Dallas Symphony Foundation

990 • Fiscal year 2012 • EIN 75-1529851

Jun 01, 2011 to May 31, 2012 • Filed on Apr 01, 2013

Organization Profile www.dallassymphony.org

2301 Flora Street Schlegel AdminisSuites75201

Siviq Scores

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

0.02x

Higher debt load relative to assets than 10% of similar nonprofits.

2012 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2012

No value available

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

Source year 2012

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

No value available

This filing does not contain officer compensation rows.

Source year 2012

-8.6%

Faster asset growth than 7% of similar nonprofits.

2012 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2011 to 2012

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets10th percentile

Assets

Down

$91,648,070

Down $8,643,204 (-8.6%) from 2011

Net Assets

Down

$90,036,319

Down $8,739,708 (-8.8%) from 2011

Liabilities

$1,611,751

Up $96,504 (+6.4%) from 2011

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

$5,811,033

Up $1,148,159 (+25%) from 2011

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

Highlighted filing

2012

Assets$91,648,070

Liabilities$1,611,751

Net Assets$90,036,319

Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2012

Revenue-

Expenses$5,811,033

Net Income-

Open 2012 Filing

Jump To

Filing Snapshot

Filing Period: Jun 1, 2011 to May 31, 2012
Signed: Apr 1, 2013
Return Version: 2011v1.5
Gross Receipts: $72,150,281

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/CurrentYearMinus3Years/OtherExpenditures	0	4283723
IRS990ScheduleD/CurrentYear/OtherExpenditures	0	5516280
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs	0	false
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs	0	false
IRS990ScheduleD/ExcessOrDeficitForYear	0	1573222
IRS990ScheduleD/ExcessOrDeficitPerFS	0	-8739708
IRS990ScheduleD/ExpensesNotRptdOnFinStmt	0	294753
IRS990ScheduleD/ExpensesSubtotal	0	5516280
IRS990ScheduleD/FederalIncomeTaxLiability	0	0
IRS990ScheduleD/FinancialDerivatives/BookValue	0	45276993
IRS990ScheduleD/FinancialDerivatives/MethodOfValuation	0	F
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation	0	investment income on the financial statements is a net number, i.e. investment income less related expenses is shown on the audit report.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation	1	amortization of the annuity.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation	2	THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE COMPANY RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSTIONS ARE MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED. CHANGES IN RECONCILITION FROM MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGEMENT OCCURS. MANAGEMENT BELIEVES THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier	0	fees to investment managers
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier	1	amortization of gift annuity
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier	2	FIN 48 DISCLOSURE
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference	0	Schedule D, Part XII, Line 2d
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference	1	Schedule D, Part Xii, Line 4b and Schedule D, Part XIII, Line 4b
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference	2	SCHEDULE D, PART X, ITEM 2
IRS990ScheduleD/InvestmentExpensesNotIncluded2	0	293464
IRS990ScheduleD/Land/BookValue	0	1950000
IRS990ScheduleD/Land/InvestmentCostOrOtherBasis	0	1950000
IRS990ScheduleD/NetUnrealizedGainsInvestments	0	-10312930
IRS990ScheduleD/NetUnrealizedGLOnInvestments	0	-10312930
IRS990ScheduleD/OtherExpensesNotIncluded	0	1289
IRS990ScheduleD/OtherLiabilities/Amount	0	11509
IRS990ScheduleD/OtherLiabilities/Description	0	LIABILITY FOR ANNUITY-NET
IRS990ScheduleD/OtherRevenues	0	-293464
IRS990ScheduleD/OtherRevenuesNotIncluded	0	1289
IRS990ScheduleD/PermanentEndowmentEOYBalance	0	0.79000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $91,648,070
Liabilities: $1,611,751
Net assets: $90,036,319
Revenue: -
Expenses: $5,811,033
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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