UTAH SYMPHONY AND OPERA
123 West South Temple, Salt Lake City, UT 84101 www.usuo.org

Total Revenue
$27,489,587
Total Expenses
$23,321,569
Net Assets
$42,701,444

Organizations Filed Purposes: 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.

Mission - Connect the community through great live music. Perform - Engage - Inspire. Vision - USUO will be recognized nationally as a leader in artistic excellence, community service, innovative thinking, sound governance, and financial stability. We aspire to be known as a top orchestra and opera company, a renowned summer music festival, a destination for artists, an inspiration for audiences, and the beloved cultural treasure of our entire state and beyond.

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 fifteen year-round orchestras in the nation. This ranking compares favorably to Utah's rank of 30th among states in population size. The Utah Symphony presents over 200 concerts at Abravanel Hall and in communities throughout Utah, reaching approximately 144,089 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 more than 122,542 students and 5,428 teachers annually. Through our education program offerings, each school 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 nearly 300 families each year, an annual performance for the blind and visually impaired reaching up to 100 members of that community, and a variety of musical events for members of our community who are Alzheimer's care recipients and caregivers in collaboration with the Utah Chapter of the Alzheimer's Association reaching over 300 people each year. 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. Additionally, through our volunteer network of over 600 individuals, the Utah Symphony Guild, Ogden Opera Guild, and Youth Guild reach over 500 citizens through their programs and events each year. 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, Madeleine Cathedral Choir School, Children's Dance Theatre and Utah Shakespeare Festival. 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 450 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.

Code 711110 OPERA PERFORMANCES - Utah Opera performs in Salt Lake City's Capitol Theatre, reaching an audience of an estimated 27,801 during the season. Utah Opera offers 20 performances of four mainstage productions each year, 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. Utah Symphony | Utah Opera reaches over 349,000 people every year through live performances.

Code 711130 DEER VALLEY MUSIC FESTIVAL - Currently in its sixteenth season, the Deer Valley Music Festival is the summer home of the Utah Symphony | Utah Opera, reaching an audience of an estimated 44,261 during the summer season. The festival provides chamber music, classical, family, and pops offerings in many venues: the Deer Valley Snow Park Outdoor Amphitheater, St. Mary's Church, and salons in private Park City homes. Please see deervalleymusicfestival.org for more information.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Paul MeechamPresident & CEO60$309,746
Madeline AdkinsConcertmaster40$191,219
David GreenSenior VP & COO40$129,400
Rainer J EudeikisMusician40$120,594
Steve HoganVP of Finance & CFO40$118,919
Kathryn EberleMusician40$117,263
Christopher McbethOpera Artistic Director40$104,455
Leslie PetersonVP of Development40$84,363
Andrew LarsonEx-officio-Musician40$74,103
Elizabeth BeilmanEx-officio-Musician40$70,056
Henry C WurtsTrustee1$0
Thomas WrightTrustee1$0
Kim R WilsonTrustee1$0
Bob WheatonTrustee- resigned mid-term0$0
David UtrillaTrustee1$0
James W TozerTrustee- joined mid-term0.5$0
Thomas ThatcherTrustee1$0
Naoma TateTrustee1$0
Joanne F ShieblerTrustee2$0
Miguel R RoviraTrustee1$0
Brad RencherTrustee1$0
Shari H QuinneyTrustee1$0
Gary B PorterTrustee1$0
Frank R PignanelliTrustee1$0
Dinesh PatelTrustee1$0
Theodore F Newlin IiiTrustee- resigned mid-term1$0
William H NelsonVice Chair2$0
Robin J MilneTrustee1$0
Judy MoretonTrustee- joined mid-term0.75$0
Henriette MohebbiEx-officio-Utah Symphony Guild2$0
Brad W MerrillTrustee1$0
Abigail E MagraneTrustee1$0
Thomas M LoveTrustee2$0
Mitra KashanchiTrustee1$0
Annette W JarvisSecretary2$0
Thomas N JacobsonTrustee1$0
Stephen Tanner IrishTrustee1$0
Brian GreeffTrustee1$0
Kem C GardnerTrustee3$0
Robert FudgeEx-Officio - Ogden Symphony Ballet Association1$0
Alex J DunnTrustee1$0
David DeeTrustee2$0
John D'ArcyTreasurer2$0
Gary L CrockerTrustee1$0
Judith M BillingsTrustee1$0
Doyle L ArnoldTrustee2$0
Jesselie Barlow AndersonTrustee2$0

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