DALLAS SYMPHONY ASSOCIATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- DALLAS SYMPHONY ASSOCIATION INC (EIN 75-0705442)
- Tax period
- 2010-06-01 to 2011-05-31
- Filed
- 2012-03-30
- IRS object ID
- 201230909349301463
- Schema version
- 2010v3.7
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-30T18:15:46-05:00 | Timestamp |
| Tax Period End Date | 2011-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 NORTH PEARL ST SUITE 2000 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 750705442 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DALLAS SYMPHONY ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DALL | NameControl |
| Phone | 2148714000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 FLORA STREET SUITE 300 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75201 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | david hyslop | Name |
| Title | interim president | Title |
| Date Signed | 2012-03-21 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Laurie B Elmore CPA | Name |
| Phone | 2149697007 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAVID HYSLOP INT PRES CEO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 FLORA STREET SUITE 300 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 752012413 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 43569470 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.dallassymphony.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1945 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | TO ENTERTAIN, INSPIRE AND CHANGE LIVES THROUGH MUSICAL EXCELLENCE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 92 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 92 | NbrIndependentVotingMembers |
| Total Nbr Employees | 444 | TotalNbrEmployees |
| Total Nbr Volunteers | 1146 | TotalNbrVolunteers |
| Total Gross UBI | 19926 | TotalGrossUBI |
| Contributions Grants Prior Year | 9668196 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 25822477 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 13781218 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 12049214 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1454 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3988 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4856536 | OtherRevenuePriorYear |
| Other Revenue Current Year | 5433478 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 28307404 | TotalRevenuePriorYear |
| Total Revenue Current Year | 43309157 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 22753151 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 22028092 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 222778 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 21913 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3087817 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 10404377 | OtherExpensePriorYear |
| Other Expenses Current Year | 10926044 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 33380306 | TotalExpensesPriorYear |
| Total Expenses Current Year | 32976049 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -5072902 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 10333108 | RevenuesLessExpensesCY |
| Total Assets BOY | 15665879 | TotalAssetsBOY |
| Total Assets EOY | 23765704 | TotalAssetsEOY |
| Total Liabilities BOY | 17039009 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 13133930 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -1373130 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10631774 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO ENTERTAIN, INSPIRE AND CHANGE LIVES THROUGH MUSICAL EXCELLENCE. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 26968023 | Expense |
| Revenue | 12049214 | Revenue |
| Description | 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 175 performances each year. As a community partner, the Dallas Symphony Orchestra sponsors the following programs: Heartstrings (free tickets distributed by social service agencies), Young Strings (provides free instruments and music lessons to African American and Hispanic students), Symphony YES (provides musician ensembles to perform in area schools), DSO Kids (educational website for children and teachers). The Dallas Symphony Orchestra is a community of passionate music lovers making more music lovers. | Description |
| Total Program Service Expense | 26968023 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 177 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 444 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 92 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 92 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RANDY LEISER VP OF FINANCE | NamePerson |
| Telephone Number | 2148714003 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 FLORA STREET SUITE 300 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (99 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| STANLEY DAVIDOW | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| TAMMY DAVIS | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| PHILLIP DURST | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| GREGG BALLEW | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| DOLORES BARZUNE | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| CHARLES FELD | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| SHEILA GRANT | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| RANDY A BOWMAN | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| VICKI RIPPETO | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| JEFFREY ROBINSON | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| RICHARD G ANDREW | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| HAROLD M BRIERLEY | ||||||||
| IMMEDIATE PAST CHAIRMAN | 1.0 | X | X | |||||
| ANDREW M BAKER | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| HARRIET MIERS | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| ROBERTA CORBETT | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| J DAVIS HAMLIN | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| MARK KOVAC | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| MARK CASEY | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| DAVID DEALY | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| BARBARA DURHAM | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| BYRON F EGAN | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| RONALD J GAFFORD | ||||||||
| CHAIRMAN | 1.0 | X | X | |||||
| WOODROW W GANDY | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| MARY ELLEN GEORGE | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| GINA ROGERS GINSBURG | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| UTTAM DHILLON | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| RANDALL G GOSS | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| HARRIETT GIBBS | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| HOWARD HALLAM | ||||||||
| board member | 1.0 | X | ||||||
| MARSHA HALLORAN | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| CARLOS HERNANDEZ | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| JEFFREY M HELLER | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| JOSEPH F HUBACH | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| GERT JAN KRAMER | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| GERALD H HOAG | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| JAMES P KAREN | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| CATHERINE Z MANNING | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| YON Y JORDEN | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| SELENA LECROIX | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| SHIRLEY MCINTYRE | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| RONALD M MANKOFF | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| SANDRA MOON | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| HEATHER MOORE | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| FREDERICK REID | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| MORTON H MEYERSON | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| MARIBESS LEHMANN MILLER | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| SCOTT MURRAY | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| NANCY A NASHER | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| BLAINE L NELSON | ||||||||
| PAST CHAIRMAN | 1.0 | X | X | |||||
| SARAH PEROT | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| ROY G POPHAM | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| STANLEY A RABIN | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| HOWARD RACHOFSKY | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| JAMES C SCOTT | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| HOLLY REED | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| JEFFREY A RICH | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| PHILIP RITTER | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| STEPHEN HUNT SANDS | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| MYRNA SCHLEGEL | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| SAM SELF | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| CECE SMITH | ||||||||
| VICE CHAIRMAN | 1.0 | X | X | |||||
| MERRIE SPAETH | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| MELISSA STEWART | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| PETER TOWNSEND | ||||||||
| TREASURER | 1.0 | X | X | |||||
| BARBARA SYPULT | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| BRADFORD TODD | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| SHANNON SKOLOS | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| TIMOTHY R WALLACE | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| SHELDON STEIN | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| JAMES E WILEY JR | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| BILLIE IDA WILLIAMSON | ||||||||
| INTERIM SECRETARY | 1.0 | X | X | |||||
| ROBERT DODSON | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| BLAINE NELSON | ||||||||
| CHAIRMAN ELECT | 1.0 | X | ||||||
| DAVID HYSLOP | ||||||||
| INTERIM PRESIDENT | 1.0 | X | ||||||
| KELLY BARNES | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| SKYE BREWER | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| COLEY CLARK | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| CURTIS J FARMER | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| MARK FLAGG | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| BEN GORDEN | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| KATHRYN HALL | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| GRACE MCDERMOTT | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| MICHAEL F MCGEHEE | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| SUSAN MORGAN | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| PURVI J PATEL | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| ANITA SAMPELS | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| CLAY G SMALL | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| MARK ZACHEIS | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| JOHN R COHN | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| BARBARA DASEKE | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| JAMES KEYES | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| MARC KESSELMAN | ||||||||
| BOARD MEMBER | 1.0 | X | ||||||
| Doug Adams | ||||||||
| president & ceo | 40.0 | X | 444072 | 0 | 0 | |||
| ROSEMARY WILKE | ||||||||
| VP OF DEVELOPMENT | 40.0 | 216559 | 9418 | X | ||||
| EMMANUAL BOROK | ||||||||
| CONCERT MASTER | 30.0 | 814263 | 15207 | X | ||||
| GARY LEVINSON | ||||||||
| MUSICIAN | 30.0 | 175885 | 11921 | X | ||||
| GREGORY HUSTIS | ||||||||
| MUSICIAN | 30.0 | 172959 | 7714 | X | ||||
| DANIEL LEVINE | ||||||||
| MUSICIAN | 30.0 | 469298 | 10574 | X | ||||
| RANDY LEISER | ||||||||
| VP OF FINANCE AND ADMIN | 40.0 | 174540 | 2000 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2467576 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 56834 | TotalOtherCompensation |
| Number Individuals GT100 K | 41 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CULINAIRE INTERNATIONAL | |||||
| 2301 FLORA STREET SUITE 300 | DALLAS | TX | 75201 | CATERING | 574709 |
| THE RICHARDS GROUP | |||||
| 8750 N CENTRAL EXPRESSWAY SUITE 1 | DALLAS | TX | 75231 | ADVERTISING & PROM | 601883 |
| C3 PRESENTS | |||||
| 98 SAN JACINTO BLVD SUITE 400 | AUSTIN | TX | 78701 | ARTISTS MANAGEMENT | 366999 |
| bAJADA PRODUCTIONS LLC | |||||
| 2525 N PEARL STREET 1102 | DALLAS | TX | 75201 | MUSIC PRODUCTION | 1025692 |
| OPUS ARTISTS LLC | |||||
| 470 PARK AVENUE SOUTH 9TH FLOOR NO | NEW YORK | NY | 10016 | ARTISTS MANAGEMENT | 349979 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 26 | NumberOfContractorsGT100K |
| Government Grants | 46000 | GovernmentGrants |
| All Other Contributions | 25776477 | AllOtherContributions |
| Noncash Contributions | 1656699 | NoncashContributions |
| Total Contributions | 25822477 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONCERT TICKET SALES AND FEES | 711130 | 11329428 | 11329428 |
| OTHER INCOME | 900099 | 719786 | 719786 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 12049214 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3988 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3988 | RelatedOrExemptFunctionIncome |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 893489 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 141296 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 752193 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 239633 | GrossSalesOfInventory |
| Cost Of Goods Sold | 119017 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 115323 | TotalRevenueColumn |
| Related Or Exempt Function Income | 95397 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 19926 | UnrelatedBusinessRevenue |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| DISTRIBUTION FROM FOUNDATION | 4384780 | 4384780 |
| NET INVESTMENT INCOME | 181182 | 181182 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 4565962 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 43309157 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16714561 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 19926 | UnrelatedBusinessRevenue |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1621272 | Total |
| Program Services | 988968 | ProgramServices |
| Management And General | 464288 | ManagementAndGeneral |
| Fundraising | 168016 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15538734 | Total |
| Program Services | 13339258 | ProgramServices |
| Management And General | 933711 | ManagementAndGeneral |
| Fundraising | 1265765 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1630161 | Total |
| Program Services | 1412687 | ProgramServices |
| Management And General | 97131 | ManagementAndGeneral |
| Fundraising | 120343 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2169646 | Total |
| Program Services | 1856819 | ProgramServices |
| Management And General | 127865 | ManagementAndGeneral |
| Fundraising | 184962 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1068279 | Total |
| Program Services | 901227 | ProgramServices |
| Management And General | 75131 | ManagementAndGeneral |
| Fundraising | 91921 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 306225 | Total |
| Program Services | -15237 | ProgramServices |
| Management And General | 110242 | ManagementAndGeneral |
| Fundraising | 211220 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21913 | Total |
| Fundraising | 21913 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2060040 | Total |
| Program Services | 2060040 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 434608 | Total |
| Program Services | 136973 | ProgramServices |
| Management And General | 68652 | ManagementAndGeneral |
| Fundraising | 228983 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 463025 | Total |
| Program Services | 320756 | ProgramServices |
| Management And General | 80810 | ManagementAndGeneral |
| Fundraising | 61459 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 146399 | Total |
| Program Services | 146399 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 646117 | Total |
| Program Services | 343773 | ProgramServices |
| Management And General | 302210 | ManagementAndGeneral |
| Fundraising | 134 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 397894 | Total |
| Program Services | 366041 | ProgramServices |
| Management And General | 27737 | ManagementAndGeneral |
| Fundraising | 4116 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 216475 | Total |
| Program Services | 23739 | ProgramServices |
| Management And General | 45222 | ManagementAndGeneral |
| Fundraising | 147514 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50713 | Total |
| Program Services | 3354 | ProgramServices |
| Management And General | 47359 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 227543 | Total |
| Program Services | 132851 | ProgramServices |
| Management And General | 63154 | ManagementAndGeneral |
| Fundraising | 31538 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 257239 | Total |
| Program Services | 183996 | ProgramServices |
| Management And General | 73243 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| EVENTS EXPENSES | 494886 | 185259 | 309627 | |
| PROFESSIONAL SERVICES | 754810 | 497386 | 257424 | |
| GUEST ARTIST FEES | 3430825 | 3430825 | ||
| MISCELLANEOUS EXPENSES | 442591 | 323513 | 14574 | 104504 |
| CREDIT CARD FEES | 299228 | 238944 | 60284 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 297426 | Total |
| Program Services | 90452 | ProgramServices |
| Management And General | 41526 | ManagementAndGeneral |
| Fundraising | 165448 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32976049 | Total |
| Program Services | 26968023 | ProgramServices |
| Management And General | 2920209 | ManagementAndGeneral |
| Fundraising | 3087817 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38363 | Total |
| Program Services | 35678 | ProgramServices |
| Fundraising | 2685 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2670003 | BOY |
| EOY | 1339701 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4535957 | BOY |
| EOY | 12737118 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 119017 | BOY |
| EOY | 202983 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 971634 | BOY |
| EOY | 781994 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 10262146 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 8668423 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 841494 | BOY |
| EOY | 1593723 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6527774 | BOY |
| EOY | 7110185 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15665879 | BOY |
| EOY | 23765704 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3365786 | BOY |
| EOY | 3018631 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4715091 | BOY |
| EOY | 4136850 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3801207 | BOY |
| EOY | 1041810 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5156925 | BOY |
| EOY | 4936639 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17039009 | BOY |
| EOY | 13133930 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -10278044 | BOY |
| EOY | -8407084 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2519053 | BOY |
| EOY | 12068999 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6385861 | BOY |
| EOY | 6969859 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -1373130 | BOY |
| EOY | 10631774 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15665879 | BOY |
| EOY | 23765704 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 10333108 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1671796 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13791428 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14231049 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10906052 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13753541 | CurrentTaxYearMinus1Year |
| Current Tax Year | 30207257 | CurrentTaxYear |
| Total | 82889327 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10106008 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11691907 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12593224 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13781218 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12049214 | CurrentTaxYear |
| Total | 60221571 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23897436 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25922956 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23499276 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 27534759 | CurrentTaxYearMinus1Year |
| Current Tax Year | 42256471 | CurrentTaxYear |
| Total | 143110898 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 143110898 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 30386 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4707 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1608 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1454 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3988 | CurrentTaxYear |
| Total | 42143 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 30386 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4707 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1608 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1454 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3988 | CurrentTaxYear |
| Total | 42143 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23927822 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25927663 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23500884 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 27536213 | CurrentTaxYearMinus1Year |
| Current Tax Year | 42260459 | CurrentTaxYear |
| Total | 143153041 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99971 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99944 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00029 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00056 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6309076 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 583998 | InvestmentEarningsOrLosses |
| End Of Year Balance | 6893074 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5917914 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 391162 | InvestmentEarningsOrLosses |
| End Of Year Balance | 6309076 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7337309 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -1033219 | InvestmentEarningsOrLosses |
| Other Expenditures | 386176 | OtherExpenditures |
| End Of Year Balance | 5917914 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 5987918 | InvestmentCostOrOtherBasis |
| Depreciation | 5819460 | Depreciation |
| Book Value | 168458 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1018036 | InvestmentCostOrOtherBasis |
| Depreciation | 971872 | Depreciation |
| Book Value | 46164 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 3256192 | InvestmentCostOrOtherBasis |
| Depreciation | 1877091 | Depreciation |
| Book Value | 1379101 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1593723 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED PENSION BENEFIT LIABIL | Description |
| Amount | $4,936,639 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4936639 | TotalOfAmounts |
| Total Revenue | 43309157 | TotalRevenue |
| Total Expenses | 32976049 | TotalExpenses |
| Excess Or Deficit For Year | 10333108 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 747171 | NetUnrealizedGLOnInvestments |
| Other | $924,626 | OtherAmount |
| Total Adjustments | 1671797 | TotalAdjustments |
| Excess Or Deficit Per FS | 12004905 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 44221616 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 747171 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 40978 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 124310 | OtherRevenues |
| Revenue Not Rptd F990 | 912459 | RevenueNotRptdF990 |
| Revenue Subtotal | 43309157 | RevenueSubtotal |
| Total Revenue Per Form990 | 43309157 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 33141337 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 40978 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 124310 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 165288 | ExpensesNotRptdF990 |
| Expenses Subtotal | 32976049 | ExpensesSubtotal |
| Total Expenses Per Form990 | 32976049 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER LIABILITY DETAIL | SCH D, PART XI, LINE 8 | 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. |
| COST OF SALES RECLASSIFICATION | SCH D, PART XII, LINE 2D AND SCH D, PART XIII, LINE 2D | COST OF GOODS SOLD REPORTED AS NET REVENUE FROM STORE IN REVENUE SECTION ON TAX RETURN (RECLASSIFIED FROM EXPENSES). |
| ENDOWMENT FUNDS | SCH D; PART V, LINE 4 | THE ENDOWMENT'S INTENDED USE IS UNDESIGNATED FOR THE GENERAL OPERATING EXPENSES OF THE DALLAS SYMPHONY ASSOCIATION. |
| FIN 48 DISCLOSURE | SCH D. PART X | THE ASSOCIATION ADOPTED FINANCIAL ACCOUNTING STANDARDS BOARD INTERPRETATION nO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES FOR THE FISCAL YEAR ENDED MAY 31, 2011. MANAGEMENT BELIEVES THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | TAYLAR DEVELOPMENT LLC | NameOfIndividual |
| Activity | TELEFUNDING | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 480189 | GrossReceipts |
| Amount Retained By Contractor | 186904 | AmountRetainedByContractor |
| Net To Organization | 293285 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 480189 | TotalGrossReceipts |
| Total Retained By Contractors | 186904 | TotalRetainedByContractors |
| Total Net To Organization | 293285 | TotalNetToOrganization |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | PRESENTTN BALL | NameOfEvent1 |
| Gross Receipts Event1 | 470131 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 470131 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 41408 | OtherDirectExpensesEvent1 |
| Name Of Event2 | SAVOR THE SYMPH | NameOfEvent2 |
| Gross Receipts Event2 | 132029 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 132029 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 61909 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 9 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 291329 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 291329 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 37979 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 893489 | GrossReceiptsTotal |
| Gross Revenue Total Events | 893489 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 141296 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 141296 | DirectExpenseSummaryEvents |
| Net Income Summary | 752193 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | true | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EMMANUAL BOROK | |||||||||||
| 499035 | 315228 | 15738 | 830001 | ||||||||
| GARY LEVINSON | |||||||||||
| 171985 | 3900 | 13540 | 189425 | ||||||||
| GREGORY HUSTIS | |||||||||||
| 167883 | 5076 | 8295 | 181254 | ||||||||
| Doug Adams | |||||||||||
| 389324 | 54748 | 861 | 444933 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| ROSEMARY WILKE | |||||||||||
| 200021 | 11538 | 10108 | 226667 | 5000 | |||||||
| DANIEL LEVINE | |||||||||||
| 270274 | 199024 | 11059 | 480357 | ||||||||
| RANDY LEISER | |||||||||||
| 169920 | 3181 | 177721 | 4620 | ||||||||
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | INCENTIVE COMPENSATION | Identifier |
| Return Reference | SCH J; PART 1; LINE 1a | ReturnReference |
| Explanation | Doug Adams $100,200 severance payment Emanuel Borok $300,000 severance payment Daniel Levine $199,024 severance payment All payments were separation from employment provisions. | Explanation |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 21 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1656699 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV OF STOCK | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| STOCK GIFTS | SCH M, COLUMN B | THERE WERE 21 STOCK GIFTS MADE TO THE DALLAS SYMPHONY ASSOCIATION DURING THE 2010-11 TAX YEAR, THAT INCLUDED 62,895 SHARES OF STOCK |
| VALUATION | SCH M, COLUMN D | THE VALUE OF THE STOCK IS DETERMINED USING AN AVERAGE OF THE HIGH PRICE AND THE LOW PRICE TIMES THE NUMBER OF SHARES ON THE DATE OF THE TRANSFER TO THE DALLAS SYMPHONY ASSOCIATION. |
| SCH M, LINE 32A | 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. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 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 HARD COPY IS PROVIDED TO THE EXECUTIVE BOARD OF THE GOVERNING BODY FOR THEIR REVIEW PRIOR TO THE FILING OF THE 990. |
| FINANCIAL STATEMENTS AVAILABLE | FORM 990, PART VI SECITON 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 of the Dallas Symphony Assoication elect the governing body. |
| reconciliation for Page 1 | form 990, Part I | Operating results per financial stmts 1,606,266 Depreciation expense . . . . . -179,938 Transfers to Board Designated Fund -659,934 Contri recogn in cy for tax and future years for operating 17,721,877 contributions recognized in py for tax and cy for operating -8,879,374 contributions restricted to PP& E purchases 887,384 Realized losses on endowment accounts -163,173 ------------- iNCOME on return page 1, line 19 10,333,108 |
| BUSINESS RELATIONSHIPS | FORM 990; PART VI, SECTION A; LINE 2 | 1. W. Bradford Todd is employed by The Richards Group. The Richards Group is providing marketing and media buy services to the Dallas Symphony Association. 2. Melissa Stewart is married to Paul Stewart who was the COO and Interim President of the DSA during 2010-2011. 3. Tim Wallace is the Chairman of Trinity Industries. Ron Gafford, who was the DSA Board Chairman during 2010-2011 is a Director of Trinity Industries. 4. Ron Gafford was the DSA Board Chairman and has a business relationship with Tim Wallace per above. 5. Mark Flagg is a Senior Executive at Northern Trust. Northern Trust is the provider of the DSA bank line and custodian of the Dallas Symphony Foundation assets. |
| NET UNREALIZED GAINS/LOSSES | FORM 990, PART XI, LINE 5 | THE OTHER CHANGES IN NET ASSETS AMOUNT AGREES WITH SCHEDULE D, PART XI, LINE 9. lINE 9 IS THE SUM OF THE NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS AND THE MINIMUM PENSION LIABILITY ADJUSTMENT NECESSARY UNDER FAS 158. |
| changes to bylaws and org docs | form 990, part vi, sect a, line 4 | the governing documents of the DSA were amended to increase the number of the members of the Board of Governors. Additionally, THE BOARD VOTED FOR THE FOLLOWING CHANGES: 1. AN OFFICER WHO FILLS A VACANT POSITION DURING A TERM CAN SERVE THE REMAINING TERM PLUS A TWO-YEAR TERM (V CURRENT TWO YEAR LIMITATION), AND 2. A MAJORITY OF THE DIRECTORS OF THE FOUNDATION, CURRENTLY ALL ELECTED BY THE BOG, WILL BE ELECTED BY THE BOG WITH THE REMAINDER ELECTED BY THE FOUNDATION BOARD. NOT MORE THAN 40% OF THE MEMBERS OF THE FOUNDATION BOARD WILL BE MEMBERS OF THE DSA EXECUTIVE BOARD AT THE TIME OF THEIR ELECTION TO THE FOUNDATION BOARD. . THE BOARD ALSO ESTABLISHED AN ADDITIONAL CATEGORY OF GOVERNORS TO BE KNOWN AS LIFE GOVERNORS TO BE NOMINATED BY THE BOARD OF GOVERNORS FOR ELECTION BY THE TRUSTEE MEMBERS. THERE WERE BYLAW AMENDMENTS IMPACTING TRUSTEE ADN ASSOCIATE MEMBERS, THE MAKEUP OF THE BOARD OF GOVERNORS, THE OFFICERS CABINET, THE COMMITTEE STRUCTURE, THE OFFICERS OF THE ORGANIZATION AND OTHER MINOR CHANGES |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DALLAS SYMPHONY FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 FLORA STREET SUITE 300 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751529851 | EIN |
| Primary Activities | FOUNDATION | PrimaryActivities |
| Legal Domicile State | TX | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 509(A)(3) | PublicCharityStatus |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | dallas symphony foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | a | TransactionType |
| Amount Involved | 4384780 | AmountInvolved |