Dallas Symphony Association Inc.

“The organization has a written conflict of interest policy. A conflict of interest questionnaire is sent out annually to every member of the governing body. The results are reviewed by finance to determine whether there are any members of the governing body who are not independent.”

“The organization has a compensation committee that follows a charter adopted by the governing body. The committee meets at least annually to review compensation benchmarking for the ceo and other senior executive management. The committee recommends to the executive board for approval the ceo annual bonus (if any), the compensation for new hires and compensation adjustments for senior executives.”

“The 990 is prepared by the Controller, reviewed by the Chief Financial Officer and President & CEO of the Dallas Symphony Association. The form and all supporting documents are provided to Tax Accountants at BDO USA, LLP for review and entry into an efile system. The return is reviewed by outside legal counsel. The 990 is then provided to all members of the Audit Committee for review and approval to be filed. Upon approval by the Audit Committee, the return/e-file authorization is signed by the President/CEO of the Dallas Symphony Association. A copy is provided to the executive board for their review and is made available to all other board members upon request.”

“The organization makes its financial statements available to the public on the guidestar website and by request. Conlicts of interest policy is available via request. The restated certificate of formation is available to the public via another's website. The bylaws are not made available to the public.”

“the organization has members as defined. The Trustees/Members of the Dallas Symphony Association elect the governing body.”

“1. Board of governors member Gert-Jan Kramer agreed to loan a rare violin called the "Earl of Falmouth ca. 1692" to the Dallas Symphony Association for the exclusive use of DSO Concertmaster Alexander Kerr. There is no cost to the DSA or Mr. Kerr except that the DSA bears the cost of insuring the instrument during the terms of the agreement. This transaction is reported on Schedule L. 2. Board of governors member Gert-Jan Kramer agreed to loan a rare violin called the "1715 Guiseppe Guarmeri" to the Dallas Symphony Association for the exclusive use of DSO Co-Concertmaster Nathan Olson. There is no cost to the DSA or Mr. Olson except that the DSA bears the cost of insuring the instrument during the terms of the agreement. This transaction is reported on Schedule L.”

“The amount on line 9, other changes in net assets or fund balance, represents the change in the Minimum Pension Liability ($1,432,216) and parking "revenue" added for tax purposes under TCJA ($27,027).”