2021-06-15T17:07:00-05:00 2020-05-31 TX SEVERE WINTER STORM BDO USA LLP 600 NORTH PEARL ST SUITE 1700 DALLAS TX 75201 990 2019-06-01 750705442 DALLAS SYMPHONY ASSOCIATION % DEANIE SEWELL CONTROLLER DALL 2148714000 2301 FLORA STREET Suite 300 DALLAS TX 75201 KIM NOLTEMY PRESIDENT & CEO 2148714000 2021-06-14 true Laurie B Elmore CPA P00228866 2149697007 2019 2022-09-23 18:48:47Z KIM NOLTEMY 2301 FLORA STREET Suite 300 DALLAS TX 75201 38971986 false X WWW.DALLASSYMPHONY.ORG X 1945 TX TO INSPIRE AND CHANGE LIVES THROUGH MUSICAL EXCELLENCE. 86 86 461 1000 112316 0 13764556 20395763 11234490 9358805 35794 27081 11906325 8921527 36941165 38703176 0 0 0 0 23223160 26076155 195404 181419 3548262 10528827 12389957 33947391 38647531 2993774 55645 18822580 30480044 14709280 26817934 4113300 3662110 TO INSPIRE AND CHANGE LIVES THROUGH MUSICAL EXCELLENCE. false false 32469981 9358805 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. 32469981 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 245 0 true 461 true true true false false false false true true false false false false false false X 86 86 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 495367 0 34657 Alexander Kerr Musician 30.0 0.0 X 328105 0 0 Scott Walzel Musician/Cons. for Comm.Dev. 40.0 0.0 X 266131 0 28190 Andrew Cameron cfo 40.0 0.0 X 206142 0 27456 Nathan Olson Musician 30.0 0.0 X 204163 0 11054 Christopher Adkins Musician 30.0 0.0 X 190578 0 21619 Debra Pena VP of People & Facilities 40.0 0.0 X 187746 0 23275 James Leffler VP of Development 40.0 0.0 X 187130 0 20926 David Buck Musician 30.0 0.0 X 188029 0 19981 Peter Czornyj VP of Artistic Operations 40.0 0.0 X 176073 0 27876 Denise Mcgovern VP of Communications 40.0 0.0 X 114250 0 26544 Kim Burgan VP of Marketing 40.0 0.0 X 102794 0 489 Joseph F Hubach Immediate past ChairMAN 1.0 0.0 X X 0 0 0 Nancy Nasher Vice chairman 1.0 0.0 X X 0 0 0 William McIntyre Executive Board 1.0 0.0 X 0 0 0 Stanley A Rabin Executive Board 1.0 0.0 X 0 0 0 Cece Smith Chair Elect and Secretary 1.0 0.0 X X 0 0 0 Gregg Ballew Board of Governors 1.0 0.0 X 0 0 0 John R Cohn Executive Board 1.0 0.0 X 0 0 0 Roberta Corbett Board of Governors 1.0 0.0 X 0 0 0 Barbara Daseke Board of Governors 1.0 0.0 X 0 0 0 David Emmons Board of Governors 1.0 0.0 X 0 0 0 Bonnie Floyd MD Board of Governors 1.0 0.0 X 0 0 0 W Gary Fowler Board of Governors 1.0 0.0 X 0 0 0 Alan J Gold Board of Governors 1.0 0.0 X 0 0 0 Randall Graham Board of Governors 1.0 0.0 X 0 0 0 Sheila Grant Board of Governors 1.0 0.0 X 0 0 0 Yon Y Jorden Treasurer 1.0 0.0 X X 0 0 0 Mark LaRoe Board of Governors 1.0 0.0 X 0 0 0 Craig Lentzsch Board of Governors 1.0 0.0 X 0 0 0 Ron Mankoff Board of Governors 1.0 0.0 X 0 0 0 Holly Mayer Board of Governors 1.0 0.0 X 0 0 0 Linda McFarland Executive Board 1.0 0.0 X 0 0 0 Shirley McIntyre Board of Governors 1.0 0.0 X 0 0 0 James C Scott Board of Governors 1.0 0.0 X 0 0 0 Linda VanSickle Smith Board of Governors 1.0 0.0 X 0 0 0 Melissa Ruman Stewart Board of Governors 1.0 0.0 X 0 0 0 Barbara Sypult Board of Governors 1.0 0.0 X 0 0 0 James E Wiley Jr executive Board 1.0 0.0 X 0 0 0 Karina Woolley Board of Governors 1.0 0.0 X 0 0 0 Ryan Anthony Governor by Virtue of Position 1.0 0.0 X 0 0 0 Brian Ratner Executive Board 1.0 0.0 X 0 0 0 Jeffrey M Robinson executive board 1.0 0.0 X 0 0 0 Nick Adamson Board of Governors 1.0 0.0 X 0 0 0 Joanne Bober Board of Governors 1.0 0.0 X 0 0 0 Keith Braley Board of Governors 1.0 0.0 X 0 0 0 Key Coker Board of Governors 1.0 0.0 X 0 0 0 Marena Gault Board of Governors 1.0 0.0 X 0 0 0 Randall G Goss Board of Governors 1.0 0.0 X 0 0 0 Laree Hulshoff Board of Governors 1.0 0.0 X 0 0 0 Sanjiv Yajnik Chairman 1.0 0.0 X X 0 0 0 Caroline Kohl Board of Governors 1.0 0.0 X 0 0 0 Enika Schulze Board of Governors 1.0 0.0 X 0 0 0 Donald J Stone Board of Governors 1.0 0.0 X 0 0 0 Kern Wildenthal Board of Governors 1.0 0.0 X 0 0 0 Ronald J Gafford executive board 1.0 0.0 X 0 0 0 Robert E Segert Board of Governors 1.0 0.0 X 0 0 0 Tim McDonald BOARD OF GOVERNORS 1.0 0.0 X 0 0 0 Sarah L Titus Executive Board 1.0 0.0 X 0 0 0 Donna Arp Weitzman Executive Board 1.0 0.0 X 0 0 0 Susie Wilson BOARD OF GOVERNORS 1.0 0.0 X 0 0 0 Robert Kaplan Board of Governors 1.0 0.0 X 0 0 0 Krunali Patel Executive Board 1.0 0.0 X 0 0 0 Jeffrey Rich Board of Governors 1.0 0.0 X 0 0 0 Myrna Schlegel Board of Governors 1.0 0.0 X 0 0 0 Arthur F Selander Board of Governors 1.0 0.0 X 0 0 0 Lea Anne Laughlin Board of Governors 1.0 0.0 X 0 0 0 Margot Perot Vice Chairman 1.0 0.0 X X 0 0 0 Roger C Gault Executive Board 1.0 0.0 X 0 0 0 Jerrie Kertz Executive Board 1.0 0.0 X 0 0 0 Geoffroy van Raemdonck Executive Board 1.0 0.0 X 0 0 0 Spence Beal Board of Governors 1.0 0.0 X 0 0 0 Nancy Bierman Board of Governors 1.0 0.0 X 0 0 0 Howard Brown Board of Governors 1.0 0.0 X 0 0 0 Amy Carenza Board of Governors 1.0 0.0 X 0 0 0 Andrew Clugston Board of Governors 1.0 0.0 X 0 0 0 Greg Davis Board of Governors 1.0 0.0 X 0 0 0 Zenetta Drew Board of Governors 1.0 0.0 X 0 0 0 Cindy Feld Board of Governors 1.0 0.0 X 0 0 0 Marion Flores Board of Governors 1.0 0.0 X 0 0 0 Doug Haloftis Board of Governors 1.0 0.0 X 0 0 0 Davis Hamlin Board of Governors 1.0 0.0 X 0 0 0 Kim Hext Board of Governors 1.0 0.0 X 0 0 0 Tamara Marinkovic Hines Board of Governors 1.0 0.0 X 0 0 0 Joseph V Hughes Jr Board of Governors 1.0 0.0 X 0 0 0 Leandre Johns Board of Governors 1.0 0.0 X 0 0 0 Kristi Kennedy Board of Governors 1.0 0.0 X 0 0 0 Amy Korenvaes Board of Governors 1.0 0.0 X 0 0 0 Andrew Nall Board of Governors 1.0 0.0 X 0 0 0 Cherryl Peterman Board of Governors 1.0 0.0 X 0 0 0 Jacqueline Porter Board of Governors 1.0 0.0 X 0 0 0 Quincy Roberts Board of Governors 1.0 0.0 X 0 0 0 Whit Roberts Board of Governors 1.0 0.0 X 0 0 0 Ginger Sager Board of Governors 1.0 0.0 X 0 0 0 Byron Sanders Board of Governors 1.0 0.0 X 0 0 0 T Peter Townsend Board of Governors 1.0 0.0 X 0 0 0 Wei Ling Wang Board of Governors 1.0 0.0 X 0 0 0 Martha Wells Board of Governors 1.0 0.0 X 0 0 0 Randall Wiele Board of Governors 1.0 0.0 X 0 0 0 Anne Ligon Governor by Virtue of Position 1.0 0.0 X 0 0 0 George Nickson Governor by Virtue of Position 1.0 0.0 X 0 0 0 Eileen Rosenblum Governor by Virtue of Position 1.0 0.0 X 0 0 0 2646508 0 242067 89 false true false Walt Disney Music Company 500 S Buena Vista St BURBANK CA 91521 Music Production 405000 Thompson and Knight PO Box 660684 DALLAS TX 752660684 Legal 289185 Fabio Luisi BERGSTRASSE 13 HERRLIBERG 0 SZ CH 8704 Music Production 180771 Joshua Bell Inc FSO Attn Yelena 360 HAMILTON SUITE 100 NEW YORK NY 10601 Music Production 160000 Control Freaq Records FSO Erykah 1409 Lamar St Suite 003 DALLAS TX 75215 Music Produciton 113685 7 156000 20239763 116155 20395763 CONCERT TICKET SALES AND FEES 711130 8534409 8534409 OTHER INCOME 900099 824396 824396 9358805 27081 27081 0 0 82275 225484 37490 82275 187994 270269 243318 26951 0 1178344 188706 989638 0 0 0 102439 42614 59825 42494 17331 DISTRIBUTION FROM FOUNDATION 7297601 7297601 NET INVESTMENT INCOME 236160 236160 ADVERTISING INCOME 511190 68034 68034 7601795 38703176 17205459 112316 0 0 0 0 2991826 2603019 143974 244833 0 17203276 14967600 827863 1407813 1531468 1332444 73698 125326 3084484 2683635 148433 252416 1265101 1100693 60880 103528 0 280370 66683 191171 22516 0 0 181419 181419 0 0 1327568 1327568 607828 312312 99668 195848 681057 415496 166881 98680 147310 147310 2494538 2415342 35923 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33201995 35571464 37079250 166292023 0.99962 0.99980 0.00038 0.00020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7284360 404490 -55228 7633622 7399435 391871 -506946 7284360 7007205 385845 6385 7399435 6790525 390019 -173339 7007205 7394223 392458 -996156 6790525 false true true 7425303 6187397 1237906 2324244 2088352 235892 3768685 2196859 1571826 3045624 0 ACCRUED PENSION BENEFIT LIABIL 6558516 6558516 Sch D, Part V, Line 4 - Use of Endowment THE ENDOWMENTS 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 INC TELEFUNDING false 293115 181419 111696 293115 181419 111696 Present. Ball 468525 468525 33031 Jr. Symph. Ball 464269 464269 123892 6 245550 245550 31783 1178344 1178344 188706 188706 989638 Part 1, Line 2b, column V Bennett Direct Inc. conducts telephone solicitation of contributions on behalf of the Dallas Symphony Association. X X X X false false false false false false false false false Alexander Kerr Musician 310052 18053 418 328523 Scott Walzel Musician/Cons. for Comm.Dev. 211811 54320 28723 294854 Debra Pena VP of People & Facilities 163508 15000 9238 5373 18609 211728 Peter Czornyj VP of Artistic Operations 145123 15000 15950 3495 25520 205088 Kim Noltemy President & CEO 410367 60000 25000 8185 26693 530245 Nathan Olson Musician 185163 19000 11472 215635 Andrew Cameron cfo 169792 11000 25350 3074 25520 234736 James Leffler VP of Development 164862 20000 2268 3024 18609 208763 Christopher Adkins Musician 190578 22212 212790 David Buck Musician 188029 20531 208560 X 20 116155 FMV OF STOCK false true true Sch M, Col B - STOCK GIFTS THERE WERE 20 STOCK GIFTS MADE TO THE DALLAS SYMPHONY ASSOCIATION DURING THE 2019-20 TAX YEAR, THAT INCLUDED 1,573 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 BY FINANCE 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: W. Gary Fowler (#24) is a member of the board of governors with the DSA and is a partner with Jackson Walker LLP, a law firm that provides legal services to the Dallas symphony association. 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 (#78) 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 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 $1,024,429. 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 true true false true false false