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Arts, Culture, Humanities : Performing Arts

University Musical Society

Be present

four stars

93.63

881 North University Avenue Ann Arbor, MI 48109
tel: (734) 764-2538   Web Site
EIN: 38-1545881

Board Leadership
Sarah Nicoli
Chair

CEO
Matthew VanBesien
President

  Score
(out of 100)
Rating
Overall Score & Rating 93.63 four stars
  Financial 94.34 four stars
  Accountability & Transparency 93.00 four stars
This rating was published 07/01/2019 and includes data from FY2018, the most recent 990 received at that time.

One of the oldest performing arts presenters in the country, University Musical Society (UMS) is committed to connecting audiences with performing artists from around the world in uncommon and engaging experiences. With a program steeped in music, dance, and theater, UMS contributes to a vibrant cultural community by presenting approximately 60-75 performances and over 100 free educational activities each season. UMS also commissions new work, sponsors artist residencies, and organizes collaborative projects with local, national, and international partners. While proudly affiliated with the University of Michigan and housed on the U-M campus, UMS is a separate organization that supports itself from ticket sales, grants, contributions, and endowment income.

One of the oldest performing arts presenters in the country, University Musical Society (UMS) is committed to connecting audiences with performing artists from around the world in uncommon and engaging experiences. With a program steeped in music, dance, and theater, UMS contributes to a vibrant cultural community by presenting approximately 60-75 performances and over 100 free educational activities each season. UMS also commissions new work, sponsors artist residencies, and organizes collaborative projects with local, national, and international partners. While proudly affiliated with the University of Michigan and housed on the U-M campus, UMS is a separate organization that supports itself from ticket sales, grants, contributions, and endowment income.

Impact Information

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Financial

four stars

94.34

Accountability & Transparency

four stars

93.00

This rating was published 07/01/2019 and includes data from FY2018, 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)
82.7%
  Administrative Expenses 5.6%
  Fundraising Expenses 11.6%
  Fundraising Efficiency $0.16
  Working Capital Ratio (years) 1.68
  Program Expenses Growth 8.7%
  Liabilities to Assets 4.8%
All data for Financial Performance Metrics calculations was provided by University Musical Society on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by University Musical Society on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
University Musical Society (MI) 93.63 four stars
Joyce Theater Foundation (NY) 87.99 three stars
Kansas City Starlight Theatre (MO) 90.58 four stars
Strathmore (MD) 90.00 four stars
Brooklyn Academy of Music (NY) 85.14 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $4,974,883
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $49,453
   Related Organizations $0
   Government Grants $99,000
Total Contributions $5,123,336
   Program Service Revenue $3,061,163
Total Primary Revenue $8,184,499
   Other Revenue $1,451,742
TOTAL REVENUE $9,636,241
   
EXPENSES  
   Program Expenses $7,660,859
   Administrative Expenses $660,265
   Fundraising Expenses $1,255,795
TOTAL FUNCTIONAL EXPENSES $9,576,919
   
Payments to Affiliates $0
Excess (or Deficit) for the year $59,322
   
Net Assets $26,898,380

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
Present and Produce Concert Productions $6,318,885 82.5%
Musical Education and Audience Development $1,275,926 16.7%
University Musical Society $66,048 0.9%

Ratings History
University Musical Society has received 4 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-06 07/01/2019 93.63 four stars
2017-06 06/01/2018 93.10 four stars
2016-06 03/01/2017 93.04 four stars
2015-06 06/01/2016 90.99 four stars
 
CN 2.0
2015-06 03/01/2016 90.43 four stars
2014-06 09/01/2015 86.86 three stars
2013-06 06/01/2014 90.39 four stars
2012-06 05/01/2013 89.88 three stars
2011-06 04/01/2012 78.65 two stars
2010-06 09/20/2011 85.85 three stars
 
CN 1.0
2010-06 07/01/2011 79.63 two stars
2009-06 11/24/2010 82.32 three stars
2008-06 06/01/2009 77.28 two stars
2007-06 04/01/2008 87.60 three stars
2006-06 04/01/2007 70.58 two stars
2005-06 03/01/2006 60.01 one star
2004-06 04/01/2005 70.76 two stars
2003-06 02/01/2005 88.39 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 38-1545881
Name in IRS Master File UNIVERSITY MUSICAL SOCIETY
NTEE Code A68
NTEE Classification Music
NTEE Type Arts, Culture and Humanities
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (119) Other cultural or historical activities
Foundation Status Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes.  509(a)(2)
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 December, 1944
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2018
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
Compensation % of Expenses Paid to Title Compensation from Affiliates
Not compensated -- Robert M. VanBesien President $227,574
Other Salaries of Note
Not compensated -- Kenneth C. Fischer Former President $204,184

Highly Rated

Charity Name & State Overall Score Overall Rating
University Musical Society (MI) 93.63 four stars
Two River Theater Company (NJ) 90.78 four stars
New Jersey Performing Arts Center (NJ) 96.50 four stars
Artis—Naples (FL) 94.36 four stars
Association for the Colonial Theatre (PA) 93.98 four stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

University Musical Society
881 North University Avenue
Ann Arbor, MI 48109
tel: (734) 764-2538
fax: (734) 647-1171
EIN: 38-1545881

Visit Web Site

Board Leadership

Sarah Nicoli
Chair

CEO

Matthew VanBesien
President

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