Civic Intelligence

Foundation for the Long Beach Symphony

990 • Fiscal year 2014 • EIN 95-3950515

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 12, 2015

555 E Ocean Blvd No 10690802

(562) 436-3203

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

7th percentile

-39%

Higher net margin than 7% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

60th percentile

$81,114

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 43.6% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

47th percentile

1.2%

Faster asset growth than 47% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

84th percentile

37%

Faster revenue growth than 84% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$1,487,543

Up $17,010 (+1.2%) from 2013

Net Assets

Up

$1,487,543

Up $17,010 (+1.2%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$185,862

Up $50,326 (+37%) from 2013

Expenses

Up

$258,612

Up $159,544 (+161%) from 2013

Net Income

Down

-$72,750

Down $109,218 (-299%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $1,321,311Liabilities 2011: $0Net Assets 2011: $1,321,3112011Assets 2012: $1,594,284Liabilities 2012: $141,748Net Assets 2012: $1,452,5362012Assets 2013: $1,470,533Liabilities 2013: $0Net Assets 2013: $1,470,5332013Assets 2014: $1,487,543Liabilities 2014: $0Net Assets 2014: $1,487,5432014Assets 2015: $1,488,419Liabilities 2015: $0Net Assets 2015: $1,488,4192015Assets 2016: $1,444,857Liabilities 2016: $0Net Assets 2016: $1,444,8572016Assets 2017: $1,625,634Liabilities 2017: $0Net Assets 2017: $1,625,6342017Assets 2018: $1,673,889Liabilities 2018: $1,550Net Assets 2018: $1,672,3392018Assets 2019: $2,062,764Liabilities 2019: $0Net Assets 2019: $2,062,7642019Assets 2020: $2,453,989Liabilities 2020: $2,280Net Assets 2020: $2,451,7092020Assets 2021: $2,899,269Liabilities 2021: $0Net Assets 2021: $2,899,2692021Assets 2022: $2,690,370Liabilities 2022: $7,176Net Assets 2022: $2,683,1942022Assets 2023: $2,753,200Liabilities 2023: $100Net Assets 2023: $2,753,1002023Assets 2024: $2,871,929Liabilities 2024: $100Net Assets 2024: $2,871,8292024

Highlighted filing

2014

Assets$1,487,543
Liabilities$0
Net Assets$1,487,543

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $167,876Expenses 2011: $15,654Net Income 2011: $152,2222011Revenue 2012: $383,008Expenses 2012: $194,034Net Income 2012: $188,9742012Revenue 2013: $135,536Expenses 2013: $99,068Net Income 2013: $36,4682013Revenue 2014: $185,862Expenses 2014: $258,612Net Income 2014: -$72,7502014Revenue 2015: $136,732Expenses 2015: $87,777Net Income 2015: $48,9552015Revenue 2016: $102,231Expenses 2016: $88,411Net Income 2016: $13,8202016Revenue 2017: $186,056Expenses 2017: $93,251Net Income 2017: $92,8052017Revenue 2018: $100,477Expenses 2018: $102,105Net Income 2018: -$1,6282018Revenue 2019: $487,418Expenses 2019: $133,566Net Income 2019: $353,8522019Revenue 2020: $769,967Expenses 2020: $108,114Net Income 2020: $661,8532020Revenue 2021: $117,425Expenses 2021: $117,655Net Income 2021: -$2302021Revenue 2022: $613,796Expenses 2022: $127,550Net Income 2022: $486,2462022Revenue 2023: $24,839Expenses 2023: $140,301Net Income 2023: -$115,4622023Revenue 2024: $109,870Expenses 2024: $226,137Net Income 2024: -$116,2672024

Highlighted filing

2014

Revenue$185,862
Expenses$258,612
Net Income-$72,750
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 12, 2015
Return Version
2013v4.0
Gross Receipts
$753,868
Mission and Program Overview

Mission

To support and maintain the long beach symphony association

To support and maintain the long beach symphony association.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,246,044$1,449,691▲ $203,647
Other Notes and Loans Receivable, Net$167,000--
Cash and Non-Interest-Bearing Accounts$57,489$37,852▼ $19,637
Total Assets$1,470,533$1,487,543▲ $17,010
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,101,706$1,201,706▲ $100,000
Unrestricted Net Assets$364,479$254,218▼ $110,261
Temporarily Rstr Net Assets$4,348$31,619▲ $27,271
Total Net Assets Fund Balance$1,470,533$1,487,543▲ $17,010
Total Liabilities and Net Assets / Fund Balance$1,470,533$1,487,543▲ $17,010

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$1,470,533$100,000▲ $142,453$225,443$1,487,543
2012$1,450,801--$87,504$1,470,533
2011$1,580,466$1,500▲ $24,112$155,277$1,450,801
2010$1,392,183$33,066▲ $155,217-$1,580,466
Compensation and Service Providers

Employees

NameTitleOtherTotal
Susan Olmstead-bowen 713-1213Director of Finance$81,114$81,114

Board Members and Trustees

NameTitle
John BurkholderPresident
Morton StuhlbargVice President
John DicarloBoard Member
John HancockBoard Member
Jon MastersonBoard Member
Rena Hayami 114-614Director of Finance
James C RichardsSecretary
Scott MageeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$133,169
Program Service Revenue
$0
Investment Income
$52,693
Other Revenue
$0
All Other Contributions
$133,169
Change in Net Assets
$-72,750

Audited Revenue Reconciliation

Revenue per Audited Statements
$185,862
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$89,760
Total Revenue per Audited Statements
$275,622
Total Revenue per Form 990
$185,862
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$240,049
Other Expenses$18,563
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$240,049--$240,049
Fees for Services Accounting-$9,676-$9,676
Fees for Service Investment Mgmnt Fees-$8,577-$8,577
Fees for Services Other-$310-$310
Total Functional Expenses$240,049$18,563$0$258,612

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$258,612
Total Expenses per Audited Statements$258,612
Total Expenses per Form 990$258,612
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
95-6004958-501(c)(3)General Support$240,049
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The form 990 is reviewed by the director of finance and administration for lbsa, then reviewed by the board president for signature.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are available upon request.

Filing and Contact Details

Filer

EIN
95-3950515
Phone
5624363203

Signing Officer

Name
John Burkholder
Title
President
Phone
5624363203
Signed
2015-02-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Burkholder
Formed
1985
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Preparer
Richard L Ruvelson
Phone
3108731600
Supplemental Narrative

Additional Explanations

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.

Financial Statement Notes

PART V, LINE 4:

The board of directors has designated to hedge against the effects of inflation on the endowment corpus. The board of directors has adopted a policy to designate investment income in the amount of 3% of the corpus balance on an annual basis. Permanently restricted net assets represent contributions where the donor has stipulated that the principal is to remain in tact in prepetuity and only the income can be expended for the needs of the organization.

Raw XML AppendixShowing 400 of 417 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT AND MAINTAIN THE LONG BEACH SYMPHONY ASSOCIATION.
IRS990/AllOtherContributionsAmt0133169
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10DANA RAMOS
IRS990/BooksInCareOfDetail/PhoneNum05624363203
IRS990/BooksInCareOfDetail/USAddress/AddressLine10555 E OCEAN BLVD SUITE 106
IRS990/BooksInCareOfDetail/USAddress/City0LONG BEACH
IRS990/BooksInCareOfDetail/USAddress/State0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode090802
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt057489
IRS990/CashNonInterestBearingGrp/EOYAmt037852
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0133169
IRS990/CYGrantsAndSimilarPaidAmt0240049
IRS990/CYInvestmentIncomeAmt052693
IRS990/CYOtherExpensesAmt018563
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-72750
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0258612
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0185862
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO DEVELOP AND PROMOTE PUBLIC INTEREST IN THE LONG BEACH SYMPHONY ORCHESTRA AND ITS ACTIVITIES. IN ADDITION, THE FOUNDATION ALSO SOLICITS AND COLLECTS CONTRIBUTIONS TO SUPPORT THE LONG BEACH SYMPHONY ASSOCIATION.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0240049
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09676
IRS990/FeesForServicesAccountingGrp/TotalAmt09676
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0310
IRS990/FeesForServicesOtherGrp/TotalAmt0310
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt08577
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt08577
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt039.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt139.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt711114
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN HANCOCK
IRS990/Form990PartVIISectionAGrp/PersonNm1JON MASTERSON
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN DICARLO
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN BURKHOLDER
IRS990/Form990PartVIISectionAGrp/PersonNm4MORTON STUHLBARG
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES C RICHARDS
IRS990/Form990PartVIISectionAGrp/PersonNm6SCOTT MAGEE
IRS990/Form990PartVIISectionAGrp/PersonNm7SUSAN OLMSTEAD-BOWEN 713-1213
IRS990/Form990PartVIISectionAGrp/PersonNm8RENA HAYAMI 114-614
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt770000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR OF FINANCE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt07319
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt0240049
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0240049
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0240049
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0575325
IRS990/GrossReceiptsAmt0753868
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt045374
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt045374
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01246044
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01449691
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0568006
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT AND MAINTAIN THE LONG BEACH SYMPHONY ASSOCIATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01470533
IRS990/NetAssetsOrFundBalancesEOYAmt01487543
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt07319
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt07319
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt089760
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0167000
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01101706
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01201706
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOHN BURKHOLDER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt089239
IRS990/PYInvestmentIncomeAmt0135536
IRS990/PYOtherExpensesAmt09829
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt036468
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt099068
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0135536
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-72750
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0956004958
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc07
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0240049
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10LONG BEACH SYMPHONY ASSOCIATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0240049
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.17090
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01470533
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0100000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01487543
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0142453
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0225443
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01450801
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01470533
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt087504
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01580466
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01450801
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt024112
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0155277
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01392183
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt033066
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01580466
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0155217
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0258612
IRS990ScheduleD/NetUnrealizedGainsInvstAmt089760
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.80780
IRS990ScheduleD/RevenueNotReportedAmt089760
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0185862
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS HAS DESIGNATED TO HEDGE AGAINST THE EFFECTS OF INFLATION ON THE ENDOWMENT CORPUS. THE BOARD OF DIRECTORS HAS ADOPTED A POLICY TO DESIGNATE INVESTMENT INCOME IN THE AMOUNT OF 3% OF THE CORPUS BALANCE ON AN ANNUAL BASIS. PERMANENTLY RESTRICTED NET ASSETS REPRESENT CONTRIBUTIONS WHERE THE DONOR HAS STIPULATED THAT THE PRINCIPAL IS TO REMAIN IN TACT IN PREPETUITY AND ONLY THE INCOME CAN BE EXPENDED FOR THE NEEDS OF THE ORGANIZATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.02130
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0258612
IRS990ScheduleD/TotalRevenuePerForm990Amt0185862
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0275622
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0258612
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0240049
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10LONG BEACH SYMPHONY ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientEIN0956004958
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10555 E OCEAN BLVD STE 106
IRS990ScheduleI/RecipientTable/USAddress/City0LOS ANGELES
IRS990ScheduleI/RecipientTable/USAddress/State0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode090802
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ONLY GIVES GRANTS TO THE LONG BEACH SYMPHONY ASSOCIATION WHICH IS A RELATED ENTITY. THEREFORE, THE ORGANIZATION IS ABLE TO EASILY MONITOR THE USE OF THE GRANTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE AND ADMINISTRATION FOR LBSA, THEN REVIEWED BY THE BOARD PRESIDENT FOR SIGNATURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO CHANGES WERE MADE TO THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR, AS COMPARED TO THE PRIOR TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10LONG BEACH SYMPHONY ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0956004958
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO ENRICH THE COMMUNITY BY PROVIDING TRADITIONAL AND CONTEMPORARY MUSIC.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10555 E OCEAN BLVD STE 106
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0LOS ANGELES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode090802
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0240049
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FAIR MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10LONG BEACH SYMPHONY ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt04348
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt031619
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01470533
IRS990/TotalAssetsEOYAmt01487543
IRS990/TotalAssetsGrp/BOYAmt01470533
IRS990/TotalAssetsGrp/EOYAmt01487543
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0133169
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018563
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0240049
IRS990/TotalFunctionalExpensesGrp/TotalAmt0258612
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01470533
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01487543
IRS990/TotalOtherCompensationAmt011114
IRS990/TotalProgramServiceExpensesAmt0240049
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt052693
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0185862
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01470533
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01487543
IRS990/TotReportableCompRltdOrgAmt070000
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0364479
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0254218
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10555 E OCEAN BLVD NO 106
IRS990/USAddress/City0LONG BEACH
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode090802
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.LBSO.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN BURKHOLDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05624363203
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10FOUNDATION FOR THE LONG BEACH SYMPHONY
ReturnHeader/Filer/BusinessNameControlTxt0FOUN
ReturnHeader/Filer/EIN0953950515
ReturnHeader/Filer/PhoneNum05624363203

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.11$0.23$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.02$0.14$0.12
2022Detailed filing. Detailed filing data is available for this year.$2.69$0.01$2.68$0.61$0.13$0.49
2021Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.12$0.12$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.77$0.11$0.66
2019Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.49$0.13$0.35
2018Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.10$0.10$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.19$0.09$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.10$0.09$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.14$0.09$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.19$0.26$0.07
2013Summary only. Only limited summary data is available for this year.$1.47$0.00$1.47$0.14$0.10$0.04
2012Summary only. Only limited summary data is available for this year.$1.59$0.14$1.45$0.38$0.19$0.19
2011Summary only. Only limited summary data is available for this year.$1.32$0.00$1.32$0.17$0.02$0.15