DALLAS SYMPHONY FOUNDATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1976

Legal Domicile

Principal Officer

COLEY CLARK

Phone

2148714000

Tax Period

2024-06-01 to 2025-05-31

DALLAS SYMPHONY FOUNDATION, founded in 1976, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $21.5M in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. Net assets of $175.2M represent 98 months of operating reserves.

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.

Program Service Accomplishments

Program 1

Expenses: $20,778,011 Revenue: $8,135,522

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 DSF, PURSUANT TO A DISTRIBUTION POLICY ADOPTED BY THE DSF BOARD OF DIRECTORS, DISTRIBUTED $20,775,610 TO THE ASSOCIATION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $13,374,332

Program Service Revenue $0

Investment Income $8,135,522

Other Revenue $0

TOTAL REVENUE $21,509,854

Expense Breakdown

Grants Paid $20,775,610

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,778,011

Other Expenses $695,737

TOTAL EXPENSES $21,471,347

Year-over-Year Comparison

	2024	2023	Change
Revenue	$21,509,854	$28,857,752	-0.3%
Expenses	$21,471,347	$15,620,558	+0.4%
Net Income	$38,507	$13,237,194	-1.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Harold M Brierley	BOARD MEMBER	Director	$0	$0	$0
Cherryl Peterman	Board Member - TREASURER	Officer Director	$0	$0	$0
Coley Clark	Board Member - President	Officer Director	$0	$0	$0
Yon Y Jorden	Board Member	Officer Director	$0	$0	$0
John Dayton	Board Member	Director	$0	$0	$0
LINDA MCFARLAND	Board Member	Director	$0	$0	$0
Melissa Stewart	Board Member - Secretary	Officer Director	$0	$0	$0
Maisie Heiken	Board Member	Director	$0	$0	$0
Andrew Nall	Board Member - Vice President	Officer Director	$0	$0	$0
MARC NIVET	Board Member	Director	$0	$0	$0
Jeffrey M Robinson	BOARD MEMBER	Officer Director	$0	$0	$0
ANDREW CLUGSTON	Board Member	Director	$0	$0	$0
Key Coker	Board Member	Director	$0	$0	$0
Steve Do	Board Member	Director	$0	$0	$0
Marc Gineris	Board Member	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$21,509,854	$21,471,347	$175,208,417	$38,507
2024	$28,857,752	$15,620,558	$166,497,520	$13,237,194
2023	$9,262,079	$9,218,026	$137,396,891	$44,053
2022	$12,980,267	$10,158,407	$145,117,113	$2,821,860
2021	$6,232,150	$12,284,545	$157,055,307	$-6,052,395
2020	$4,964,088	$7,618,512	$133,993,770	$-2,654,424
2019	$8,056,251	$10,800,043	$131,584,938	$-2,743,792
2018	$18,274,415	$6,912,515	$139,674,640	$11,361,900