0 0 JOHN BLUMBERG 1.00 X X 0 0 0 ROB BELLEVUE 1.00 X X 0 0 0 ROBERT C JONES RESIGNED 912 40.00 X 92243 0 0 KELLY RUGGIRELLO AS OF 313 40.00 X 0 0 0 SUSAN O BOWEN AS OF 1212 40.00 X 1001 0 0 STEVEN BRONFENBRENNER RES 313 40.00 X 0 0 0 93244 0 0 0 0 0 0 B SQUARED CONSULTING 129 SEADRIFT ROAD STINSON BEACH CA 94970 MANAGEMENT SERVICES 234961 1 219220 89239 1019666 129357 1328125 CONCERT TICKET SALES 711190 1186169 1186169 1186169 36 36 1269 0 1269 1269 1269 113275 219220 167501 -54226 -54226 97314 43088 54226 54226 2515599 1186169 0 1305 147356 96247 9740 41369 948841 807367 26449 115025 207010 167059 10433 29518 81902 66095 4128 11679 263452 159756 50601 53095 29100 29100 323448 194675 64073 64700 120727 120727 138664 125698 10634 2332 35521 19181 8170 8170 78877 44595 20067 14215 9925 4963 1985 2977 22079 7728 9936 4415 PRODUCTION STAGE AND AU 353049 317535 17330 18184 CONDUCTOR EXPENSES 164563 164563 PRODUCTION HALL 104360 104360 GUEST ARTISTS 82901 82901 210069 101745 29021 79303 3321844 2585195 291667 444982 641949 158557 81641 16968 18678 15476 58375 114014 72332 39426 176880 131075 52008 45805 1601120 1509767 2526103 1900013 78830 171106 960496 863378 0 167000 1039326 1201484 X -19759 -797705 400830 390528 1105706 1105706 1486777 698529 2526103 1900013 X -806245 17997 X X 0 1 X 1 0 X 1321573 2559592 1947440 1605006 1328125 8761736 1321573 2559592 1947440 1605006 1328125 8761736 1395507 7366229 4071 724 1707 36 6538 13139 9900 18925 7828 49792 8818066 6591999 0.83540 0.93390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 119761 110206 9555 57119 20869 36250 45805 BENEFICIAL INTEREST IN NET ASSETS 1491834 DEPOSITS 17933 1509767 2553959 20363 17997 38360 2515599 0 2515599 3342207 20363 20363 3321844 0 3321844 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST OF THE NET ASSETS OF FLBS 17,997. GOLF TOURNAMENT 38692 17718 20974 10962 9778 234 CRESCENDO 180315 130353 49962 98 7107 27419 2525 12813 1 113488 71149 42339 96565 332495 219220 113275 98 18069 37197 2525 109612 167501 -54226 97314 39129 3959 0 0.95000 97314 39129 3959 43088 54226 CA 1 0 1 0 0.00000 1.00000 SUSAN OLMSTEAD-BOWEN 555 E OCEAN BLVD STE106 LONG BEACH CA 90802 0 TRACI GLASSOCK 0 COORDINATING AND MANAGING GAMING EVENT. X 1 54226 STEVEN BRONFENBRENNER STEVEN BRONFENBRENNER WAS ACTING CFO/INTERIM E.D. DURING THE YEAR 234961 THE ORGANIZATION CONTRACTED WITH B SQUARED CONSULTING FOR MANAGEMENT SERVICES DURING THE YEAR. B SQUARED IS WHOLLY OWNED BY STEVEN BRONFENBRENNER. 0 X 1 39129 FMV X 44 20848 FMV X CRESCENDO EVENT MISC. DONATIONS 95 69380 FMV 0 0 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTIONS: PART I, COLUMN (B): NON CASH DONATIONS ARE LISTED BY TOTAL NUMBER OF CONTRIBUTED ITEMS. FORM 990, PART VI, SECTION A, LINE 3 FROM 8/12 THROUGH 2/13, FOLLOWING THE DEPARTURE OF THE EXECUTIVE DIRECTOR AND PRIOR TO SECURING A REPLACEMENT, EXECUTIVE DIRECTOR AND DIRECTOR OF FINANCE DUTIES WERE ASSUMED BY AN INDEPENDENT CONSULTANT UNDER CONTRACT. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST OF THE NET ASSETS OF FLBS 17,997. FINANCIAL STATEMENTS AND REPORTING 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FOUNDATION FOR THE LONG BEACH SYMPHONY C 89239 FMV FOUNDATION FOR THE LONG BEACH SYMPHONY E 167000 FMV