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Nonprofit · EIN 51-0145980

UTAH SYMPHONY & OPERA

Tax-exempt · SALT LAKE CTY, UT 84103

Financials

$25.1M$26.9M2022$26.2M$27.6M2023$28.6M$30M2024
Revenue Expenses · by fiscal year end
Financials of UTAH SYMPHONY & OPERA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990$28,562,571$30,032,010-$1,469,439$77,274,030$4,201,113$73,072,917
August 31, 2024990$26,184,966$27,556,044-$1,371,078$63,004,119$4,557,086$58,447,033
August 31, 2023990$25,099,983$26,912,520-$1,812,537$59,399,593$4,813,164$54,586,429
Financial details: 990 for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$17,158,764
of which government grants
$5,338,397
Program service revenue
$9,062,649
Investment income
$2,109,758
Net rental income
$231,400
Other revenue
$231,400

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$1,720,657
Other salaries and wages
$14,421,070
Salaries, compensation and benefits (total)
$20,054,074
Professional fundraising fees
$24,000
Accounting fees
$63,285
Occupancy
$659,029
Travel
$698,451
Depreciation
$334,552
Program services (functional)
$26,217,302
Management and general (functional)
$2,360,041
Fundraising (functional)
$1,454,667

Balance sheet and other

Total assets, start of year
$63,004,119
Total assets, end of year
$77,274,030
Total liabilities, end of year
$4,201,113
Net assets, end of year
$73,072,917
Land, buildings and equipment
$2,295,767
Publicly traded securities
$54,117,851
Net assets without donor restrictions
$11,064,467
Net assets with donor restrictions
$62,008,450
Gross receipts
$28,629,905
Employees
536
Volunteers
562
Year formed
1975
State of legal domicile
UT

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended August 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
Steven BrosvikPresident & CEO
Trustee or director, Officer
60$384,282$45,167
Madeline AdkinsConcertmaster
Key employee
40$264,109$34,170
David GreenSenior VP & COO
Officer
40$162,098$30,551
Steve HoganVP of Finance & CFO
Officer
40$161,619$30,842
Leslie PetersonVP of Development
Highest-paid employee
40$148,297$26,636
Kathryn EberleMusician
Highest-paid employee
40$148,701$14,880
Hannah Thomas-HollandMusician & Orchestra Personnel Manager
Highest-paid employee
40$145,576$14,408
Zachary HammondMusician
Highest-paid employee
40$125,851$24,538
Mercedes SmithMusician
Highest-paid employee
40$135,447$11,323
Travis PetersonEx-officio, Musician
Trustee or director
40$115,430$23,812
Barbara ScowcroftEx-officio, Musician
Trustee or director
40$74,084$20,174
Thomas M LoveImmediate Past Chair
Trustee or director
2$0$0
Brian GreeffBoard Chair
Trustee or director
4$0$0
Annette W JarvisVice Chair & Board Chair Elect
Trustee or director
3$0$0
Stewart BarlowTrustee
Trustee or director
1$0$0
45 more people on this return
NameTitleHours / weekCompensation
Joanne F ShieblerVice Chair
Trustee or director
2$0
John D'ArcyTrustee, Audit Committee Chair
Trustee or director
2$0
Larry BrownsteinTrustee
Trustee or director
1.5$0
Paul BurdissTrustee
Trustee or director
1$0
George Cardon BystryTrustee
Trustee or director
1$0
Gary L CrockerTrustee
Trustee or director
0.5$0
David DeeTrustee
Trustee or director
1$0
Barry EdenTrustee, Finance Committee Chair
Trustee or director
2$0
Jason EnglundTrustee, Governance Committee Chair
Trustee or director
2$0
Luz EscamillaTrustee
Trustee or director
1$0
Jonathan FreedmanTrustee
Trustee or director
1$0
Brandon FugalTrustee
Trustee or director
1$0
Julie Aiken HansenTrustee
Trustee or director
1$0
Dan HemmertTrustee, Government Relations Committee Chair
Trustee or director
2$0
Dennis HranitzkyTrustee
Trustee or director
1$0
Stephen Tanner IrishTrustee, Venues Committee Chair
Trustee or director
2$0
Thomas N JacobsonTrustee
Trustee or director
1$0
Abigail E LowderTrustee
Trustee or director
1$0
Judy MoretonTrustee, Vice Chair
Trustee or director
2$0
Christina MyersEx-officio Representative
Trustee or director
0.5$0
Dinesh PatelTrustee
Trustee or director
1$0
Frank R PignanelliTrustee
Trustee or director
1$0
Gary B PorterTrustee
Trustee or director
1$0
Shari H QuinneyTrustee
Trustee or director
1$0
Miguel R RoviraTrustee
Trustee or director
1$0
Stan SorensenTrustee
Trustee or director
1$0
Clint StoneTrustee
Trustee or director
1$0
Shane StowellTrustee
Trustee or director
3$0
Thomas ThatcherTrustee
Trustee or director
1$0
James W TozerTrustee, DVMF Advisory Co-Chair
Trustee or director
1.5$0
David UtrillaTrustee
Trustee or director
1.5$0
Jean VanimanEx-officio Representative
Trustee or director
1$0
Sharlene WellsTrustee
Trustee or director
1$0
Don WillieTrustee
Trustee or director
1$0
Kim R WilsonTrustee
Trustee or director
1$0
Thomas WrightTrustee, Nominating Committee Chair
Trustee or director
2$0
Henry C WurtsTrustee, Investment Committee Chair
Trustee or director
2$0
Kem C GardnerLifetime Trustee
Trustee or director
2$0
Jon M Huntsman JrLifetime Trustee
Trustee or director
0$0
G Frank JoklikLifetime Trustee
Trustee or director
1$0
David T MortensenLifetime Trustee
Trustee or director
1$0
Scott S ParkerLifetime Trustee
Trustee or director
0$0
David A PetersenLifetime Trustee
Trustee or director
1$0
Patricia A RichardsLifetime Trustee, Music Director Search Committee Chair
Trustee or director
2$0
Harris SimmonsLifetime Trustee
Trustee or director
0$0
990 for the year ended August 31, 2024: 64 people
NameTitleHours / weekCompensationOther / benefits
Steven BrosvikPresident & CEO
Trustee or director, Officer
60$360,149$41,474
Madeline AdkinsConcertmaster
Key employee
40$253,354$32,355
Steve HoganVP of Finance & CFO
Officer
40$153,903$28,844
David GreenSenior VP & COO
Officer
40$154,532$27,948
Kathryn EberleMusician
Highest-paid employee
40$140,582$16,363
Hannah Thomas-HollandMusician & Orchestra Personnel Manager
Highest-paid employee
40$140,673$12,648
Jessica ElderMusician
Highest-paid employee
40$126,771$23,002
Zachary HammondMusician
Highest-paid employee
40$126,033$17,850
Mercedes SmithMusician
Highest-paid employee
40$126,280$10,992
Claudia RestrepoEx-officio, Musician
Trustee or director
40$80,392$12,466
Barbara ScowcroftEx-officio, Musician
Trustee or director
40$61,100$17,671
Thomas M LoveImmediate Past Chair
Trustee or director
2$0$0
Brian GreeffBoard Chair
Trustee or director
4$0$0
Annette W JarvisVice Chair & Secretary, Governance Comm Chair
Trustee or director
2$0$0
Stewart BarlowTrustee
Trustee or director
1$0$0
Joanne F ShieblerVice Chair
Trustee or director
2$0$0
John D'ArcyTrustee, Audit Committee Chair
Trustee or director
2$0$0
Judith M BillingsTrustee
Trustee or director
1$0$0
Larry BrownsteinTrustee
Trustee or director
1$0$0
Paul BurdissTrustee
Trustee or director
1$0$0
George Cardon BystryTrustee
Trustee or director
1$0$0
Gary L CrockerTrustee
Trustee or director
1$0$0
David DeeTrustee
Trustee or director
0.5$0$0
Barry EdenTrustee, Finance Committee Chair
Trustee or director
2$0$0
Jason EnglundTrustee
Trustee or director
1$0$0
Luz EscamillaTrustee
Trustee or director
1$0$0
Theresa FoxleyTrustee
Trustee or director
1$0$0
Brandon FugalTrustee
Trustee or director
1$0$0
Julie Aiken HansenTrustee
Trustee or director
1$0$0
Dan HemmertTrustee, Government Relations Committee Chair
Trustee or director
2$0$0
Dennis HranitzkyTrustee
Trustee or director
1$0$0
Stephen Tanner IrishTrustee
Trustee or director
1$0$0
Thomas N JacobsonTrustee
Trustee or director
1$0$0
Abigail E MagraneTrustee
Trustee or director
1$0$0
Judy MoretonTrustee
Trustee or director
1$0$0
Dinesh PatelTrustee
Trustee or director
1$0$0
Frank R PignanelliTrustee
Trustee or director
1$0$0
Gary B PorterTrustee
Trustee or director
1$0$0
Shari H QuinneyTrustee
Trustee or director
1$0$0
Miguel R RoviraTrustee
Trustee or director
1$0$0
Stan SorensenTrustee
Trustee or director
1$0$0
Clint StoneTrustee
Trustee or director
0.25$0$0
Shane StowellTrustee
Trustee or director
3$0$0
Thomas ThatcherTrustee
Trustee or director
1$0$0
James W TozerTrustee
Trustee or director
1.5$0$0
David UtrillaTrustee
Trustee or director
1.5$0$0
Jean VanimanEx-officio Representative
Trustee or director
1$0$0
Kelly WardTrustee
Trustee or director
0.5$0$0
Sharlene WellsTrustee
Trustee or director
0.25$0$0
Don WillieTrustee
Trustee or director
1$0$0
Kim R WilsonTrustee
Trustee or director
1$0$0
Thomas WrightTrustee, Nominating Committee Chair
Trustee or director
2$0$0
Henry C WurtsTrustee, Investment Committee Chair
Trustee or director
1$0$0
Austin BankheadTrustee
Trustee or director
0$0$0
William BaileyLifetime Trustee
Trustee or director
0$0$0
Kem C GardnerLifetime Trustee
Trustee or director
2$0$0
Jon M Huntsman JrLifetime Trustee
Trustee or director
0$0$0
G Frank JoklikLifetime Trustee
Trustee or director
1$0$0
David T MortensenLifetime Trustee
Trustee or director
1$0$0
Scott S ParkerLifetime Trustee
Trustee or director
0$0$0
David A PetersenLifetime Trustee
Trustee or director
1$0$0
Patricia A RichardsLifetime Trustee, Music Director Search Committee Chair
Trustee or director
3$0$0
Harris SimmonsLifetime Trustee
Trustee or director
0$0$0
David B WinderLifetime Trustee
Trustee or director
0$0$0
990 for the year ended August 31, 2023: 66 people
NameTitleHours / weekCompensationOther / benefits
Steven BrosvikCEO
Trustee or director, Officer
40$356,867$32,182
Madeline AdkinsConcertmaster
Key employee
40$246,302$39,689
Steve HoganVP of Finance & CFO
Officer
40$146,267$27,766
David GreenSenior VP & COO
Officer
40$147,102$26,542
Kathryn EberleMusician
Highest-paid employee
40$138,094$14,211
Mercedes SmithMusician
Highest-paid employee
40$133,752$16,208
Leslie PetersonVP of Development
Key employee
40$117,893$23,991
Travis PetersonMusician
Highest-paid employee
40$117,549$22,588
Mark DavidsonMusician
Highest-paid employee
40$122,367$15,407
Jessica ElderMusician
Highest-paid employee
40$121,117$14,996
Christopher McBethOpera Artistic Director
Key employee
40$112,374$19,875
Edward MerrittEx-officio, Musician
Trustee or director
40$89,571$22,268
Hugh PalmerEx-officio, Musician
Trustee or director
40$85,928$16,922
Thomas M LoveImmediate Past Chair
Trustee or director
2$0$0
Brian GreeffBoard Chair
Trustee or director
4$0$0
Doyle L ArnoldVice Chair
Trustee or director
2$0$0
John D'ArcyTrustee
Trustee or director
1$0$0
Austin BankheadTrustee
Trustee or director
3$0$0
Stewart BarlowTrustee
Trustee or director
1$0$0
Judith M BillingsTrustee
Trustee or director
1$0$0
George Cardon BystryTrustee
Trustee or director
1$0$0
Gary L CrockerTrustee
Trustee or director
1$0$0
David DeeTrustee
Trustee or director
0.5$0$0
Barry EdenTrustee
Trustee or director
2$0$0
Luz EscamillaTrustee
Trustee or director
1$0$0
Theresa FoxleyTrustee
Trustee or director
1$0$0
Julie Aiken HansenTrustee
Trustee or director
1$0$0
Brandon FugalTrustee
Trustee or director
1$0$0
Dan HemmertTrustee
Trustee or director
2$0$0
Stephen Tanner IrishTrustee
Trustee or director
1$0$0
Thomas N JacobsonTrustee
Trustee or director
1$0$0
Annette W JarvisVice Chair & Secretary
Trustee or director
2$0$0
Abigail E MagraneTrustee
Trustee or director
1$0$0
Brad W MerrillTrustee
Trustee or director
1$0$0
Judy MoretonTrustee
Trustee or director
1$0$0
Dinesh PatelTrustee
Trustee or director
1$0$0
Frank R PignanelliTrustee
Trustee or director
1$0$0
Gary B PorterTrustee
Trustee or director
1$0$0
Shari H QuinneyTrustee
Trustee or director
1$0$0
Miguel R RoviraTrustee
Trustee or director
1$0$0
Joanne F ShieblerVice Chair
Trustee or director
2$0$0
Stan SorensenTrustee
Trustee or director
1$0$0
Shane StowellTrustee
Trustee or director
3$0$0
Naoma TateTrustee
Trustee or director
1$0$0
Thomas ThatcherTrustee
Trustee or director
1$0$0
James W TozerTrustee
Trustee or director
1.5$0$0
David UtrillaTrustee
Trustee or director
1.5$0$0
Kelly WardTrustee
Trustee or director
1$0$0
Jean VanimanEx-officio Representative
Trustee or director
0.25$0$0
Jennifer WebbTrustee
Trustee or director
0.75$0$0
Richard WilliamsTrustee
Trustee or director
0.15$0$0
Kim R WilsonTrustee
Trustee or director
1$0$0
Thomas WrightTrustee
Trustee or director
2$0$0
Henry C WurtsTrustee
Trustee or director
1$0$0
William BaileyLifetime Trustee
Trustee or director
0$0$0
Kem C GardnerLifetime Trustee
Trustee or director
2$0$0
Jon M Huntsman JrLifetime Trustee
Trustee or director
0$0$0
G Frank JoklikLifetime Trustee
Trustee or director
1$0$0
Clark D JonesLifetime Trustee
Trustee or director
0$0$0
Herbert C Livsey EsqLifetime Trustee
Trustee or director
0$0$0
David T MortensenLifetime Trustee
Trustee or director
1$0$0
Scott S ParkerLifetime Trustee
Trustee or director
0$0$0
David A PetersenLifetime Trustee
Trustee or director
1$0$0
Patricia A RichardsLifetime Trustee
Trustee or director
3$0$0
Harris SimmonsLifetime Trustee
Trustee or director
0$0$0
David B WinderLifetime Trustee
Trustee or director
0$0$0

Address and contacts

Address (IRS master file)
336 N 400 W, SALT LAKE CTY, UT 84103-1228
Principal officer (990 for 2024)
UTAH SYMPHONY & OPERA, 123 West South Temple, Salt Lake City, UT 84101
Signed the 990
Jeffrey Andreasen, CFO
Phone
(801) 533-5626
Website
usuo.org

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.

990 for the year ended August 31, 2025

Program accomplishments

  • 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

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990 on file
2023August 31, 2024January 15, 2025990 on file

IRS record

EIN
51-0145980
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1975
Accounting year ends
August
Files
Form 990 or 990-EZ
Assets (IRS master file)
$77,274,030
Income (IRS master file)
$28,629,905

Filing history

FormYear endedRevenueExpensesAssetsReturn
990August 2025$28,562,571$30,032,010$77,274,030XML
990August 2024$26,184,966$27,556,044$63,004,119XML
990August 2023$25,099,983$26,912,520$59,399,593XML
990August 2022$24,774,076$24,306,191$59,593,434IRS
990August 2021–––IRS
990August 2020–––IRS
990August 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 51-0145980).

Questions about UTAH SYMPHONY & OPERA

What is the EIN of UTAH SYMPHONY & OPERA?
The employer identification number (EIN) of UTAH SYMPHONY & OPERA is 51-0145980.
Is UTAH SYMPHONY & OPERA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
Are donations to UTAH SYMPHONY & OPERA tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does UTAH SYMPHONY & OPERA file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of UTAH SYMPHONY & OPERA due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UTAH SYMPHONY & OPERA last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended August 2025.
Who is the principal officer of UTAH SYMPHONY & OPERA?
The 990 for the year ended August 31, 2025 names UTAH SYMPHONY & OPERA.
Who are the officers and directors of UTAH SYMPHONY & OPERA?
The 990 for the year ended August 31, 2025 lists 60 people; 11 received compensation from the organization, the highest $384,282 (Steven Brosvik, President & CEO).
How much revenue does UTAH SYMPHONY & OPERA have?
On its 990 for the year ended August 31, 2025 it reported revenue of $28,562,571, expenses of $30,032,010 and total assets of $77,274,030 at year end.

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