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Nonprofiteer
← LONG BEACH SYMPHONY ASSOCIATION

Form 990 for tax year 2023

Filed by LONG BEACH SYMPHONY ASSOCIATION.

Totals

Total revenue
$3,582,640
Total expenses
$3,477,794
Contributions and grants received
$2,672,260
Grants paid
$0
Program service revenue
$887,296
Investment income
$23,084
Other revenue
$0
Total assets, end of year
$4,442,923
Total liabilities, end of year
$1,442,798
Net assets or fund balances, end of year
$3,000,125
Program services expenses (Part IX)
$2,760,900
Management and general expenses
$288,618
Fundraising expenses
$428,276
Program service expenses (Part III)
$2,760,900

Program services were 79.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $282,820

  • 1d · Related organizations

    $172,541

  • 1e · Government grants (contributions)

    $433,827

  • 1f · All other contributions, gifts and grants

    $1,783,072

  • 1g · Noncash contributions included above

    $209,015

  • 2a · Program service revenue: CONCERT TICKET SALES

    total $881,536 · related or exempt $881,536

  • 2b · Program service revenue: CONTRACTED CONCERTS

    total $5,760 · related or exempt $5,760

  • 3 · Investment income

    total $23,478 · excluded $23,478

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7b · Less cost or other basis and sales expenses

    securities $394

  • 7c · Gain or loss

    securities -$394

  • 7d · Net gain or loss

    total -$394 · excluded -$394

  • 8a · Fundraising events: gross income

    $143,902

  • 8a · Fundraising events: contributions included on line 1c

    $282,820

  • 8b · Fundraising events: direct expenses

    $143,902

  • 8c · Net income from fundraising events

    total $0 · excluded $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0 · unrelated business $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $334,606 · program services $247,689 · management and general $32,132 · fundraising $54,785

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $1,229,602 · program services $910,203 · management and general $118,077 · fundraising $201,322

  • 8 · Pension plan contributions

    total $67,727 · program services $50,134 · management and general $6,504 · fundraising $11,089

  • 9 · Other employee benefits

    total $114,004 · program services $84,390 · management and general $10,948 · fundraising $18,666

  • 10 · Payroll taxes

    total $137,183 · program services $101,550 · management and general $13,173 · fundraising $22,460

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $31,200 · management and general $31,200

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $612,952 · program services $596,359 · management and general $5,110 · fundraising $11,483

  • 12 · Advertising and promotion

    total $32,061 · program services $32,061

  • 13 · Office expenses

    total $108,216 · program services $86,070 · management and general $18,418 · fundraising $3,728

  • 14 · Information technology

    total $59,967 · program services $36,021 · management and general $7,665 · fundraising $16,281

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $94,577 · program services $63,682 · management and general $13,983 · fundraising $16,912

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $31,441 · program services $6,328 · management and general $1,187 · fundraising $23,926

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $2,326 · program services $2,035 · management and general $291

  • 23 · Insurance

    total $23,219 · program services $10,363 · management and general $10,265 · fundraising $2,591

  • 24a · Other expenses: PRODUCTION HALL

    total $111,980 · program services $111,980

  • 24b · Other expenses: PRODUCTION STAGE

    total $352,089 · program services $352,089

  • 24c · Other expenses: BOX OFFICE & TICKETING

    total $37,080 · program services $37,080

  • 24d · Other expenses: OTHER

    total $42,816 · program services $10,619 · management and general $16,272 · fundraising $15,925

  • 24e · All other expenses

    total $54,748 · program services $22,247 · management and general $3,393 · fundraising $29,108

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $229,913 · end of year $191,205

  • 2 · Savings and temporary cash investments

    beginning of year $534,726 · end of year $559,498

  • 3 · Pledges and grants receivable

    beginning of year $218,922 · end of year $499,736

  • 4 · Accounts receivable

    beginning of year $0 · end of year $534

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $55,951 · end of year $55,340

  • 10a · Land, buildings and equipment: cost or other basis

    $236,384

  • 10b · Land, buildings and equipment: accumulated depreciation

    $156,762

  • 10c · Land, buildings and equipment, net

    beginning of year $24,998 · end of year $79,622

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $3,020,656 · end of year $3,056,988

  • 17 · Accounts payable and accrued expenses

    beginning of year $436,424 · end of year $609,053

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $584,846 · end of year $656,973

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $257,718 · end of year $176,772

  • 27 · Net assets without donor restrictions

    beginning of year -$295,695 · end of year -$340,849

  • 28 · Net assets with donor restrictions

    beginning of year $3,101,873 · end of year $3,340,974

Mission and programs · 2023

Mission

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.

Activities or mission (Part I)

TO ENGAGE AUDIENCES OF ALL AGES THROUGH EXCEPTIONAL ORCHESTRAL PERFORMANCES, COMMUNITY PARTNERSHIPS AND MEANINGFUL EDUCATIONAL EXPERIENCES.

  • 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.

    Expenses $2,760,900 · Revenue $887,296

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Kelly Ruggirello

    PRESIDENT

    Total calculated
    $211,741
    From this org
    $192,396
    From related orgs
    $0
    Other
    $19,345
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,396
    Bonus
    $0
    Other
    $0
    Deferred
    $2,006
    Nontaxable benefits
    $17,339
    Filer's total
    $211,741

  • Eckart Preu

    MUSIC DIRECTOR

    Total calculated
    $112,509
    From this org
    $112,509
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

  • Samuel Balimbin

    VICE PRESIDENT OF FINANCE

    Total calculated
    $111,117
    From this org
    $96,425
    From related orgs
    $0
    Other
    $14,692
    Hours/week
    40 + 2 related

  • Roger Goulette

    Chairman

    Total calculated
    $0
    Hours/week
    1

  • Sandor Mayuga

    Vice -Chairman

    Total calculated
    $0
    Hours/week
    1

  • David Hancock

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Nanette M Salley

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Rob Bellevue

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Barbara Blackwell

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • John Blumberg

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Becky Cool

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • John Di Carlo

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Cindy Costello

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Charlotte Ginsburg

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Mark Guillen

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Tyler Leshney

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Margie Masterson

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Paulette Matson

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Henry Matson

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Sean Miller

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Christopher Pinckney

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Lyn Pohlmann

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Barbara Richards

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Judy Ross

    Board Member EFF. 04/2024

    Total calculated
    $0
    Hours/week
    1

  • Anna Salusky

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Lee Shoag

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Margaret Smith

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Brissa Sotelo-Vargas

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • W Henry Walker

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Keyla Whitenhill

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Sharon Weissman

    Board Member EFF. 06/2024

    Total calculated
    $0
    Hours/week
    1

  • Susan Wise

    Board Member

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202511189349302011

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