2024-04-26T18:39:44-05:00 2023-06-30 831445511 Smith Marion & Co 1940 Orange Tree Lane Suite 100 Redlands CA 92374 990 2022-07-01 956153923 San Bernardino Symphony Orchestra SANB 9093815388 PO Box 109 San Bernardino CA 92402 Dr Anne L Viricel Executive Director 9093815388 2024-04-26 1 Dr Anne L Viricel 999009999 1 Carlos Carazo P02046597 9093072323 2024-04-26 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Dr Anne L Viricel PO Box 109 San Bernardino CA 92402 1260172 0 X sanbernardinosymphony.org X 1929 CA Provision of concerts and music education programs. 27 27 20 145 0 0 523167 843212 74002 109631 205076 301904 2560 5425 804805 1260172 0 0 0 0 110518 72464 0 0 29454 586935 1025067 697453 1097531 107352 162641 2618336 2515819 86541 64123 2531795 2451696 The mission of the San Bernardino Symphony is to foster a love of music, excite the spirit, and enrich our diverse community and region through live orchestral performances and music education. 0 0 973447 109631 In line with the Symphony's mission, a concert series featuring a variety of orchestral pieces, vocalists, dancers, and spoken word artists is produced each year. The Symphony also offers a number of music education programs, provides tickets to school groups, and operates a Youth Ensemble dedicated to the performance of works by underrepresented composers. Since 1984, the Symphony has maintained a certificated teen program to support college and career readiness. 973447 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 17 0 20 1 0 0 0 0 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X Martha Dotson 9093815388 198 N Arrowhead Ave Ste B-2 San Bernardino CA 92408 Damon Alexander Board Member 1.00 X 0 0 0 Trischelle Baysden Board Member 1.00 X 0 0 0 Angelique Bonanno Esp Board Member 1.00 X 0 0 0 Sonietta Brown Board Member 1.00 X 0 0 0 Ruth Chafin Floyd Board Member 1.00 X 0 0 0 Donna Cooley Board Member 1.00 X 0 0 0 Tim Evans Board Member 1.00 X 0 0 0 Dr Peter Eveland Board Member 1.00 X 0 0 0 Lloyd Garrison Board Member 1.00 X 0 0 0 Dr Jessica Getman Board Member 1.00 X 0 0 0 Dr Erin Keefe Board Member 1.00 X 0 0 0 Dr Lucy Lewis Board Member 1.00 X 0 0 0 Gloria Macias-Harrison Board Member 1.00 X 0 0 0 Jessica Marzullo JD Board Member 1.00 X 0 0 0 Dr Sharon McFerran Board Member 1.00 X 0 0 0 Dean McVay Esq Board Member 1.00 X 0 0 0 Donna Marie Minano Board Member 1.00 X 0 0 0 Ines Montes-Stewart Board Member 1.00 X 0 0 0 Kristi Papailler Board Member 1.00 X 0 0 0 Diana Rodriguez Board Member 1.00 X 0 0 0 John Rogers PE Board Member 1.00 X 0 0 0 Judy Rodriguez-Watson Board Member 1.00 X 0 0 0 Dr Gwen Dowdy Rodgers Guild Rep 1.00 X 0 0 0 Judith Valles Board Member 1.00 X 0 0 0 William Worsley Board Member 1.00 X 0 0 0 Judy Louise Zak Board Member 1.00 X 0 0 0 Kevin Zhang Board Member 1.00 X 0 0 0 Dr Anne Viricel Executive Director 40.00 X 100000 0 0 100000 0 0 0 0 0 0 0 54815 439450 348947 52700 843212 Sales 711110 108051 108051 Guthrie income 711110 1580 1580 109631 301904 301904 0 54815 0 0 Misc Income 900099 5425 5425 5425 1260172 115056 0 301904 55319 23234 12723 19362 10322 4335 2374 3613 6823 2260 2680 1883 36650 36650 88599 88599 13049 13049 28054 9765 13693 4596 2771 2771 15746 15746 2162 2162 4384 4384 Orchestra 344056 344056 Other concert expenses 314942 314942 Conductor 94790 94790 In kind expenses 52700 52700 27164 25717 1447 1097531 973447 94630 29454 216967 93799 6286 5199 7391 16042 87875 53063 4537 34812 2011197 1992176 371958 373791 2618336 2515819 5117 10582 81424 51748 0 1793 86541 64123 X 2499675 2360266 32120 91430 2531795 2451696 2618336 2515819 162641 -242740 0 X 1 X 0 0 0 X 300224 1867493 1028729 523167 843212 4562825 300224 1867493 1028729 523167 843212 4562825 4562825 22749 44568 178047 205076 301904 752344 2347 1881 567 2560 5425 12780 5327949 537217 0.85640 0.89780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32120 84211 1880 26781 91430 106957 7275 82112 32120 106972 1771 1786 106957 170869 8824 72721 106972 170294 12843 12268 170869 0.07925 0.92075 0 0 85913 51101 34812 1962 1962 0 34812 Merrill Lynch 1992176 F 1992176 James K. Guthrie Music Library 371958 Right of Use 1833 373791 Lease Liability 1793 1793 X Part V, Line 4: The organization's endowment funds are used to supplement operating revenue through the generation of interest. The organization has adopted a policy that, regardless of the amount of interest accrued, no more than 4% of the value of the appreciated investment may be used in a given fiscal year without a vote of the Board. Part X, Line 2: In accordance with accounting standards, which provides accounting and disclosure guidance about uncertain tax positions taken by an organization, management believes that all of the positions taken by the Symphony in its federal and state income tax returns are more likely than not to be sustained upon examination. The Symphony files returns in the US Federal jurisdiction and the State of California. The Symphony's federal income tax returns for the prior three years remain subject to examination by the Internal Revenue Service. The Organization's California income tax return for the prior four years remain subject to examination by the Franchise Tax Board. Guild events 54815 54815 54815 54815 X Advertising 0 30000 FMV X Performers/ Musician misc & photo & video 0 14100 FMV X Meeting space 0 8600 FMV 0 0 0 Form 990, Part VI, Section B, line 11b A copy of Form 990 is reviewed by the bookkeeper/accounting department, forwarded to the President who will review and approve, then it is forwarded to the finance committee who will review and recommend to approve the return to the executive board. Form 990, Part VI, Section B, line 12c During the annual retreat, the Symphony Board reviews and discusses the organization's policies and procedures, approves the annual budget, and sets strategies for the following fiscal year Form 990, Part VI, Section B, line 15 The organization has in place a Governance Committee which utilizes industry data to determine average pay rates for specific job responsibilities within the surrounding area. Form 990, Part VI, Section C, line 19 Upon written request, the Organization will provide copies of governing documents, policies and/or financial statements.