2018-04-16T12:42:03-05:00 2017-05-31 BDO USA LLP 600 NORTH PEARL ST SUITE 1700 DALLAS TX 75201 990 2016-06-01 750705442 DALLAS SYMPHONY ASSOCIATION % DEANIE SEWELL CONTROLLER DALL 2148714000 2301 FLORA STREET Suite 300 DALLAS TX 75201 KIM NOLTEMY PRESIDENT & CEO 2148714000 2018-04-13 true Laurie B Elmore CPA P00228866 2149697007 38.140.118.218 75236020181065000013 2018-04-16 P 0A38932E6260BF3EF9B93E63BE3BC211172F58FF 37DCE9AB0DA775448F3C9571DEE23594A0F4E50B 2016 2021-01-29 14:40:06Z KIM NOLTEMY 2301 FLORA STREET Suite 300 DALLAS TX 75201 36340685 false X www.MyDSO.com X 1945 TX TO ENTERTAIN, INSPIRE AND CHANGE LIVES THROUGH MUSICAL EXCELLENCE 74 73 536 1000 149956 -124970 9010524 18344616 10805528 10451027 157 529 7058373 7182773 26874582 35978945 0 0 0 0 25760158 25985287 252000 174000 3362032 11460972 9353790 37473130 35513077 -10598548 465868 18323269 18154632 21064612 17781733 -2741343 372899 TO ENTERTAIN, INSPIRE AND CHANGE LIVES THROUGH MUSICAL EXCELLENCE. false false 29135214 10451027 The Dallas Symphony Orchestra's mission statement is to entertain, inspire and change lives through musical excellence. It strives to be a 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), 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 wtih autism and developmental disabilities) . The Dallas Symphony Orchestra is a community of passionate music lovers making more music lovers. 29135214 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 true false false true false false false false true false false false true 185 0 true 536 true true true false false false false true true false false false false X 74 73 true false false false true true true true true false false false true true true true true true true false X X DEANIE SEWELL CONTROLLER 2148714000 2301 FLORA STREET SUITE 300 Dallas TX 75201 Jonathan Martin President & CEO 40.0 0.0 X X 410700 0 25229 Joseph F Hubach ChairMAN 1.0 0.0 X X 0 0 0 Blaine L Nelson Past Chairman 1.0 0.0 X X 0 0 0 Linda Hart EXECUTIVE BOARD 1.0 0.0 X 0 0 0 Nancy Nasher EXECUTIVE BOARD 1.0 0.0 X 0 0 0 Coley Clark Executive Board 1.0 0.0 X 0 0 0 Richard Holt Executive Board 1.0 0.0 X 0 0 0 William McIntyre Executive Board 1.0 0.0 X 0 0 0 Stanley A Rabin Executive Board 1.0 1.0 X 0 0 0 Howard E Rachofsky Executive Board 1.0 1.0 X 0 0 0 Cece Smith Treasurer & Secretary 1.0 0.0 X X 0 0 0 Ron Spears Executive Board 1.0 0.0 X 0 0 0 Gregg Ballew Board of Governors 1.0 1.0 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 Barbara Durham 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 Bryan Jones Board of Governors 1.0 0.0 X 0 0 0 Yon Y Jorden Board of Governors 1.0 1.0 X 0 0 0 Gert-Jan Kramer Board of Governors 1.0 0.0 X 0 0 0 Selena LaCroix Board of Governors 1.0 0.0 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 Board of Governors 1.0 0.0 X 0 0 0 Shirley McIntyre Board of Governors 1.0 0.0 X 0 0 0 Scott Murray Board of Governors 1.0 0.0 X 0 0 0 Anita Sampels 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 Board of Governors 1.0 0.0 X 0 0 0 Karina Woolley Board of Governors 1.0 0.0 X 0 0 0 Brian Ratner Executive Board 1.0 0.0 X 0 0 0 Jeffrey M Robinson Board of Governors 1.0 1.0 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 Samuel S Holland 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 CHIARMAN ELECT 1.0 0.0 X 0 0 0 Caroline Kohl Board of Governors 1.0 0.0 X 0 0 0 Scott McDaniel 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 1.0 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 Ed Hudson governor by virtue of position 1.0 0.0 X 0 0 0 Josie Johnson Sandra Secor governor by virtue of position 1.0 0.0 X 0 0 0 Dolores Barzune Life Governor 1.0 1.0 X 0 0 0 Harold M Brierley Life Governors 1.0 0.0 X 0 0 0 Howard Hallam Life Governor 1.0 1.0 X 0 0 0 Morton H Meyerson Life Governor 1.0 0.0 X 0 0 0 W Bradford Todd Life Governor 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 BOARD OF GOVERNORS 1.0 0.0 X 0 0 0 Donna Arp Weitzman BOARD OF GOVERNORS 1.0 0.0 X 0 0 0 Susie Wilson BOARD OF GOVERNORS 1.0 0.0 X 0 0 0 Daniel Florio governor by virtue of position 1.0 0.0 X 0 0 0 Randy Leiser VP Of Finance 40.0 0.0 X 189611 0 26779 Michelle Miller Burns Exec VP for Inst Adv & COO 40.0 0.0 X 234906 0 22359 Sean Kelly vp of marketing 40.0 0.0 X 158583 0 12051 Debi Pena VP of People & Facilities 40.0 0.0 X 142033 0 14598 Peter Czornyj VP of Artistic Operations 40.0 0.0 X 153258 0 19350 Denise Mcgovern VP of Communications 40.0 0.0 X 86798 0 18310 Alexander Kerr Musician 30.0 0.0 X 290250 0 0 David Cooper Musician 30.0 0.0 X 195956 0 14610 Erin Hannigan-Stratton Musician 30.0 0.0 X 190588 0 32602 Scott Walzel Musician/Music. Personal MGMT 40.0 0.0 X 247109 0 10719 Ryan Anthony Musician 30.0 0.0 X 213809 0 35739 2513601 0 232346 82 false true false JAAP VAN ZWEDEN PO BOX 670484 DALLAS TX 75367 Music Production 2206908 THOMPSON AND KNIGHT PO BOX 660684 DALLAS TX 75266 LEGAL SERVICES 356805 Robert Swaney Consulting 508 N Peterman GREENWOOD IN 46142 Consulting 119834 Prophecy Records 42 Wood Stone Rise PITTSFORD NY 14534 Music Production 119000 Cami Music LLC 5 Columbus Circle 6th Floor NEW YORK NY 10019 Artist Management 106000 6 36000 18308616 5102983 18344616 CONCERT TICKET SALES AND FEES 711130 9518767 9518767 OTHER INCOME 900099 932260 932260 10451027 529 529 0 0 0 0 0 0 1071907 287108 784799 0 0 0 150789 74632 76157 55626 20531 DISTRIBUTION FROM FOUNDATION 5872605 5872605 NET INVESTMENT INCOME 319787 319787 ADVERTISING 511190 129425 129425 6321817 35978945 16699574 149956 0 0 0 0 2869082 1418250 1165792 285040 0 17149874 15531474 389937 1228463 2196364 1766530 186267 243567 2575819 2222097 159746 193976 1194148 1020913 79665 93570 0 83241 45747 97612 -60118 0 0 174000 174000 0 0 1556909 1556909 540284 202603 67864 269817 454181 271390 104310 78481 130277 130277 804410 489985 314425 464208 423151 31221 9836 0 70053 26410 30343 13300 54392 54392 0 294284 172991 78859 42434 342128 194525 147603 EVENTS EXPENSES 512892 15191 497701 PROFESSIONAL SERVICES 554539 471206 25706 57627 GUEST ARTIST FEES 2319687 2319687 MISC EXPENSE 498129 387913 21300 88916 674176 467965 60789 145422 35513077 29135214 3015831 3362032 123702 115043 8659 0 0 1973209 1616454 0 0 5395051 6091060 0 0 0 0 0 0 215539 87150 805580 422398 12163728 9452568 2924269 2711160 7009621 7226410 0 0 0 0 0 0 0 0 18323269 18154632 2349664 2307046 0 0 3557912 3821378 0 0 0 0 0 0 6035863 3649801 0 0 9121173 8003508 21064612 17781733 X -18544617 -16129819 8935964 9418728 6867310 7083990 -2741343 372899 18323269 18154632 X 465868 286912 2361462 X false true X true false X 19902935 23258825 30608492 14964852 24217221 112952325 11049913 9997641 9723619 10805528 10451027 52027728 0 0 0 30952848 33256466 40332111 25770380 34668248 164980053 0 0 0 164980053 829 64 465 157 529 2044 0 829 64 465 157 529 2044 0 0 30953677 33256530 40332576 25770537 34668777 164982097 0.99999 0.99999 0.00001 0.00002 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6790525 390019 -173339 7007205 7394223 392458 -996156 6790525 7306015 383425 -295217 7394223 6870324 369978 65713 7306015 6421517 361752 87055 6870324 false true true 6467694 5997092 470602 2125803 1720801 405002 3570230 1734674 1835556 2711160 0 ACCRUED PENSION BENEFIT LIABIL 8003508 8003508 Sch D, Part V, Line 4 - Use of Endowment The Endowment's intended use is undesignated for the general operating expenses of the Dallas Symphony Association. Sch D, Part X, Line 2 - Minimum pension liablity adjustment The adjustment is the minimum pension liability adjustment necessary under FAAS 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 256823 183336 73487 256823 183336 73487 Present Ball 454643 454643 160989 Jr Symph Ball 247250 247250 50400 7 370014 370014 75719 1071907 1071907 287108 287108 784799 Part 1, Line 2b, column V Bennett Direct Inc. conducts telephone solicitation of contributions on behalf of the Dallas Symphony Association. true X X X X false false false false false false false false false Jonathan Martin President & CEO 409500 0 0 0 1200 0 0 0 25617 0 436317 0 0 0 Alexander Kerr Musician 270657 0 1593 0 18000 0 0 0 388 0 290638 0 0 0 Randy Leiser VP Of Finance 165611 24000 27627 217238 Michelle Miller Burns Exec VP for Inst Adv & COO 234906 23208 258114 Sean Kelly vp of marketing 134585 23998 12900 171483 David Cooper Musician 183365 7593 4998 15106 211062 Erin Hannigan-Stratton Musician 171003 1593 17992 33098 223686 Scott Walzel Musician/Music. Personal MGMT 227695 1593 17821 11251 258360 Debi Pena VP of People & Facilities 135533 6500 15447 157480 Ryan Anthony Musician 212216 1593 36451 250260 Peter Czornyj VP of Artistic Operations 153258 20431 173689 Mr Gert-Jan Kramer DIRECTOR 9878 Loan instruments, pmt of ins false Additional Information for Sch L, Part V See detail information on Sched O for Form 990, Part VI, Section A, line 2 concerning the various business transactions involving interested persons. X 20 5102983 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 2016-17 TAX YEAR, THAT INCLUDED 73,127 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. 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 PROVIDE 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 990 is then provided to all members of the Audit Committee for review and approval to be filed. Upon approval 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. CONFLICT OF INTEREST POLICY IS AVAILABLE VIA REQUEST. THE GOVERNING DOCUMENTS 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 VI, SEct A, Line 2- BUSINESS RELATIONSHIPS 1. Board of directors member Gert-Jan Kramer agreed to loan a rare violin called the "Earl of Falmouth ca. 1692" to the Dallas Symphony Association for the exclusive use of Musician Alexander Kerr. There is no cost to the DSA or Mr. Kerr except that the DSA bears the cost of insuring the instrument during the terms of the agreement. This transaction is reported on Schedule L. 2. Board of directors member Gert-Jan Kramer agreed to loan a rare violin called the "1715 Guiseppe Guarneri" to the Dallas Symphony Association for the exclusive use of musician Nathan Olson. There is no cost to the DSA or Mr. Olson except that the DSA bears the cost of insuring the instrument during the terms of the agreement. 3. Board of Governors member Gert-Jan Kramer agreed to loan a rare violin called the A "G.B. Guardagnini, Parma, C1768the violin bow by Victor Fetique, Paris to the Dallas Symphony Association for the exclusive use of DSO Principal 2nd violin Angela Fuller-Hyde. There is no cost to the DSA or Mrs. Fuller-Hyde except that the DSA bears the cost of insuring the instrument during the terms of the agreement. This transaction is reported on Sch L. 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. 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