DALLAS SYMPHONY ASSOCIATION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DALLAS SYMPHONY ASSOCIATION INC (EIN 75-0705442)
- Tax period
- 2017-06-01 to 2018-05-31
- Filed
- 2019-04-12
- IRS object ID
- 201901029349300615
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-12T10:42:35-05:00 | ReturnTs |
| Tax Period End | 2018-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 NORTH PEARL ST SUITE 1700 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 750705442 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DALLAS SYMPHONY ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DEANIE SEWELL CONTROLLER | InCareOfNm |
| Business Name Control | DALL | BusinessNameControlTxt |
| Phone | 2148714000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 FLORA STREET Suite 300 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM NOLTEMY | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2148714000 | PhoneNum |
| Signature | 2019-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Laurie B Elmore CPA | PreparerPersonNm |
| PTIN | P00228866 | PTIN |
| Phone | 2149697007 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.140.118.218 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 75236020191025000005 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-04-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 23DA5E4F59BD756FEA1EEDD654D2F46261BDDD0E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E3E2A0C141D7F5B65FBF51E2BBBD8417A5557D9F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KIM NOLTEMY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 FLORA STREET Suite 300 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $35,101,022 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.MyDSO.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1945 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TO ENTERTAIN, INSPIRE AND CHANGE LIVES THROUGH MUSICAL EXCELLENCE | ActivityOrMissionDesc |
| Voting Members Governing Body | 74 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 73 | VotingMembersIndependentCnt |
| Total Employee | 490 | TotalEmployeeCnt |
| Total Volunteers | 1000 | TotalVolunteersCnt |
| Total Gross UBI | $53,155 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $7,262 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $18,344,616 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,584,016 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,451,027 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,102,737 | CYProgramServiceRevenueAmt |
| PY Investment Income | $529 | PYInvestmentIncomeAmt |
| CY Investment Income | $339 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,182,773 | PYOtherRevenueAmt |
| CY Other Revenue | $8,083,184 | CYOtherRevenueAmt |
| PY Total Revenue | $35,978,945 | PYTotalRevenueAmt |
| CY Total Revenue | $34,770,276 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $25,985,287 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $25,145,490 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $174,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $191,324 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,133,715 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,353,790 | PYOtherExpensesAmt |
| CY Other Expenses | $9,338,780 | CYOtherExpensesAmt |
| PY Total Expenses | $35,513,077 | PYTotalExpensesAmt |
| CY Total Expenses | $34,675,594 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $465,868 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $94,682 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,154,632 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,052,234 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $17,781,733 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,909,132 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $372,899 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,143,102 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ENTERTAIN, INSPIRE AND CHANGE LIVES THROUGH MUSICAL EXCELLENCE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $28,223,558 | ExpenseAmt |
| Revenue | $11,102,737 | RevenueAmt |
| Desc | 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 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. | Desc |
| Total Program Service Expenses | $28,223,558 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 179 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 490 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 74 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 73 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEANIE SEWELL CONTROLLER | PersonNm |
| Phone | 2148714000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 FLORA STREET SUITE 300 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (88 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Joseph F Hubach | |||||||||
| Immediate past ChairMAN | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Nancy Nasher | |||||||||
| Vice chairman | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Coley Clark | |||||||||
| Executive Board | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Richard Holt | |||||||||
| Executive Board | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| William McIntyre | |||||||||
| Executive Board | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Stanley A Rabin | |||||||||
| Executive Board | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Howard E Rachofsky | |||||||||
| Executive Board | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Cece Smith | |||||||||
| Treasurer & Secretary | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Gregg Ballew | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| John R Cohn | |||||||||
| Executive Board | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Roberta Corbett | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Barbara Daseke | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| David Emmons | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Bonnie Floyd MD | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| W Gary Fowler | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Alan J Gold | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Randall Graham | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Sheila Grant | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Bryan Jones | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Yon Y Jorden | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Gert-Jan Kramer | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mark LaRoe | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Craig Lentzsch | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ron Mankoff | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Holly Mayer | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Linda McFarland | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Shirley McIntyre | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Scott Murray | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Anita Sampels | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| James C Scott | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Linda VanSickle Smith | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Melissa Ruman Stewart | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Barbara Sypult | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| James E Wiley Jr | |||||||||
| executive Board | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Karina Woolley | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Brian Ratner | |||||||||
| Executive Board | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey M Robinson | |||||||||
| executive board | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Nick Adamson | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Joanne Bober | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Keith Braley | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Key Coker | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Marena Gault | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Randall G Goss | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Laree Hulshoff | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Sanjiv Yajnik | |||||||||
| CHairman | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Caroline Kohl | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Scott McDaniel | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Enika Schulze | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Donald J Stone | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Kern Wildenthal | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ronald J Gafford | |||||||||
| executive board | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Samuel S Holland | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Dolores Barzune | |||||||||
| Life Governor | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Harold M Brierley | |||||||||
| Life Governor | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Howard Hallam | |||||||||
| Life Governor | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Morton H Meyerson | |||||||||
| Life Governor | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| W Bradford Todd | |||||||||
| Life Governor | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert E Segert | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Tim McDonald | |||||||||
| BOARD OF GOVERNORS | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Sarah L Titus | |||||||||
| BOARD OF GOVERNORS | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Donna Arp Weitzman | |||||||||
| BOARD OF GOVERNORS | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Susie Wilson | |||||||||
| BOARD OF GOVERNORS | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Daniel Florio | |||||||||
| governor by virtue of position | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert Kaplan | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Krunali Patel | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey Rich | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Myrna Schlegel | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Arthur F Selander | |||||||||
| Board of Governors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Sharon Knowles | |||||||||
| Governor by Virtue of Position | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Lisa Loy Laughlin | |||||||||
| Governor by Virtue of Position | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Judy Tobey | |||||||||
| Governor by Virtue of Position | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Martin Tobey | |||||||||
| Governor by Virtue of Position | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Kim Noltemy | |||||||||
| President & CEO | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Margaret McDermott | |||||||||
| Vice Chairman | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Margot Perot | |||||||||
| Vice Chairman | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Michelle Miller Burns | |||||||||
| INTERIM PRESIDENT & CEO, COO | 40.0 | 0.0 | Yes (X) | $305,223 | $0 | $14,154 | |||
| Sean Kelly | |||||||||
| vp of marketing | 40.0 | 0.0 | Yes (X) | $159,277 | $0 | $14,154 | |||
| Debra Pena | |||||||||
| VP of People & Facilities | 40.0 | 0.0 | Yes (X) | $159,809 | $0 | $14,102 | |||
| Peter Czornyj | |||||||||
| VP of Artistic Operations | 40.0 | 0.0 | Yes (X) | $167,231 | $0 | $22,400 | |||
| Denise Mcgovern | |||||||||
| VP of Communications | 40.0 | 0.0 | Yes (X) | $90,255 | $0 | $22,920 | |||
| Andrew Cameron | |||||||||
| finance consultant/cfo | 30.0 | 0.0 | Yes (X) | $43,600 | $0 | $0 | |||
| Alexander Kerr | |||||||||
| Musician | 30.0 | 0.0 | $302,180 | $0 | $0 | Yes (X) | |||
| Erin Hannigan-Stratton | |||||||||
| Musician | 30.0 | 0.0 | $187,539 | $0 | $20,418 | Yes (X) | |||
| Scott Walzel | |||||||||
| Musician/Music. Personnel MGMT | 40.0 | 0.0 | $245,774 | $0 | $11,911 | Yes (X) | |||
| Ryan Anthony | |||||||||
| Musician | 30.0 | 0.0 | $180,720 | $0 | $25,646 | Yes (X) | |||
| Nathan Olson | |||||||||
| Musician | 30.0 | 0.0 | $194,991 | $0 | $15,680 | Yes (X) | |||
| Jonathan Martin | |||||||||
| Former President & CEO | 0.0 | 0.0 | $335,000 | $0 | $15,343 | Yes (X) | |||
| Randy Leiser | |||||||||
| Former VP Of Finance | 0.0 | 0.0 | $202,529 | $0 | $13,274 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,574,128 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $190,002 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 81 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JAAP VAN ZWEDEN | |||||
| PO BOX 670484 | DALLAS | TX | 75367 | Music Production | $1,894,129 |
| THOMPSON AND KNIGHT | |||||
| PO BOX 660684 | DALLAS | TX | 75266 | LEGAL SERVICES | $184,674 |
| Opus 3 Artists LLC | |||||
| 470 Park Avenue South 9th fl north | NEW YORK | NY | 10016 | Artist Management | $286,800 |
| Jones Day | |||||
| PO Box 660623 | DALLAS | TX | 75266 | LEGAL SERVICES | $172,089 |
| IMG Artists Pleiades House | |||||
| 7 W 54th Street | NEW YORK | NY | 10019 | Artist Management | $141,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $23,000 | GovernmentGrantsAmt |
| All Other Contributions | $15,561,016 | AllOtherContributionsAmt |
| Noncash Contributions | $1,215,785 | NoncashContributionsAmt |
| Total Contributions | $15,584,016 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONCERT TICKET SALES AND FEES | 711130 | $10,320,678 | $10,320,678 |
| OTHER INCOME | 900099 | $782,059 | $782,059 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,102,737 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $339 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $339 | RelatedOrExemptFuncIncomeAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,211,064 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $256,515 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $954,549 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $153,196 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $74,231 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $78,965 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $52,837 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $26,128 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | BusinessBusinessCd | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| DISTRIBUTION FROM FOUNDATION | $6,514,903 | $6,514,903 | ||
| NET INVESTMENT INCOME | $507,740 | $507,740 | ||
| PARKING INCOME (TCJA) | $27,027 | 812930 | $27,027 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,049,670 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,770,276 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,178,556 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $53,155 | UnrelatedBusinessRevenueAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,905,643 | TotalAmt |
| Program Services | $1,443,055 | ProgramServicesAmt |
| Management And General | $1,075,436 | ManagementAndGeneralAmt |
| Fundraising | $387,152 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,559,044 | TotalAmt |
| Program Services | $15,172,133 | ProgramServicesAmt |
| Management And General | $388,859 | ManagementAndGeneralAmt |
| Fundraising | $998,052 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,799,701 | TotalAmt |
| Program Services | $1,346,277 | ProgramServicesAmt |
| Management And General | $200,407 | ManagementAndGeneralAmt |
| Fundraising | $253,017 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,686,521 | TotalAmt |
| Program Services | $2,191,619 | ProgramServicesAmt |
| Management And General | $312,506 | ManagementAndGeneralAmt |
| Fundraising | $182,396 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,194,581 | TotalAmt |
| Program Services | $1,015,797 | ProgramServicesAmt |
| Management And General | $87,759 | ManagementAndGeneralAmt |
| Fundraising | $91,025 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,548 | TotalAmt |
| Program Services | $90,258 | ProgramServicesAmt |
| Management And General | $92,172 | ManagementAndGeneralAmt |
| Fundraising | $1,118 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,324 | TotalAmt |
| Fundraising | $191,324 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,336,242 | TotalAmt |
| Program Services | $1,336,242 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $441,068 | TotalAmt |
| Program Services | $204,070 | ProgramServicesAmt |
| Management And General | $87,047 | ManagementAndGeneralAmt |
| Fundraising | $149,951 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $394,288 | TotalAmt |
| Program Services | $218,026 | ProgramServicesAmt |
| Management And General | $96,081 | ManagementAndGeneralAmt |
| Fundraising | $80,181 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,739 | TotalAmt |
| Program Services | $123,739 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $826,531 | TotalAmt |
| Program Services | $532,907 | ProgramServicesAmt |
| Management And General | $293,624 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,417 | TotalAmt |
| Program Services | $440,178 | ProgramServicesAmt |
| Management And General | $21,924 | ManagementAndGeneralAmt |
| Fundraising | $7,315 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,328 | TotalAmt |
| Program Services | $32,568 | ProgramServicesAmt |
| Management And General | $27,023 | ManagementAndGeneralAmt |
| Fundraising | $15,737 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,624 | TotalAmt |
| Management And General | $36,624 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,018 | TotalAmt |
| Program Services | $135,578 | ProgramServicesAmt |
| Management And General | $81,098 | ManagementAndGeneralAmt |
| Fundraising | $44,342 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $486,993 | TotalAmt |
| Program Services | $284,199 | ProgramServicesAmt |
| Management And General | $202,794 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| EVENTS EXPENSES | $473,895 | $9,209 | $464,686 | |
| PROFESSIONAL SERVICES | $539,317 | $359,113 | $5,000 | $175,204 |
| GUEST ARTIST FEES | $2,588,761 | $2,588,761 | ||
| MISC EXPENSE | $345,430 | $223,757 | $50,808 | $70,865 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $756,581 | TotalAmt |
| Program Services | $476,072 | ProgramServicesAmt |
| Management And General | $68,898 | ManagementAndGeneralAmt |
| Fundraising | $211,611 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,675,594 | TotalAmt |
| Program Services | $28,223,558 | ProgramServicesAmt |
| Management And General | $3,318,321 | ManagementAndGeneralAmt |
| Fundraising | $3,133,715 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,469 | TotalAmt |
| Program Services | $80,415 | ProgramServicesAmt |
| Fundraising | $6,054 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,616,454 | BOYAmt |
| EOY | $1,595,007 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,091,060 | BOYAmt |
| EOY | $5,653,503 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,150 | BOYAmt |
| EOY | $64,498 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $422,398 | BOYAmt |
| EOY | $618,237 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,255,533 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,753,292 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,711,160 | BOYAmt |
| EOY | $2,502,241 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,226,410 | BOYAmt |
| EOY | $7,618,748 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,154,632 | BOYAmt |
| EOY | $18,052,234 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,307,046 | BOYAmt |
| EOY | $2,568,356 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,821,378 | BOYAmt |
| EOY | $3,662,356 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,649,801 | BOYAmt |
| EOY | $2,557,637 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,003,508 | BOYAmt |
| EOY | $7,120,783 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,781,733 | BOYAmt |
| EOY | $15,909,132 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$16,129,819 | BOYAmt |
| EOY | -$14,130,013 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,418,728 | BOYAmt |
| EOY | $8,796,897 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,083,990 | BOYAmt |
| EOY | $7,476,218 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $372,899 | BOYAmt |
| EOY | $2,143,102 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,154,632 | BOYAmt |
| EOY | $18,052,234 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $94,682 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $270,332 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,405,189 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| FS Audited Basis | FSAuditedBasisGrp | |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,258,825 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,608,492 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,964,852 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,217,221 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,098,919 | CurrentTaxYearAmt |
| Total | $115,148,309 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,997,641 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,723,619 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,805,528 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,451,027 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,102,737 | CurrentTaxYearAmt |
| Total | $52,080,552 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,256,466 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,332,111 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,770,380 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,668,248 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,201,656 | CurrentTaxYearAmt |
| Total | $167,228,861 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $167,228,861 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $64 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $465 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $157 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $529 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $339 | CurrentTaxYearAmt |
| Total | $1,554 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $64 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $465 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $157 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $529 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $339 | CurrentTaxYearAmt |
| Total | $1,554 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,256,530 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,332,576 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,770,537 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,668,777 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,201,995 | CurrentTaxYearAmt |
| Total | $167,230,415 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99999 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99999 | PublicSupportPY509Pct |
| Investment Income CY | 0.00001 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00001 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,007,205 | BeginningYearBalanceAmt |
| Contributions | $385,845 | ContributionsAmt |
| Investment Earnings Or Losses | $6,385 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,399,435 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,790,525 | BeginningYearBalanceAmt |
| Contributions | $390,019 | ContributionsAmt |
| Investment Earnings Or Losses | -$173,339 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,007,205 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,394,223 | BeginningYearBalanceAmt |
| Contributions | $392,458 | ContributionsAmt |
| Investment Earnings Or Losses | -$996,156 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,790,525 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,306,015 | BeginningYearBalanceAmt |
| Contributions | $383,425 | ContributionsAmt |
| Investment Earnings Or Losses | -$295,217 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,394,223 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,870,324 | BeginningYearBalanceAmt |
| Contributions | $369,978 | ContributionsAmt |
| Investment Earnings Or Losses | $65,713 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,306,015 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $6,472,550 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $6,043,884 | DepreciationAmt |
| Book Value | $428,666 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $2,173,362 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $1,853,848 | DepreciationAmt |
| Book Value | $319,514 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $3,609,621 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $1,855,560 | DepreciationAmt |
| Book Value | $1,754,061 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,502,241 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED PENSION BENEFIT LIABIL | Desc |
| Amt | $7,120,783 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,120,783 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BENNETT DIRECT INC | PersonNm |
| Activity | TELEFUNDING | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $302,722 | GrossReceiptsAmt |
| Retained By Contractor | $191,324 | RetainedByContractorAmt |
| Net To Organization | $111,398 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $302,722 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $191,324 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $111,398 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Present Ball | Event1Nm |
| Gross Receipts Event1 | $428,922 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $428,922 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $164,039 | OtherDirectExpensesEvent1Amt |
| Event2 | Jr Symph Ball | Event2Nm |
| Gross Receipts Event2 | $319,931 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $319,931 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $75,116 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 7 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $462,211 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $462,211 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $17,360 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,211,064 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $1,211,064 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $256,515 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $256,515 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $954,549 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part 1, Line 2b, column V | FormAndLineReferenceDesc |
| Explanation | Bennett Direct Inc. conducts telephone solicitation of contributions on behalf of the Dallas Symphony Association. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|
| Jonathan Martin | |||||
| Former President & CEO | $281,915 | $30,000 | $23,085 | $15,731 | $350,731 |
| Alexander Kerr | |||||
| Musician | $283,337 | $843 | $18,000 | $388 | $302,568 |
| Randy Leiser | |||||
| Former VP Of Finance | $72,529 | $130,000 | $13,854 | $216,383 | |
| Michelle Miller Burns | |||||
| INTERIM PRESIDENT & CEO, COO | $282,723 | $22,500 | $15,146 | $320,369 | |
| Sean Kelly | |||||
| vp of marketing | $135,279 | $23,998 | $15,146 | $174,423 | |
| Erin Hannigan-Stratton | |||||
| Musician | $168,704 | $843 | $17,992 | $21,058 | $208,597 |
| Scott Walzel | |||||
| Musician/Music. Personnel MGMT | $227,953 | $843 | $16,978 | $12,755 | $258,529 |
| Debra Pena | |||||
| VP of People & Facilities | $138,309 | $15,000 | $6,500 | $15,095 | $174,904 |
| Ryan Anthony | |||||
| Musician | $179,877 | $843 | $26,600 | $207,320 | |
| Peter Czornyj | |||||
| VP of Artistic Operations | $153,731 | $13,500 | $23,482 | $190,713 | |
| Nathan Olson | |||||
| Musician | $176,148 | $843 | $18,000 | $15,856 | $210,847 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990 Schedule J; part I; Question 4 | FormAndLineReferenceDesc |
| Explanation | Part II PERSON 1: JONATHAN MARTIN. LAST DAY OF EMPLOYMENT WAS 8/31/17. COMPENSATION AMOUNT LISTED ABOVE IS NORMAL SALARY PAYMENT THROUGH THAT DATE. . PART II PERSON 3: RANDY LEISER. LAST DAY OF EMPLOYMENT WAS 5/11/17. COMPENSATION AMOUNT LISTED ABOVE IS THE CONTINUED PAYMENT OF SALARY THROUGH DECEMBER 2017 AS PART OF THE SEPARATION AGREEMENT. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mr Gert-Jan Kramer | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | DIRECTOR | RelationshipDescriptionTxt |
| Transaction | $9,220 | TransactionAmt |
| Transaction | Loan instruments, pmt of ins | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Additional Information for Sch L, Part V | FormAndLineReferenceDesc |
| Explanation | See detail information on Sched O for Form 990, Part VI, Section A, line 2 concerning the various business transactions involving interested persons. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,215,785 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV OF STOCK | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Sch M, Col B - STOCK GIFTS | THERE WERE 18 STOCK GIFTS MADE TO THE DALLAS SYMPHONY ASSOCIATION DURING THE 2017-18 TAX YEAR, THAT INCLUDED 11,639 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. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 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 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. CONLICTS 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 VI, SEct A, Line 2- BUSINESS RELATIONSHIPS | 1. Board of governors 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 DSO Concertmaster 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 Guarmeri" to the Dallas Symphony Association for the exclusive use of DSO Co-Concertmaster 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. This transaction is reported on Schedule 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 ($1,432,216) and parking "revenue" added for tax purposes under TCJA ($27,027). |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DALLAS SYMPHONY FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 FLORA STREET SUITE 300 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751529851 | EIN |
| Primary Activities | FOUNDATION | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 509(A)(3) | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dallas symph | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |