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Nonprofiteer
← DALLAS SYMPHONY ASSOCIATION INC

Form 990 for tax year 2022

Filed by DALLAS SYMPHONY ASSOCIATION INC.

Totals

Total revenue
$42,846,822
Total expenses
$46,099,929
Contributions and grants received
$21,018,615
Grants paid
$0
Program service revenue
$11,142,712
Investment income
$211
Other revenue
$10,685,284
Total assets, end of year
$32,083,320
Total liabilities, end of year
$20,641,845
Net assets or fund balances, end of year
$11,441,475
Program services expenses (Part IX)
$37,738,069
Management and general expenses
$4,195,407
Fundraising expenses
$4,166,453
Program service expenses (Part III)
$37,738,069

Program services were 81.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $138,000

  • 1f · All other contributions, gifts and grants

    $20,880,615

  • 1g · Noncash contributions included above

    $1,667,808

  • 2a · Program service revenue: CONCERT TICKET SALES AND FEES

    total $9,999,107 · related or exempt $9,999,107

  • 2b · Program service revenue: OTHER EARNED INCOME

    total $1,143,605 · related or exempt $1,143,605

  • 3 · Investment income

    total $211 · related or exempt $211

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $637,036 · personal property $584,615

  • 6b · Less rental expenses

    personal property $559,851

  • 6c · Rental income or loss

    real property $637,036 · personal property $24,764

  • 6d · Net rental income or loss

    total $661,800 · related or exempt $584,814 · unrelated business $76,986

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $1,383,758

  • 8b · Fundraising events: direct expenses

    $335,650

  • 8c · Net income from fundraising events

    total $1,048,108

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $171,842

  • 10b · Cost of goods sold

    $70,269

  • 10c · Net income from sales of inventory

    total $101,573 · related or exempt $68,982 · unrelated business $32,591

  • 11a · Other revenue: DISR FROM DALYSM FDN

    total $8,597,412 · related or exempt $8,597,412

  • 11b · Other revenue: NET INVESTMENT INCOME

    total $270,291 · related or exempt $270,291

  • 11c · Other revenue: ADVERTISING REVENUE

    total $6,100 · related or exempt $6,100

  • 11e · Other revenue, total

    $8,873,803

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $3,621,684 · program services $3,173,850 · management and general $171,107 · fundraising $276,727

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $19,131,568 · program services $16,765,882 · management and general $903,874 · fundraising $1,461,812

  • 8 · Pension plan contributions

    total $1,174,717 · program services $1,029,907 · management and general $91,980 · fundraising $52,830

  • 9 · Other employee benefits

    total $3,185,205 · program services $2,545,578 · management and general $445,961 · fundraising $193,666

  • 10 · Payroll taxes

    total $1,421,626 · program services $1,123,143 · management and general $195,943 · fundraising $102,540

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $422,871 · program services $83,410 · management and general $212,729 · fundraising $126,732

  • 11c · Fees: accounting

    total $62,280 · management and general $62,280

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $156,456 · fundraising $156,456

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $1,694,350 · program services $1,694,350

  • 13 · Office expenses

    total $661,418 · program services $350,143 · management and general $115,825 · fundraising $195,450

  • 14 · Information technology

    total $571,303 · program services $259,013 · management and general $189,408 · fundraising $122,882

  • 15 · Royalties

    total $103,539 · program services $103,539

  • 16 · Occupancy

    total $4,537,899 · program services $4,157,549 · management and general $145,323 · fundraising $235,027

  • 17 · Travel

    total $1,114,736 · program services $979,662 · management and general $73,233 · fundraising $61,841

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $133,104 · program services $48,888 · management and general $51,680 · fundraising $32,536

  • 20 · Interest

    total $245,872 · program services $0 · management and general $245,872 · fundraising $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $564,600 · program services $167,698 · management and general $336,990 · fundraising $59,912

  • 23 · Insurance

    total $472,994 · program services $149,080 · management and general $323,914 · fundraising $0

  • 24a · Other expenses: LOSS ON PENSION TERMINATION

    total $0

  • 24b · Other expenses: GUEST ARTIST FEES

    total $3,444,290 · program services $3,444,290

  • 24c · Other expenses: MISC EXPENSE

    total $1,305,295 · program services $888,619 · management and general $403,732 · fundraising $12,944

  • 24d · Other expenses: OTHER PRODUCTION EXPENSES

    total $406,843 · program services $406,843

  • 24e · All other expenses

    total $1,667,279 · program services $366,625 · management and general $225,556 · fundraising $1,075,098

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $7,568,955 · end of year $3,076,638

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $8,949,837 · end of year $11,832,113

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $59,676 · end of year $83,281

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,015,596 · end of year $682,843

  • 10a · Land, buildings and equipment: cost or other basis

    $19,703,371

  • 10b · Land, buildings and equipment: accumulated depreciation

    $11,364,071

  • 10c · Land, buildings and equipment, net

    beginning of year $4,622,060 · end of year $8,339,300

  • 11 · Investments: publicly traded securities

    beginning of year $8,525,582 · end of year $8,069,145

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,548,646 · end of year $4,832,594

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $3,113,357 · end of year $2,577,984

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $6,011,861 · end of year $11,008,801

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $1,575,330 · end of year $2,222,466

  • 27 · Net assets without donor restrictions

    beginning of year -$2,505,779 · end of year -$3,235,262

  • 28 · Net assets with donor restrictions

    beginning of year $17,998,291 · end of year $14,676,737

Mission and programs · 2022

Mission

TO INSPIRE AND CHANGE LIVES THROUGH MUSICAL EXCELLENCE.

  • The Dallas Symphony Orchestra's mission statement is to inspire and change lives through musical excellence. It strives to be a key catalyst in making Dallas a world-class city and major cultural center with the DSO as a landmark. The DSO is ranked among the top American orchestras. The classical series, pops series and numerous events highlighting diversity in the city, along with youth concerts, number over 165 performances each year. As a community partner, the Dallas Symphony Orchestra sponsors the following programs: Community Connections (Free tickets distributed by social service agencies), Youth Strings (provides free instruments and music lessons to students), Young Musicians (provides free instruments and lessons for students at Dallas ISD sites across southern Dallas), Symphony Yes (provides musician ensembles to perform in area schools), DSO Kids (educational website for children and teachers), and MY DSO Concert (free concert for adults and children with autism and developmental disabilities). The Dallas Symphony Orchestra is a community of passionate music lovers making more music lovers.

    Expenses $37,738,069 · Revenue $11,142,712

As filed on the 2022 return.

Listed in Part VII

  • Kim Noltemy

    PRESIDENT & CEO

    Total calculated
    $775,800
    From this org
    $747,534
    From related orgs
    $0
    Other
    $28,266
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $483,950
    Bonus
    $200,000
    Other
    $63,584
    Deferred
    $12,200
    Nontaxable benefits
    $18,860
    Filer's total
    $778,594

  • Alex Kerr

    MUSICIAN

    Total calculated
    $429,017
    From this org
    $429,017
    From related orgs
    $0
    Other
    $0
    Hours/week
    30

    Schedule J breakdown matched by us

    Base
    $381,809
    Bonus
    not reported
    Other
    $47,208
    Deferred
    not reported
    Nontaxable benefits
    $688
    Filer's total
    $429,705

  • Scott Walzel

    MUSICIAN/CONS. FOR COMM.DEV.

    Total calculated
    $315,062
    From this org
    $300,790
    From related orgs
    $0
    Other
    $14,272
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,607
    Bonus
    not reported
    Other
    $164,183
    Deferred
    not reported
    Nontaxable benefits
    $15,010
    Filer's total
    $315,800

  • Andrew Cameron

    CFO

    Total calculated
    $271,018
    From this org
    $237,457
    From related orgs
    $0
    Other
    $33,561
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $194,043
    Bonus
    $25,000
    Other
    $18,414
    Deferred
    $10,567
    Nontaxable benefits
    $24,127
    Filer's total
    $272,151

  • Debra Pena

    CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $263,075
    From this org
    $223,646
    From related orgs
    $0
    Other
    $39,429
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,719
    Bonus
    $25,000
    Other
    $8,927
    Deferred
    $16,435
    Nontaxable benefits
    $24,127
    Filer's total
    $264,208

  • James Leffler

    VP OF DEVELOPMENT

    Total calculated
    $225,887
    From this org
    $206,017
    From related orgs
    $0
    Other
    $19,870
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,394
    Bonus
    $20,000
    Other
    $13,623
    Deferred
    $10,430
    Nontaxable benefits
    $10,238
    Filer's total
    $226,685

  • Nathan Olson

    MUSICIAN

    Total calculated
    $224,546
    From this org
    $213,074
    From related orgs
    $0
    Other
    $11,472
    Hours/week
    30

    Schedule J breakdown matched by us

    Base
    $186,749
    Bonus
    not reported
    Other
    $26,325
    Deferred
    not reported
    Nontaxable benefits
    $12,160
    Filer's total
    $225,234

  • Chris Adkins

    MUSICIAN

    Total calculated
    $224,022
    From this org
    $200,592
    From related orgs
    $0
    Other
    $23,430
    Hours/week
    30

    Schedule J breakdown matched by us

    Base
    $200,592
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $24,344
    Filer's total
    $224,936

  • Erin Hannigan

    MUSICIAN

    Total calculated
    $208,642
    From this org
    $195,320
    From related orgs
    $0
    Other
    $13,322
    Hours/week
    30

    Schedule J breakdown matched by us

    Base
    $168,320
    Bonus
    not reported
    Other
    $27,000
    Deferred
    not reported
    Nontaxable benefits
    $14,060
    Filer's total
    $209,380

  • Katie McGuinness

    VP OF ARTISTIC OPERATIONS

    Total calculated
    $192,964
    From this org
    $185,542
    From related orgs
    $0
    Other
    $7,422
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,656
    Bonus
    $15,000
    Other
    $7,886
    Deferred
    $7,422
    Nontaxable benefits
    $454
    Filer's total
    $193,418

  • Denise McGovern

    VP OF COMMUNICATIONS AND MEDIA

    Total calculated
    $167,341
    From this org
    $131,952
    From related orgs
    $0
    Other
    $35,389
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $96,452
    Bonus
    $15,000
    Other
    $20,500
    Deferred
    $7,245
    Nontaxable benefits
    $29,740
    Filer's total
    $168,937

  • KIM BURGAN Resigned 282023

    VP OF MARKETING

    Total calculated
    $161,698
    From this org
    $139,302
    From related orgs
    $0
    Other
    $22,396
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,302
    Bonus
    not reported
    Other
    not reported
    Deferred
    $1,463
    Nontaxable benefits
    $22,182
    Filer's total
    $162,947

  • Glyne Griffith

    VP of EDISI

    Total calculated
    $43,213
    From this org
    $42,785
    From related orgs
    $0
    Other
    $428
    Hours/week
    40

  • Terry Loftis

    Chief Advancement& Rev Officer

    Total calculated
    $21,154
    From this org
    $21,154
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Directors- see attached

    Directors

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 3 · Compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part 1, Line 1a Explanation - Housing Allowance
Board approved housing allowance for president & CEO included in taxable compensation

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
15 October 2023
IRS schema version
2022v5.0
Source object
202411069349302236

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