Nonprofit · EIN 87-0377182
SOUTHWEST SYMPHONY ORCHESTRA INC
Tax-exempt · ST GEORGE, UT 84771
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $346,782 | $337,913 | $8,869 | $345,643 | $1,300 | $344,343 |
| June 30, 2024 | 990 | $407,095 | $345,850 | $61,245 | $359,750 | $75 | $359,675 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $200,475
- of which government grants
- $118,810
- Program service revenue
- $138,907
- Investment income
- $7,400
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $93,270
- Salaries, compensation and benefits (total)
- $93,270
- Professional fundraising fees
- $0
- Travel
- $4,354
- Program services (functional)
- $228,290
- Management and general (functional)
- $106,346
- Fundraising (functional)
- $3,277
Balance sheet and other
- Total assets, start of year
- $336,025
- Total assets, end of year
- $345,643
- Total liabilities, end of year
- $1,300
- Net assets, end of year
- $344,343
- Net assets without donor restrictions
- $344,343
- Gross receipts
- $346,782
- Employees
- 0
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JJ ABERNATHY | HONORARY TRU Trustee or director | 2 | $0 |
| ABE ASHTON | TRUSTEE Trustee or director | 2 | $0 |
| BRAD BUHANAN | TRUSTEE Trustee or director | 2 | $0 |
| GARY CALDWELL | HONORARY TRU Trustee or director | 2 | $0 |
| SANDY FERRELL | TRUSTEE Trustee or director | 2 | $0 |
| ALYCE STEVENS GARDNER | BOARD CHAIR Trustee or director | 10 | $0 |
| MATT HAFEN | TRUSTEE Trustee or director | 2 | $0 |
| CHRISTA HINTON | TRUSTEE Trustee or director | 2 | $0 |
| COLIN JACK | TRUSTEE Trustee or director | 2 | $0 |
| WILL JONES | TRUSTEE Trustee or director | 2 | $0 |
| BRANDON LEE | TRUSTEE Trustee or director | 2 | $0 |
| PATRICK MANNING | TRUSTEE Trustee or director | 2 | $0 |
| JON PIKE | TRUSTEE Trustee or director | 2 | $0 |
| JOSHUA G SAVAGE | TRUSTEE Trustee or director | 2 | $0 |
| TRAVIS SEEGMILLER | TRUSTEE Trustee or director | 2 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TAMMY TREMEA | TRUSTEE Trustee or director | 2 | $0 |
| SCOTT WHITTAKER | TRUSTEE Trustee or director | 2 | $0 |
| JANE ANDERSON | TREASURER Officer | 5 | $0 |
| TIMOTHY FRANCIS | ADVISORY BOA Officer | 2 | $0 |
| ROBERT SCHMIDT | ADVISORY BOA Officer | 2 | $0 |
| GLENN WEBB | ADVISORY BOA Officer | 2 | $0 |
| JOIE WHITTAKER | SECRETARY Officer | 5 | $0 |
990 for the year ended June 30, 2024: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JJ ABERNATHY | HONORARY TRU Trustee or director | 2 | $0 |
| JANE ANDERSON | TREASURER Trustee or director | 5 | $0 |
| ABE ASHTON | TRUSTEE Trustee or director | 2 | $0 |
| GARY CALDWELL | HONORARY TRU Trustee or director | 2 | $0 |
| NORMAN FAWSON | HONORARY TRU Trustee or director | 2 | $0 |
| SANDY FERRELL | TRUSTEE Trustee or director | 2 | $0 |
| ALYCE STEVENS GARDNER | BOARD CHAIR Trustee or director | 10 | $0 |
| MATT HAFEN | TRUSTEE Trustee or director | 2 | $0 |
| WILL JONES | TRUSTEE Trustee or director | 2 | $0 |
| BRANDON LEE | TRUSTEE Trustee or director | 2 | $0 |
| PATRICK MANNING | TRUSTEE Trustee or director | 2 | $0 |
| JON PIKE | TRUSTEE Trustee or director | 2 | $0 |
| JOSHUA G SAVAGE | TRUSTEE Trustee or director | 2 | $0 |
| TRAVIS SEEGMILLER | TRUSTEE Trustee or director | 2 | $0 |
| DEVIN SNOW | BOARD VICE C Trustee or director | 5 | $0 |
| TAMMY TREMEA | TRUSTEE Trustee or director | 2 | $0 |
| SCOTT WHITTAKER | TRUSTEE Trustee or director | 2 | $0 |
| TIMOTHY FRANCIS | ADVISORY BOA Officer | 2 | $0 |
| ROBERT SCHMIDT | ADVISORY BOA Officer | 2 | $0 |
| GLENN WEBB | ADVISORY BOA Officer | 2 | $0 |
| JOIE WHITTAKER | SECRETARY Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 423, ST GEORGE, UT 84771-0423
- Principal officer (990 for 2025)
- ALYCE STEVENS GARDNER, PO BOX 423, ST GEORGE, UT 84771
- Signed the 990
- ALYCE STEVENS GARDNER, BOARD CHAIR
- Phone
- (435) 688-8183
- Website
- WWW.SWSUTAH.ORG
- Return prepared by
- SAVAGE ESPLIN & RADMALL PC
Mission
WE INSPIRE AND ENRICH AUDIENCES THROUGH THE TRANSFORMATIVE POWER OF SYMPHONIC MUSIC. AS THE CULTURAL HEART OF THE COMMUNITY, WE SHARE THE BEAUTY OF MUSIC THROUGH EDUCATIONAL AND ENTERTAINING PERFORMANCES.
Program accomplishments
- BUILD AN INTEREST IN AND APPRECIATION FOR SYMPHONIC MUSIC BY FOSTERING EXCELLENCE AND ORIGINALITY IN THE PRESENTATION AND PERFORMANCE OF GREAT MUSIC FOR THE COMMUNITY TO EXPERIENCE AND TO ENHANCE THE LIVES OF OUR CITIZENRY AND EDUCATE OUR AUDIENCES.Expenses $228,290 · revenue $138,907
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | Check at the IRS |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 87-0377182
- 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
- 2008
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A69)
- Assets (IRS master file)
- $345,643
- Income (IRS master file)
- $346,782
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $346,782 | $337,913 | $345,643 | XML |
| 990 | June 2024 | $407,095 | $345,850 | $359,750 | XML |
| 990 | June 2023 | $337,524 | $317,584 | $298,430 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990-EZ | June 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 87-0377182).
Questions about SOUTHWEST SYMPHONY ORCHESTRA INC
- What is the EIN of SOUTHWEST SYMPHONY ORCHESTRA INC?
- The employer identification number (EIN) of SOUTHWEST SYMPHONY ORCHESTRA INC is 87-0377182.
- Is SOUTHWEST SYMPHONY ORCHESTRA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to SOUTHWEST SYMPHONY ORCHESTRA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTHWEST SYMPHONY ORCHESTRA INC 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 SOUTHWEST SYMPHONY ORCHESTRA INC due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHWEST SYMPHONY ORCHESTRA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of SOUTHWEST SYMPHONY ORCHESTRA INC?
- The 990 for the year ended June 30, 2026 names ALYCE STEVENS GARDNER.
- Who are the officers and directors of SOUTHWEST SYMPHONY ORCHESTRA INC?
- The 990 for the year ended June 30, 2026 lists 22 people; 0 received compensation from the organization.
- How much revenue does SOUTHWEST SYMPHONY ORCHESTRA INC have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $346,782, expenses of $337,913 and total assets of $345,643 at year end.
Other nonprofits in ST GEORGE
- LIBERTY VILLAGE UTAH EIN 92-1064404 · last filed 990-PF for 2025
- ST GEORGE MUSIC THEATER COMPANY EIN 87-0533318 · last filed 990 for 2024
- ST GEORGE CHILDRENS MUSEUM EIN 27-4166652 · last filed 990 for 2024
- DINOSAUR AHTORIUM EIN 87-0658000 · last filed 990 for 2025
- SALT CONTEMPORARY DANCE INC EIN 46-5028488 · last filed 990 for 2025
- HARRYBERTOIA FOUNDATION EIN 45-3844528 · last filed 990-PF for 2025
- OLDE WORLD HISTORICAL COUNCIL INC EIN 87-0391117 · last filed 990 for 2025
- CHILDRENS MUSICAL THEATER ST GEORGE EIN 47-4978526 · last filed 990-EZ for 2023
All nonprofits in ST GEORGE · Utah · Arts, culture and humanities