UTAH SYMPHONY & OPERA: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- UTAH SYMPHONY & OPERA (EIN 51-0145980)
- Tax period
- 2021-09-01 to 2022-08-31
- Filed
- 2023-06-12
- IRS object ID
- 202301639349301585
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-12T16:08:18-07:00 | ReturnTs |
| Tax Period End | 2022-08-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510145980 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UTAH SYMPHONY & OPERA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UTAH | BusinessNameControlTxt |
| Phone | 8015335626 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 West South Temple | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Steve Hogan | PersonNm |
| Person Title | VP Finance/CFO | PersonTitleTxt |
| Phone | 8018699057 | PhoneNum |
| Signature | 2023-04-28 | SignatureDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 1 | TrustedCustomerCd |
| OOB Security Verification | 11 | OOBSecurityVerificationCd |
| Last Submission Rqr OOB | 0 | LastSubmissionRqrOOBCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Utah Symphony l Utah Opera | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Steve Hogan | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 West South Temple | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,923,399 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | usuo.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | UT | LegalDomicileStateCd |
| Activity Or Mission | Connect the community through great live music. To perform. To engage. To inspire. We do this by serving the people of our state and beyond as the premier provider of the orchestral and operatic art forms. Our orchestral performances span the traditions of the past and challenge what is possible in the future. We offer opera productions that showcase emerging and established artists, celebrate traditional opera, and champion the American operatic tradition. Each summer in Park City we present a variety of musical experiences in Utah's casual mountain lifestyle at the Deer Valley Music Festival. We lead in arts education and promote life-long learning through the arts. We serve as a catalyst for innovation, advocacy, and impact in our state. We truly believe that providing our neighbors, children, friends, and others in our state with high-caliber, live music experiences helps make Utah a great place to live. | ActivityOrMissionDesc |
| Voting Members Governing Body | 58 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 54 | VotingMembersIndependentCnt |
| Total Employee | 419 | TotalEmployeeCnt |
| Total Volunteers | 501 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $21,835,635 | PYContributionsGrantsAmt |
| CY Contributions Grants | $18,578,071 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,401,514 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,590,657 | CYProgramServiceRevenueAmt |
| PY Investment Income | $449,582 | PYInvestmentIncomeAmt |
| CY Investment Income | -$614,537 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$73,645 | PYOtherRevenueAmt |
| CY Other Revenue | $219,885 | CYOtherRevenueAmt |
| PY Total Revenue | $24,613,086 | PYTotalRevenueAmt |
| CY Total Revenue | $24,774,076 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,145,381 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,431,474 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,217,500 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,493,864 | PYOtherExpensesAmt |
| CY Other Expenses | $7,874,717 | CYOtherExpensesAmt |
| PY Total Expenses | $17,639,245 | PYTotalExpensesAmt |
| CY Total Expenses | $24,306,191 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,973,841 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $467,885 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $65,182,568 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,593,434 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,253,328 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,278,764 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $60,929,240 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $56,314,670 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Mission - Connect the community through great live music. Vision - Perform, engage, inspire. The artistic leadership of the organization is committed to representing a broad range of musical styles, including traditional works, contemporary pieces, and new commissions to add to the canon of classical music. Community investment in Utah Symphony | Utah Opera strengthens our economy and enhances our quality of life. Utahns have long recognized that a person's quality of life rests, in part, on the community's commitment to the arts to inspire the human spirit and motivate the betterment of mankind. Over the years, Utah has experienced growth and prominence and continues to become established as a hub for business innovation and scientific research in the United States. Utah Symphony | Utah Opera stands as an influential cultural leader that is often cited by companies as an attraction for a successful and talented workforce to the region. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,651,276 | ExpenseAmt |
| Revenue | $3,882,897 | RevenueAmt |
| Desc | Code 711130 SYMPHONIC CONCERTS - The Utah Symphony was founded during the Great Depression as a Works Progress Administration orchestra under Roosevelt's New Deal. Today, the Utah Symphony is the premiere orchestra in the Intermountain West and one of only sixteen year-round orchestras in the nation. This ranking compares favorably to Utah's rank of 30th among states in population size. The Utah Symphony presented 75 in-person concerts at Abravanel Hall and in communities throughout Utah, reaching approximately 108,000 audience members during the season. A variety of programs are offered featuring some of the industry's most illustrious artists in performance with the Utah Symphony in programs ranging from Classical Symphonies, to Jazz, to Pops. Please see utahsymphony.org for more information. The Utah Symphony | Utah Opera's Education Program benefits Utah's children and is one of the largest in the country, reached 58,149 students and 2,475 teachers during the 2021/2022 fiscal year. Through our education program offerings, each school in Utah is visited every three to five years. The reach of this programming is far greater than performing arts organizations in other metropolitan areas. In addition to visits to schools, the programs provide opportunities for students to attend performances, rehearsals, master classes, and other great learning events. The community at large is engaged regularly through various Outreach Programs. We present an annual performance for children with special needs and their families reaching over 350 individuals each year, an annual performance for the blind and visually impaired reaching up to 100 members of that community. Other services coordinated by our Education and Outreach Department include a variety of free lectures, internships, on-line learning courses, teacher re-licensure programs, and a Youth Symphony Festival. A stand-out among Utah Symphony | Utah Opera's projects is our local partnership with local museums, art galleries, libraries, film centers, performing arts groups, and scholars, the Festival provides our community opportunities to explore an artistic theme using all their senses. Utah Symphony | Utah Opera is engaged in valuable cooperative relationships with many other non-profit organizations that serve a variety of purposes, including The Road Home, Utah School Boards, Ballet West, Madeleine Cathedral Choir School, Children's Dance Theatre and Utah Shakespeare Festival. It is also notable that, through a close relationship with the communities it serves, Utah Symphony | Utah Opera is able to reinvest into Utah's economy. *The organization employs over 450 individuals each year. *An estimated 93% of Utah Symphony | Utah Opera expenses are fed directly back into the local economy. *Economic development professionals concur that a vibrant symphony and opera are important criteria in attracting new businesses and skilled professionals to Utah. *Source: Salt Lake County Cultural Facilities Master Plan, AMS Consultants, December 2008. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,350,796 | ExpenseAmt |
| Revenue | $842,707 | RevenueAmt |
| Desc | Code 711110 OPERA PERFORMANCES - Utah Opera performs in Salt Lake City's Capitol Theatre, reaching an audience of over 19,000. Utah Opera offered 20 performances of four mainstage productions this year. Utah Opera has a nationally-renowned costume shop, and features some of the top singers, directors, conductors, and designers from around the country. A Resident Artists program provides aspiring young singers an opportunity to refine their craft while performing secondary roles and singing in education and community outreach programs. Please see utahopera.org for more information. A prime example of the services we are able to render to the arts community is the value housed in the Utah Opera Production Studios. One of a kind facility, the Utah Opera Production Studios houses a team of artisans, designers, and skilled craftsmen who bring the art form of opera to life for Utah Opera and performing arts organizations around the world through its sets and costumes construction and rentals programs. The Utah Opera Production Studios bring the integration of all production activities of the Utah Symphony | Utah Opera to one resourceful location (Costume Shop & Rentals, Prop Studio, Scenic Shop & Scenic Studio, Set Storage, Assembly Bay, Rehearsal Hall) and allows the organization to utilize a business model which combines all aspects of both symphonic and operatic art forms. Production needs for performances at Abravanel Hall, the Capitol Theatre, and even the Deer Valley Music Festival can be designed and built with the resources found in this building. This has resulted in valuable cost savings and artistic synergy for the organization and the community. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,288,121 | ExpenseAmt |
| Revenue | $1,837,020 | RevenueAmt |
| Desc | Code 711130 DEER VALLEY MUSIC FESTIVAL - Currently in its eighteenth season, the Deer Valley Music Festival is the summer home of the Utah Symphony | Utah Opera, reaching an audience of over 38,000 during the summer season. The festival provides chamber music, classical, family, and pops offerings in many venues: Deer Valley Snow Park Outdoor Amphitheater, St. Mary's Church, and salons in private Park City homes. Please see deervalleymusicfestival.org for more information. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,420,244 | ExpenseAmt |
| Revenue | $28,033 | RevenueAmt |
| Desc | Other Program services include: Depreciation of Set Equipment - $123,824; Marketing - $654,234; Box Office - $373,522; Education - $241,012; Misc. - $27,652 | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,420,244 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $28,033 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $20,710,437 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 215 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 419 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 58 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 54 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Steve Hogan | PersonNm |
| Phone | 8018699057 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 336 North 400 West | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84103 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (61 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Steven Brosvik | ||||||||
| CEO | 40 | 0 | Yes (X) | Yes (X) | $327,251 | $0 | $37,674 | |
| Madeline Adkins | ||||||||
| Concertmaster | 40 | 0 | $225,122 | $0 | $27,609 | Yes (X) | ||
| David Green | ||||||||
| Senior VP & COO | 40 | 0 | Yes (X) | $137,363 | $0 | $25,156 | ||
| Steve Hogan | ||||||||
| VP of Finance & CFO | 40 | 0 | Yes (X) | $134,915 | $0 | $24,058 | ||
| Kathryn Eberle | ||||||||
| Ex-officio, Musician | 40 | 0 | Yes (X) | $121,399 | $0 | $14,635 | ||
| Hugh Palmer | ||||||||
| Ex-officio, Musician | 40.00 | 0 | Yes (X) | $77,773 | $0 | $11,079 | ||
| Doyle Clayburn | ||||||||
| Ex-officio, Utah Symphony Guild | 3 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Thomas M Love | ||||||||
| Board Chair | 20 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Brian Greeff | ||||||||
| Vice Chair | 3 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Doyle L Arnold | ||||||||
| Vice Chair | 3 | 0 | Yes (X) | $0 | $0 | $0 | ||
| John D'Arcy | ||||||||
| Treasurer | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Austin Bankhead | ||||||||
| Trustee | 1.00 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Stewart Barlow | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Judith M Billings | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| George Cardon Bystry | ||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Gary L Crocker | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| David Dee | ||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Barry Eden | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Luz Escamilla | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Julie Aiken Hansen | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Dan Hemmert | ||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Stephen Tanner Irish | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Thomas N Jacobson | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Annette W Jarvis | ||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Abigail E Magrane | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Brad W Merrill | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Robin J Milne | ||||||||
| Trustee | 1.00 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Judy Moreton | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Dinesh Patel | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Frank R Pignanelli | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Gary B Porter | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Jason Price | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Shari H Quinney | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Miguel R Rovira | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Joanne F Shiebler | ||||||||
| Trustee | 2 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Stan Sorensen | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Shane Stowell | ||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Naoma Tate | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Thomas Thatcher | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| James W Tozer | ||||||||
| Trustee | 1.5 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Astrid S Tuminez | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| David Utrilla | ||||||||
| Trustee | 1.5 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Kelly Ward | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Jennifer Webb | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Richard Williams | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Kim R Wilson | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Thomas Wright | ||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Henry C Wurts | ||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| William Bailey | ||||||||
| Lifetime Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Kem C Gardner | ||||||||
| Lifetime Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Jon M Huntsman Jr | ||||||||
| Lifetime Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| G Frank Joklik | ||||||||
| Lifetime Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Clark D Jones | ||||||||
| Lifetime Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Herbert C Livsey Esq | ||||||||
| Lifetime Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| David T Mortensen | ||||||||
| Lifetime Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Scott S Parker | ||||||||
| Lifetime Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| David A Petersen | ||||||||
| Lifetime Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Patricia A Richards | ||||||||
| Lifetime Trustee | 3 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Harris Simmons | ||||||||
| Lifetime Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Verl R Topham | ||||||||
| Lifetime Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| David B Winder | ||||||||
| Lifetime Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,023,823 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $140,211 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|
| Love Communications | |||||||||
| 546 South 200 West | Salt Lake City | UT | 84101 | Marketing | $892,578 | ||||
| Salt Lake County Center - Arts | |||||||||
| 50 West 200 South | Salt Lake City | UT | 84101 | Venue | $477,727 | ||||
| Thierry Fischer | |||||||||
| Conductor | $455,400 | 10 Avenue du Mervelet | Geneva | SZ | 1209 | ||||
| Deer Valley Resort Co | |||||||||
| PO Box 1525 | Park City | UT | 840601525 | Venue | $310,468 | ||||
| IMG Artists LLC | |||||||||
| 7 West 54th Street | New York | NY | 10019 | Artistic Talent | $245,555 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $9,786,012 | GovernmentGrantsAmt |
| All Other Contributions | $8,792,059 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $18,578,071 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Performance Symphony | 711130 | $3,882,897 | $3,882,897 | $0 | $0 |
| Performance Opera | 711110 | $842,707 | $842,707 | $0 | $0 |
| Deer Valley Music Festival | 711130 | $1,837,020 | $1,837,020 | $0 | $0 |
| Misc | 711110 | $28,033 | $28,033 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,590,657 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$614,537 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$614,537 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $369,208 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $149,323 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $219,885 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $219,885 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $219,885 | ExclusionAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,774,076 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,590,657 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$394,652 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,534,000 | TotalAmt |
| Program Services | $788,944 | ProgramServicesAmt |
| Management And General | $453,166 | ManagementAndGeneralAmt |
| Fundraising | $291,890 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,656,018 | TotalAmt |
| Program Services | $10,768,000 | ProgramServicesAmt |
| Management And General | $496,639 | ManagementAndGeneralAmt |
| Fundraising | $391,379 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $965,115 | TotalAmt |
| Program Services | $822,923 | ProgramServicesAmt |
| Management And General | $83,048 | ManagementAndGeneralAmt |
| Fundraising | $59,144 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,384,655 | TotalAmt |
| Program Services | $1,211,253 | ProgramServicesAmt |
| Management And General | $99,435 | ManagementAndGeneralAmt |
| Fundraising | $73,967 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $891,686 | TotalAmt |
| Program Services | $823,752 | ProgramServicesAmt |
| Management And General | $37,993 | ManagementAndGeneralAmt |
| Fundraising | $29,941 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,874 | TotalAmt |
| Management And General | $154,874 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,795 | TotalAmt |
| Fundraising | $3,795 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,860 | TotalAmt |
| Management And General | $21,860 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,763,601 | TotalAmt |
| Program Services | $2,763,601 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,807,476 | TotalAmt |
| Program Services | $1,249,204 | ProgramServicesAmt |
| Management And General | $250,601 | ManagementAndGeneralAmt |
| Fundraising | $307,671 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,802 | TotalAmt |
| Management And General | $59,802 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,915 | TotalAmt |
| Management And General | $88,915 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $554,257 | TotalAmt |
| Program Services | $480,175 | ProgramServicesAmt |
| Management And General | $74,082 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $668,680 | TotalAmt |
| Program Services | $656,938 | ProgramServicesAmt |
| Management And General | $11,742 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,336 | TotalAmt |
| Management And General | $30,336 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $503 | TotalAmt |
| Management And General | $503 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,383 | TotalAmt |
| Program Services | $123,824 | ProgramServicesAmt |
| Management And General | $224,559 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,052 | TotalAmt |
| Management And General | $76,052 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Production | $1,170,354 | $1,020,328 | $148,337 | $1,689 |
| General Administration | $67,805 | $1,495 | $66,310 | $0 |
| Guild | $58,024 | $0 | $0 | $58,024 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,306,191 | TotalAmt |
| Program Services | $20,710,437 | ProgramServicesAmt |
| Management And General | $2,378,254 | ManagementAndGeneralAmt |
| Fundraising | $1,217,500 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $475,314 | BOYAmt |
| EOY | $3,432,190 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,851,705 | BOYAmt |
| EOY | $4,027,905 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,724,661 | BOYAmt |
| EOY | $3,390,445 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,266,157 | BOYAmt |
| EOY | $1,849,287 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,449 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $588,572 | BOYAmt |
| EOY | $810,693 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,591,999 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,948,385 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,974,301 | BOYAmt |
| EOY | $2,643,614 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,192,371 | BOYAmt |
| EOY | $43,344,105 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,900 | BOYAmt |
| EOY | $6,900 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,290 | BOYAmt |
| EOY | $37,447 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,848 | BOYAmt |
| EOY | $50,848 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,182,568 | BOYAmt |
| EOY | $59,593,434 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,269,401 | BOYAmt |
| EOY | $932,021 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,983,926 | BOYAmt |
| EOY | $2,346,742 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1 | BOYAmt |
| EOY | $1 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,253,328 | BOYAmt |
| EOY | $3,278,764 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,219,686 | BOYAmt |
| EOY | $15,687,571 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,709,554 | BOYAmt |
| EOY | $40,627,099 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,929,240 | BOYAmt |
| EOY | $56,314,670 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,182,568 | BOYAmt |
| EOY | $59,593,434 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $467,885 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$6,585,326 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $1,502,871 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,442,490 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,521,404 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,280,021 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,867,036 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,504,993 | CurrentTaxYearAmt |
| Total | $70,615,944 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,438,377 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,438,722 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,519,136 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,691,335 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,926,922 | CurrentTaxYearAmt |
| Total | $13,014,492 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,880,867 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,960,126 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,799,157 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,558,371 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,431,915 | CurrentTaxYearAmt |
| Total | $83,630,436 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $83,630,436 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,826,081 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,841,884 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,122,636 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $594,598 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$636,397 | CurrentTaxYearAmt |
| Total | $5,748,802 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $71,985 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62,227 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,858 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,968 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $369,208 | CurrentTaxYearAmt |
| Total | $572,246 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $89,951,484 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $21,628,798 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.92973 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89578 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 | FormAndLineReferenceDesc |
| Explanation | Other income from audition fees, instrument rentals, boutique sales, sheet music rental, and insurance proceeds. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $3,795 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $3,795 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 | FormAndLineReferenceDesc |
| Explanation | ZAP Reauthorization - a County sales tax which supports Zoo, Arts, and Parks. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,306,306 | BeginningYearBalanceAmt |
| Contributions | $1,804,912 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,378,030 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $233,648 | AdministrativeExpensesAmt |
| End Year Balance | $44,499,540 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,834,051 | BeginningYearBalanceAmt |
| Contributions | $377,555 | ContributionsAmt |
| Investment Earnings Or Losses | $7,202,049 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $107,349 | AdministrativeExpensesAmt |
| End Year Balance | $48,306,306 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,873,436 | BeginningYearBalanceAmt |
| Contributions | -$56,804 | ContributionsAmt |
| Investment Earnings Or Losses | $3,740,835 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,658,705 | OtherExpendituresAmt |
| Administrative Expenses | $64,711 | AdministrativeExpensesAmt |
| End Year Balance | $40,834,051 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,421,587 | BeginningYearBalanceAmt |
| Contributions | $5,129,028 | ContributionsAmt |
| Investment Earnings Or Losses | $563,815 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,130,775 | OtherExpendituresAmt |
| Administrative Expenses | $83,219 | AdministrativeExpensesAmt |
| End Year Balance | $38,900,436 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,032,910 | BeginningYearBalanceAmt |
| Contributions | $1,144,273 | ContributionsAmt |
| Investment Earnings Or Losses | $2,999,459 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,671,619 | OtherExpendituresAmt |
| Administrative Expenses | $83,436 | AdministrativeExpensesAmt |
| End Year Balance | $35,421,587 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.19 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.79 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $229,500 | OtherCostOrOtherBasisAmt |
| Book Value | $229,500 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $5,472,471 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,849,746 | DepreciationAmt |
| Book Value | $1,622,725 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $344,312 | OtherCostOrOtherBasisAmt |
| Depreciation | $153,182 | DepreciationAmt |
| Book Value | $191,130 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,379,565 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,299,674 | DepreciationAmt |
| Book Value | $79,891 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $2,166,151 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,645,783 | DepreciationAmt |
| Book Value | $520,368 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,643,614 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank Line of Credit (Limit $2,100,000) | Desc |
| Amt | $1 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $20,184,936 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$6,585,326 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $341,024 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $1,527,699 | OtherRevenueAmt |
| Revenue Not Reported | -$4,716,603 | RevenueNotReportedAmt |
| Revenue Subtotal | $24,901,539 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $21,860 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$149,323 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$127,463 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $24,774,076 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $24,799,506 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $341,024 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $174,151 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $515,175 | ExpensesNotReportedAmt |
| Expenses Subtotal | $24,284,331 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $21,860 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $21,860 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $24,306,191 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 | US&O uses 4% to 5% of a quarterly average of the past 12 quarters to help contribute to the program expense of the organization. No draws were taken during years ended August 31, 2022 and 2021. |
| Schedule D, Part XI, Line 2d | Interest and dividends on Endowment $764,230; Realized gains $1,047,294; Endowment Expenses ($214,778); Contributions to Endowment $1,409,629; Contributions for future use $2,966,882; Release of contributions intended, by donor, for current year ($1,312,621); Endowment Draws 0 ; Government grants for future use $825,049; Release of prior government grants ($3,957,986). |
| Schedule D, Part XI, Line 4b | Costume/set rental expenses recognized as an offset to rental revenues on tax return ($149,323) |
| Schedule D, Part XII, Line 2d | Allowance for Bad Debt $24,828; Costume/set rental expenses recognized as an offset to rental revenues on tax return $149,323 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Steven Brosvik | ||||||||||||||
| CEO | $327,751 | $0 | $0 | $0 | $0 | $0 | $31,036 | $0 | $27,609 | $0 | $386,396 | $0 | $0 | $0 |
| Madeline Adkins | ||||||||||||||
| Concertmaster | $225,122 | $0 | $0 | $0 | $0 | $0 | $23,625 | $0 | $27,609 | $0 | $276,356 | $0 | $0 | $0 |
| David Green | ||||||||||||||
| Senior VP & COO | $137,363 | $0 | $0 | $0 | $0 | $0 | $21,395 | $0 | $25,156 | $0 | $183,914 | $0 | $0 | $0 |
| Steve Hogan | ||||||||||||||
| VP of Finance & CFO | $134,915 | $0 | $0 | $0 | $0 | $0 | $14,895 | $0 | $24,058 | $0 | $173,868 | $0 | $0 | $0 |
| Kathryn Eberle | ||||||||||||||
| Ex-officio, Musician | $121,399 | $0 | $0 | $0 | $0 | $0 | $17,020 | $0 | $14,635 | $0 | $153,054 | $0 | $0 | $0 |
| Hugh Palmer | ||||||||||||||
| Ex-officio, Musician | $77,773 | $0 | $0 | $0 | $0 | $0 | $14,760 | $0 | $11,079 | $0 | $103,612 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tom Love | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Board Chair | RelationshipDescriptionTxt |
| Transaction | $892,578 | TransactionAmt |
| Transaction | Marketing & Advertising | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part IV | FormAndLineReferenceDesc |
| Explanation | Tom Love abstains from any voting related to business relationship with Love Communications. Tom does not work on the Love Communication account with US&O. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 20 | ContributionCnt |
| Noncash Contributions Rpt F990 | $282,315 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Avg between high and low | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I, Line 32b | FormAndLineReferenceDesc |
| Explanation | Stock brokers to immediately sell stock donations. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 2 | Our board is made up of community leaders and as such some business relationships exist and our conflict of interest policy and process adequately reveals and manages these so they are not conflicts for the organization. |
| Form 990, Part VI, Section A, Line 7a | The Corporation may have two or more appointed ex officio voting Trustees of the Board. These positions shall be comprised of the following: (i) one Utah Symphony Guild representative; (ii) one OnStage Ogden representative; and (iv) such representatives of auxiliary and advisory organizations and guilds as elected by their respective organizations and guilds. Two Musicians, as provided in the Collective Bargaining Agreement between the Corporation and American Federation of Musicians, Local 104, are voting Trustees of the Board. |
| Form 990, Part VI, Section B, Line 11b | The 990 is prepared by the Controller and CFO, reviewed by Audit and Executive committees. It is also posted to website for entire board review. |
| Form 990, Part VI, Section B, Line 12c | Conflict of interest is reviewed at time of entry to board and annually at first meeting of the fiscal year. Management acquires signed statement from each board member. The values governing the affairs of Utah Symphony & Opera (USUO) are Excellence, Integrity, Trust, and Communication. Staff members are encouraged in their individual capacities to represent these values and to exemplify the highest standards of ethical behavior in all they do and say. They are thus encouraged to do their utmost to respect the rights and dignity of other persons; to be honest, accurate, and open-minded in the presentation of information and ideas; when accounting for US&O's assets or handling financial transactions; when soliciting contributions; when representing US&O before governmental leaders, charitable foundations, patrons, and donors; or when dealing with vendors, partners, lessees, and other parties. A conflict of interest is defined as any circumstance that would cast doubt on the ability of a member of the staff to act with total objectivity with regard to the US&O's best interest. No member shall use his or her position, or the knowledge gained from his or her position in such a manner that a conflict arises between the interest of the organization and the staff member's personal interests. An actual or potential conflict of interest may occur when an employee is in a position to influence a decision that may result in personal gain for that employee or for a relative as a result of business dealings. For the purposes of this policy, a relative is any person who is related by blood or marriage, or whose relationship with the employee is similar to that of persons who are related by blood or marriage. USUO relies on its employees to exercise their responsibilities to the organization in good faith. As a consequence of representing USUO, employees may be in a position to establish personal relationships with patrons and donors or obtain confidential information concerning them. Employees may not, directly or indirectly solicit or accept money, loans, expensive gifts, travel, extravagant entertainment, or preferential treatment from such individuals. Employees may not use any information obtained about patrons and donors to further their personal interests during their employment with US&O or after their termination with US&O. In addition to this, the materials, products, designs, plans, ideas, and data of US&O should never be given or sold to an outside agency, firm or person except through normal channels and with appropriate authorization. Any improper transfer of material or disclosure of information, even though it is not apparent that an employee has personally gained by such action, constitutes unacceptable conduct. Any employee who participates in such a practice will be subject to disciplinary action, up to and including possible discharge. Having a conflict of interest may not necessarily indicate a professional transaction cannot occur. However, it is the duty of each staff member to disclose annually any actual or possible conflicts of interest in writing to the Director of Human Resources and Department Head. In the absence of an HR director all disclosures may be communicated to the COO. The employee is expected to provide all material facts and personal interests that may be determined to present a conflict of interest before any discussion or negotiation of a transaction takes place. Immediately upon becoming aware of the possible conflict of interest, the Director of Human Resources and Department Head will discuss the conflict with the COO to determine whether a particular conflict of interest is fair to the organization. The Director of Human Resources, and or Department Head will respond in writing to the employee within 30 days of disclosure. If agreement is not reached, the final determination will be made by the President/CEO. |
| Form 990, Part VI, Section B, Line 15 | League of American Orchestras Survey for salaries, Opera America, recruiting firm using comparable data, task force of board members as a search committee |
| Form 990, Part VI, Section C, Line 19 | We post to our website and provide copies upon request. The board meeting schedules are also available on our website which allows interested persons to attend meetings and request information. Conflict of interest policy is distributed annually. https://usuo.org/our-company/financial-statements-resources/ and https://usuo.org/our-company/board-of-trustees/ |
| Form 990, Part IX, Line 11g | Guest Artists $1,739,263; Guest Conductors $741,923; Other Production Personnel $236,511; Travel $16,680; Misc. $29,224 |
| Form 990, Part XI, Line 9 | Government grants for future period-temporary restricted - $825,049; Government grants from prior period released to operations - ($3,957,986); Contributions for future period-temporary restricted - $2,966,882; Contributions from prior period released to operations - ($1,312,621); Contributions to endowment-permanent restricted - $1,409,629; Interest-temporary restricted - $8,941; Interest-permanent restricted - $293,050; Dividends-temporary restricted - $13,833; Dividends-permanent restricted - $448,406; Realized gain-temporary restricted - $31,361; Realized gain-permanent restricted - $1,015,933; Management Fees-temporary restricted - ($6,394); Management Fees-permanent restricted - ($208,384); Draws temporary restricted - 0; Draws from endowment-permanent restricted - 0; Allowance for bad debts-temporary restricted - $(24,828); Allowance for bad debts-permanent restricted - $0. |
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