2026-04-14T21:09:16-05:00 2025-05-31 BDO USA 600 NORTH PEARL ST SUITE 1700 DALLAS TX 75201 990 2024-06-01 750705442 DALLAS SYMPHONY ASSOCIATION % DEANIE SEWELL DAO DALL 2148714014 2301 FLORA STREET Suite 300 DALLAS TX 75201 Michelle Miller Burns PRESIDENT & CEO 2148714000 2026-03-11 true true Laurie B Elmore CPA P00228866 2149697007 2024 2025-03-06 01:10:19Z Michelle Miller Burns 2301 FLORA STREET 300 DALLAS TX 75201 49661331 false X WWW.DALLASSYMPHONY.ORG X 1945 TX TO INSPIRE AND CHANGE LIVES THROUGH MUSICAL EXCELLENCE. 115 115 514 1000 103089 0 12594826 10731726 11668070 14648027 446 461 17353270 23914694 41616612 49294908 0 0 0 0 30287493 30359071 199977 184488 4482211 18484610 21714601 48972080 52258160 -7355468 -2963252 32564587 27129203 26064664 23411616 6499923 3717587 TO INSPIRE AND CHANGE LIVES THROUGH MUSICAL EXCELLENCE. false false 40218038 14648027 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), Youth 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. 40218038 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 320 0 true 514 true true true false false false false true true false false false false false false X 115 115 true false false false true true true true true false false true true true true true true true true false X X DEANIE SEWELL DAO 2148714014 2301 FLORA ST SUITE 300 Dallas TX 75201 X ALEX KERR MUSICIAN 30.0 0.0 X 453814 0 8845 SCOTT WALZEL MUSICIAN/CONS. FOR COMM.DEV. 40.0 0.0 X 321937 0 42615 KIM NOLTEMY fORMER PRESIDENT & CEO (6/24) 40.0 0.0 X 294755 0 23401 TERRY LOFTIS Thru 1-31-2025 Chief Advancement & Rev Office 40.0 0.0 X 255484 0 22616 CHRIS OLIVER MUSICIAN 40.0 0.0 X 232503 0 39385 MELISSA RUTLEDGE CFO 40.0 0.0 X 252746 0 7387 NATHAN OLSON MUSICIAN 30.0 0.0 X 237670 0 20946 DEBRA PENA CHIEF ADMINISTRATIVE OFFICER 40.0 0.0 X 212352 0 40878 CHRISTOPHER ADKINS MUSICIAN 30.0 0.0 X 212404 0 33346 KATIE MCGUINNESS VP OF ARTISTIC OPERATIONS 40.0 0.0 X 197900 0 7996 GLYNE GRIFFITH VP of EQ, DIV, INCLUS 40.0 0.0 X 184900 0 7396 MICHELLE MILLER BURNS PRESIDENT & CEO 40.0 0.0 X 185743 0 3703 DENISE MCGOVERN VP OF COMMUNICATIONS AND MEDIA 40.0 0.0 X 140401 0 36558 DIRECTORS-SEE ATTACHED LIST DIRECTORS 1.0 0.0 X 0 0 0 3182609 0 295072 101 true true false Fabio Luisi SEESTRASSE 642 MEILEN 0 SZ 8706 Music Production 1361975 Opus 3 Artists LLC 348 West 57th Street Suite 282 NEW YORK NY 10019 Music Production 155776 William Morris Agency LLC 9601 Wilshire Blvd 3rd Floor BEVERLY HILLS CA 90210 Music Production 146109 SCOTT L WALZEL 3525 RANKIN ST DALLAS TX 75205 COMM DEV CONSULTANT 145538 PROTRAVEL INTERNATIONAL LLC 1633 BROADWAY 35TH FLOOR NEW YORK NY 10019 MUSIC PRODUCTION 184139 9 127000 10604726 385464 10731726 CONCERT TICKET SALES AND FEES 711130 13462590 13462590 OTHER EARNED INCOME 900099 1185437 1185437 14648027 461 461 0 0 400960 751721 219986 400960 531735 932695 859400 73295 0 1403169 1403169 75134 1328035 0 0 0 165563 71303 94260 64466 29794 DISR FROM DALYSM FDN 20775610 20775610 NET INVESTMENT INCOME 776894 776894 ADVERTISING REVENUE 7200 7200 21559704 49294908 37132058 103089 0 0 0 0 3421170 1838482 1374984 207704 0 21176383 18564540 1413683 1198160 1095637 923533 115535 56569 3183013 2720113 319619 143281 1482868 1201969 193489 87410 0 159910 45943 68239 45728 81009 81009 0 184488 184488 0 31365 19528 11837 1119248 1110867 1610 6771 368315 97384 106512 164419 686043 295037 241963 149043 96199 96199 4259566 3881219 156953 221394 3027787 2903565 114505 9717 0 48586 18962 13613 16011 613091 613091 0 2129257 203114 1889097 37046 506892 176354 330538 LOSS ON PENSION TERMINATION 0 GUEST ARTIST FEES 4352679 4352679 MISC EXPENSE 457685 444467 -4702 17920 OTHER PRODUCTION EXPENSES 459855 298080 161775 3317114 1026003 354561 1936550 52258160 40218038 7557911 4482211 0 0 4053704 2997442 0 0 7199281 5219265 0 0 0 0 0 0 89193 40730 2859200 1085937 21459120 12857532 9290569 8601588 9072640 9184241 0 0 0 0 0 0 0 0 32564587 27129203 4046949 4389361 0 0 2844897 2203932 0 0 0 0 0 0 13917731 15746842 0 0 5255087 1071481 26064664 23411616 X -4633572 -7029765 11133495 10747352 6499923 3717587 32564587 27129203 X -2963252 -198664 379580 X false true true false X 26225486 39702140 29616027 27661583 31507336 154712572 2313244 8410127 11142717 11668070 14648027 48182185 0 0 0 28538730 48112267 40758744 39329653 46155363 202894757 0 0 0 202894757 2477 208 211 446 461 3803 0 2477 208 211 446 461 3803 0 0 28541207 48112475 40758955 39330099 46155824 202898560 0.99998 0.99980 0.00002 0.00020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8852982 466619 -355038 8964563 7849724 469826 533432 8852982 8306161 471551 -927988 7849724 9131992 457311 -1283142 8306161 7633622 424555 1073815 9131992 1.00000 false true true 12396216 8000847 4395369 2672534 2517067 155467 6390370 2339618 4050752 8601588 0 ACCRUED PENSION BENEFIT LIABIL 634032 INTERFUND PAYABLE 437449 1071481 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 liability 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 363997 184488 179509 363997 184488 179509 League 1286122 1286122 Present Ball 43644 43644 19139 4 73403 73403 1650 37676 16669 1403169 1403169 1650 37676 35808 75134 1328035 Part 1, Line 2b, column V Bennett Direct Inc. conducts telephone solicitation of contributions on behalf of the Dallas Symphony Association. X false X false false false false false false false false false KIM NOLTEMY fORMER PRESIDENT & CEO (6/24) 246475 48280 14800 9109 318664 CHRIS OLIVER MUSICIAN 224003 8500 8626 31914 273043 DEBRA PENA CHIEF ADMINISTRATIVE OFFICER 205577 6775 15808 26191 254351 DENISE MCGOVERN VP OF COMMUNICATIONS AND MEDIA 113178 27223 8049 30066 178516 MELISSA RUTLEDGE CFO 227471 25275 7387 442 260575 KATIE MCGUINNESS VP OF ARTISTIC OPERATIONS 186026 11874 7996 447 206343 ALEX KERR MUSICIAN 449118 4696 8845 643 463302 SCOTT WALZEL MUSICIAN/CONS. FOR COMM.DEV. 146385 175552 9056 34766 365759 NATHAN OLSON MUSICIAN 208880 2500 26290 8969 12620 259259 CHRISTOPHER ADKINS MUSICIAN 212404 8626 25600 246630 MICHELLE MILLER BURNS PRESIDENT & CEO 155743 30000 3890 189633 GLYNE GRIFFITH VP of EQ, DIV, INCLUS 179353 5547 7396 447 192743 TERRY LOFTIS Thru 1-31-2025 Chief Advancement & Rev Office 237221 18263 10436 12971 278891 Part 1, Line 1a Explanation - Housing Allowance Board approved housing allowance for president & CEO included in taxable compensation X 23 385464 AVG FMV OF STOCK false true true Sch M, Col B - STOCK GIFTS THERE WERE 23 STOCK GIFTS MADE TO THE DALLAS SYMPHONY ASSOCIATION DURING THE 2024-25 TAX YEAR, THAT INCLUDED 2,086 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. 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 Sr. staff accountant and Director of Accounting Operations, reviewed by the Director of Accounting Operations, 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 for review and entry into an e-file 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. LINE 4A, PROGRAM SERVICE 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), Youth 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. 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