Civic Intelligence

Dallas Symphony Foundation

990 • Fiscal year 2021 • EIN 75-1529851

Jun 01, 2020 to May 31, 2021 • Filed on Apr 15, 2022

Organization Profilewww.dallassymphony.org
2301 Flora Street Ste 300Dallas, TX 75201

(214) 871-4000

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

7th percentile

0.02x

Higher debt load relative to revenue than 7% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Net Margin

2nd percentile

-97%

Higher net margin than 2% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

4th percentile

$0

Higher top officer pay than 4% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Asset Growth

66th percentile

17%

Faster asset growth than 66% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

71st percentile

26%

Faster revenue growth than 71% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$157,055,307

Up $23,061,537 (+17%) from 2020

Net Assets

Up

$156,916,763

Up $25,532,965 (+19%) from 2020

Liabilities

Down

$138,544

Down $2,471,428 (-95%) from 2020

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin2nd percentile

Revenue

Up

$6,232,150

Up $1,268,062 (+26%) from 2020

Expenses

Up

$12,284,545

Up $4,666,033 (+61%) from 2020

Net Income

Down

-$6,052,395

Down $3,397,971 (-128%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

2021

Assets$157,055,307
Liabilities$138,544
Net Assets$156,916,763
Open 2021 Filing

Operations Trend

Revenue Growth71st percentile

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

2021

Revenue$6,232,150
Expenses$12,284,545
Net Income-$6,052,395
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Apr 15, 2022
Return Version
2020v4.1
Gross Receipts
$41,549,729
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.

The Dallas Symphony Foundation is operated for the benefit of, and to further the purposes of the Dallas Symphony Association

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$127,091,160$147,555,616▲ $20,464,456
Investments Other Securities$2,422,569$8,166,819▲ $5,744,250
Pledges and Grants Receivable$807,196$435,379▼ $371,817
Accounts Receivable$2,776,901$1,549▼ $2,775,352
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$133,993,770$157,055,307▲ $23,061,537
Other Assets Total$895,944$895,944→ $0
Liabilities
Accounts Payable and Accrued Expenses$2,484,565$0▼ $2,484,565
Grants Payable$125,407$138,544▲ $13,137
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$2,609,972$138,544▼ $2,471,428
Net Assets / Fund Balance
Net Assets With Donor Restrictions$130,929,709$156,228,570▲ $25,298,861
Net Assets Without Donor Restrictions$454,089$688,193▲ $234,104
Total Net Assets Fund Balance$131,383,798$156,916,763▲ $25,532,965
Total Liabilities and Net Assets / Fund Balance$133,993,770$157,055,307▲ $23,061,537

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$8,166,819--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$131,383,798$1,679,351▲ $35,815,064$11,961,450$156,916,763
2019$131,255,619$1,958,314▲ $5,467,466$7,297,601$131,383,798
2018$139,376,244$2,293,586▲ $124,408$10,538,619$131,255,619
2017$131,635,281$4,072,214▲ $10,183,652$6,514,903$139,376,244
2016$119,613,186$2,207,936▲ $15,686,764$5,872,605$131,635,281
Compensation and Service Providers
Top Officer Pay4th percentile

Board Members and Trustees

NameTitle
Cece SmithBoard Member - President
Brian RatnerBoard Member - Vice President
Joseph F HubachBoard Member - Vice President
Yon Y JordenBoard Member - vice president
Cherryl PetermanBoard Member
Harold M BrierleyBoard Member
Linda McFarlandBoard Member
Mark LaRoeBoard Member
Melissa Ruman StewartBoard Member
Richard SchulzeBoard Member
Robert E SegertBoard Member
Ron MankoffBoard Member
Jeffrey M RobinsonBOARD MEMBER - Secretary
Coley ClarkBoard Member - Treasurer
Holly MayerBOARD Memeber
Revenue and Support

Revenue Composition

Contributions and Grants
$1,679,351
Program Service Revenue
$0
Investment Income
$4,552,799
Other Revenue
$0
All Other Contributions
$1,679,351
Change in Net Assets
$-6,052,395

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,232,150
Revenue Not Reported on Form 990
$31,262,265
Total Revenue per Audited Statements
$37,494,415
Total Revenue per Form 990
$6,232,150
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$11,961,450
Other Expenses$323,095
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$11,961,450--$11,961,450
Other Expenses$3,402$319,693$0$3,402
Total Functional Expenses$11,964,852$319,693$0$12,284,545

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$12,284,545
Expenses per Audited Statements$11,961,450
Total Expenses per Audited Statements$11,961,450
Expenses Not Reported on Financial Statements$323,095
Other Expense Adjustments$3,402
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Dallas Symphony AssociationDallas, TX501(c)(3)Operations, support$11,961,450
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Section B, Line 12A-C - Conflict of Interest Policy

“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 to determine whether there are any members of the governing body who are not independent.”

Part VI, Section B, Line 11B - Tax Return Preparation

“The 990 is prepared by the Controller, reviewed by the Chief Financial Officer and the President and 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 Form 990 is reviewed by the Dallas Symphony Association Audit Committee (the Association Audit Committee is authorized to review the 990 of the DSF) Prior to being filed. Upon final review by the audit committee, the return/e-file authorization is signed by the President and CEO of the Dallas Symphony Association. A copy is provided to the Board of Directors.”

Part VI, Section B, Line 13 - Whistle Blower Policy

“The organization follows the whistleblower policy of the dallas symphony association.”

Part VI, Section B, Line 14 - Document Retention

“The organization follows the document retention and destruction policy of the dallas symphony association.”

Part VI, Sec. B, Line 15 - No Compensation for Directors

“The organization does not compensate any directors.”

Part VI, Section C, Line 19 - Financial Statements Available

“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.”

Part VIII, Line 1F - Statement of Revenue Reconciliation

“Reconciliation from general ledger to the tax returncontributions per gl .................................................. 2,051,667 change in net present value of pledges .................. (372,316) total per afs (total part viii, line 1f)............... = 1,679,351”

Filing and Contact Details

Filer

Filer Name
Dallas Symphony Foundation
EIN
75-1529851
In Care Of
% DEANIE SEWELL CONTROLLER
Phone
2148714000
Address
2301 FLORA STREET STE 300, DALLAS, TX 75201

Signing Officer

Name
Kim Noltemy
Title
president
Phone
2148714000
Signed
2022-04-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Noltemy
Formed
1976
Legal Domicile
TX
Voting Board Members
15
Independent Board Members
15
Employees
0

Preparer

Firm
Bdo USA Llp
Address
600 NORTH PEARL ST SUITE 1700, DALLAS, TX 75201
Preparer
Laurie B Elmore CPA
Phone
2149697007
Supplemental Narrative

Additional Explanations

Part XI, Line 5 - Net Unrealized Gain/loss on Investments

“The other changes in net assets amount agrees with Sch D, part XI, line 2a. Line 2a is Net unrealized gains/(losses)on investments.”

Financial Statement Notes

schedule D, part XI, line 2D and Sch D, Part XII, line 4A-fees to inv mgr

“Investment income on the financial statements is a net number, i.e. investment income less related expenses is shown on the audit report.”

SCH D, PART XI, LINE 4B and Sch D, Part XII, Line 4B

“Annuity Payments”

Schedule D, Part X, Item 2 - Fin 48 Disclosure

“The foundation is exempt from income taxes under the provisions of section 501(c)(3) of the internal revenue code. The foundation recognizes the effect of income tax positions only if those positions are more likely than not of being sustained. Recognized income tax positions are measured at the largest amount that is greater than 50% likely of being realized. Changes in reconciliation from measurement are reflected in the period in which the change in judgement occurs. Management believes there are no significant uncertain tax positions.”

Schedule D, Part V, Line 4

“The endowment's intended uses are for both restricted distributions in accordance with donor designations and distributions for general operating expenses.”

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IRS990/Form990PartVIISectionAGrp/PersonNm6Brian Ratner
IRS990/Form990PartVIISectionAGrp/PersonNm7Cece Smith
IRS990/Form990PartVIISectionAGrp/PersonNm8Joseph F Hubach
IRS990/Form990PartVIISectionAGrp/PersonNm9Coley Clark
IRS990/Form990PartVIISectionAGrp/PersonNm10Mark LaRoe
IRS990/Form990PartVIISectionAGrp/PersonNm11Ron Mankoff
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IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member - Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member - Treasurer
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IRS990/MissionDesc0THE PURPOSE OF THE DALLAS SYMPHONY FOUNDATION IS TO MANAGE AND INVEST AN ENDOWMENT FUND FOR THE BENEFIT OF THE DALLAS SYMPHONY ASSOCIATION (75-0705442), AND TO MAKE ANNUAL DISTRIBUTIONS TO THE DALLAS SYMPHONY ASSOCIATION FROM THIS ENDOWMENT FUND. DURING THE FISCAL YEAR ENDING MAY 31, 2021, THE FOUNDATION DISTRIBUTED $11,961,450 TO THE ASSOCIATION.
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$157,055,307
Liabilities
$138,544
Net assets
$156,916,763
Revenue
$6,232,150
Expenses
$12,284,545
Net income
-$6,052,395
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