UTAH SYMPHONY & OPERA: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- UTAH SYMPHONY & OPERA (EIN 51-0145980)
- Tax period
- 2009-09-01 to 2010-08-31
- Filed
- 2011-04-13
- IRS object ID
- 201131039349300008
- Schema version
- 2009v1.2
- 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) |
|---|---|---|
| Timestamp | 2011-04-13T10:57:02-07:00 | Timestamp |
| Tax Period End Date | 2010-08-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510145980 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UTAH SYMPHONY & OPERA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UTAH | NameControl |
| Phone | 8015335626 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 WEST SOUTH TEMPLE | AddressLine1 |
| City | SALT LAKE CITY | City |
| State | UT | State |
| ZIP Code | 84101 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Suzanne Martin | Name |
| Title | Controller | Title |
| Phone | 8018699059 | Phone |
| Date Signed | 2011-04-12 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UTAH SYMPHONY l UTAH OPERA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Melia Tourangeau | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 W South Temple | AddressLine1 |
| City | Salt Lake City | City |
| State | UT | State |
| ZIP Code | 84101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 17175904 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.USUO.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1975 | YearFormation |
| State Legal Domicile | UT | StateLegalDomicile |
| Activity Or Mission Description | Mission - To give performances which engage, educate and enrich the lives of our community; Vision - We are a Destination Organization; Values - Excellence, Integrity, Trust and Communication | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 39 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 37 | NbrIndependentVotingMembers |
| Total Nbr Employees | 435 | TotalNbrEmployees |
| Total Nbr Volunteers | 388 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 12443505 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 10762491 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4124204 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4320636 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1604851 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1657368 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 336782 | OtherRevenuePriorYear |
| Other Revenue Current Year | 305367 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 18509342 | TotalRevenuePriorYear |
| Total Revenue Current Year | 17045862 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11565333 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11063339 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1238933 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6223031 | OtherExpensePriorYear |
| Other Expenses Current Year | 6008307 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 17788364 | TotalExpensesPriorYear |
| Total Expenses Current Year | 17071646 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 720978 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -25784 | RevenuesLessExpensesCY |
| Total Assets BOY | 35711580 | TotalAssetsBOY |
| Total Assets EOY | 34945731 | TotalAssetsEOY |
| Total Liabilities BOY | 4401246 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3984036 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 31310334 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 30961695 | NetAssetsOrFundBalancesEOY |
| Mission Description | Mission - To give performances which engage, educate and enrich the lives of our community; Vision - We are a Destination Organization; Values - Excellence, Integrity, Trust and Communication | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8921928 | Expense |
| Grants | 0 | Grants |
| Revenue | 2684752 | Revenue |
| Description | Code 711130 SYMPHONIC CONCERTS - One of only 18 52-week orchestras in the United States, the Utah Symphony presents over 200 concerts at Abravanel Hall and in communities throughout Utah, reaching approximately 103,557 during 2010. 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. Our extensive education programs through the symphony and the opera are offered to every school district in Utah during a three- to five-year rotation and provide opportunities to explore and share the emotion and expressiveness of symphonic music. Over 170,000 students and 8,000 educators benefit from these programs. Please see www.utahsymphony.org for more information. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1945427 | Expense |
| Grants | 0 | Grants |
| Revenue | 863552 | Revenue |
| Description | Code 711110 OPERA PERFORMANCES - Our operas are performed at the Capitol Theatre, reaching an audience of an estimated 26,217 in 2010. Utah Opera offers 20 performances of four mainstage productions each year, has a nationally-renowned costume shop, and features some of the top singer, directors, conductors and designers from around the country. A Young 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 www.utahsymphony.org for more information. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1876315 | Expense |
| Grants | 0 | Grants |
| Revenue | 750981 | Revenue |
| Description | Code 711130 DEER VALLEY MUSIC FESTIVAL - Currently in its seventh season, the Deer Valley Music Festival is the summer home of Utah Symphony | Utah Opera, reaching an audience of an estimated 31,346. The festival provides chamber music, classical, family and pops offerings in four venues: the Deer Valley Snow Park Outdoor Amphitheater, St. Mary's Church, Temple Har Shalom, and salons in private Park City homes. Please see www.utahsymphony.org for more information. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1551950 | Expense |
| Grants | 0 | Grants |
| Revenue | 21351 | Revenue |
| Description | Please see www.usuoeducation.org for more information. (177474 viewers) | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1551950 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 21351 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 14295620 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 169 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 435 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 1 | Form1098CFiled |
| Nbr Voting Governing Body Members | 39 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 37 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Steve Hogan | NamePerson |
| Telephone Number | 8018699057 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 336 North 400 West | AddressLine1 |
| City | Salt Lake City | City |
| State | UT | State |
| ZIP Code | 84103 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (43 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Edward Ashwood | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Richard J Baringer | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Bonnie Beesley | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Kirk Benson | ||||||||
| Trustee | 3 | X | 0 | 0 | 0 | |||
| Blaine L Carlton | ||||||||
| Trustee | 2.5 | X | 0 | 0 | 0 | |||
| Kathryn Carter | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Howard Clark | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| James Clarke | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Gary L Crocker | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| John D'Arcy | ||||||||
| Trustee | 3 | X | 0 | 0 | 0 | |||
| Lisa Eccles | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| JI Chip Everest | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Jerry Fenn | ||||||||
| Trustee | 3 | X | 0 | 0 | 0 | |||
| Kristen Fletcher | ||||||||
| Trustee | 3 | X | 0 | 0 | 0 | |||
| Burton L Gordon | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Jim Gulbrandsen | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Alan Hall | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Richard Horne | ||||||||
| Trustee | 3 | X | 0 | 0 | 0 | |||
| Josh James | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Dan Johnson | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Lee Livingood | ||||||||
| Trustee | 3 | X | 65735 | 0 | 0 | |||
| Peter Margulies | ||||||||
| Trustee | 3 | X | 58509 | 0 | 0 | |||
| R David McMillan | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Edward Moreton | ||||||||
| Trustee | 0.5 | X | 0 | 0 | 0 | |||
| Dinesh Patel | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Frank Pignanelli | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Marcia Price | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Mark Prothro | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Douglas Short | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Jeffery Smith | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Shirley Van Wagenen | ||||||||
| Trustee | 12.0 | X | 0 | 0 | 0 | |||
| Judith Vander Heide | ||||||||
| Trustee | 5 | X | 0 | 0 | 0 | |||
| Jim Wall | ||||||||
| Trustee | 3 | X | 0 | 0 | 0 | |||
| Bob Wheaton | ||||||||
| Trustee | 4 | X | 0 | 0 | 0 | |||
| John Williams | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Jolene Zito | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Joanne Shiebler | ||||||||
| Trustee | 5 | X | 0 | 0 | 0 | |||
| Raymond Dardano | ||||||||
| Vice-Chair | 3 | X | 0 | 0 | 0 | |||
| Patricia Richards | ||||||||
| Chair of the Board | 10 | X | 0 | 0 | 0 | |||
| Melia Tourangeau | ||||||||
| CEO | 40 | 178816 | 0 | 0 | X | X | X | |
| David Green | ||||||||
| COO | 40 | 89978 | 0 | 0 | X | X | ||
| Steve Hogan | ||||||||
| VP Finance/CFO | 40 | 76645 | 0 | 0 | X | |||
| Ralph Thomas Matson | ||||||||
| Concert Master | 40 | 140674 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 610357 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line2AddressOfContractor/AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|
| Salt Lake County Center-Arts | ||||||
| 50 W 200 S | Salt Lake City | UT | 84101 | Building rent & Ticket sales | 353630 | |
| Bonneville Intermountain Radio | ||||||
| PO Box 1160 | Salt Lake City | UT | 84110 | Adverstising | 232105 | |
| Artsmarketing Services | ||||||
| Dept 325 | Buffalo | NY | 14267 | Telemarketing | 216551 | PO Box 8000 |
| Deer Valley Resorts | ||||||
| PO Box 1525 | Park City | UT | 84060 | Food Service & Venue Rental | 161549 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 3374111 | GovernmentGrants |
| All Other Contributions | 7388380 | AllOtherContributions |
| Noncash Contributions | 313874 | NoncashContributions |
| Total Contributions | 10762491 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Concert & Performance | 711130 | 3457084 | 3457084 | 0 | $0 |
| Concert & Performance | 711110 | 863552 | 863552 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4320636 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1657368 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,657,368 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 403797 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 130042 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 273755 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 273755 | TotalRevenueColumn |
| Related Or Exempt Function Income | 273755 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 0 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 0 | GrossIncomeGaming |
| Gaming Direct Expenses | 0 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 0 | GrossSalesOfInventory |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 31612 | TotalRevenueColumn |
| Related Or Exempt Function Income | 31612 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 31612 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17045862 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4626003 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,657,368 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 597302 | Total |
| Program Services | 279227 | ProgramServices |
| Management And General | 215354 | ManagementAndGeneral |
| Fundraising | 102721 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8432857 | Total |
| Program Services | 7672201 | ProgramServices |
| Management And General | 266449 | ManagementAndGeneral |
| Fundraising | 494207 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 210775 | Total |
| Program Services | 210775 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1177292 | Total |
| Program Services | 1060080 | ProgramServices |
| Management And General | 35680 | ManagementAndGeneral |
| Fundraising | 81532 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 645113 | Total |
| Program Services | 586923 | ProgramServices |
| Management And General | 20383 | ManagementAndGeneral |
| Fundraising | 37807 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78234 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 78234 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5515 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 5515 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 333891 | Total |
| Program Services | 272082 | ProgramServices |
| Management And General | 52662 | ManagementAndGeneral |
| Fundraising | 9147 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 248051 | Total |
| Program Services | 193588 | ProgramServices |
| Management And General | 43842 | ManagementAndGeneral |
| Fundraising | 10621 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29257 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 29257 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15001 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 15001 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 364703 | Total |
| Program Services | 130794 | ProgramServices |
| Management And General | 233909 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85524 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 85524 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Guest Artists | 1847177 | 1843284 | 1893 | 2000 |
| Marketing/Cultivation | 1621820 | 1363187 | 3103 | 255530 |
| Production | 840048 | 681308 | 158740 | 0 |
| General & Administrative | 269541 | 2171 | 265967 | 1403 |
| Guild | 269545 | 0 | 31095 | 238450 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17071646 | Total |
| Program Services | 14295620 | ProgramServices |
| Management And General | 1537093 | ManagementAndGeneral |
| Fundraising | 1238933 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 549680 | BOY |
| EOY | 683238 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1896525 | BOY |
| EOY | 2097222 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1436643 | BOY |
| EOY | 620369 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 349064 | BOY |
| EOY | 319536 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 8383482 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3623246 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5122265 | BOY |
| EOY | 4760236 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26278131 | BOY |
| EOY | 26389640 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6900 | BOY |
| EOY | 6900 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72372 | BOY |
| EOY | 68590 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35711580 | BOY |
| EOY | 34945731 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1039066 | BOY |
| EOY | 1217645 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1677023 | BOY |
| EOY | 1601702 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 500000 | BOY |
| EOY | 500000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1185157 | BOY |
| EOY | 664689 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4401246 | BOY |
| EOY | 3984036 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7182964 | BOY |
| EOY | 7157180 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2963296 | BOY |
| EOY | 2476958 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21164074 | BOY |
| EOY | 21327557 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31310334 | BOY |
| EOY | 30961695 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35711580 | BOY |
| EOY | 34945731 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10805093 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11757157 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10140937 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12443505 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10762491 | CurrentTaxYear |
| Total | 55909183 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10805093 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11757157 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10140937 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12443505 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10762491 | CurrentTaxYear |
| Total | 55909183 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 6606947 | AmountsSubstContributorsTotal |
| Public Support Total170 | 49302236 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1639824 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2138764 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1559145 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1604851 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1657638 | CurrentTaxYear |
| Total | 8600222 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 47677 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 86555 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 33629 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 42018 | CurrentTaxYearMinus1Year |
| Current Tax Year | 31612 | CurrentTaxYear |
| Total | 241491 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 64750896 | TotalSupport |
| Gross Receipts From Admissions Etc | 22347372 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.76141 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.86331 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | Part II, line 10, Other income from audition fees, instrument rentals, (boutique sales), sheet music rental, insurance rebates | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 1 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 1 | GrantsOtherOrganizations |
| Grants Other Organizations | $5,515 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $0 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 1 | RalliesDemonstrations |
| Rallies Demonstrations | $0 | RalliesDemonstrationsAmount |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 5515 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchC_P2B_S00_L01 | Identifier |
| Return Reference | Schedule C, Part II-B, Line 1 | ReturnReference |
| Explanation | ZAP reauthorization | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 26820984 | BeginningOfYearBalance |
| Contributions | 310442 | Contributions |
| Investment Earnings Or Losses | 1599122 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 1567296 | OtherExpenditures |
| Administrative Expenses | 255821 | AdministrativeExpenses |
| End Of Year Balance | 26907431 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 33422136 | BeginningOfYearBalance |
| Contributions | 433952 | Contributions |
| Investment Earnings Or Losses | -6698365 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 336739 | AdministrativeExpenses |
| End Of Year Balance | 26820984 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.21 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.79 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 229500 | OtherCostOrOtherBasis |
| Book Value | 229500 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 5509709 | OtherCostOrOtherBasis |
| Depreciation | 1764719 | Depreciation |
| Book Value | 3744990 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 190693 | OtherCostOrOtherBasis |
| Depreciation | 83880 | Depreciation |
| Book Value | 106813 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1035420 | OtherCostOrOtherBasis |
| Depreciation | 958798 | Depreciation |
| Book Value | 76622 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1418160 | OtherCostOrOtherBasis |
| Depreciation | 815849 | Depreciation |
| Book Value | 602311 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4760236 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Real Estate - timeshare | Description |
| Book Value | 6900 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 6900 | TotalOfBookValueSecurities |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Musician Instrument Loans | Description |
| Book Value | 68590 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 68590 | TotalOfBookValueProgramRelated |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Wells Fargo Line of Credit | Description |
| Amount | $664,689 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 664689 | TotalOfAmounts |
| Total Revenue | 17045862 | TotalRevenue |
| Total Expenses | 17071646 | TotalExpenses |
| Excess Or Deficit For Year | -25784 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 0 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $0 | OtherAmount |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | -25784 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 17993838 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 0 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 1074240 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | -256306 | OtherRevenues |
| Revenue Not Rptd F990 | 817934 | RevenueNotRptdF990 |
| Revenue Subtotal | 17175904 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -130042 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -130042 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 17045862 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 18342477 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 1074240 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 66549 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1140789 | ExpensesNotRptdF990 |
| Expenses Subtotal | 17201688 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | -130042 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | -130042 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 17071646 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | USUO uses 5% of 12 month quarterly average to help contribute to the program expenses of the organization. |
| SchD_P10_S00_L00 | Schedule D, Part X | None |
| SchD_P12_S00_L02d | Schedule D, Part XII, Line 2d | Interest and dividends on Endowment $510,293; Realized & unrealized gains/losses $984,502; Contribution to Endowment $310,442; Contributions for future use $1,316,449; Release of Prior Contributions ($1,936,112); 5% Draw ($1,441,880) |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Costume/set rental expenses recognized as an offset to rental revenues on tax return |
| SchD_P13_S00_L02d | Schedule D, Part XIII, Line 2d | Endowment Investment Expenses $225.966; Allowance for Bad Debts on Endowment ($159,417) |
| SchD_P13_S00_L04b | Schedule D, Part XIII, Line 4b | Costume/set rental expenses recognized as an offset to rental revenues on tax return. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ralph Thomas Matson | |||||||||||||
| 140674 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 27102 | 0 | 167776 | 0 | 151476 | 0 |
| Melia Tourangeau | |||||||||||||
| 178816 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 21190 | 0 | 200006 | 0 | 188231 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchJ_P01_S00_L01a | Identifier |
| Return Reference | Schedule J, Part I, Line 1a | ReturnReference |
| Explanation | Alta Club Rotary | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Bob Wheaton GM Deer Valley Resort | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Board Member | Relationship |
| Amount Of Transaction | 161549 | AmountOfTransaction |
| Description Of Transaction | venue rental pmts to resort | DescriptionOfTransaction |
| Sharing Of Revenues | 1 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 21 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 313874 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | ave between high & low | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L02 | 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. |
| F990_P06_S0A_L07a | Form 990, Part VI, Section A, Line 7a | We have several guilds-The Symphony Guild, Ogden Opera Guild--and the Ogden Symphony Ballet Association. All are entitled to ex officio board position by election. The orchestra union also elects two members to serve on the board. |
| F990_P06_S0B_L11 | Form 990, Part VI, Section B, Line 11 | Prepared by CFO, reviewed by Finance, Audit and Executive committees, posted to website for entire board review. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | The values governing the affairs of US&O 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 that 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 Utah Symphony & Opera before governmental leaders, charitable foundations, patrons and donors; or when dealing with vendors, partners, lessees, and other third 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. Utah Symphony & Opera relies on its employees to exercise their responsibilities to the organization in good faith. As a consequence of representing Utah Symphony & Opera, 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. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | League of American Orchestras Survey for salaries, recruiting firm using comparable data, task force of board members as a search committee. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | We post to our website, provide copies upon request as well as publishing board meeting schedules in the newspaper which allows interested persons to attend meetings and request information. Conflict of interest policy is collected annually. |
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