2015-04-14T09:33:21-05:00 2014-05-31 BDO USA LLP 700 NORTH PEARL ST SUITE 2000 DALLAS TX 75201 990 2013-06-01 750705442 DALLAS SYMPHONY ASSOCIATION % RANDY LEISER VP OF FINANCE DALL 2148714000 2301 FLORA STREET SUITE 300 Suite DALLAS TX 75201 Jonathan Martin President and CEO 2148714000 2015-02-15 true Laurie B Elmore CPA P00228866 2148714000 2013 2016-02-25 16:41:14Z Jonathan Martin Pres and CEO 2301 FLORA STREET SUITE 300 DALLAS TX 752012413 34762885 false X www.dallassymphony.com X 1945 TX to enterain, inspire and change lives through musical excellence 83 82 462 1000 9207 -24286 14157439 17465297 11049913 9997641 829 64 6848280 7024149 32056461 34487151 0 0 0 0 23310426 27340789 65242 90239 3241255 10724272 9312988 34099940 36744016 -2043479 -2256865 22085720 23240972 14870797 16912809 7214923 6328163 X TO ENTERTAIN, INSPIRE AND CHANGE LIVES THROUGH MUSICAL EXCELLENCE. false false 30906264 9997641 The Dallas Symphony Orchestra's mission statement is to entertain, 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 the 15th largest American orchestra. The classical Series, Pops Series, 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: Heartstrings (free tickets distributed by social service agencies), Young Strings (provides free instruments and music lessons to African American and Hispanic students), Symphony YES (provides musician ensembles to perform in area schools), DSO Kids (educational website for children and teachers). The Dallas Symphony Orchestra is a community of passionate music lovers making more music lovers. 30906264 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 199 0 true 462 true true true false false false false true true false false false false X 83 82 true false false false true true true true true false false false true true true true true true true false X X RANDY LEISER VP OF FINANCE 2148714000 2301 FLORA STREET SUITE 300 Dallas TX 75201 Joseph F Hubach Chairman 1.0 X 0 Ronald J Gafford Executive Board 1.0 X 0 Richard Massman Treasurer 1.0 X 0 0 0 Linda Hart executive board 1.0 X 0 Nancy Nasher Executive Board 1.0 X 0 Coley Clark Executive Board 1.0 X 0 Richard Holt Executive Board 1.0 X 0 RYAN ANTHONY BOARD OF GOVERNORS 1.0 X 0 William McIntyre Executive Board 1.0 X 0 Sarah Perot Executive Board 1.0 X 0 Charles Price VICE CHAIRMAN 1.0 X 0 0 0 Stanley A Rabin Executive Board 1.0 X 0 Howard E Rachofsky Executive Board 1.0 X 0 Jeffrey A Rich VICE CHAIRMAN 1.0 X 0 Myrna Schlegel Executive Board 1.0 X 0 Cece Smith SECRETARY 1.0 X 0 Ron Spears Executive Board 1.0 X 0 SALLY DRAYER BOARD OF GOVERNORS 1.0 X 0 Gregg Ballew Board of Governors 1.0 X 0 ED HUDSON Board of Governors 1.0 X 0 Skye Brewer Board Of Governors 1.0 X 0 Paul Castanon Board of Governors 1.0 X 0 John R Cohn Board of Governors 1.0 X 0 Roberta Corbett Board of Governors 1.0 X 0 Barbara Daseke Board of Governors 1.0 X 0 Stanley Davidow Board of Governors 1.0 X 0 Barbara Durham Board of Governors 1.0 X 0 Philip Durst Board of Governors 1.0 X 0 David Emmons Board of Governors 1.0 X 0 Jeanne Fagadau Board of Governors 1.0 X 0 Curtis J Farmer Executive Board 1.0 X 0 JOSIE JOHNSON Board of Governors 1.0 X 0 Bonnie Floyd MD Board of Governors 1.0 X 0 W Gary Fowler Board of Governors 1.0 X 0 Harriett Gibbs Board of Governors 1.0 X 0 Alan J Gold Board of Governors 1.0 X 0 Ben Gordan Board of Governors 1.0 X 0 Randall Graham Board of Governors 1.0 X 0 Sheila Grant Board of Governors 1.0 X 0 DIXIE MARSHALL Board of Governors 1.0 X 0 Marsha Halloran Board of Governors 1.0 X 0 J Davis Hamlin Board of Governors 1.0 X 0 Jeffrey M Heller Board of Governors 1.0 X 0 Carlos Hernandez Board of Governors 1.0 X 0 James Ho Board of Governors 1.0 X 0 Bryan Jones Board of Governors 1.0 X 0 Yon Y Jorden Board of Governors 1.0 X 0 James P Karen Board of Governors 1.0 X 0 DARREN MCHENRY Board of Governors 1.0 X 0 Gert-Jan Kramer Board of Governors 1.0 X 0 DOLORES BARZUNE LIFE GOVERNOR 1.0 X 0 Mark LaRoe Board of Governors 1.0 X 0 Craig Lentzsch Board of Governors 1.0 X 0 Kris Licht Board of Governors 1.0 X 0 Ron Mankoff Board of Governors 1.0 X 0 Catherine Z Manning Board of Governors 1.0 X 0 Holly Mayer Board of Governors 1.0 X 0 HAROLD BRIERLEY LIFE GOVERNOR 1.0 X 0 Linda McFarland Board of Governors 1.0 X 0 Shirley McIntyre Board of Governors 1.0 X 0 Harriet Miers Board of Governors 1.0 X 0 Sandra Moon Board of Governors 1.0 X 0 Scott Murray Board of Governors 1.0 X 0 Holly Reed Board of Governors 1.0 X 0 Ken Reimer Board of Governors 1.0 X 0 HOWARD HALLAM LIFE GOVERNOR 1.0 X 0 Vicki Rippeto Board of Governors 1.0 X 0 Phil J Ritter Board of Governors 1.0 X 0 Jeffrey M Robinson Board of Governors 1.0 X 0 Anita Sampels Board of Governors 1.0 X 0 James C Scott Board of Governors 1.0 X 0 Sam Self Board of Governors 1.0 X 0 Clay G Small Board of Governors 1.0 X 0 Linda VanSickle Smith Board of Governors 1.0 X 0 Sheldon Stein Board of Governors 1.0 X 0 Steven Sterin Board of Governors 1.0 X 0 Melissa Ruman Stewart Board of Governors 1.0 X 0 Barbara Sypult Board of Governors 1.0 X 0 MORTON MEYERSON LIFE GOVERNOR 1.0 X 0 Billie Ida Williamson Board of Governors 1.0 X 0 Karina Woolley Board of Governors 1.0 X 0 W BRADFORD TODD LIFE GOVERNOR 1.0 X 0 Blaine L Nelson PAST CHAIRMAN 1.0 X 0 0 0 KEITH BRALEY Board of Governors 1.0 X 0 Jonathan Martin President & CEO 40.0 X 365280 0 27473 Randy Leiser VP Of Finance 40.0 X 171115 0 2500 Jenny Shepard Vp of Development 40.0 X 109692 0 9679 Sean Kelly vp of marketing 40.0 X 121218 0 5039 Debi Pena VP of People & Facilities 40.0 X 128566 0 9161 Alexander Kerr Musician 30.0 X 265295 0 0 Gary Levinson Musician 30.0 X 182402 0 18192 Erin Hannigan-Stratton Musician 30.0 X 191875 0 7709 Scott Walzel Musician/Music. Personal MGMT 40.0 X 234411 0 15835 Nathan Olson Musician 30.0 X 187802 0 13610 1957656 0 109198 62 false true false Bajada Productions LLC 2525 Pearl Street Suite 1102 DALLAS TX 75201 Music Production 5110538 Rocketown Tours Inc 109 Westpark Dr Ste 400 BRENTWOOD TN 37027 Artist Management 125000 IMG Artists LLC 152 W 57th 5th Floor NEW YORK NY 10019 Artist Management 118800 Akin Gump Strauss hauer Feld LLP 1700 Pacific Avenue DALLAS TX 75201 Legal Services 200999 Communilix Productions 4001 Eastside Ave DALLAS TX 75226 concert lght/prodctn 102725 7 X 42500 17422797 145436 17465297 CONCERT TICKET SALES AND FEES 711130 9719266 9719266 OTHER INCOME 900099 278375 278375 9997641 64 64 0 0 0 0 0 0 935649 220530 715119 0 105735 55204 50531 41324 9207 DISTRIBUTION FROM FOUNDATION 5793528 5793528 NET INVESTMENT INCOME 464971 464971 6258499 34487151 16297528 9207 0 0 0 0 2233036 1157995 899927 175114 0 20421192 18804817 388967 1227408 1293511 1077039 90728 125744 2283887 1961938 164551 157398 1109163 932535 74162 102466 0 571710 175990 104824 290896 0 0 90239 90239 0 0 1780789 1780789 416969 153814 83320 179835 333886 219965 66568 47353 128462 128462 739852 443348 296504 390806 329225 52600 8981 0 132002 46584 56107 29311 68444 1065 67379 0 130562 83373 34787 12402 362097 239772 122325 GUEST ARTIST FEES 2122442 2122442 PROFESSIONAL SERVICES 971594 571164 27514 372916 EVENTS EXPENSES 511129 244800 266329 MISC EXPENSE 245402 221444 19697 4261 406842 209703 46537 150602 36744016 30906264 2596497 3241255 X 45260 42092 3168 X 0 0 3668112 6168174 0 0 8486742 5875803 0 0 0 0 0 0 143716 202762 1103676 1261528 11217669 9009513 1594616 2208156 7088858 7524549 0 0 0 0 0 0 0 0 22085720 23240972 2346377 2927965 0 0 4101969 4110902 0 0 0 0 0 0 2553841 5057560 0 0 5868610 4816382 14870797 16912809 X -10295377 -13081117 10563191 12026480 6947109 7382800 7214923 6328163 22085720 23240972 X -2256865 340698 1029407 X false true X true false X 13753541 30207257 18404251 19902935 23258825 105526809 13781218 12049214 11411855 11049913 9997641 58289841 0 0 0 27534759 42256471 29816106 30952848 33256466 163816650 0 0 0 163816650 1454 3988 820 829 64 7155 0 1454 3988 820 829 64 7155 0 0 27536213 42260459 29816926 30953677 33256530 163823805 0.99996 0.99994 0.00004 0.00006 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false 6870324 369978 65713 7306015 6421517 361752 87055 6870324 6893074 352380 -823937 6421517 6309076 352331 231667 6893074 5917914 365748 25414 6309076 false true true 6257945 5860858 397087 1259537 1034784 224753 3700187 2113871 1586316 2208156 0 ACCRUED PENSION BENEFIT LIABIL 4816382 4816382 X Part V, Line 4 The Endowment's intended use is undesignated for the general operating expenses of the Dallas Symphony Association. Part X, Line 2 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 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 TAYLAR DEVELOPMENT LLC TELEFUNDING false 501307 190832 310475 501307 190832 310475 Presentat. Ball 592416 592416 183180 Jr. Symph Ball 161127 161127 15000 1 182106 182106 22350 935649 935649 220530 220530 715119 Part 1, Line 2b, column V Taylar Development, LLC, conducts telephone solicitation of contributions on behalf of the Dallas Symphony. X X X X true false false false false false false false false Jonathan Martin President & CEO 312833 0 50000 0 2447 0 0 0 28041 0 393321 0 0 0 Alexander Kerr Musician 247047 0 750 0 17498 0 0 0 568 0 265863 0 0 0 Randy Leiser VP Of Finance 171115 0 0 0 0 0 0 0 3692 0 174807 0 0 0 Gary Levinson Musician 179152 0 3250 0 0 0 0 0 19144 0 201546 0 0 0 Erin Hannigan-Stratton Musician 173627 0 750 0 17498 0 0 0 8277 0 200152 0 0 0 Scott Walzel Musician/Music. Personal MGMT 216683 0 750 0 16978 0 0 0 16589 0 251000 0 0 0 Nathan Olson Musician 169554 0 750 0 17498 0 0 0 14178 0 201980 0 0 0 Mr Gert-Jan Kramer DIRECTOR 13371 Loan 3 instruments, pmt of ins false additional information for Sch L, Part V See detail information on Schedule O for Form 990, Part VI, Section A, Line 2 concerning the various business transactions involving interested persons. X 25 145436 FMV OF STOCK false true true SCH M, COLUMN B THERE WERE 25 STOCK GIFTS MADE TO THE DALLAS SYMPHONY ASSOCIATION DURING THE 2013-14 TAX YEAR, THAT INCLUDED 5,027 SHARES OF STOCK SCH M, Line 10, COLUMN D THE VALUE OF THE STOCK IS DETERMINED USING AN AVERAGE OF THE HIGH PRICE AND THE LOW PRICE TIMES THE NUMBER OF SHARES ON THE DATE OF THE TRANSFER TO THE DALLAS SYMPHONY ASSOCIATION. SCH M, LINE 32B All stock gifts are transferred to an account at Charles Schwab owned by the Dallas Symphony Association and sold upon receipt. FORM 990, PART VI, SECTION B, LINE 12C 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 HUMAN RESOURCES AND FINANCE TO DETERMINE WHETHER THERE ARE ANY MEMBERS OF THE GOVERNING BODY WHO ARE NOT INDEPENDENT. FORM 990; PART VI, SECTION B, LINE 15 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, SECTION B, LINE 11B THE 990 IS PREPARED BY THE CONTROLLER, REVIEWED BY THE VICE PRESIDENT OF FINANCE and the president 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 990 IS THEN PROVIDED TO ALL MEMBERS OF THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL TO BE FILED. UPON APPROVAL BY THE AUDIT COMMITTEE, A COPY IS PROVIDED TO THE EXECUTIVE BOARD FOR THEIR REVIEW PRIOR TO THE FILING OF THE 990. THE 990 IS MADE AVAILABLE TO ALL OTHER BOARD MEMBERS UPON REQUEST. FORM 990, PART VI SECTION C, LINE 19 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, SECTION A, LINE 6, 7A AND 7B the organization has members as defined. The Trustees/Members of the Dallas Symphony Association elect the governing body. FORM 990, PART VI, SECTION A; LINE 2 1. Board of governors member Gert-Jan Kramer agreed to loan a rare violin called the "fritz Kreisler" 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 governors 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 Olsen. There is no cost to the DSA or Mr. Olsen 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, c1768" and violin bow by Victor Fetique, Paris to the Dallas Symphony Association for the exclusive use of musician Angela Fuller. There is no cost to the DSA or Mrs. Fuller except that the DSA bears the cost of insuring the instrument during the terms of the agreement. 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