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Arts, Culture, Humanities : Performing Arts

Utah Symphony & Opera

Engaging, educating, and enriching lives

four stars

95.31

123 West South Temple Salt Lake City, UT 84101
tel: (801) 533-5626   Web Site
EIN: 51-0145980

Board Leadership
Kem C. Gardner
Chair

CEO
Paul Meecham
President, CEO

  Score
(out of 100)
Rating
Overall Score & Rating 95.31 four stars
  Financial 94.71 four stars
  Accountability & Transparency 96.00 four stars
This rating was published 02/01/2018 and includes data from FY2016, the most recent 990 received at that time.

The mission of the Utah Symphony & Opera is to give great performances which engage, educate, and enrich lives.

The mission of the Utah Symphony & Opera is to give great performances which engage, educate, and enrich lives.

Financial

four stars

94.71

Accountability & Transparency

four stars

96.00

This rating was published 02/01/2018 and includes data from FY2016, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
84.8%
  Administrative Expenses 9.3%
  Fundraising Expenses 5.8%
  Fundraising Efficiency $0.08
  Working Capital Ratio (years) 0.66
  Program Expenses Growth 5.3%
  Liabilities to Assets 7.4%
All data for Financial Performance Metrics calculations was provided by Utah Symphony & Opera on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Utah Symphony & Opera on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Utah Symphony & Opera (UT) 95.31 four stars
Handel and Haydn Society (MA) 89.21 three stars
The Tulsa Symphony Orchestra (OK) 86.97 three stars
The Los Angeles Philharmonic (CA) 92.71 four stars
Wichita Symphony Society (KS) 93.78 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $10,148,016
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $196,968
   Related Organizations $0
   Government Grants $4,438,181
Total Contributions $14,783,165
   Program Service Revenue $5,925,723
Total Primary Revenue $20,708,888
   Other Revenue $1,851,033
TOTAL REVENUE $22,559,921
   
EXPENSES  
   Program Expenses $19,059,972
   Administrative Expenses $1,947,889
   Fundraising Expenses $1,175,003
TOTAL FUNCTIONAL EXPENSES $22,182,864
   
Payments to Affiliates $0
Excess (or Deficit) for the year $377,057
   
Net Assets $42,080,985

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Symphonic Concerts $11,804,031 61.9%
Opera Performances $3,558,801 18.7%
Deer Valley Music Festival $2,273,942 11.9%

Ratings History
Utah Symphony & Opera has received 6 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2016-08 02/01/2018 95.31 four stars
2015-08 02/01/2017 93.87 four stars
2014-08 06/01/2016 93.11 four stars
 
CN 2.0
2014-08 11/01/2015 91.31 four stars
2013-08 03/01/2015 91.08 four stars
2012-08 12/01/2013 91.51 four stars
2011-08 11/06/2012 91.48 four stars
2010-08 09/20/2011 84.99 three stars
 
CN 1.0
2009-08 02/01/2011 83.72 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 51-0145980
Name in IRS Master File UTAH SYMPHONY & OPERA
NTEE Code A6A
NTEE Classification Opera
NTEE Type Arts, Culture and Humanities
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (90) Cultural performances
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date September, 1975
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End August
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • August, 2016
  • August, 2015
  • August, 2014
  • August, 2013
  • August, 2012

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

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Compensation % of Expenses Paid to Title
$108,153 0.48% Paul Meecham President & CEO
Other Salaries of Note
$161,260 0.72% Ralph Matson Concertmaster
$127,649 0.57% David Green Senior VP & COO
$29 0.00% Pat Richard Interim President & CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
Utah Symphony & Opera (UT) 95.31 four stars
The Tulsa Symphony Orchestra (OK) 86.97 three stars
The Amarillo Symphony (TX) 90.83 four stars
Princeton Symphony Orchestra (NJ) 86.40 three stars
The Florida Orchestra (FL) 90.85 four stars

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Charity Contact Info

Utah Symphony & Opera
123 West South Temple
Salt Lake City, UT 84101
tel: (801) 533-5626
fax: (801) 869-9026
EIN: 51-0145980

Visit Web Site

Board Leadership

Kem C. Gardner
Chair

CEO

Paul Meecham
President, CEO

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