2013-08-26T09:51:32-07:00 2012-10-31 THOMAS STEPHEN & CO LLP 3102 OAK LAWN STE 800LB101 DALLAS TX 752194241 990 2011-11-01 751104793 Dallas Summer Musicals Inc DALL 2144215678 PO Box 710336 Dallas TX 75371 MICHAEL A JENKINS 2013-08-26 true Thomas V Stephen 2148242556 2011 2016-02-24 21:20:13Z MICHAEL A JENKINS PO Box 710336 DALLAS TX 753710336 11493823 false false X DALLASSUMMERMUSCIALS.ORG X 1941 TX PRESENTATION AND EDUCATION OF MUSICAL THEATRE. 203 203 237 403 -6513 -45575 2420003 2887341 7203719 7509251 11129 9191 843764 209332 10478615 10615115 21000 0 2158254 2190103 0 524880 8342376 9730738 10500630 11941841 -22015 -1326726 5588493 6260659 3429852 5428744 2158641 831915 PRESENTATION AND EDUCATION OF MUSICAL THEATRE. false false 9769866 7509251 DALLAS SUMMER MUSICALS (DSM) IS THE PREEMINENT NON-PROFIT PRESENTER OF BROADWAY THEATER IN NORTH TEXAS. DSM PRODUCES, PRESENTS AND PROMOTES EXCELLENCE IN LIVE MUSICAL THEATRE WITH YEAR-ROUND PERFORMANCES FOR DIVERSE AUDIENCES OF ALL AGES, IMPACTING THE LIVES OF CHILDREN AND FAMILIES THROUGH COMMUNITY OUTREACH AND EDUCATION, AND ENRICHING THE CULTURAL LANDSCAPE OF DALLAS/FORT WORTH, NORTH TEXAS AND THE SOUTHWEST REGION. 9769866 true true false false false false false false false false true false false true true false true false false false false false false false true false false false true true false false false false false false false false true true true true false false false false true false false false false true 69 0 true 237 true false false false false false false false false true true false 0 false false false false false false false false false false false X 203 203 true false false false false true false true true false false false false true true true true true true false true true X X AB LILES 2144215678 909 1st Avenue Dallas TX 75210 SUSAN WOODALL 1.00 X 0 0 0 DR JOHN ZAVALETA 1.00 X 0 0 0 PEGGY ZADINA 1.00 X 0 0 0 SALLY YAMINI 1.00 X 0 0 0 KIMBERLY YAMANOUCHI 1.00 X 0 0 0 NANCY MONTGOMERY 1.00 X 0 0 0 MAURICE PURNELL JR 1.00 X 0 0 0 TONY WEYNAND 1.00 X 0 0 0 HERB WEITZMAN 1.00 X 0 0 0 MARY GILL 1.00 X 0 0 0 JOSEPH M COX 1.00 X 0 0 0 MARJORIE WATERS 1.00 X 0 0 0 DAN WALLER 1.00 X 0 0 0 BARTON WALLACE 1.00 X 0 0 0 STEVEN WALKOWIAK 1.00 X 0 0 0 LARRY WAISANEN 1.00 X 0 0 0 SUSAN VICE 1.00 X 0 0 0 BRIAN TURRENTINE 1.00 X 0 0 0 JIM TURNER 1.00 X 0 0 0 UZAIR NATHANI 1.00 X 0 0 0 ROBERT THOMPSON 1.00 X 0 0 0 CHARLES THOELE 1.00 X 0 0 0 LYNNE WOODWARD TEINERT 1.00 X 0 0 0 MICHAEL A SWARTZENDRUBER 1.00 X 0 0 0 DR WILLIAM R SUTKER 1.00 X 0 0 0 LIZ MINYARD LOKEY 1.00 X 0 0 0 LESLIE DECILLIS 1.00 X 0 0 0 KITTY O'CONNELL HENRY 1.00 X 0 0 0 MARTYE SIMMONS 1.00 X 0 0 0 D'ANDRA SIMMONS 1.00 X 0 0 0 BARBARA SHANNON 1.00 X 0 0 0 CLOVIS SANFORD 1.00 X 0 0 0 WILLIAM ROSS 1.00 X 0 0 0 MICHAEL WEBSTER 1.00 X 0 0 0 KAREN FRY WEISBRICH 1.00 X 0 0 0 STEVEN STODGHILL 1.00 X 0 0 0 SHARON QUIST 1.00 X 0 0 0 MARJORIE PURNELL 1.00 X 0 0 0 JACQUELYN SPEARS 1.00 X 0 0 0 KAREN WATSON 1.00 X 0 0 0 DR HARLAN POLLOCK 1.00 X 0 0 0 GAIL PLUMMER 1.00 X 0 0 0 JEFF PISTOR 1.00 X 0 0 0 CHARLES PIERCE JR 1.00 X 0 0 0 KIP SOWDEN 1.00 X 0 0 0 LAUREY PEAT 1.00 X 0 0 0 KATHY OWEN 1.00 X 0 0 0 DR ROBERT SMITH PHD 1.00 X 0 0 0 CRAIG ONGLEY 1.00 X 0 0 0 JODIE SLATER 1.00 X 0 0 0 PAMELA SCOTT 1.00 X 0 0 0 TONYA ROBERTS 1.00 X 0 0 0 GREGORY RAYNES 1.00 X 0 0 0 BLAKE PURNELL 1.00 X 0 0 0 TED MUNSELLE 1.00 X X 0 0 0 CASEY MOORE 1.00 X 0 0 0 MARK PLUNKETT 1.00 X 0 0 0 JIM PITTS 1.00 X 0 0 0 KAY MILLER 1.00 X 0 0 0 CAVEN MILLER 1.00 X 0 0 0 SCOTT NIGHT 1.00 X 0 0 0 JEFFERY A STONE 1.00 X 0 0 0 BRUCE MCSHAN 1.00 X 0 0 0 JOHN MCCOY 1.00 X 0 0 0 KATHY NAUMANN 1.00 X 0 0 0 HON AMOS MAZZANT 1.00 X 0 0 0 EDD MAXCEY 1.00 X 0 0 0 CAROL MAXCEY 1.00 X 0 0 0 WILLIAM MATAEJA 1.00 X 0 0 0 STACI MANKOFF 1.00 X 0 0 0 DAYTON MACATEE 1.00 X 0 0 0 LEE MAAS 1.00 X 0 0 0 DIANA LAQUEY 1.00 X 0 0 0 MARVIN LANE 1.00 X X 0 0 0 REX KURZUS 1.00 X 0 0 0 JASON KULAS 1.00 X 0 0 0 LUCY MEYERS 1.00 X 0 0 0 SHARON KRAUS 1.00 X 0 0 0 STEWART MERCER 1.00 X 0 0 0 BRIAN KILPATRICK 1.00 X 0 0 0 GLENDA KEMPLE 1.00 X 0 0 0 KENNETH KELLAM 1.00 X 0 0 0 SHEFFIELD KADENE III 1.00 X 0 0 0 MILLA PERRY JONES 1.00 X 0 0 0 STEVEN MASSEY 1.00 X 0 0 0 JIM JEBBIA 1.00 X 0 0 0 THOMAS A KEITH IV 1.00 X 0 0 0 RANDALL ISENBERG 1.00 X 0 0 0 ANNE HUGHES 1.00 X 0 0 0 SALLY HOGLUND 1.00 X 0 0 0 KENT HOFMEISTER 1.00 X 0 0 0 KIMBERLY JOHNSON 1.00 X 0 0 0 BRETT JOHNSON 1.00 X 0 0 0 HOLLY REEVES 1.00 X 0 0 0 ROBERT J WITTE 1.00 X 0 0 0 LESLIE HENSON 1.00 X 0 0 0 SUSAN PIERCE WILSON 1.00 X 0 0 0 ROBERT GREENING 1.00 X 0 0 0 GRETCHEN WILLIAMS 1.00 X 0 0 0 ALAN GOLDFARB 1.00 X 0 0 0 MYRA HAMMOND 1.00 X 0 0 0 GARY GRIFFITH 1.00 X 0 0 0 SANDRA THOMAS 1.00 X 0 0 0 WARREN GILBERT 1.00 X 0 0 0 LLOYD FRUGE 1.00 X 0 0 0 SYDNA GORDON 1.00 X 0 0 0 SHERRY GOLDBERG 1.00 X 0 0 0 JAY FOX 1.00 X 0 0 0 PATTI FLOWERS 1.00 X 0 0 0 JEFF SUTTLE 1.00 X 0 0 0 CAROL SPIES 1.00 X 0 0 0 LAURIE FLEET 1.00 X 0 0 0 DIANE SCOVELL 1.00 X 0 0 0 ROBERT DRANSFIELD 1.00 X 0 0 0 JANE SCHOEN 1.00 X 0 0 0 ELOISE MEADOWS ROUSE 1.00 X 0 0 0 JEROME DILETTUSO 1.00 X 0 0 0 DAVID DIENES 1.00 X 0 0 0 JANICE Z DAVIS 1.00 X 0 0 0 BILLIE LEIGH RIPPEY 1.00 X 0 0 0 JOHN DODD 1.00 X 0 0 0 DENISE PARK 1.00 X 0 0 0 BECKY NIEDERSTADT 1.00 X 0 0 0 MARY LEE COX 1.00 X 0 0 0 BRIAN DILL 1.00 X 0 0 0 NANCY NATINSKY 1.00 X 0 0 0 MILLIE COOPER 1.00 X 0 0 0 TERRY CONNOR 1.00 X 0 0 0 SCOTT COLLIER 1.00 X 0 0 0 DIANE CHILDRESS 1.00 X 0 0 0 KARL CHIAO 1.00 X 0 0 0 BRAD CHEVES 1.00 X 0 0 0 LYNN CHERRY 1.00 X 0 0 0 TODD CHANON 1.00 X 0 0 0 LEE CARTER III 1.00 X 0 0 0 BYRON CARLOCK 1.00 X 0 0 0 SCOTT NASON 1.00 X 0 0 0 MEG BOYD 1.00 X 0 0 0 WILLIAM PERRY CANNON 1.00 X 0 0 0 APRIL BOSWORTH 1.00 X 0 0 0 MEREDY MCCLURE 1.00 X 0 0 0 CHARLES MARTIN 1.00 X 0 0 0 J ROBERT BOZMAN 1.00 X 0 0 0 JASON BLAIR 1.00 X 0 0 0 MICHELE BOBADILLA 1.00 X 0 0 0 SUE LUNA 1.00 X 0 0 0 JOLIE HUMPHREY 1.00 X 0 0 0 SUSAN HOLMAN 1.00 X 0 0 0 DAVID LEWIS 1.00 X 0 0 0 SCOTT BARNES 1.00 X 0 0 0 TOM BECKMAN 1.00 X 0 0 0 TRICIA SMITH BEALL 1.00 X 0 0 0 DR JOHN T GILL 1.00 X 0 0 0 CHRISTINE P GANCARZ 1.00 X 0 0 0 JOSEPH ARMES 1.00 X 0 0 0 SUSAN M ANSEL 1.00 X 0 0 0 JOHN ANKENEY 1.00 X 0 0 0 STEVE ABNEY 1.00 X 0 0 0 DAVID EISENLOHR 1.00 X 0 0 0 GARY DIXON 1.00 X 0 0 0 STEVE B WATSON 1.00 X X 0 0 0 CHARLES L GUMMER 1.00 X 0 0 0 W WALLACE REED 1.00 X X 0 0 0 SCOTT RAGLAND 1.00 X 0 0 0 JAMES W PORTER JR 1.00 X 0 0 0 ALFONSO E PINO III 1.00 X X 0 0 0 KENNETH D SANSTAD 1.00 X 0 0 0 O PAUL CORLEY SR 1.00 X 0 0 0 RONALD PIACENTI 1.00 X 0 0 0 DONALD K SPIES 1.00 X 0 0 0 ERIC G DEVLIN 1.00 X 0 0 0 DR SCOTT DAVIDSON 1.00 X 0 0 0 CAMERON CURTIS 1.00 X 0 0 0 PAUL A STOTTS 1.00 X 0 0 0 STEVEN METZGER 2.00 X X 0 0 0 STANLEY D GARDNER 1.00 X 0 0 0 CHRIS CHAUVIN 1.00 X 0 0 0 BRICE BEAIRD 1.00 X 0 0 0 DICK QUISENBERRY 1.00 X 0 0 0 KIT WILLIAMS 1.00 X 0 0 0 DAVID BROOKS 1.00 X 0 0 0 ED BRATTON 1.00 X 0 0 0 GENE BISHOP 1.00 X 0 0 0 CYNTHIA BEAIRD 1.00 X 0 0 0 CHARLES PISTOR 1.00 X 0 0 0 O PAUL CORLEY JR 1.00 X 0 0 0 DORSEY BASKIN 1.00 X X 0 0 0 WILLIAM J O'DWYER 1.00 X 0 0 0 TIMOTHY D COLLEY 1.00 X 0 0 0 SARA MARTINEAU 1.00 X 0 0 0 RUTH SHARP ALTSHULER 1.00 X 0 0 0 REBEKAH HAMILTON KAY 1.00 X 0 0 0 ANGUS WYNNE III 1.00 X 0 0 0 RICHARD ROGERS 1.00 X X 0 0 0 LAURA ESTRADA 1.00 X X 0 0 0 BARRY EPSTEIN 1.00 X 0 0 0 TERRY R DALLAS 1.00 X 0 0 0 BRINDA CURLEY 1.00 X 0 0 0 DARRELL JORDAN 2.00 X X 0 0 0 Andrew MEYERCORD 1.00 X 0 0 0 RICK GRAHAM 1.00 X 0 0 0 MICHAEL S ALBRIGHT 1.00 X 0 0 0 MICHAEL C STEINDORF 1.00 X X 0 0 0 MICHAEL A JENKINS 40.00 X 260138 0 42047 BOB LILES 40.00 X 113567 0 13004 373705 55051 2 false true false 0 77575 2809766 77575 2887341 TICKET SALES 711110 7496712 7496712 RECOUP OF SHOW INVESTMENT 711110 12539 12539 7509251 4524 4524 0 0 0 315378 310711 4667 4667 4667 562789 77575 548148 14641 14641 0 13336 19849 -6513 -6513 OTHER REVENUE 900099 201204 201204 201204 10615115 7509251 -6513 225036 0 21000 21000 0 0 428756 151093 277663 0 1341620 682874 512228 146518 96585 82014 14824 -253 139233 30932 89430 18871 183909 111272 60776 11861 0 21953 21521 432 20975 20975 0 0 0 10431 10431 1004485 1004485 227636 78503 145959 3174 0 611649 611649 922205 892205 30000 34824 11280 22810 734 0 987 788 199 581 571 10 0 129110 49026 79532 552 190634 121226 65128 4280 Parking - City of Dallas 243973 243973 Orchestra 250374 250374 Season Expense Amortization 909507 909507 Company Guarantees 4150000 4150000 1001414 368453 294459 338502 11941841 9769866 1647095 524880 125508 135605 3027853 3763555 30000 9682 159556 330843 0 0 152559 158583 23687 10891 403203 608599 1243986 1004462 290684 239524 310777 0 0 0 0 1064666 1003377 5588493 6260659 327372 844708 2613965 4066021 200000 200000 288515 318015 3429852 5428744 X 2043162 818545 115479 13370 2158641 831915 5588493 6260659 -1326726 X false true true X false false X 1786450 1709291 1735896 2420003 2887341 10538981 0 0 1786450 1709291 1735896 2420003 2887341 10538981 393622 10145359 282804 129179 65258 14429 4524 496194 0 580612 451340 239639 776473 201204 2249268 13284443 74517489 0.76370 0.72420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 382269 321294 60975 476683 419707 56976 385034 263461 121573 239524 STATUE 75685 Other Assets 4000 INVESTMENT IN WONDERLAND INVESTMENT IN VANITIES 105955 INVESTMENT IN PRODUCERS FOUR 65000 INVESTMENT IN PRISCILLA QUEEN 87000 INVESTMENT IN NINE TO FIVE 75000 INVESTMENT IN MINSKY 100000 INVESTMENT IN MEMPHIS 37500 INVESTMENT IN LOVE, JANIS 10436 INVESTMENT IN LEAP OF FAITH BROADWAY 25000 INVESTMENT IN GYPSY 25000 INVESTMENT IN GUYS AND DOLLS 200000 INVESTMENT IN CURTAINS, L.P. 33161 INVESTMENT IN COPACABANA INVESTMENT IN CHRISTMAS STORY 32000 INVESTMENT IN CAROUSEL 37500 INVESTMENT IN BONNIE & CLYDE 90140 1003377 DEFERRED COMPENSATION 318015 318015 10615115 11941841 -1326726 -1326726 10804577 189462 189462 10615115 10615115 12131303 189462 189462 11941841 11941841 Part XIII, Line 2d Part XIII, Line 2d: Other expenses and losses per audited F/S SE EXPENSE - CAVEMAN $600 SE EXPENSE - HIGHSCHOOL MUSICAL $188863 ROUNDING $-1 Part XII, Line 2d Part XII, Line 2d: Other revenue amounts included in F/S but not included on form 990 SE EXPENSE - CAVEMAN $600 SE EXPENSE - HIGHSCHOOL MUSICAL $188863 ROUNDING $-1 false GALA 256075 256075 281710 HIGHSCHOOL MUSICAL AWARDS 224731 224731 188863 1 159558 77575 81983 77575 640364 77575 562789 77575 470573 548148 14641 X 0 0 HIGH SCHOOL MUSICAL THEATER AWARDS 7 21000 X true true X X false false false false false false false false false false MICHAEL A JENKINS 260138 29500 12547 302185 Sch J, Part I, Line 1a Part I, Line 1a: Relevant information in regards to selections on 1a. MICHAEL JENKINS PRES. SPOUSE 13981 ELECTRICITY false SCOTT RAGLAND EC MEMBER 74255 INSURANCE false STEVEN METZGER SECRETARY 5295 LEGAL SERVICE false MARJ WATERS BOARD MEMBER 34251 ADVERTISING false BRUCE MCSHAN BOARD MEMBER 5065 FLORAL false CHARLES GUMMER EC MEMB SPOUSE 2034 CUSTOM FRAMING false X 5 425 FMV X SPORTS TICKETS 1 2256 FMV X CAST URNS 1 800 FMV X CONSULTING 1 500 FMV X TRAVEL PACKAGE 7 73594 FMV false false false Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST SENT TO DSM'S OFFICES. Form 990, Part VI, Line 15b Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR THE UPDATE AND REVIEW OF PRESIDENT AND MANAGING DIRECTOR'S COMPENSATION. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts a.Employees who could influence a business decision are required to disclose in writing any self-interest they have in a transaction affecting the Company. Such disclosures may include an ownership interest in an entity from which the Company is procuring goods or services, an interest in property the Company is buying or leasing, or other transactions where an insider has the possibility of personal gain by doing business with Dallas Summer Musicals, Inc. Disclosures should also cover any transaction in which the entity is doing business with a family member or business partner of the employee. Having a possible conflict of interest does not preclude the entity from doing business with DSM or MGI, but generally the employee with the relationship with the entity should be excused from any decisions made with respect to transactions involving the personal conflict.b.Disclosure - Exhibit A at the end of the handbook consists of a list of related parties, with whom Dallas Summer Musicals, Inc may, from time to time, transact business. THE LIST IDENTIFIES THE VENDORS, BOARD MEMBERS AND EMPLOYEES HAVING THE CONFLICT. CHANGES TO THE LIST ARE MADE WHEN DISCLOSED TO MANAGEMENT. The list is to be reviewed annually by the Audit Committee, updated to reflect related party changes, and published as an Addendum to the handbook upon approval.c.Disbursements for related party transactions exceeding $50,000 for the aggregate of projects for any fiscal year must be submitted to the Executive Committee for approval. Form 990, Part VI, Line 11 Form 990, Part VI, Line 11: Form 990 Review Process Form 990 is reviewed by the audit committee. Form 990, Part VI, Line 2 Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et There is a father and son on the board. TOM HUGHES FOUNDATION INC PO BOX 710336 DALLAS TX 75371 751943685 MUSICAL THEATER CLASSES TX 501(C)(3) N/A N/A false DSM MANAGEMENT GROUP INC PO BOX 150188 DALLAS TX 75315 752770363 PROVIDES FACILITY SERVICES TX 501(C)(3) N/A N/A false false false false true false false false false false true false false false false false true false false TOM HUGHES FOUNDATION INC d 35000 DSM MANAGEMENT GROUP INC p 17167 DSM MANAGEMENT GROUP INC j 1133925 DSM MANAGEMENT GROUP INC d 171002