2011-04-07T20:24:45-04:00 2010-05-31 BDO USA LLP 700 NORTH PEARL ST SUITE 2000 DALLAS TX 75201 990 2009-06-01 750705442 DALLAS SYMPHONY ASSOCIATION DALL 2148714000 2301 FLORA STREET SUITE 300 DALLAS TX 75201 Paul Stewart 2010-03-17 Laurie B Elmore CPA 2149697007 2009 2016-02-24 21:20:13Z W PAUL STEWART 2301 FLORA STREET SUITE 300 DALLAS TX 752012413 28486419 false X www.dallassymphony.com X 1945 TX TO ENTERTAIN, INSPIRE AND CHANGE LIVES THROUGH MUSICAL EXCELLENCE. 94 94 488 1337 18651 0 6627329 9668196 12593224 13781218 1608 1454 5275507 4856536 24497668 28307404 0 0 0 0 19079309 22753151 270678 222778 3355312 10199034 10404377 29549021 33380306 -5051353 -5072902 14999033 15665879 10493411 17039009 4505622 -1373130 TO ENTERTAIN, INSPIRE AND CHANGE LIVES THROUGH MUSICAL EXCELLENCE. false false 27837974 13781786 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. 27837974 true true false false false false false false true true true true false false false false false true true false false false false true false false false false false false false false true false false false false true false false false true 172 0 true 488 true true true false false false false true true false false false 94 94 true false false false true true true true true false false true true true true true true true true false X X RANDY LEISER VP OF FINANCE 2148714003 2301 FLORA STREET SUITE 300 DALLAS TX 752012413 STANLEY DAVIDOW 1.0 X 0 0 CHARLOTTE J ANDERSON 1.0 X 0 0 TAMMY DAVIS 1.0 X 0 0 PHILLIP DURST 1.0 X 0 0 GREGG BALLEW 1.0 X 0 DOLORES BARZUNE 1.0 X 0 CHARLES FELD 1.0 X 0 SHEILA GRANT 1.0 X 0 RANDY A BOWMAN 1.0 X 0 VICKI RIPPETO 1.0 X 0 JEFFREY ROBINSON 1.0 X 0 RICHARD G ANDREW 1.0 X 0 HAROLD M BRIERLEY 1.0 X X 0 ANDREW M BAKER 1.0 X 0 HARRIET MIERS 1.0 X 0 PETER D BRUNDAGE 1.0 X 0 SCOT BRUNKE 1.0 X 0 ROBERTA COLBETT 1.0 X 0 J DAVIS HAMLIN 1.0 X 0 MARK KOVAC 1.0 X 0 MARK CASEY 1.0 X 0 DAVID DEALY 1.0 X 0 BARBARA DURHAM 1.0 X 0 JOHN R COHN 1.0 X 0 TERRY DALLAS 1.0 X 0 BYRON F EGAN 1.0 X 0 JEROME FULLINWIDER 1.0 X 0 RONALD J GAFFORD 1.0 X X 0 WOODROW W GANDY 1.0 X 0 MARY ELLEN GEORGE 1.0 X 0 GINA ROGERS GINSBURG 1.0 X 0 BARBARA DASEKE 1.0 X 0 UTTAM DHILLON 1.0 X 0 RANDALL G GOSS 1.0 X 0 HARRIETT GIBBS 1.0 X 0 HOWARD HALLAM 1.0 X 0 MARSHA HALLORAN 1.0 X 0 CARLOS HERNANDEZ 1.0 X 0 JEFFREY M HELLER 1.0 X 0 JOSEPH F HUBACH 1.0 X 0 GERT JAN KRAMER 1.0 X 0 MATT HILDRETH 1.0 X 0 GERALD H HOAG 1.0 X 0 ROGER HORCHOW 1.0 X 0 V J HORGAN 1.0 X 0 JAMES P KAREN 1.0 X 0 JAMES W KEYES 1.0 X 0 CATHERINE Z MANNING 1.0 X 0 YON Y JORDEN 1.0 X X 0 SELENA LECROIX 1.0 X 0 SHIRLEY MCINTYRE 1.0 X 0 RONALD M MANKOFF 1.0 X 0 SANDRA MOON 1.0 X 0 HEATHER MOORE 1.0 X 0 ANNE MOTSENBOCKER 1.0 X 0 FREDERICK REID 1.0 X 0 MORTON H MEYERSON 1.0 X 0 MARIBESS LEHMANN MILLER 1.0 X 0 KIM 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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, 2010. MANAGEMENT BELIEVES THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS. X X X X X X X true TAYLAR DEVELOPMENT LLC TELEFUNDING false 518358 215101 303257 518358 215101 303257 TX PRESENT BALL 251300 251300 17314 SAVOR THE SYMPH 87502 87502 40046 9 259166 259166 13748 597968 597968 71108 71108 526860 X true true X X X X false false false true false false false false false STEVE COOK 152979 15000 11328 20922 200229 EMMANUAL BOROK 284545 21996 5446 22385 334372 WILFRED ROBERTS 177628 21996 5446 22385 227455 GARY LEVINSON 188060 4205 5418 16013 213696 GREGORY HUSTIS 166490 19225 5446 8021 199182 MICHAEL COREN 164910 20039 5446 33979 224374 Doug Adams 371629 0 37229 29015 1181 439054 0 Jaap Van Zweden 1107838 5296 1113134 INCENTIVE COMPENSATION SCH J; PART 1; LINE 5A/6A The VP of Marketing bonus included a component tied to target sales goals. X 20 600782 FMV OF STOCK 0 false true true STOCK GIFTS SCH M, COLUMN B THERE WERE 20 STOCK GIFTS MADE TO THE DALLAS SYMPHONY ASSOCIATION DURING THE 2009-10 TAX YEAR, THAT INCLUDED 21,856 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 32A THE ORGANIZATION USES A THIRD PARTY TELEMARKETING FIRM TO SOLICIT CONTRIBUTIONS. 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 A, LINE 11 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. UPON APPROVAL BY THE AUDIT COMMITTEE, A HARD COPY IS PROVIDED TO THE EXECUTIVE BOARD 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 -4,412,023 Depreciation expense . . . . . -285,550 Transfers to Board Designated Fund -574,493 Timing differences between tax and GAAP reporting 409,559 contributions restricted to PP& E purchases 11,725 Realized losses on endowment accounts -222,121 --------- Loss on return page 1, line 19 -5,072,903 --------- state registrations Sch G, Part 1, question 3 THE ASSOCIATION IS LICENSED TO SOLICIT FUNDS IN TEXAS AND THE DEVELOPMENT OFFICE IS CURRENTLY RESEARCHING WHETHER ADDITIONAL LICENSES OR REGISTRATIONS ARE NEEDED. BUSINESS RELATIONSHIPS FORM 990; PART VI, SECTION A; LINE 2 TIM WALLACE AND RON GAFFORD, BOTH ON THE BOARD OF THE DALLAS SYMPHONY ASSOCIATION, HAVE A "BUSINESS RELATIONSHIP". 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