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← UTAH SYMPHONY & OPERA

Form 990 for tax year 2024

Filed by UTAH SYMPHONY & OPERA.

Totals

Total revenue
$28,562,571
Total expenses
$30,032,010
Contributions and grants received
$17,158,764
Grants paid
$0
Program service revenue
$9,062,649
Investment income
$2,109,758
Other revenue
$231,400
Total assets, end of year
$77,274,030
Total liabilities, end of year
$4,201,113
Net assets or fund balances, end of year
$73,072,917
Program services expenses (Part IX)
$26,217,302
Management and general expenses
$2,360,041
Fundraising expenses
$1,454,667
Program service expenses (Part III)
$26,217,302

Program services were 87.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $5,338,397

  • 1f · All other contributions, gifts and grants

    $11,820,367

  • 1g · Noncash contributions included above

    $911,052

  • 2a · Program service revenue: Performance Symphony

    total $5,974,281 · related or exempt $5,974,281 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Performance Opera

    total $966,907 · related or exempt $966,907 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: Deer Valley Music Festival

    total $1,933,227 · related or exempt $1,933,227 · unrelated business $0 · excluded $0

  • 2d · Program service revenue: Misc

    total $188,234 · related or exempt $188,234 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $2,109,758 · related or exempt $0 · unrelated business $0 · excluded $2,109,758

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $0 · personal property $298,734

  • 6b · Less rental expenses

    real property $0 · personal property $67,334

  • 6c · Rental income or loss

    real property $0 · personal property $231,400

  • 6d · Net rental income or loss

    total $231,400 · related or exempt $231,400 · unrelated business $0 · excluded $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,720,657 · program services $851,520 · management and general $514,638 · fundraising $354,499

  • 7 · Other salaries and wages

    total $14,421,070 · program services $13,208,906 · management and general $623,944 · fundraising $588,220

  • 9 · Other employee benefits

    total $2,809,135 · program services $2,534,675 · management and general $144,714 · fundraising $129,746

  • 10 · Payroll taxes

    total $1,103,212 · program services $1,010,481 · management and general $47,732 · fundraising $44,999

  • 11c · Fees: accounting

    total $63,285 · management and general $63,285

  • 11d · Fees: lobbying

    total $1,086 · fundraising $1,086

  • 11e · Fees: professional fundraising services

    total $24,000 · fundraising $24,000

  • 11g · Fees: other

    total $3,243,398 · program services $3,237,198 · management and general $0 · fundraising $6,200

  • 12 · Advertising and promotion

    total $2,833,993 · program services $2,528,872 · management and general $0 · fundraising $305,121

  • 13 · Office expenses

    total $61,723 · management and general $61,723

  • 14 · Information technology

    total $93,304 · management and general $93,304

  • 15 · Royalties

    total $4,437 · program services $4,437

  • 16 · Occupancy

    total $659,029 · program services $574,251 · management and general $84,778 · fundraising $0

  • 17 · Travel

    total $698,451 · program services $690,582 · management and general $7,073 · fundraising $796

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $19,569 · program services $0 · management and general $19,569

  • 20 · Interest

    total $1,290 · management and general $1,290

  • 21 · Payments to affiliates

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $334,552 · program services $112,532 · management and general $222,020 · fundraising $0

  • 23 · Insurance

    total $121,936 · management and general $121,936

  • 24a · Other expenses: Production

    total $1,660,165 · program services $1,461,217 · management and general $198,948 · fundraising $0

  • 24b · Other expenses: General Administration

    total $157,718 · program services $2,631 · management and general $155,087

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,787,759 · end of year $1,635,076

  • 2 · Savings and temporary cash investments

    beginning of year $1,051,536 · end of year $3,487,083

  • 3 · Pledges and grants receivable

    beginning of year $900,163 · end of year $12,736,086

  • 4 · Accounts receivable

    beginning of year $1,837,228 · end of year $1,696,588

  • 9 · Prepaid expenses and deferred charges

    beginning of year $489,674 · end of year $803,588

  • 10a · Land, buildings and equipment: cost or other basis

    $9,168,252

  • 10b · Land, buildings and equipment: accumulated depreciation

    $6,872,485

  • 10c · Land, buildings and equipment, net

    beginning of year $2,531,279 · end of year $2,295,767

  • 11 · Investments: publicly traded securities

    beginning of year $53,820,676 · end of year $54,117,851

  • 12 · Investments: other securities

    beginning of year $6,900 · end of year $6,900

  • 13 · Investments: program-related

    beginning of year $69,417 · end of year $55,716

  • 15 · Other assets

    beginning of year $509,487 · end of year $439,375

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,225,607 · end of year $1,392,495

  • 19 · Deferred revenue

    beginning of year $2,858,121 · end of year $2,401,514

  • 25 · Other liabilities

    beginning of year $473,358 · end of year $407,104

  • 27 · Net assets without donor restrictions

    beginning of year $12,503,956 · end of year $11,064,467

  • 28 · Net assets with donor restrictions

    beginning of year $45,943,077 · end of year $62,008,450

Mission and programs · 2024

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.

Activities or mission (Part I)

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 region's premier provider of orchestral and operatic music. Our orchestral performances span the traditions of the past, as well as present works by contemporary composers. 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 at our 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 help to make Utah a great place to live.

  • 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 80 in-person concerts at Abravanel Hall and in communities throughout Utah, reaching approximately 157,300 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, reaching approximately 52,000 students and 2,300 teachers during the fiscal year. Through our education program offerings, each school district 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 580 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, and Madeleine Cathedral Choir School. 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 400 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.

    Expenses $14,993,490 · Revenue $5,797,787

  • Code 711110 OPERA PERFORMANCES - Utah Opera performs in Salt Lake City's Capitol Theatre, reaching an audience just under 27,000. Utah Opera offered 24 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.

    Expenses $5,346,605 · Revenue $966,907

  • Code 711130 DEER VALLEY MUSIC FESTIVAL - Currently in its twenty first season, the Deer Valley Music Festival is the summer home of the Utah Symphony | Utah Opera, reaching an audience of nearly 37,000 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.

    Expenses $3,268,068 · Revenue $1,933,227

  • Other Program services include: Depreciation of Set Equipment - $112,532; Marketing - $1,371,849; Box Office - $553,129; Education - $535,687; Misc. - $35,942

    Expenses $2,609,139 · Revenue $176,494

As filed on the 2024 return.

Listed in Part VII

  • Steven Brosvik

    President & CEO

    Total calculated
    $429,449
    From this org
    $384,282
    From related orgs
    $0
    Other
    $45,167
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $384,282
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $45,167
    Filer's total
    $429,449

  • Madeline Adkins

    Concertmaster

    Total calculated
    $298,279
    From this org
    $264,109
    From related orgs
    $0
    Other
    $34,170
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $264,109
    Bonus
    $0
    Other
    $0
    Deferred
    $31,456
    Nontaxable benefits
    $34,170
    Filer's total
    $329,735

  • David Green

    Senior VP & COO

    Total calculated
    $192,649
    From this org
    $162,098
    From related orgs
    $0
    Other
    $30,551
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,098
    Bonus
    $0
    Other
    $0
    Deferred
    $6,500
    Nontaxable benefits
    $30,551
    Filer's total
    $199,149

  • Steve Hogan

    VP of Finance & CFO

    Total calculated
    $192,461
    From this org
    $161,619
    From related orgs
    $0
    Other
    $30,842
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,619
    Bonus
    $0
    Other
    $0
    Deferred
    $26,000
    Nontaxable benefits
    $30,842
    Filer's total
    $218,461

  • Leslie Peterson

    VP of Development

    Total calculated
    $174,933
    From this org
    $148,297
    From related orgs
    $0
    Other
    $26,636
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,297
    Bonus
    $0
    Other
    $0
    Deferred
    $30,500
    Nontaxable benefits
    $26,636
    Filer's total
    $205,433

  • Kathryn Eberle

    Musician

    Total calculated
    $163,581
    From this org
    $148,701
    From related orgs
    $0
    Other
    $14,880
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,701
    Bonus
    $0
    Other
    $0
    Deferred
    $18,462
    Nontaxable benefits
    $14,880
    Filer's total
    $182,043

  • Hannah Thomas-Holland

    Musician & Orchestra Personnel Manager

    Total calculated
    $159,984
    From this org
    $145,576
    From related orgs
    $0
    Other
    $14,408
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,576
    Bonus
    $0
    Other
    $0
    Deferred
    $17,207
    Nontaxable benefits
    $14,408
    Filer's total
    $177,191

  • Zachary Hammond

    Musician

    Total calculated
    $150,389
    From this org
    $125,851
    From related orgs
    $0
    Other
    $24,538
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,851
    Bonus
    $0
    Other
    $0
    Deferred
    $18,408
    Nontaxable benefits
    $24,538
    Filer's total
    $168,797

  • Mercedes Smith

    Musician

    Total calculated
    $146,770
    From this org
    $135,447
    From related orgs
    $0
    Other
    $11,323
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,447
    Bonus
    $0
    Other
    $0
    Deferred
    $31,472
    Nontaxable benefits
    $11,323
    Filer's total
    $178,242

  • Travis Peterson

    Ex-officio, Musician

    Total calculated
    $139,242
    From this org
    $115,430
    From related orgs
    $0
    Other
    $23,812
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $115,430
    Bonus
    $0
    Other
    $0
    Deferred
    $9,496
    Nontaxable benefits
    $23,812
    Filer's total
    $148,738

  • Barbara Scowcroft

    Ex-officio, Musician

    Total calculated
    $94,258
    From this org
    $74,084
    From related orgs
    $0
    Other
    $20,174
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $74,084
    Bonus
    $0
    Other
    $0
    Deferred
    $21,151
    Nontaxable benefits
    $20,174
    Filer's total
    $115,409

  • Thomas M Love

    Immediate Past Chair

    Total calculated
    $0
    Hours/week
    2

  • Brian Greeff

    Board Chair

    Total calculated
    $0
    Hours/week
    4

  • Annette W Jarvis

    Vice Chair & Board Chair Elect

    Total calculated
    $0
    Hours/week
    3

  • Stewart Barlow

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Joanne F Shiebler

    Vice Chair

    Total calculated
    $0
    Hours/week
    2

  • John D'Arcy

    Trustee, Audit Committee Chair

    Total calculated
    $0
    Hours/week
    2

  • Larry Brownstein

    Trustee

    Total calculated
    $0
    Hours/week
    1.5

  • Paul Burdiss

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • George Cardon Bystry

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Gary L Crocker

    Trustee

    Total calculated
    $0
    Hours/week
    0.5

  • David Dee

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Barry Eden

    Trustee, Finance Committee Chair

    Total calculated
    $0
    Hours/week
    2

  • Jason Englund

    Trustee, Governance Committee Chair

    Total calculated
    $0
    Hours/week
    2

  • Luz Escamilla

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jonathan Freedman

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Brandon Fugal

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Julie Aiken Hansen

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Dan Hemmert

    Trustee, Government Relations Committee Chair

    Total calculated
    $0
    Hours/week
    2

  • Dennis Hranitzky

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Stephen Tanner Irish

    Trustee, Venues Committee Chair

    Total calculated
    $0
    Hours/week
    2

  • Thomas N Jacobson

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Abigail E Lowder

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Judy Moreton

    Trustee, Vice Chair

    Total calculated
    $0
    Hours/week
    2

  • Christina Myers

    Ex-officio Representative

    Total calculated
    $0
    Hours/week
    0.5

  • Dinesh Patel

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Frank R Pignanelli

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Gary B Porter

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Shari H Quinney

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Miguel R Rovira

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Stan Sorensen

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Clint Stone

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Shane Stowell

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • Thomas Thatcher

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • James W Tozer

    Trustee, DVMF Advisory Co-Chair

    Total calculated
    $0
    Hours/week
    1.5

  • David Utrilla

    Trustee

    Total calculated
    $0
    Hours/week
    1.5

  • Jean Vaniman

    Ex-officio Representative

    Total calculated
    $0
    Hours/week
    1

  • Sharlene Wells

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Don Willie

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Kim R Wilson

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Thomas Wright

    Trustee, Nominating Committee Chair

    Total calculated
    $0
    Hours/week
    2

  • Henry C Wurts

    Trustee, Investment Committee Chair

    Total calculated
    $0
    Hours/week
    2

  • Kem C Gardner

    Lifetime Trustee

    Total calculated
    $0
    Hours/week
    2

  • Jon M Huntsman Jr

    Lifetime Trustee

    Total calculated
    $0
    Hours/week
    0

  • G Frank Joklik

    Lifetime Trustee

    Total calculated
    $0
    Hours/week
    1

  • David T Mortensen

    Lifetime Trustee

    Total calculated
    $0
    Hours/week
    1

  • Scott S Parker

    Lifetime Trustee

    Total calculated
    $0
    Hours/week
    0

  • David A Petersen

    Lifetime Trustee

    Total calculated
    $0
    Hours/week
    1

  • Patricia A Richards

    Lifetime Trustee, Music Director Search Committee Chair

    Total calculated
    $0
    Hours/week
    2

  • Harris Simmons

    Lifetime Trustee

    Total calculated
    $0
    Hours/week
    0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
31 March 2026
IRS schema version
2024v5.0
Source object
202641899349301529

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