2014-04-11T17:39:10-05:00 2013-05-31 BDO USA LLP 700 NORTH PEARL ST SUITE 2000 DALLAS TX 75201 990 2012-06-01 750705442 DALLAS SYMPHONY ASSOCIATION % RANDY LEISER VP OF FINANCE DALL 2148714000 2301 FLORA STREET SUITE 300 Suite DALLAS TX 75201 Jonathan Martin 2149697007 2014-03-15 true Laurie B Elmore CPA 2149697007 2012 2015-11-30 17:44:51Z Jonathan Martin Pres and CEO 2301 FLORA STREET SUITE 300 DALLAS TX 752012413 32497491 false X www.dallassymphony.com X 1945 TX TO ENTERTAIN, INSPIRE AND CHANGE LIVES THROUGH MUSICAL EXCELLENCE. 84 83 474 1100 11827 0 12887973 14157439 11431767 11049913 820 829 6525095 6848280 30845655 32056461 0 0 0 0 21819220 23310426 60308 65242 2732452 10089763 10724272 31969291 34099940 -1123636 -2043479 22277839 22085720 16030458 14870797 6247381 7214923 X TO ENTERTAIN, INSPIRE AND CHANGE LIVES THROUGH MUSICAL EXCELLENCE. false false 28367836 11049913 The Dallas Symphony Orchestra's mission statement is to entertain, inspire and change lives through musical excellence. It strives to be a key catalyst in making Dallas a world-class city and major cultural center with the DSO as a landmark. The DSO is the 15th largest American orchestra. The classical Series, Pops Series, numerous events highlighting diversity in the city, along with youth concerts, number over 165 performances each year. As a community partner, the Dallas Symphony Orchestra sponsors the following programs: Community Connections (free tickets distributed by social service agencies), Young Strings (provides free instruments and music lessons to African American and Hispanic students), Symphony YES (provides musician ensembles to perform in area schools), DSO Kids (educational website for children and teachers). The Dallas Symphony Orchestra is a community of passionate music lovers making more music lovers. 28367836 true true false false false false false false false true true false false false true true false true false false false false false true true false false false false true false false false false false true false false true false false false false true false false false true 173 0 true 474 true true true false false false false true true false false false false X 84 83 false false false false true true true true true false false false true true true true true true true false X X RANDY LEISER VP OF FINANCE 2148714003 2301 FLORA STREET SUITE 300 DALLAS TX 75201 Joseph F Hubach 1.0 X 0 0 0 Ronald J Gafford 1.0 X 0 0 0 Richard Massman 1.0 X 0 0 0 Linda Hart 1.0 X 0 0 0 Nancy Nasher 1.0 X 0 0 0 Coley Clark 1.0 X 0 0 0 Richard Holt 1.0 X 0 0 0 James W Keyes 1.0 X 0 0 0 William McIntyre 1.0 X 0 0 0 Sarah Perot 1.0 X 0 0 0 Charles Price 1.0 X 0 0 0 Stanley A Rabin 1.0 X 0 0 0 Howard E Rachofsky 1.0 X 0 0 0 Jeffrey A Rich 1.0 X 0 0 0 Myrna Schlegel 1.0 X 0 0 0 Cece Smith 1.0 X 0 0 0 Ron Spears 1.0 X 0 0 0 T Peter Townsend 1.0 X 0 0 0 Gregg Ballew 1.0 X 0 0 0 Tammy Cancela 1.0 X 0 0 0 Skye Brewer 1.0 X 0 0 0 Paul Castanon 1.0 X 0 0 0 John R Cohn 1.0 X 0 0 0 Roberta Corbett 1.0 X 0 0 0 Barbara Daseke 1.0 X 0 0 0 Stanley Davidow 1.0 X 0 0 0 Barbara Durham 1.0 X 0 0 0 Philip Durst 1.0 X 0 0 0 David Emmons 1.0 X 0 0 0 Jeanne Fagadau 1.0 X 0 0 0 Curtis J Farmer 1.0 X 0 0 0 Mark R Flagg 1.0 X 0 0 0 Bonnie Floyd MD 1.0 X 0 0 0 W Gary Fowler 1.0 X 0 0 0 Harriett Gibbs 1.0 X 0 0 0 Alan J Gold 1.0 X 0 0 0 Ben Gordan 1.0 X 0 0 0 Randall Graham 1.0 X 0 0 0 Sheila Grant 1.0 X 0 0 0 Kathryn Hall 1.0 X 0 0 0 Marsha Halloran 1.0 X 0 0 0 J Davis Hamlin 1.0 X 0 0 0 Jeffrey M Heller 1.0 X 0 0 0 Carlos Hernandez 1.0 X 0 0 0 James Ho 1.0 X 0 0 0 Bryan Jones 1.0 X 0 0 0 Yon Y Jorden 1.0 X 0 0 0 James P Karen 1.0 X 0 0 0 Marc Kesselman 1.0 X 0 0 0 Gert-Jan Kramer 1.0 X 0 0 0 Selena LaCroix 1.0 X 0 0 0 Mark LaRoe 1.0 X 0 0 0 Craig Lentzsch 1.0 X 0 0 0 Kris Licht 1.0 X 0 0 0 Ron Mankoff 1.0 X 0 0 0 Catherine Z Manning 1.0 X 0 0 0 Holly Mayer 1.0 X 0 0 0 Grace McDermott 1.0 X 0 0 0 Linda McFarland 1.0 X 0 0 0 Shirley McIntyre 1.0 X 0 0 0 Harriet Miers 1.0 X 0 0 0 Sandra Moon 1.0 X 0 0 0 Scott Murray 1.0 X 0 0 0 Holly Reed 1.0 X 0 0 0 Ken Reimer 1.0 X 0 0 0 Stan Reynolds 1.0 X 0 0 0 Vicki Rippeto 1.0 X 0 0 0 Phil J Ritter 1.0 X 0 0 0 Jeffrey M Robinson 1.0 X 0 0 0 Anita Sampels 1.0 X 0 0 0 James C Scott 1.0 X 0 0 0 Sam Self 1.0 X 0 0 0 Clay G Small 1.0 X 0 0 0 Linda VanSickle Smith 1.0 X 0 0 0 Sheldon Stein 1.0 X 0 0 0 Steven Sterin 1.0 X 0 0 0 Melissa Ruman Stewart 1.0 X 0 0 0 Barbara Sypult 1.0 X 0 0 0 James E Wiley Jr 1.0 X 0 0 0 Billie Ida Williamson 1.0 X 0 0 0 Karina Woolley 1.0 X 0 0 0 Mark Zacheis 1.0 X 0 0 0 Blaine L Nelson 1.0 X 0 0 0 Jonathan Martin 40.0 X 123609 0 5916 Randy Leiser 40.0 X 180054 0 2860 Jenny Shepard 40.0 X 0 0 0 Sean Kelly 40.0 X 0 0 0 David Hyslop 1099 40.0 X 268800 0 0 Margaret Williams 1099 40.0 X 165500 0 0 Debi Pena 40.0 X 129318 0 10174 Alexander Kerr 20.0 X 244809 0 195 Gary Levinson 20.0 X 184741 0 12422 Erin Hannigan-Stratton 20.0 X 190237 0 7657 Scott Walzel 40.0 X 237141 0 16639 Ryan Anthony 20.0 X 182567 0 11902 1906776 0 67765 60 false true false Bajada Productions LLC 2525 Pearl Street Suite 1102 DALLAS TX 75201 Music Production 1505052 Opus 3 Artists LLC 470 Park Ave South 9th floor NEW YORK NY 10016 Artists Management 237000 IMG Artists LLC 152 W 57th 5th Floor NEW YORK NY 10019 Artists Management 215272 Akin Gump Strauss hauer Feld LLP 1700 Pacific Avenue DALLAS TX 75201 Legal Services 143750 william morris endeavor entertainme 9601 Wilshire blvd 3rd floor BEVERLY HILLS CA 90212 artist management 138000 11 X 37868 14119571 172124 14157439 CONCERT TICKET SALES AND FEES 711130 10803713 10803713 OTHER INCOME 900099 246200 246200 11049913 829 829 0 0 0 0 0 0 1094209 359074 735135 0 178192 81956 96236 84409 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general operating expenses of the Dallas Symphony Association. COST OF SALES RECLASSIFICATION Sch D, Part XII, Line 2D COST OF GOODS SOLD REPORTED AS NET REVENUE FROM STORE IN REVENUE SECTION ON TAX RETURN (RECLASSIFIED FROM EXPENSES). Minimum pension liablity adjustment Part XI, Line 8 The adjustment is the minimum pension liability adjustment necessary under FAAS 158 to disclose the change in the financial status of the Dallas Symphony defined benefit plans. Fin 48 Disclosure Sch D, Part X THE DALLAS SYMPHONY ASSOCIATION IS EXEMPT FROM INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE aSSOCIATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED. CHANGES IN RECONCILIATION FROM MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGEMENT OCCURS. MANAGEMENT BELIEVES THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS. X X X X X X X true TAYLAR DEVELOPMENT LLC TELEFUNDING false 457724 184048 273676 457724 184048 273676 Presentat. Ball 768741 768741 307186 Jr Symph Ball 155968 155968 1 169501 169501 51889 1094210 1094210 359075 359075 735135 Part 1, Line 2b, column V Taylar Development, LLC, conducts telephone solicitation of contributions on behalf of the Dallas Symphony. X X X X false false false false false false false false false Alexander Kerr 231509 0 0 0 13300 0 0 0 613 0 245422 0 0 0 Randy Leiser 172554 0 7500 0 0 0 0 0 3728 0 183782 0 0 0 David Hyslop 1099 0 0 0 0 268800 0 0 0 0 0 268800 0 0 0 Margaret Williams 1099 0 0 0 0 165500 0 0 0 0 0 165500 0 0 0 Gary Levinson 184741 0 0 0 0 0 0 0 12996 0 197737 0 0 0 Erin Hannigan-Stratton 173237 0 0 0 17000 0 0 0 8075 0 198312 0 0 0 Scott Walzel 219510 0 0 0 17631 0 0 0 17213 0 254354 0 0 0 Ryan Anthony 182567 0 0 0 0 0 0 0 12476 0 195043 0 0 0 Mr Gert-Jan Kramer DIRECTOR 14800 Loan instruments, pmt of ins false X 26 172124 FMV OF STOCK false true true STOCK GIFTS SCH M, COLUMN B THERE WERE 26 STOCK GIFTS MADE TO THE DALLAS SYMPHONY ASSOCIATION DURING THE 2012-13 TAX YEAR, THAT INCLUDED 6,038 SHARES OF STOCK VALUATION SCH M, Line 10, COLUMN D THE VALUE OF THE STOCK IS DETERMINED USING AN AVERAGE OF THE HIGH PRICE AND THE LOW PRICE TIMES THE NUMBER OF SHARES ON THE DATE OF THE TRANSFER TO THE DALLAS SYMPHONY ASSOCIATION. SALE OF DONATED STOCK SCH M, LINE 32B All stock gifts are transferred to an account at Charles Schwab owned by the Dallas Symphony Association and sold upon receipt. CONFLICT OF INTEREST POLICY FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY. A CONFLICT OF INTEREST QUESTIONNAIRE IS SENT OUT ANNUALLY TO EVERY MEMBER OF THE GOVERNING BODY. THE RESULTS ARE REVIEWED BY HUMAN RESOURCES AND FINANCE TO DETERMINE WHETHER THERE ARE ANY MEMBERS OF THE GOVERNING BODY WHO ARE NOT INDEPENDENT. COMPENSATION COMMITTEE FORM 990; PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS A COMPENSATION COMMITTEE THAT FOLLOWS A CHARTER ADOPTED BY THE GOVERNING BODY. THE COMMITTEE MEETS AT LEAST ANNUALLY TO PROVIDE COMPENSATION BENCHMARKING FOR THE CEO AND OTHER SENIOR EXECUTIVE MANAGEMENT. THE COMMITTEE RECOMMENDS TO THE EXECUTIVE BOARD FOR APPROVAL THE CEO ANNUAL BONUS (IF ANY), THE COMPENSATION FOR NEW HIRES AND COMPENSATION ADJUSTMENTS FOR SENIOR EXECUTIVES. TAX RETURN PREPARATION FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY THE CONTROLLER, REVIEWED BY THE VICE PRESIDENT OF FINANCE and the president OF THE DALLAS SYMPHONY ASSOCIATION. THE FORM AND ALL SUPPORTING DOCUMENTS ARE PROVIDED TO TAX ACCOUNTANTS AT BDO USA, LLP FOR REVIEW AND ENTRY INTO AN EFILE SYSTEM. THE 990 IS THEN PROVIDED TO ALL MEMBERS OF THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL TO BE FILED. UPON APPROVAL BY THE AUDIT COMMITTEE, A COPY IS PROVIDED TO THE EXECUTIVE BOARD FOR THEIR REVIEW PRIOR TO THE FILING OF THE 990. THE 990 IS MADE AVAILABLE TO ALL OTHER BOARD MEMBERS UPON REQUEST. FINANCIAL STATEMENTS AVAILABLE FORM 990, PART VI SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON THE GUIDESTAR WEBSITE AND BY REQUEST. CONFLICT OF INTEREST POLICY IS AVAILABLE VIA REQUEST. THE GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. MEMBERSHIP FORM 990, PART VI, SECTION A, LINE 6, 7A AND 7B the organization has members as defined. The Trustees/Members of the Dallas Symphony Association elect the governing body. BUSINESS RELATIONSHIPS FORM 990, PART VI, SECTION A; LINE 2 1. Board of directors member Gert-Jan Kramer agreed to loan a rare violin called the "fritz Kreisler" to the Dallas Symphony Association for the exclusive use of Musician Alexander Kerr. There is no cost to the DSA or Mr. Kerr except that the DSA bears the cost of insuring the instrument during the terms of the agreement. This transaction is reported on Schedule L. 2. Board of directors member Gert-Jan Kramer agreed to loan a rare violin called the "1715 Guiseppe Guarneri" to the Dallas Symphony Association for the exclusive use of musician Nathan Olsen. There is no cost to the DSA or Mr. Olsen except that the DSA bears the cost of insuring the instrument during the terms of the agreement. 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