2025-07-03T12:59:11-05:00 2024-12-31 831445511 Smith Marion & Co 1940 Orange Tree Lane Suite 100 Redlands CA 92374 990 2024-01-01 956153923 San Bernardino Symphony Orchestra SANB 9093815388 468 W 5th Street Suite 218 San Bernardino CA 92401 Dr Anne L Viricel Executive Director 9093815388 2025-07-03 1 1 Carlos Carazo P02046597 9093072323 2025-07-03 2024 2025-03-06 01:10:19Z Dr Anne L Viricel 468 W 5th Street Suite 218 San Bernardino CA 92401 431717 0 X sanbernardinosymphony.org X 1929 CA The SBSO provides orchestral concerts, music education programs, and operates a music rental library. 20 20 26 60 0 0 209240 221699 123765 125181 16494 68094 4075 16743 353574 431717 0 0 0 0 52000 167700 0 0 52437 794674 623866 846674 791566 -493100 -359849 2080170 1679021 57543 27113 2022627 1651908 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 583017 125181 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. 583017 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 26 1 0 0 0 0 0 0 0 0 0 0 X 20 20 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 Andy Donnell Board Member 1.00 X 0 0 0 Rev Timothy Evans 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 Kenneth Lane Board Member 1.00 X 0 0 0 Dr Kristi Papallier 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 William Worsley CPA Board Member 1.00 X 0 0 0 Dr Scott Wyatt Board Member 1.00 X 0 0 0 Dr Kevin Zhang Board Member 1.00 X 0 0 0 Dr Gwen Rogers Guild Rep 5.00 X 0 0 0 Brad Close Players Rep 5.00 X 0 0 0 Dr Anne Viricel Executive Director 40.00 X 85577 0 0 85577 0 0 0 0 0 0 0 221699 221699 Contracted concerts 711110 88879 88879 Sales 711110 33952 33952 Guthrie income 711110 2350 2350 125181 68094 68094 50 0 50 50 Misc Income 900099 16693 16693 16693 431717 141874 0 68144 X 85577 55625 21394 8558 61124 5989 12348 42787 20999 20999 27700 27700 13734 13734 123200 123200 232 232 41450 2321 38037 1092 4186 4186 9731 9731 5996 5996 Other concert expenses 282978 282274 704 Conductor 90000 90000 Stage hands 19962 19962 Guthrie expenses 4017 3414 603 680 680 791566 583017 156112 52437 85636 113998 14512 11140 1554 1483 87875 62794 34812 25081 1569865 1154176 373791 373143 2080170 1679021 9605 968 46145 25000 1793 1145 57543 27113 X 1931197 1574128 91430 77780 2022627 1651908 2080170 1679021 -359849 -10870 0 X 1 X 0 0 0 X 1028729 523167 843212 209240 221699 2826047 1028729 523167 843212 209240 221699 2826047 2826047 178047 205076 301904 16494 68094 769615 567 2560 5425 4075 16743 29370 3625032 494216 0.77960 0.85460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 91430 91430 91430 91430 32120 84211 1880 26781 91430 106957 7275 82112 32120 106972 1771 1786 106957 0 0 87875 62794 25081 25081 Merrill Lynch 1154176 F 1154176 James K. Guthrie Music Library 371958 Right of Use 1185 373143 Lease Liability 1145 1145 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. 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 123,200. Management and general expenses 0. Fundraising expenses 0. Total expenses 123,200.