2025-04-28T13:08:50-05:00 2024-06-30 WITHUMSMITHBROWNPC 100 SPECTRUM CENTER DRIVE STE 1000 IRVINE CA 92618 990 2023-07-01 956004958 Long Beach Symphony Association % SAMUEL BALIMBIN LONG 5624363203 249 E Ocean Blvd Suite 200 Long Beach CA 90802 ROGER GOULETTE TREASURER 5624363203 2025-05-15 true true RICHARD L RUVELSON P00234075 9492612808 2023 2025-03-06 01:10:19Z ROGER GOULETTE 249 E Ocean Blvd200 Long Beach CA 90802 3726936 false X www.longbeachsymphony.org X 1940 CA TO ENGAGE AUDIENCES OF ALL AGES THROUGH EXCEPTIONAL ORCHESTRAL PERFORMANCES, COMMUNITY PARTNERSHIPS AND MEANINGFUL EDUCATIONAL EXPERIENCES. 29 25 255 164 0 0 2541136 2672260 920876 887296 4333 23084 0 0 3466345 3582640 0 0 0 0 1853902 1883122 0 0 428276 1754708 1594672 3608610 3477794 -142265 104846 4085166 4442923 1278988 1442798 2806178 3000125 X THE MISSION OF THE LONG BEACH SYMPHONY ASSOCIATION IS TO ENGAGE AUDIENCES OF ALL AGES AND CULTURES THROUGH EXCEPTIONAL ORCHESTRAL PERFORMANCES, COMMUNITY PARTNERSHIPS AND MEANINGFUL EDUCATIONAL EXPERIENCES. false false 2760900 887296 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 70,500 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 MORE THAN 28,000 STUDENTS IN THE SCHOOLS EACH YEAR. 2760900 true true false false false false false false false false true false false true true true true false false false false false false false true false false false false true false false false false false false false false true false false false false true false false false true 25 0 true 255 true false false false false false true true false false false false false false X 29 25 true false false false true false true true true false false false true true true true true true true false CA X SAMUEL BALIMBIN 5624363203 249 E OCEAN BLVD 200 LONG BEACH CA 90802 Kelly Ruggirello PRESIDENT 40.0 0.0 X 192396 0 19345 Eckart Preu MUSIC DIRECTOR 20.0 0.0 X 112509 0 0 Samuel Balimbin VICE PRESIDENT OF FINANCE 40.0 2.0 X 96425 0 14692 Roger Goulette Chairman 1.0 0.0 X X 0 0 0 Sandor Mayuga Vice -Chairman 1.0 0.0 X X 0 0 0 David Hancock Treasurer 1.0 0.0 X X 0 0 0 Nanette M Salley Secretary 1.0 0.0 X X 0 0 0 Rob Bellevue Board Member 1.0 0.0 X 0 0 0 Barbara Blackwell Board Member 1.0 0.0 X 0 0 0 John Blumberg Board Member 1.0 0.0 X 0 0 0 Becky Cool Board Member 1.0 0.0 X 0 0 0 John Di Carlo Board Member 1.0 0.0 X 0 0 0 Cindy Costello Board Member 1.0 0.0 X 0 0 0 Charlotte Ginsburg Board Member 1.0 0.0 X 0 0 0 Mark Guillen Board Member 1.0 0.0 X 0 0 0 Tyler Leshney Board Member 1.0 0.0 X 0 0 0 Margie Masterson Board Member 1.0 0.0 X 0 0 0 Paulette Matson Board Member 1.0 0.0 X 0 0 0 Henry Matson Board Member 1.0 0.0 X 0 0 0 Sean Miller Board Member 1.0 0.0 X 0 0 0 Christopher Pinckney Board Member 1.0 0.0 X 0 0 0 Lyn Pohlmann Board Member 1.0 0.0 X 0 0 0 Barbara Richards Board Member 1.0 0.0 X 0 0 0 Judy Ross Board Member EFF. 04/2024 1.0 0.0 X 0 0 0 Anna Salusky Board Member 1.0 0.0 X 0 0 0 Lee Shoag Board Member 1.0 0.0 X 0 0 0 Margaret Smith Board Member 1.0 0.0 X 0 0 0 Brissa Sotelo-Vargas Board Member 1.0 0.0 X 0 0 0 W Henry Walker Board Member 1.0 0.0 X 0 0 0 Keyla Whitenhill Board Member 1.0 0.0 X 0 0 0 Sharon Weissman Board Member EFF. 06/2024 1.0 0.0 X 0 0 0 Susan Wise Board Member 1.0 0.0 X 0 0 0 401330 0 34037 2 false true false 0 282820 172541 433827 1783072 209015 2672260 CONCERT TICKET SALES 711190 881536 881536 CONTRACTED CONCERTS 711190 5760 5760 887296 23478 23478 0 0 0 0 0 394 -394 -394 -394 143902 282820 143902 0 0 0 0 0 0 0 0 0 0 3582640 887296 0 23084 X 0 0 0 0 334606 247689 32132 54785 0 1229602 910203 118077 201322 67727 50134 6504 11089 114004 84390 10948 18666 137183 101550 13173 22460 0 0 31200 31200 0 0 0 612952 596359 5110 11483 32061 32061 108216 86070 18418 3728 59967 36021 7665 16281 0 94577 63682 13983 16912 0 0 31441 6328 1187 23926 0 0 2326 2035 291 23219 10363 10265 2591 PRODUCTION HALL 111980 111980 PRODUCTION STAGE 352089 352089 BOX OFFICE & TICKETING 37080 37080 OTHER 42816 10619 16272 15925 54748 22247 3393 29108 3477794 2760900 288618 428276 X 229913 191205 534726 559498 218922 499736 0 534 0 0 0 0 0 0 0 0 55951 55340 236384 156762 24998 79622 0 0 0 0 0 0 0 0 3020656 3056988 4085166 4442923 436424 609053 0 0 584846 656973 0 0 0 0 0 0 0 0 0 0 257718 176772 1278988 1442798 X -295695 -340849 3101873 3340974 2806178 3000125 4085166 4442923 X 104846 89101 X X false true X true false X 1391588 1910077 2736402 2541137 2672260 11251464 0 0 1391588 1910077 2736402 2541137 2672260 11251464 418802 10832662 3 0 0 3743 23478 27224 0 0 11278688 3293817 0.96045 0.93960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 137274 134238 3036 99109 22523 76586 79622 BENEFICIAL INTEREST IN THE FOU 2879113 RIGHT-OF-USE ASSETS 171725 BENEFICIAL INTEREST IN CHARITA 6150 3056988 0 LEASES LIABILITY 176772 176772 X 3671741 89101 89101 3582640 3582640 3477794 3477794 3477794 PART X, LINE 2 The Association is exempt from taxation under Section 501(c)(3) of the Internal Revenue Code and Section 23701d of the California Revenue and Taxation Code and is generally not subject to federal and state income taxes. However, the Association is subject to income taxes on any net income that is derived from a trade or business, regularly carried on, and not in furtherance of the purposes for which it was granted exemption. There were no income tax liabilities recognized for the years ended June 30, 2024 and 2023. There were no tax years open to examination by major tax jurisdictions as of June 30, 2024 and 2023. The Association does not believe its financial statements include (or reflect) any uncertain tax positions. Further, there are no income tax related penalties and interest included in these financial statements. PART XI, LINE 2D- OTHER ADJUSTMENTS CHANGE IN BENEFICIAL INTEREST IN THE FOUNDATION 118,729 CHANGE IN BENEFICIAL INTEREST IN Charitable reminder Trust (189) Change in Discount on PRESENT VALUE (29,439) TOTAL TO SCHEDULE D, PART XI, LINE 2D 89,101 CRESCENDO 202557 122975 79582 4628 8360 32876 3525 22648 GOLF 93970 29650 64320 3141 2281 24229 900 41314 0 296527 152625 143902 7769 10641 57105 4425 63962 143902 249 E Ocean Blvd Suite 200 LONG BEACH CA 90802 X X false false false false false false false false false Kelly Ruggirello PRESIDENT 192396 0 0 0 0 0 2006 0 17339 0 211741 0 0 0 X 4 198203 FMV X Hotels fare 1 10812 fmv false false false 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. FORM 990, PART VI, SECTION A, LINE 6: THERE IS ONE CLASS OF MEMBERSHIP IN THE ASSOCIATION WHICH SHALL BE ANY INDIVIDUAL OR BUSINESS ENTITY WHO SUBSCRIBES TO THE PURPOSE OF THE ASSOCIATION AND CONTRIBUTES $250 TO THE ANNUAL FUND. FORM 990, PART VI, SECTION A, LINE 7B: ALL MEMBERS ARE INVITED TO ATTEND THE ANNUAL MEETING HELD AT THE END OF EACH FISCAL YEAR AND APPROVE THE TERMS OF ELECTED AND REELECTED MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B: THE FORM 990 IS REVIEWED BY THE VICE PRESIDENT OF FINANCE, AND THE PRESIDENT PRIOR TO SUBMITTING TO THE TREASURER OF THE BOARD OF DIRECTORS FOR FURTHER REVIEW. 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 PRESIDENT AND THE VICE PRESIDENT OF FINANCE, USING COMPARABILITY DATA FROM SALARY SURVEYS WITH VARIOUS ARTS ORGANIZATIONS OF COMPARABLE SIZE AND CHARACTERISTICS. THE PRESIDENT 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, CHANGES IN NET ASSETS: CHANGE IN BENEFICIAL INTEREST in the Foundation 118,729 CHANGE IN BENEFICIAL INTEREST in charitable reminder trust (189) Change in DISCOUNT ON PRESEN VALUE (29,439) TOTAL TO Part XI, Line 9 89,101 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. FORM 990 PART IX LINE 11G DESCRIPTION:GUEST ARTISTS TOTAL FEES:213242 FORM 990 PART IX LINE 11G DESCRIPTION:CONTRACTED SERVICES TOTAL FEES:286640 FORM 990 PART IX LINE 11G DESCRIPTION:PROFESSIONAL SERVICES TOTAL FEES:99051 FORM 990 PART IX LINE 11G DESCRIPTION:CONDUCTOR EXPENSES TOTAL FEES:13455 FORM 990 PART IX LINE 11G DESCRIPTION:PROFESSIONAL DEVELOPMENT TOTAL FEES:564 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 NA false false false true false false false false false false false false false false false false false false false false FOUNDATION FOR THE LONG BEACH SYMPHONY C 172541 FMV