2024-08-21T10:54:56-05:00 2023-12-31 831445511 Smith Marion & Co 1940 Orange Tree Lane Suite 100 Redlands CA 92374 990 2023-06-30 956153923 San Bernardino Symphony Orchestra SANB 9093815388 PO Box 109 San Bernardino CA 92402 Dr Anne L Viricel Executive Director 9093815388 2024-08-21 1 1 Carlos Carazo P02046597 9093072323 2024-08-21 2023 2024-08-08 14:25:15Z Dr Anne L Viricel PO Box 109 San Bernardino CA 92402 812036 0 X sanbernardinosymphony.org X 1929 CA The SBSO provides orchestral concerts, music education programs, and operates a music rental library. 19 19 27 14 0 0 843212 209240 109631 123765 301904 16494 5425 4075 1260172 353574 0 0 0 0 72464 52000 0 0 22453 1025067 794674 1097531 846674 162641 -493100 2515819 2080170 64123 57543 2451696 2022627 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 778950 123765 In line with the Symphony's mission, a full concert series featuring a variety of artists is produced each year. The Symphony also offers a number of music education programs, provides tickets to school groups, and operates a Youth Symphony Orchestra dedicated to the performance of works by underrepresented composers. The Symphony also offers a certificated teen program to support college and career readiness, and runs the James K. Guthrie Music Rental Library offering economically-priced music rentals for orchestras and schools nationwide. 778950 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 4 0 27 1 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X Deborah Campbell 9093815388 536 W 11th St San Bernardino CA 92410 Donna Marie Minano President 1.00 X X 0 0 0 Sonietta Brown President Elect 1.00 X X 0 0 0 Hon Damon L Alexander 1st Vice President 1.00 X X 0 0 0 Ines Montes-Stewart 2nd Vice President 1.00 X X 0 0 0 Lloyd Garrison Secretary 1.00 X X 0 0 0 Dr Diana Z Rodriguez Treasurer 1.00 X X 0 0 0 Dean McVay Esq Immediate Past President 1.00 X 0 0 0 Rev Timothy Evans Board Member 1.00 X 0 0 0 Dr A Peter Eveland 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 Hon Gloria Macias-Harrison Board Member 1.00 X 0 0 0 Dr Kristi Papallier Board Member 1.00 X 0 0 0 Judy Rodriguez-Watson Board Member 1.00 X 0 0 0 John Rogers PE Board Member 1.00 X 0 0 0 Jeffrey Torres Esq Board Member 1.00 X 0 0 0 Hon Judith Valles Board Member 1.00 X 0 0 0 William Worsley CPA Board Member 1.00 X 0 0 0 Dr 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 65095 75000 69145 31120 209240 Sales 711110 97004 97004 Contracted concerts 711110 25000 25000 Guthrie income 711110 1761 1761 123765 48297 48297 426659 458462 -31803 -31803 -31803 0 65095 0 0 Misc Income 900099 4075 4075 4075 353574 127840 0 16494 X 48221 19288 11091 17842 3779 1512 869 1398 1900 1900 7284 7284 106632 106632 12440 12440 22426 6826 12387 3213 1664 1664 6738 6738 2500 2500 Orchestra 307623 307623 Other concert expenses 225205 225205 Conductor 47106 47106 In kind expenses 36056 36056 17100 16262 838 846674 778950 45271 22453 93799 85636 5199 14512 16042 1554 87875 53063 34812 34812 1992176 1569865 373791 373791 2515819 2080170 10582 9605 51748 46145 1793 1793 64123 57543 X 2360266 1931197 91430 91430 2451696 2022627 2515819 2080170 -493100 64031 0 X 0 0 0 X 1867493 1028729 523167 843212 209240 4471841 1867493 1028729 523167 843212 209240 4471841 4471841 44568 178047 205076 301904 16494 746089 1881 567 2560 5425 4075 14508 5232438 492513 0.85460 0.85640 X Schedule A Part II Entity switched year end to December 31 during for the 2023 tax filing RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 91430 91430 32120 84211 1880 26781 91430 106957 7275 82112 32120 106972 1771 1786 106957 170869 8824 72721 106972 0 0 87875 53063 34812 34812 Merrill Lynch 1569865 F 1569865 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 65095 65095 65095 65095 X Advertising 0 19500 FMV X Performers/ Musician misc & photo & video 0 6960 FMV X Meeting space 0 4660 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. Form 990, Part IX, line 11g Contract services: Program service expenses 106,632. Management and general expenses 0. Fundraising expenses 0. Total expenses 106,632.