Civic Intelligence

Dallas Symphony Foundation

990 • Fiscal year 2010 • EIN 75-1529851

Jun 01, 2009 to May 31, 2010 • Filed on Feb 02, 2011

Organization Profilewww.dallassymphony.org
2301 Flora Street Schlegel AdminisSuites75201
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

12th percentile

0.04x

Higher debt load relative to assets than 12% of similar nonprofits.

2010 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets12th percentile

Assets

$92,706,477

No earlier filing loaded for comparison.

Net Assets

$89,412,162

No earlier filing loaded for comparison.

Liabilities

$3,294,315

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$4,349,975

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200M$150M$100M$50M$0Assets 2010: $92,706,477Liabilities 2010: $3,294,315Net Assets 2010: $89,412,1622010Assets 2011: $100,291,274Liabilities 2011: $1,515,247Net Assets 2011: $98,776,0272011Assets 2012: $91,648,070Liabilities 2012: $1,611,751Net Assets 2012: $90,036,3192012Assets 2013: $104,676,169Liabilities 2013: $1,363,516Net Assets 2013: $103,312,6532013Assets 2014: $111,714,795Liabilities 2014: $720,103Net Assets 2014: $110,994,6922014Assets 2015: $117,873,466Liabilities 2015: $1,804,472Net Assets 2015: $116,068,9942015Assets 2016: $119,628,634Liabilities 2016: $95,971Net Assets 2016: $119,532,6632016Assets 2017: $131,718,838Liabilities 2017: $91,417Net Assets 2017: $131,627,4212017Assets 2018: $139,674,640Liabilities 2018: $298,396Net Assets 2018: $139,376,2442018Assets 2019: $131,584,938Liabilities 2019: $329,319Net Assets 2019: $131,255,6192019Assets 2020: $133,993,770Liabilities 2020: $2,609,972Net Assets 2020: $131,383,7982020Assets 2021: $157,055,307Liabilities 2021: $138,544Net Assets 2021: $156,916,7632021Assets 2022: $145,117,113Liabilities 2022: $73,929Net Assets 2022: $145,043,1842022Assets 2023: $137,396,891Liabilities 2023: $200,845Net Assets 2023: $137,196,0462023Assets 2024: $166,497,520Liabilities 2024: $0Net Assets 2024: $166,497,5202024

Highlighted filing

2010

Assets$92,706,477
Liabilities$3,294,315
Net Assets$89,412,162
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $4,349,9752010Revenue 2011: $4,344,094Expenses 2011: $4,662,874Net Income 2011: -$318,7802011Expenses 2012: $5,811,0332012Revenue 2013: $6,015,831Expenses 2013: $6,044,862Net Income 2013: -$29,0312013Revenue 2014: $11,409,660Expenses 2014: $6,133,308Net Income 2014: $5,276,3522014Revenue 2015: $11,254,753Expenses 2015: $6,032,365Net Income 2015: $5,222,3882015Revenue 2016: $43,819,815Expenses 2016: $6,232,802Net Income 2016: $37,587,0132016Revenue 2017: $5,654,964Expenses 2017: $6,163,469Net Income 2017: -$508,5052017Revenue 2018: $18,274,415Expenses 2018: $6,912,515Net Income 2018: $11,361,9002018Revenue 2019: $8,056,251Expenses 2019: $10,800,043Net Income 2019: -$2,743,7922019Revenue 2020: $4,964,088Expenses 2020: $7,618,512Net Income 2020: -$2,654,4242020Revenue 2021: $6,232,150Expenses 2021: $12,284,545Net Income 2021: -$6,052,3952021Revenue 2022: $12,980,267Expenses 2022: $10,158,407Net Income 2022: $2,821,8602022Revenue 2023: $9,262,079Expenses 2023: $9,218,026Net Income 2023: $44,0532023Revenue 2024: $28,857,752Expenses 2024: $15,620,558Net Income 2024: $13,237,1942024

Highlighted filing

2010

Revenue-
Expenses$4,349,975
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2009 to May 31, 2010
Signed
Feb 2, 2011
Return Version
2009v1.7
Gross Receipts
$62,196,155
Mission and Program Overview

Mission

The purpose of the dallas symphony foundation (dsf) is to manage and invest an endowment fund for the benefit of the dallas symphony association (75-0705442), and to make distributions to the dallas symphony association from this endowment fund. During the fiscal year ending may 31, 2025, the foundation, pursuant to a distribution policy adopted by the dsf board of directors, distributed $20,775,610 to the association.

Filing and Contact Details

Filer

EIN
75-1529851
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IRS990ScheduleD/TotalOfAmounts013658
IRS990ScheduleD/TotalOfBookValueLandBuildings01950000
IRS990ScheduleD/TotalOfBookValueSecurities049187000
IRS990ScheduleD/TotalRevenue01698474
IRS990ScheduleD/TotalRevenuePerForm99001698474
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt04095342
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt014720528
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine102301 FLORA STREET SUITE 300
IRS990ScheduleI/RecipientTable/AddressUS/City0DALLAS
IRS990ScheduleI/RecipientTable/AddressUS/State0TX
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode075206
IRS990ScheduleI/RecipientTable/AmountOfCashGrant04095342
IRS990ScheduleI/RecipientTable/EINOfRecipient0750705442
IRS990ScheduleI/RecipientTable/IRCSection0501(c)(3)
IRS990ScheduleI/RecipientTable/MethodOfValuation0FMV
IRS990ScheduleI/RecipientTable/PurposeOfGrant0support
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10DALLAS SYMPHONY ASSOCIATION
IRS990ScheduleI/RecordsMaintained0true
IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants04095342
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0THE 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.
IRS990ScheduleO/GeneralExplanation/Explanation1THE FORM 990 IS PREPARED BY THE CONTROLLER, REVIEWED BY THE VICE PRESIDENT OF FINANCE AND THE PRESIDENT OF THE DALLAS SYMPHONY ASSOCIATION. THE FORM AND ALL SUPPORTING DOCUMENTS ARE PROVIDED TO THE TAX ACCOUNTANTS AT BDO USA, LLP FOR REVIEW AND ENTRY INTO THE EFILE SYSTEM. THE FORM 990 IS APPROVED BY THE DALLAS SYMPHONY ASSOCIATION AUDIT COMMITTEE (THE ASSOCIATION'S AUDIT COMMITTEE IS AUTHORIZED TO APPROVE THE 990). THE FORM 990 IS THEN PROVIDED TO THE BOARD OF DIRECTOR OFFICERS FOR THEIR REVIEW PRIOR TO THE FILING OF THE 990.
IRS990ScheduleO/GeneralExplanation/Explanation2THE ORGANIZATION FOLLOWS THE WHISTLEBLOWER POLICY OF THE DALLAS SYMPHONY ASSOCIATION.
IRS990ScheduleO/GeneralExplanation/Explanation3THE ORGANIZATION FOLLOWS THE DOCUMENT RETENTION AND DESTRUCTION POLICY OF THE DALLAS SYMPHONY ASSOCIATION.
IRS990ScheduleO/GeneralExplanation/Explanation4THE ORGANIZATION DOES NOT COMPENSATE ANY DIRECTORS.
IRS990ScheduleO/GeneralExplanation/Explanation5THE ORGANIZATION MAKES ITS FINANICAL STATEMENTS AVAILABLE TO THE PUBLIC ON THE GUIDESTAR WEBSITE AND BY REQUEST. THE CONFLICT OF INTEREST POLICY IS AVAILABLE VIA REQUEST. THE GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/GeneralExplanation/Explanation6RECONCILIATION FROM GENERAL LEDGER TO TAX RETURN: CONTRIBUTION PER GL 223,964 PMT ON PY PLEDGES (96,625) TOTAL 127,339
IRS990ScheduleO/GeneralExplanation/Explanation7On July 12, 2010, the Board of Directors of Dallas Symphony Foundation (the "Foundation") adopted a Restated Certificate of Formation and Amended and Restated Bylaws. The Restated Certificate of Formation was filed with the Secretary of State of Texas on October 6, 2010. The Restated Certificate of Formation and Amended and Restated Bylaws made the following significant changes: 1. Clarification of the Foundation's activities in furtherance of its exclusive purpose to support Dallas Symphony Association, Inc. ("DSA"). 2. Revision of the composition of the Foundation's Board of Directors, to provide that (i) a majority of the Foundation Board will be elected by the DSA Board, (ii) the remaining Foundation directors will be elected by the Foundation Board; and (iii) not more than 40% of the Foundation Board will consist of individuals serving on the DSA Executive Board. 3. Revision of the conflict of interest policy set forth in the Bylaws. 4. Revision of the procedures to amend the Restated Certificate of Formation and the Amended and Restated Bylaws, so that amendments no longer must be approved by the DSA Board, but the DSA President must be given prior notice of any proposed amendments.
IRS990ScheduleO/GeneralExplanation/Identifier0CONFLICT OF INTEREST POLICY
IRS990ScheduleO/GeneralExplanation/Identifier1TAX RETURN PREPARATION
IRS990ScheduleO/GeneralExplanation/Identifier2WHISTLE BLOWER POLICY
IRS990ScheduleO/GeneralExplanation/Identifier3DOCUMENT RETENTION
IRS990ScheduleO/GeneralExplanation/Identifier4NO COMPENSATION FOR DIRECTORS
IRS990ScheduleO/GeneralExplanation/Identifier5FINANCIAL STATEMENTS AVAILABLE
IRS990ScheduleO/GeneralExplanation/Identifier6PART VIII, LINE 1F RECONCILIATION
IRS990ScheduleO/GeneralExplanation/Identifier7changes to org documents
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 13
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 14
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference6PART VIII, LINE 1F
IRS990ScheduleO/GeneralExplanation/ReturnReference7FORM 990; PART VI; SECTION A; LINE 4
IRS990/ScheduleORequired0true
IRS990ScheduleR/ExchangeOfAssets0false
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine102301 FLORA STREET SUITE 300
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0DALLAS
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0TX
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode075201
IRS990ScheduleR/Form990ScheduleRPartII/EIN0750705442

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$92,706,477
Liabilities
$3,294,315
Net assets
$89,412,162
Revenue
-
Expenses
$4,349,975
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$166$0.00$166$28.9$15.6$13.2
2023Detailed filing. Detailed filing data is available for this year.$137$0.20$137$9.26$9.22$0.04
2022Detailed filing. Detailed filing data is available for this year.$145$0.07$145$13.0$10.2$2.82
2021Detailed filing. Detailed filing data is available for this year.$157$0.14$157$6.23$12.3$6.05
2020Detailed filing. Detailed filing data is available for this year.$134$2.61$131$4.96$7.62$2.65
2019Detailed filing. Detailed filing data is available for this year.$132$0.33$131$8.06$10.8$2.74
2018Detailed filing. Detailed filing data is available for this year.$140$0.30$139$18.3$6.91$11.4
2017Detailed filing. Detailed filing data is available for this year.$132$0.09$132$5.65$6.16$0.51
2016Detailed filing. Detailed filing data is available for this year.$120$0.10$120$43.8$6.23$37.6
2015Detailed filing. Detailed filing data is available for this year.$118$1.80$116$11.3$6.03$5.22
2014Detailed filing. Detailed filing data is available for this year.$112$0.72$111$11.4$6.13$5.28
2013Summary only. Only limited summary data is available for this year.$105$1.36$103$6.02$6.04$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$91.6$1.61$90.0$5.81
2011Summary only. Only limited summary data is available for this year.$100$1.52$98.8$4.34$4.66$0.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$92.7$3.29$89.4$4.35