2022-04-18T12:21:19-05:00 2021-05-31 BDO USA LLP 600 NORTH PEARL ST SUITE 1700 DALLAS TX 75201 990 2020-06-01 750705442 DALLAS SYMPHONY ASSOCIATION % DEANIE SEWELL CONTROLLER DALL 2148714000 2301 FLORA STREET Suite 300 DALLAS TX 75201 Kim Noltemy PRESIDENT & CEO 2148714000 2022-04-15 true Kim Noltemy 999009999 Laurie B Elmore CPA P00228866 2149697007 2022-04-15 2 2020 2022-09-23 18:48:47Z Kim Noltemy 2301 FLORA STREET Suite 300 DALLAS TX 75201 29735262 false X WWW.DALLASSYMPHONY.ORG X 1945 TX TO INSPIRE AND CHANGE LIVES THROUGH MUSICAL EXCELLENCE. 96 96 378 1000 630 0 20395763 14264036 9358805 2313244 27081 2477 8921527 13132413 38703176 29712170 0 0 0 0 26076155 21445705 181419 180570 2749067 12389957 11146905 38647531 32773180 55645 -3061010 30480044 26513367 26817934 19336163 3662110 7177204 TO INSPIRE AND CHANGE LIVES THROUGH MUSICAL EXCELLENCE. false false 27052646 2313244 The Dallas Symphony Orchestra's mission statement is to inspire and change lives through musical excellence. It strives to be a key catalyst in making Dallas a world-class city and major cultural center with the DSO as a landmark. The DSO is ranked among the top American Orchestras. The classical Series, Pops Series and numerous events highlighting diversity in the city, along with youth concerts, number over 165 performances each year. As a community partner, the Dallas Symphony Orchestra sponsors the following programs: Community Connections (free tickets distributed by social service agencies), Young Strings (provides free instruments and music lessons to students), YOUNG MUSICIANS (PROVIDES FREE INSTRUMENTS AND LESSONS FOR STUDENTS AT DALLAS ISD SITES ACROSS SOUTHERN DALLAS), Symphony YES (provides musician ensembles to perform in area schools), DSO Kids (educational website for children and teachers), and My DSO Concert (free concert for adults and children with autism and developmental disabilities). The Dallas Symphony Orchestra is a community of passionate music lovers making more music lovers. 27052646 true true false false false false false false false true true false false false true true false true false false false false false true true false false false false true false false false false false false false false true false false false false true false false false true 235 0 true 378 true true true false false false false true true false false false false false false X 96 96 true false false false true true true true true false false true true true true true true true true false X X DEANIE SEWELL CONTROLLER 2148714000 2301 FLORA STREET SUITE 300 Dallas TX 75201 Kim Noltemy President & CEO 40.0 0.0 X 473314 0 38195 Alexander Kerr Musician 30.0 0.0 X 348383 0 0 Scott Walzel Musician/Cons. for Comm.Dev. 40.0 0.0 X 254170 0 14445 Andrew Cameron cfo 40.0 0.0 X 199615 0 38910 Debra Pena VP of People & Facilities 40.0 0.0 X 191708 0 37462 Christopher Adkins Musician 30.0 0.0 X 195095 0 23095 Nathan Olson Musician 30.0 0.0 X 201065 0 11695 Peter Czornyj VP of Artistic Operations 40.0 0.0 X 169134 0 39383 Erin Hannigan Musician 30.0 0.0 X 193005 0 13445 James Leffler VP of Development 40.0 0.0 X 182747 0 16588 Kim Burgan VP of Marketing 40.0 0.0 X 139302 0 11473 Denise Mcgovern VP of Communications 40.0 0.0 X 112591 0 35118 Joseph F Hubach Immediate Past Chair 0.0 0.0 X X 0 0 0 Nancy Nasher Vice chairman 0.0 0.0 X X 0 0 0 William McIntyre Executive Board 0.0 0.0 X 0 0 0 Stanley A Rabin Executive Board 0.0 0.0 X 0 0 0 Cece Smith Chair Elect & Secretary 0.0 0.0 X X 0 0 0 Gregg Ballew Board of Governors 0.0 0.0 X 0 0 0 John R Cohn Executive Board 0.0 0.0 X 0 0 0 Roberta Corbett Board of Governors 0.0 0.0 X 0 0 0 Bonnie Floyd MD Board of Governors 0.0 0.0 X 0 0 0 Alan J Gold Board of Governors 0.0 0.0 X 0 0 0 Yon Y Jorden Treasurer 0.0 0.0 X X 0 0 0 Mark LaRoe Board of Governors 0.0 0.0 X 0 0 0 Craig Lentzsch Board of Governors 0.0 0.0 X 0 0 0 Ron Mankoff Board of 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0 0 Donald J Stone Board of Governors 0.0 0.0 X 0 0 0 Kern Wildenthal Board of Governors 0.0 0.0 X 0 0 0 Ronald J Gafford executive board 0.0 0.0 X 0 0 0 Robert E Segert Board of Governors 0.0 0.0 X 0 0 0 Tim McDonald BOARD OF GOVERNORS 0.0 0.0 X 0 0 0 Sarah L Titus Executive Board 0.0 0.0 X 0 0 0 Donna Arp Weitzman Executive Board 0.0 0.0 X 0 0 0 Susie Wilson BOARD OF GOVERNORS 0.0 0.0 X 0 0 0 Robert Kaplan Board of Governors 0.0 0.0 X 0 0 0 Krunali Patel Executive Board 0.0 0.0 X 0 0 0 Jeffrey Rich Board of Governors 0.0 0.0 X 0 0 0 Myrna Schlegel Board of Governors 0.0 0.0 X 0 0 0 Arthur F Selander Board of Governors 0.0 0.0 X 0 0 0 Lea Anne Laughlin Board of Governors 0.0 0.0 X 0 0 0 Roger C Gault Executive Board 0.0 0.0 X 0 0 0 Jerrie Kertz Executive Board 0.0 0.0 X 0 0 0 Geoffroy van Raemdonck Executive Board 0.0 0.0 X 0 0 0 Spence Beal Board of Governors 0.0 0.0 X 0 0 0 Nancy Bierman Board of Governors 0.0 0.0 X 0 0 0 Amy Carenza Board of Governors 0.0 0.0 X 0 0 0 Andrew Clugston Board of Governors 0.0 0.0 X 0 0 0 Greg Davis Board of Governors 0.0 0.0 X 0 0 0 Zenetta Drew Board of Governors 0.0 0.0 X 0 0 0 Cindy Feld Board of Governors 0.0 0.0 X 0 0 0 Marion Flores Board of Governors 0.0 0.0 X 0 0 0 Doug Haloftis Board of Governors 0.0 0.0 X 0 0 0 Davis Hamlin Board of Governors 0.0 0.0 X 0 0 0 Kim Hext Board of Governors 0.0 0.0 X 0 0 0 Tamara Marinkovic Hines Board of Governors 0.0 0.0 X 0 0 0 Joseph V Hughes Jr Board of Governors 0.0 0.0 X 0 0 0 Leandre Johns Board of Governors 0.0 0.0 X 0 0 0 Kristi Kennedy Board of Governors 0.0 0.0 X 0 0 0 Amy Korenvaes Board of Governors 0.0 0.0 X 0 0 0 Andrew Nall Board of Governors 0.0 0.0 X 0 0 0 Cherryl Peterman Board of Governors 0.0 0.0 X 0 0 0 Jacqueline Porter Board of Governors 0.0 0.0 X 0 0 0 Quincy Roberts Executive Board 0.0 0.0 X 0 0 0 Whit Roberts Board of Governors 0.0 0.0 X 0 0 0 Ginger Sager Board of Governors 0.0 0.0 X 0 0 0 Byron Sanders Board of Governors 0.0 0.0 X 0 0 0 T Peter Townsend Board of Governors 0.0 0.0 X 0 0 0 Wei Ling Wang Board of Governors 0.0 0.0 X 0 0 0 Martha Wells Board of Governors 0.0 0.0 X 0 0 0 James Bildner Board of Governors 0.0 0.0 X 0 0 0 Grace Cook Board of Governors 0.0 0.0 X 0 0 0 Kizuwanda Grant Board of Governors 0.0 0.0 X 0 0 0 Maisie Heiken Board of Governors 0.0 0.0 X 0 0 0 Adriana Hutson Board of Governors 0.0 0.0 X 0 0 0 TD Jakes Board of Governors 0.0 0.0 X 0 0 0 Julie Johnson Board of Governors 0.0 0.0 X 0 0 0 Terry Loftis Board of Governors 0.0 0.0 X 0 0 0 Jessica Shepherd Board of Governors 0.0 0.0 X 0 0 0 Enisha Shropshire Board of Governors 0.0 0.0 X 0 0 0 Gloria McCall Snead Board of Governors 0.0 0.0 X 0 0 0 Francisco de la Torre Galindo Board of Governors 0.0 0.0 X 0 0 0 Zannie Voss Board of Governors 0.0 0.0 X 0 0 0 Margot Perot Vice Chair 0.0 0.0 X X 0 0 0 Howard Brown Board of Governors 0.0 0.0 X 0 0 0 Barbara Daseke Board of Governors 0.0 0.0 X 0 0 0 David Emmons Board of Governors 0.0 0.0 X 0 0 0 Randall Wiele Board of Governors 0.0 0.0 X 0 0 0 Shirley McIntyre Board of Governors 0.0 0.0 X 0 0 0 2660129 0 279809 12 false true false Fabio Luisi BERGSTRASSE 13 HERRLIBERG 0 SZ CH 8704 Music Production 580269 Columbia Artists MGT LLC 5 Columbus Circle at Broadway NEW YORK NY 10019 Music Production 231250 Opus 3 Artists LLC 348 West 57th Street Suite 282 NEW YORK NY 10019 Music Production 185000 3 113362 14150674 324037 14264036 CONCERT TICKET SALES AND FEES 711130 2250365 2250365 OTHER EARNED INCOME 900099 62879 62879 2313244 2477 2477 0 0 47960 40893 7019 47960 33874 81834 81834 0 280863 2906 277957 0 0 0 15320 13167 2153 1523 630 DISTRIBUTION FROM FOUNDATION 11961450 11961450 NET INVESTMENT INCOME 809019 809019 12770469 29712170 15169547 630 0 0 0 0 2811884 2493112 126943 191829 0 15271068 13539849 689414 1041805 1434870 1272205 64777 97888 3120691 2766911 140884 212896 -1192808 -1057585 -53849 -81374 0 160932 40013 107779 13140 0 0 180570 180570 0 0 277996 277996 308208 101870 81177 125161 468857 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35794 27081 2477 66220 0 529 339 35794 27081 2477 66220 0 0 34668777 33201995 35571464 37079250 28541207 169062693 0.99961 0.99962 0.00039 0.00038 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7633622 424555 1073815 9131992 7284360 404490 -55228 7633622 7399435 391871 -506946 7284360 7007205 385845 6385 7399435 6790525 390019 -173339 7007205 false true true 8092972 6378929 1714043 2352881 2172599 180282 3774225 1900338 1873887 3768212 0 ACCRUED PENSION BENEFIT LIABIL 2704692 2704692 Sch D, Part V, Line 4 - Use of Endowment THE ENDOWMENT'S INTENDED USES ARE FOR BOTH RESTRICTED DISTRIBUTIONS IN ACCORDANCE WITH DONOR DESIGNATIONS AND DISTRIBUTIONS FOR GENERAL OPERATING EXPENSES. Sch D, Part X, Line 2 - Minimum pension liablity adjustment The adjustment is the minimum pension liability adjustment necessary under FAS 158 to disclose the change in the financial status of the Dallas Symphony defined benefit plans. Sch D, Part X - Fin 48 Disclosure THE DALLAS SYMPHONY ASSOCIATION IS EXEMPT FROM INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ASSOCIATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED. CHANGES IN RECONCILIATION FROM MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGEMENT OCCURS. MANAGEMENT BELIEVES THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS. X X X X X X X true Bennett Direct Imc Telefunding false 303301 180570 122731 303301 180570 122731 League Mis Fund 152442 152442 1161 Spring Luncheon 51425 51425 3 76996 76996 1745 280863 280863 2906 2906 277957 Part 1, Line 2b, column V Bennett Direct Inc. conducts telephone solicitation of contributions on behalf of the Dallas Symphony Association. X true X X X X false false false false false false false false false Alexander Kerr Musician 329672 18711 586 348969 Scott Walzel Musician/Cons. for Comm.Dev. 236539 17631 15081 269251 Debra Pena VP of People & Facilities 184547 7161 14186 24343 230237 Peter Czornyj VP of Artistic Operations 163642 5492 9154 31535 209823 Kim Noltemy President & CEO 422727 50587 11400 29304 514018 Nathan Olson Musician 181565 19500 12281 213346 Andrew Cameron cfo 183302 16313 8559 31953 240127 James Leffler VP of Development 176714 6033 7413 9907 200067 Kim Burgan VP of Marketing 139302 139302 Christopher Adkins Musician 195095 23907 219002 Erin Hannigan Musician 173415 19590 14081 207086 Part 1, Line 1a Explanation - Housing Allowance Board approved housing allowance for president & CEO included in taxable compensation X 37 324037 FMV OF STOCK false true true Sch M, Col B - STOCK GIFTS THERE WERE 37 STOCK GIFTS MADE TO THE DALLAS SYMPHONY ASSOCIATION DURING THE 2020-21 TAX YEAR, THAT INCLUDED 355 SHARES OF STOCK. Sch M, Line 9, Col D - VALUATION THE VALUE OF THE STOCK IS DETERMINED USING AN AVERAGE OF THE HIGH PRICE AND THE LOW PRICE MULTIPLIED BY THE NUMBER OF SHARES DONATED ON THE DATE OF THE TRANSFER TO THE DALLAS SYMPHONY ASSOCIATION. Sch M, Line 32a and 32b - SALE OF DONATED STOCK All stock gifts are transferred to an account at Charles Schwab owned by the Dallas Symphony Association and sold upon receipt. The shares were sold immediately and the proceeds transferred to the Dallas Symphony Association. Form 990, Part VI, Sect B, line 12C - CONFLICT OF INTEREST POLICY THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY. A CONFLICT OF INTEREST QUESTIONNAIRE IS SENT OUT ANNUALLY TO EVERY MEMBER OF THE GOVERNING BODY. THE RESULTS ARE REVIEWED TO DETERMINE WHETHER THERE ARE ANY MEMBERS OF THE GOVERNING BODY WHO ARE NOT INDEPENDENT. The following situations were identified but are not considered to give rise to any conflicts: Kim Noltemy (#1), the president and CEO of the DSA also serves on the board of directors for the Dallas Black Theatre (DBDT). Board of governors member Zenetta Drew (#69) is the executive director of the DBDT. form 990, part VI, Sect B, Line 15-COMPENSATION COMMITTEE THE ORGANIZATION HAS A COMPENSATION COMMITTEE THAT FOLLOWS A CHARTER ADOPTED BY THE GOVERNING BODY. THE COMMITTEE MEETS AT LEAST ANNUALLY TO REVIEW COMPENSATION BENCHMARKING FOR THE CEO AND OTHER SENIOR EXECUTIVE MANAGEMENT. THE COMMITTEE RECOMMENDS TO THE EXECUTIVE BOARD FOR APPROVAL THE CEO ANNUAL BONUS (IF ANY), THE COMPENSATION FOR NEW HIRES AND COMPENSATION ADJUSTMENTS FOR SENIOR EXECUTIVES. form 990, part VI, SEct B, Line 11B-TAX RETURN PREPARATION The 990 is prepared by the Controller, reviewed by the Chief Financial Officer and President & CEO of the Dallas Symphony Association. The form and all supporting documents are provided to Tax Accountants at BDO USA, LLP for review and entry into an efile system. The return is reviewed by outside legal counsel. The form 990 is reviewed by the Dallas symphony association audit committee prior to being filed. Upon final review by the Audit Committee, the return/e-file authorization is signed by the President & CEO of the Dallas Symphony Association. A copy is provided to the executive board for their review and is made available to all other board members upon request. form 990, Part VI, SEct C, Line 19-FINANCIAL STATEMENTS AVAILABLE THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON THE GUIDESTAR WEBSITE AND BY REQUEST. CONFLICTS OF INTEREST POLICY IS AVAILABLE VIA REQUEST. THE RESTATED CERTIFICATE OF FORMATION IS AVAILABLE TO THE PUBLIC VIA ANOTHER'S WEBSITE. THE BYLAWS ARE NOT MADE AVAILABLE TO THE PUBLIC. form 990, Part VI, Sect A, Line 6, 7A and 7B - MEMBERSHIP the organization has members as defined. The Trustees/Members of the Dallas Symphony Association elect the governing body. Form 990, Part XI, Reconciliation of Net Assets The amount on line 9, other changes in net assets or fund balance, represents the change in the Minimum Pension Liability $5,462,194. DALLAS SYMPHONY FOUNDATION 2301 FLORA STREET SUITE 300 DALLAS TX 75201 751529851 FOUNDATION TX 501(c)(3) 509(A)(3) Dallas symph false false false true false true false false false false false false false false true true false true false false