Civic Intelligence

Dallas Summer Musicals Inc

EIN 75-1104793 • 501(c)3 • Dallas, TX

Profile

To educate the public in music appreciation and fine arts, including the presentation of musical theater and other shows with educational value.

909 1st AvenueDallas, TX 75210

broadwaydallas.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

38th percentile

0.11x

Higher debt load relative to assets than 38% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.07x

Higher debt load relative to revenue than 19% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

41st percentile

1.5%

Higher net margin than 41% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

84th percentile

$538,770

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

60th percentile

8.1%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

37%

Faster revenue growth than 82% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$22,985,236

Up $1,715,984 (+8.1%) from 2023

Liabilities

Down

$2,611,423

Down $781,412 (-23%) from 2023

Net Assets

Up

$20,373,813

Up $2,497,396 (+14%) from 2023

Revenue

Up

$37,995,149

Up $10,201,948 (+37%) from 2023

Expenses

Up

$37,414,737

Up $10,763,260 (+40%) from 2023

Net Income

Down

$580,412

Down $561,312 (-49%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0-$10MAssets 2010: $3,436,822Liabilities 2010: $1,250,624Net Assets 2010: $2,186,1982010Assets 2011: $5,588,493Liabilities 2011: $3,429,852Net Assets 2011: $2,158,6412011Assets 2012: $6,260,659Liabilities 2012: $5,428,744Net Assets 2012: $831,9152012Assets 2013: $9,154,927Liabilities 2013: $8,203,344Net Assets 2013: $951,5832013Assets 2014: $7,927,469Liabilities 2014: $7,558,284Net Assets 2014: $369,1852014Assets 2015: $9,214,822Liabilities 2015: $9,643,803Net Assets 2015: -$428,9812015Assets 2016: $3,879,376Liabilities 2016: $4,964,198Net Assets 2016: -$1,084,8222016Assets 2017: $3,169,491Liabilities 2017: $3,620,239Net Assets 2017: -$450,7482017Assets 2018: $6,347,372Liabilities 2018: $4,250,429Net Assets 2018: $2,096,9432018Assets 2019: $11,099,921Liabilities 2019: $5,835,565Net Assets 2019: $5,264,3562019Assets 2020: $10,391,803Liabilities 2020: $4,429,625Net Assets 2020: $5,962,1782020Assets 2021: $20,686,744Liabilities 2021: $9,393,395Net Assets 2021: $11,293,3492021Assets 2022: $20,040,077Liabilities 2022: $2,951,740Net Assets 2022: $17,088,3372022Assets 2023: $21,269,252Liabilities 2023: $3,392,835Net Assets 2023: $17,876,4172023Assets 2024: $22,985,236Liabilities 2024: $2,611,423Net Assets 2024: $20,373,8132024

Highlighted filing

2024

Assets$22,985,236
Liabilities$2,611,423
Net Assets$20,373,813

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $26,701,8702010Expenses 2011: $10,500,6302011Expenses 2012: $11,941,8412012Expenses 2013: $21,572,9462013Revenue 2014: $15,273,785Expenses 2014: $15,856,183Net Income 2014: -$582,3982014Revenue 2015: $13,867,181Expenses 2015: $14,333,567Net Income 2015: -$466,3862015Revenue 2016: $24,710,647Expenses 2016: $23,734,569Net Income 2016: $976,0782016Revenue 2017: $11,693,608Expenses 2017: $11,059,534Net Income 2017: $634,0742017Revenue 2018: $26,527,596Expenses 2018: $24,992,635Net Income 2018: $1,534,9612018Revenue 2019: $49,842,480Expenses 2019: $46,674,252Net Income 2019: $3,168,2282019Revenue 2020: $15,176,693Expenses 2020: $14,492,679Net Income 2020: $684,0142020Revenue 2021: $20,607,169Expenses 2021: $15,255,385Net Income 2021: $5,351,7842021Revenue 2022: $44,579,128Expenses 2022: $38,780,804Net Income 2022: $5,798,3242022Revenue 2023: $27,793,201Expenses 2023: $26,651,477Net Income 2023: $1,141,7242023Revenue 2024: $37,995,149Expenses 2024: $37,414,737Net Income 2024: $580,4122024

Highlighted filing

2024

Revenue$37,995,149
Expenses$37,414,737
Net Income$580,412

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.0$2.61$20.4$38.0$37.4$0.58
2023Detailed filing. Detailed filing data is available for this year.$21.3$3.39$17.9$27.8$26.7$1.14
2022Detailed filing. Detailed filing data is available for this year.$20.0$2.95$17.1$44.6$38.8$5.80
2021Detailed filing. Detailed filing data is available for this year.$20.7$9.39$11.3$20.6$15.3$5.35
2020Detailed filing. Detailed filing data is available for this year.$10.4$4.43$5.96$15.2$14.5$0.68
2019Detailed filing. Detailed filing data is available for this year.$11.1$5.84$5.26$49.8$46.7$3.17
2018Detailed filing. Detailed filing data is available for this year.$6.35$4.25$2.10$26.5$25.0$1.53
2017Detailed filing. Detailed filing data is available for this year.$3.17$3.62$0.45$11.7$11.1$0.63
2016Detailed filing. Detailed filing data is available for this year.$3.88$4.96$1.08$24.7$23.7$0.98
2015Detailed filing. Detailed filing data is available for this year.$9.21$9.64$0.43$13.9$14.3$0.47
2014Detailed filing. Detailed filing data is available for this year.$7.93$7.56$0.37$15.3$15.9$0.58
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.15$8.20$0.95$21.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.26$5.43$0.83$11.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.59$3.43$2.16$10.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.44$1.25$2.19$26.7
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Sep 12, 2025
Return Version
2023v6.0
Gross Receipts
$38,483,544
Mission and Program Overview

Mission

To educate the public in music appreciation and fine arts, including the presentation of musical theater and other shows with educational value.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,681,462$12,174,062▲ $2,492,600
Savings and Temporary Cash Investments$6,838,924$5,412,993▼ $1,425,931
Pledges and Grants Receivable$1,183,022$953,611▼ $229,411
Cash and Non-Interest-Bearing Accounts-$483,360-
Prepaid Expenses and Deferred Charges$254,150$179,202▼ $74,948
Land, Buildings, and Equipment, Net$126,954$90,380▼ $36,574
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities$0--
Investments Program Related$0--
Loans From Officers Directors-$0-
Total Assets$21,269,252$22,985,236▲ $1,715,984
Other Assets Total$3,184,740$3,691,628▲ $506,888
Liabilities
Deferred Revenue$2,196,662$1,938,312▼ $258,350
Accounts Payable and Accrued Expenses$667,320$500,469▼ $166,851
Other Liabilities$528,853$172,642▼ $356,211
Total Liabilities$3,392,835$2,611,423▼ $781,412
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$15,967,411$18,297,810▲ $2,330,399
Net Assets With Donor Restrictions$1,909,006$2,076,003▲ $166,997
Total Net Assets Fund Balance$17,876,417$20,373,813▲ $2,497,396
Total Liabilities and Net Assets / Fund Balance$21,269,252$22,985,236▲ $1,715,984

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$73,544$484,516$558,060
Leasehold Improvements$7,669$96,606$104,275
Other Land Buildings$9,167-$9,167
Other Assets Org$5,505--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$266,580$49,295--$315,875
2022$275,451--$8,871$266,580
2021$275,451---$275,451
2020$275,451---$275,451
2019$275,451---$275,451
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kenneth NovicePresident & CEOPT$196,499$72,886$269,385
Deborah TrimbleVice President of DevelopmentFT$218,849$41,031$259,880
Vicky BrownSenior VP of FinanceFT$170,688$31,874$202,562
Michael RichmanVP of Marketing and Patron ExpPT$169,320$23,778$193,098
Victor KaplanDirector of ItPT$84,038$47,604$131,642
Christopher CookDirector of Production and FacilitiesPT$69,659$55,639$125,298
Allison BretDirector of Education & Community PartnershipsFT$107,226$15,391$122,617
Caroline McneelSenior Major Gift OfficerFT$109,304$12,281$121,585
Jayne BasseVenue Accounting ManagerPT$84,355$27,735$112,090
Joseph YoshitomiSenior VP and General ManagerPT$86,802$11,485$98,287

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
IAPP IncEntertainment Labor2710 Live Oak St, Dallas, TX 75204$1,433,862
DFW Musicians Services LLCEntertainment Labor4621 S Cooper Ste 131-321, Arlington, TX 76017$300,968
Ace Parking Management IncParking901 Main St Ste 605, Dallas, TX 75202$297,664
D&L Entertainment Services IncSecurity4120 Main Street, Dallas, TX 75226$129,275
Revenue and Support

Revenue Composition

Contributions and Grants
$4,352,894
Program Service Revenue
$33,468,142
Investment Income
$571,522
Other Revenue
$-397,409
All Other Contributions
$3,416,121
Change in Net Assets
$580,412

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table10$101,433Market value
Securities Publicly Traded3$61,433Market value
Other Non Cash Contri Table1$24,000Market value
Other Non Cash Contri Table1$5,000Market value
Total Noncash Contributions15$191,866-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$32,852,999
Salaries, Compensation, and Employee Benefits$4,491,738
Total Fundraising Expense$1,643,596
Grants and Similar Amounts Paid$70,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,532,619$774,871$498,403$2,805,893
Occupancy$2,636,976$83,347-$2,720,323
Fees for Services Other$2,663,146$0$0$2,663,146
Advertising$2,097,166$76,432$56,700$2,230,298
Current Officers, Directors, Trustees, and Key Employees$218,194$426,192$359,452$1,003,838
Office Expenses$496,174$233,358$106,978$836,510
Fees for Services Management$289,877$145,952$56,480$492,309
Other Employee Benefits$229,816$95,532$73,111$398,459
Insurance$156,956$154,803-$311,759
Payroll Taxes$127,471$76,361$56,796$260,628
Information Technology$97,145$53,701$27,019$177,865
All Other Expenses$17,832$124,411$2,416$144,659
Travel$130$113,747$30,147$144,024
Other Expenses$653,222$80,103$18,037$80,103
Grants to Domestic Individuals$70,000--$70,000
Depreciation Depletion-$57,313-$57,313
Fees for Services Accounting-$51,655-$51,655
Fees for Service Investment Mgmnt Fees-$43,695-$43,695
Fees for Services Legal-$28,129-$28,129
Pension Plan Contributions$16,642$6,278$0$22,920
Interest-$599-$599
Total Functional Expenses$33,116,491$2,654,650$1,643,596$37,414,737
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$488,395
Fundraising Gross Income$90,986
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$1,027,759$90,986$198,886$-107,900
Event 2-$0-$0
Total Events$1,027,759$90,986$488,395$-397,409
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$0-
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Compensation$121,687
Accounts Payable-related Party$44,933
Lease Liabilities-finance$6,022
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B Review of form 990 by governing body

The form 990 is prepared by an independent accounting firm. Upon completion, the form 990 is reviewed by the audit committee before filing with the irs.

Form 990, Part VI, Line 12C Conflict of interest policy

Employees and board members who could influence a business decision are required to annually disclose in writing any self-interest they have in a transaction affecting the company. These disclosures may include an ownership interest, an entity from which the company is procuring goods or services, an interest in property the company is buying or leasing, or other transactions where an insider has the possibility of personal gain by doing business with broadway dallas, inc. (bd) disclosures should also cover any transaction in which the entity is doing business with a family member or business partner of the employee. Having a possible conflict of interest does not preclude the entity from doing business with bd or dsm management group, inc., but generally the employee with the relationship with the entity should be excused from any decisions made with respect to transactions involving the personal conflict.

Form 990, Part VI, Line 15A Process to establish compensation of top management official

THE independent board's COMPENSATION COMMITTEE IS RESPONSIBLE FOR THE review and approval OF THE PRESIDENT/CEO'S COMPENSATION. THE REVIEW utilizes comparability data AND is DOCUMENTED IN THE COMMITTEE'S MEETING MINUTES. The review and approval were conducted during the 2023 tax year.

Form 990, Part VI, Line 15B Process to establish compensation of other employees

THE COMPENSATION OF THE SENIOR VICE PRESIDENT OF FINANCE AND THE OTHER OFFICERS OF THE ORGANIZATION IS REVIEWED ANNUALLY AND SET BY THE PRESIDENT utilizing comparability data. The independent board reviews and approves the budget which includes the salaries of the Senior Vice President of Finance and other officers. Approval of the budget is documented in the board's meeting minutes. The review and approval were conducted during the 2023 tax year.

Form 990, Part VI, Line 19 Required documents available to the public

The organization's governing documents, policies and financial statements are made available upon written request sent to broadway dallas' offices.

Filing and Contact Details

Filer

Filer Name
Broadway Dallas Inc
EIN
75-1104793
Phone
2144215678
Address
909 1st Avenue, Dallas, TX 75210

Signing Officer

Name
Vicky Brown
Title
Senior VP of Finance
Signed
2025-09-12
Discuss with paid preparer
Yes

Organization Details

Formed
1941
Legal Domicile
TX
Voting Board Members
39
Independent Board Members
39
Employees
217
Volunteers
279

Preparer

Firm
Forvis Mazars LLP
Address
14221 Dallas Parkway Suite 400, Dallas, TX 75254
Preparer
Andrew Gray
Phone
9727028262
Supplemental Narrative

Financial Statement Notes

Schedule D, Part X, Line 2 ASC 740 FOOTNOTE

Management has evaluated their income tax positions under the guidance included in asc 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.

Schedule D, Part V, Line 4 Intended uses of endowment funds

The organization's endowment funds consist of one fund established for the purpose of the high school musical theatre awards scholarship.

Raw XML AppendixShowing 400 of 1,142 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0BROADWAY DALLAS IS THE PREEMINENT NON-PROFIT PRESENTER OF BROADWAY THEATER IN NORTH TEXAS. BROADWAY DALLAS PRODUCES, PRESENTS AND PROMOTES EXCELLENCE IN LIVE MUSICAL THEATRE WITH YEAR-ROUND PERFORMANCES FOR DIVERSE AUDIENCES OF ALL AGES. THESE SHOWS IMPACT THE LIVES OF CHILDREN AND FAMILIES THROUGH COMMUNITY OUTREACH AND EDUCATION IN MUSIC APPRECIATION AND FINE ARTS. BROADWAY DALLAS ENRICHES THE CULTURAL LANDSCAPE OF DALLAS/FORT WORTH, NORTH TEXAS AND THE SOUTHWEST REGION.
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