2025-07-14T10:52:03+00:00 2024-08-31 870516083 Larson & Company 11240 S River Heights Dr Ste 300 South Jordan UT 840955123 990 2023-09-01 870361394 Sundance Institute SUND 4356583456 PO Box 684429 Park City UT 84068 Michelle Anderson Chief Financial Officer 2025-07-14 true true Richard Scoresby P00573067 8013131900 2025-07-11 2023 2025-03-06 01:10:19Z Amanda Kelso PO Box 684429 Park City UT 84068 65548747 false X www.sundance.org X 1981 UT SUNDANCE INSTITUTE IS A NONPROFIT ORGANIZATION DEDICATED TO THE DISCOVERY AND DEVELOPMENT OF INDEPENDENT ARTISTS AND AUDIENCES. 32 32 589 1713 120000 -108917 30039765 26137201 13805826 14433772 1009417 1305186 150997 179036 45006005 42055195 2765300 3104500 0 0 24787913 23730019 0 0 3235228 21698595 20386188 49251808 47220707 -4245803 -5165512 75369619 73427883 7346848 6710146 68022771 66717737 X See Schedule O. false false 16859647 0 12648740 Sundance Film Festival Program - See Schedule O. 3476281 2125000 0 Documentary Film Program: The Documentary Film Program ("DFP") provides financial and creative resources to nonfiction filmmakers around the world. Through open applications, the Documentary Fund provides more than two million dollars in non-recoupable film financing each year, and labs focused on editing and producing support both emerging and experienced makers. DFP-supported artists also receive ongoing strategic and creative support throughout the life cycle of their film. 3102857 0 0 Digital Festival: THE DIGITAL FESTIVAL PROVIDED ACCESS TO THE SUNDANCE FILM FESTIVAL PROGRAM THROUGH ITS ONLINE PLATFORM AND EXPANDED THE ORGANIZATION'S REACH AND ACCESSIBILITY TO PATRONS AROUND THE WORLD. THE PROGRAM INCLUDED both feature length and short films. 12476064 979500 2011312 See Schedule O. 12476064 979500 2011312 35914849 true true false true false false false false true true true false false true true true false false false true true true false true false false true true true false false false false false false false false true false false false false true true false false false true 715 0 true 589 true true true false false false false true true false false false false false false X 32 32 true false false false false true false true true false false true true true true true true true true false CA CO CT DC FL GA AL HI IL KS KY ME AK MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA AZ RI SC TN UT VA AR WA WV WI X Benjamin Stilp 4356583456 PO Box 684429 Park City UT 84068 Amanda Kelso Trustee & Acting CEO (Effective March 2024) 16.0 X X 0 0 0 Ebs Burnough Board Chair 5.0 X X 0 0 0 Gigi Pritzker Vice Chair 3.0 X X 0 0 0 Robert Redford Founder 0.0 X X 0 0 0 Sean Bailey Vice Chair & Chair of Marketing Committee 3.0 X X 0 0 0 William Plapinger Treasurer & Chair of Finance Committee 3.0 X X 0 0 0 Alejandro Ramirez Magana Trustee 1.0 X 0 0 0 Amy Redford Trustee 2.0 X 0 0 0 Ann Lewnes Trustee 2.0 X 0 0 0 Barry Tyerman Trustee 1.0 X 0 0 0 Caterina Fake Trustee 1.0 X 0 0 0 Charles King Trustee 1.0 X 0 0 0 Cindy Harrell Horn Trustee 1.0 X 0 0 0 Donna Gruneich Trustee & Chair of Development Committee 2.0 X 0 0 0 Geoff Sands Trustee 1.0 X 0 0 0 Jason Blum Trustee 1.0 X 0 0 0 Jeanne Donovan Fisher Trustee & Chair of Governance Committee 3.0 X 0 0 0 Kimberle Crenshaw Trustee 1.0 X 0 0 0 Kimberly Steward Trustee 1.0 X 0 0 0 Lulu Wang Artist Trustee 1.0 X 0 0 0 Lyn Davis Lear Trustee 1.0 X 0 0 0 Nadine Schiff-Rosen Trustee 1.0 X 0 0 0 Nina Fialkow Trustee 1.0 X 0 0 0 Pat Mitchell Trustee 1.0 X 0 0 0 Patrick Gaspard Trustee 2.0 X 0 0 0 Pete Nicks Trustee 1.0 X 0 0 0 Philipp Engelhorn Trustee 1.0 X 0 0 0 Robert Frankenberg Trustee, Chair of Audit Committee & Co-Chair of Tech Committee 3.0 X 0 0 0 Shripriya Mahesh Trustee 1.0 X 0 0 0 Tessa Thompson Artist Trustee 1.0 X 0 0 0 Uzodinma Iweala Trustee 1.0 X 0 0 0 Wonya Lucas Trustee 1.0 X 0 0 0 Helen Wallace Managing Director 40.0 X 419244 0 4944 Joana Vicente Kliot Chief Executive Officer 40.0 X 559571 0 19627 Laura Ryan Chief Operating Officer 40.0 X 261633 0 1031 Michelle Anderson Chief Financial Officer, Former 40.0 X 181216 0 15726 Trista Schroeder General Counsel & Board Secretary 40.0 X 259582 0 14976 Eugene Hernandez Director, Sundance Film Festival & Public Programming 40.0 X 309825 0 4193 Katherine Benay Director, Marketing 40.0 X 201170 0 6000 Kimberly Yutani Senior Director of Programming, Sundance Film Festival 40.0 X 173520 0 11243 Maryam Sadeghy Director, Partnerships & Co-Director, Advancement 40.0 X 213332 0 9867 Michelle Satter Founding Senior Director, Artist Programs 40.0 X 302085 0 14196 Sheri Green Chief Product & Technology Officer 40.0 X 264340 0 7179 Tammie Rosen Chief Communications Officer 40.0 X 202710 0 9223 Beth Tripmacher Director, Collab 40.0 X 170190 0 4610 Ilyse McKimmie Deputy Director, Feature Film Program 40.0 X 139970 0 7187 Karen Bono Director, Human Resources 40.0 X 148251 0 11797 Kristin Feeley Director, Documentary Film Program 40.0 X 155406 0 6780 Paul Labay Director, Digital 40.0 X 183312 0 7388 Tabitha Jackson Director of Sundance Film Festival 40.0 X 150000 0 0 4295357 0 155967 39 true true false Dan & Ben Production Company LLC 46 Pleasantview Street Boston MA 02131 Video Production 894071 Anti Agency Group 1627 Granville Avenue APT 5 Los Angeles CA 90025 Advertising & Promotion 595000 Anshar Labs Inc 6251 Pine Tree Drive Long Grove IL 60047 Software Development 575950 Havas Media Group USA LLC 200 Hudson Street New York NY 10013 Advertising & Promotion 378679 Eventive LLC 438 Tennessee Street Memphis TN 38103 Ticketing Platform 362720 33 376535 1395847 2065591 22299228 1081243 26137201 Film Festival 713990 12302460 12302460 Other Program Service Revenue 713990 1802952 1802952 Feature Film 541800 208360 208360 Film Festival Advertising 713990 120000 120000 0 0 0 0 14433772 1379105 1379105 47896 47896 20640 11808 0 8832 8832 8832 22732764 22806683 -73919 0 -73919 -73919 152210 1395847 376182 -223972 -223972 645159 298879 346280 346280 0 0 0 0 0 42055195 14660052 120000 1137942 X 1936500 1936500 588250 588250 579750 579750 0 0 3741187 2587105 684097 469985 15929975 11124357 2849100 1956518 326499 220791 62337 43371 2217511 1509754 424573 283184 1514847 1061222 258986 194639 50624 50624 102764 102764 40000 40000 159900 159900 6278066 5224880 1009920 43266 671278 576093 93743 1442 843852 723147 103760 16945 1535561 280585 1254936 40 1772353 1583267 166099 22987 4428856 4062872 254804 111180 379214 340823 7095 31296 45042 44860 182 1036851 878538 158313 415857 320279 91422 4156 Equipment Expense 857355 768083 85766 3506 Donated Goods 839091 713528 108409 17154 Program Meals 572853 525514 32958 14381 Production Expenses 356671 264651 70842 21178 0 0 0 0 47220707 35914849 8070630 3235228 1500 1000 15461767 12002013 19413919 15908869 31129 882974 0 0 9800 47502 730152 1020649 9357872 7435992 2364114 1921880 24712727 28238274 9843374 11465596 0 2801137 1939126 75369619 73427883 3608125 3798107 1433921 1401571 0 2304802 1510468 7346848 6710146 X 11282085 9592490 56740686 57125247 68022771 66717737 75369619 73427883 X -5165512 4036457 -175979 X false true X true false X 38982063 25002852 45459978 30039765 26137201 165621859 0 0 38982063 25002852 45459978 30039765 26137201 165621859 10449152 155172707 441473 419660 628002 1339733 1427001 4255869 618130 224071 248679 0 0 1090880 0 0 0 0 0 0 170968608 63684791 0.9076 0.9435 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 58512 false true 27768 86280 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY CONTRACTED WITH LOBBYING FIRMS TO HELP BUILD STRATEGIC RELATIONSHIPS WITH LEGISLATIVE AND OTHER ELECTED LEADERS. CONTRACTED FIRMS ALSO ASSISTED IN ANNUAL LEGISLATIVE APPROPRIATIONS REQUESTS. STAFF PREPARED FOR LEGISLATIVE SESSION AND RESEARCHED ISSUES AND STRATEGY 28833804 4259426 1001390 32091840 23906123 6178198 1250517 28833804 28889081 -4061557 921401 23906123 24148158 5642363 901440 28889081 23417860 1627618 897320 24148158 0.0797 0.4583 0.462 false false 1727104 883025 844079 7630768 6552967 1077801 1921880 Alternative Investments 6092468 F Public Equity Investments 2470833 F Private Equity Investments 2700150 F Private Opportunistic Asset Investments 202145 F 11465596 Lease Liability 1145468 Contingent Liability 365000 1510468 X 48454796 4036457 2484021 39023 6559501 41895295 159900 0 159900 42055195 49759830 2484021 215002 2699023 47060807 159900 0 159900 47220707 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Institute analyzed tax positions for all applicable tax jurisdictions for which the statute of limitations remained open for the years ended August 31, 2020 through August 31, 2023, and determined there were no material unrecognized benefits for the related tax jurisdictions and it is not expected there will be a material change in the 12 months following the year ended August 31, 2024. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Appreciation of Life Insurance Policies - 27215 Rental Expenses - 11808 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Bad Debt Expense - 203194 Rental Expenses - 11808 true South America 0 0 Grantmaking 57500 Europe (Including Iceland and Greenland) 0 0 Grantmaking 335000 South Asia 0 0 Grantmaking 20000 Sub-Saharan Africa 0 0 Grantmaking 10000 North America (Canada & Mexico only) 0 0 Grantmaking 117250 East Asia and the Pacific 0 0 Grantmaking 15000 Russia and Neighboring States 0 0 Grantmaking 25000 0 0 0 0 0 0 579750 0 579750 Europe (Including Iceland and Greenland) Filmmaking 50000 Wire Transfer South America Filmmaking 25000 Wire Transfer North America (Canada & Mexico only) Filmmaking 25000 Wire Transfer Europe (Including Iceland and Greenland) Filmmaking 50000 Wire Transfer North America (Canada & Mexico only) Filmmaking 50000 Wire Transfer Europe (Including Iceland and Greenland) Filmmaking 100000 Wire Transfer Europe (Including Iceland and Greenland) Filmmaking 50000 Wire Transfer Europe (Including Iceland and Greenland) Filmmaking 50000 Wire Transfer South America Filmmaking 30000 Wire Transfer Russia and Neighboring States Filmmaking 25000 Wire Transfer North America (Canada & Mexico only) Filmmaking 10000 Wire Transfer 0 11 Filmmaking Grant South America 1 2500 Wire Transfer Filmmaking Grant Europe (Including Iceland and Greenland) 2 35000 Wire Transfer Filmmaking Grant South Asia 2 20000 Wire Transfer Filmmaking Grant Sub-Saharan Africa 1 10000 Wire Transfer Filmmaking Grant North America (Canada & Mexico only) 6 32250 Wire Transfer Filmmaking Grant East Asia and the Pacific 2 15000 Wire Transfer false false false false false false Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds THE SUNDANCE INSTITUTE MONITORS ITS GRANT RECIPIENTS THROUGH DETAILED GRANT CONTRACTS AND DELIVERABLES AS OUTLINED BELOW: 1. RECIPIENT AGREES TO HAVE THE PROJECT AS THE PRIMARY FOCUS OF THEIR WORK EFFORTS DURING THE GRANT PERIOD. 2. RECIPIENT AGREES TO SUBMIT WRITTEN REPORTS ON DESIGNATED DATES. REPORTS ARE TO INCLUDE THE CURRENT STATUS OF THE FILM, AN EXPLANATION OF HOW THE FUNDS WERE USED, PLANS FOR FUTURE INSTALLMENTS (IF APPLICABLE), AND PLANS FOR DISTRIBUTION, OUTREACH, AND IMPACT CAMPAIGNS. THE RECIPIENT MUST ADVISE THE INSTITUTE OF FILM SCREENINGS, BROADCASTS, MAJOR AWARDS, AND REVIEWS. 3. RECIPIENT AGREES TO SUBMIT FILM FOR FORMAL FEEDBACK AND NOTES AT THE DEVELOPMENT, ROUGH CUT, AND FINAL STAGES. 4. SUBSTANTIAL CHANGES TO PROJECT CONTENT OR CREATIVE TEAM (PRODUCER/DIRECTOR) MUST BE APPROVED IN WRITING WITHIN 30 DAYS. IF MATERIAL CHANGES WERE MADE WITHOUT APPROVAL, ANY UNUSED FUNDS MUST BE RETURNED, AND NO FURTHER GRANT PAYMENTS WILL BE MADE. 5. GRANT FUNDS ARE TO BE USED SOLELY FOR THE PURPOSE STATED, AND IN ACCORDANCE WITH THE SUNDANCE APPROVED BUDGET. FUNDS MAY NOT BE USED TO PURCHASE EQUIPMENT OVER $2,500, FOR FILM PRINT TRANSFERS, OR FOR LOBBYING ACTIVITIES. 6. THE SUNDANCE INSTITUTE RESERVES THE RIGHT TO TERMINATE THE GRANT IF IT DETERMINES THAT THE RECIPIENT IS NOT COMPLYING WITH OR FULFILLING THE TERMS OF PURPOSE OF THE GRANT. 7. AN ACKNOWLEDGEMENT OF SUNDANCE INSTITUTE'S SUPPORT IS FREQUENTLY REQUIRED TO APPEAR IN THE END CREDITS OF THE FILM, ALL PRESS MATERIALS, AND ANY FILM SPECIFIC WEBSITE FOR THE PROJECT. 8. UPON COMPLETION, THE RECIPIENT AGREES TO PROVIDE SUNDANCE INSTITUTE WITH COPIES OF MATERIALS (DVDS, PROMOTIONAL MATERIALS, ETC.) PRODUCED IN CONNECTION WITH THE GRANT. Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual Schedule F, Part III Method used to account for expenditures on org's financial statements EAST ASIA AND THE PACIFIC -Accrual EUROPE (INCLUDING ICELAND AND GREENLAND) -Accrual NORTH AMERICA (CANADA & MEXICO ONLY) -Accrual SOUTH AMERICA -Accrual SOUTH ASIA -Accrual SUB-SAHARAN AFRICA -Accrual Festival Benefit Event 1548057 1395847 152210 0 0 55230 106659 2699 211594 0 0 1548057 1395847 152210 0 0 55230 106659 2699 211594 376182 -223972 true No Flashlight 454 Mission Street Pasadena CA 91030 824972282 33250 Filmmaking 2137 Films 2137 Louella Avenue Venice CA 90291 450505386 10000 Filmmaking Rathaus Films LLC 740 Madison Street 1 Brooklyn NY 11221 814149576 10000 Filmmaking Willa Productions 960 Park Avenue 12W New York NY 10028 823856111 10000 Filmmaking Khoury-Yacoub Productions Inc 21 Orchard Drive Purchase NY 10577 883267461 16250 Filmmaking Kaulumaika LLC 335 Hahani Street 1475 Kailua HI 96734 844803638 6500 Filmmaking Aloha Action Studios LLC 9998 Cerbat Court Las Vegas NV 89193 991316626 6500 Filmmaking When They Were Here LLC 2654 Meadow Creek Loop Billings MT 59105 842175805 6500 Filmmaking Ozhitoon LLC 1639 Centre Street Ridgewood NY 11385 822147645 10000 Filmmaking The River Picture LLC 325 Clinton Avenue 3F Brooklyn NY 11205 921674718 50000 Filmmaking Documentalista LLC 277 West Main Street Babylon NY 11702 821462004 50000 Filmmaking Ibis Films LLC 1115 Keneberry Way SE Grand Rapids MI 49506 934154909 50000 Filmmaking Ghost Dads LLC 3021 West 81st Street Inglewood CA 90305 881485754 50000 Filmmaking Louverture Films LLC 101 West 23rd Street 283 New York NY 10011 342021101 100000 Filmmaking Walker Film LLC 4002 Lullwood Road Austin TX 78722 991333000 100000 Filmmaking Sowing Hope LLC 2121 Avenue of the Stars STE 1300 Los Angeles CA 90067 934264198 100000 Filmmaking Nightfall Productions LLC 7800 Collins Avenue 501 Miami Beach FL 33141 993950802 100000 Filmmaking Aleph Productions LLC 2526 Sepviva Street Unit A Philadelphia PA 19125 991637681 50000 Filmmaking Bimshire Project LLC 105 NE 22nd Street APT 3 Miami FL 33137 881961991 50000 Filmmaking Backside Film LLC 52 Lowell Boulevard Denver CO 80219 861723049 50000 Filmmaking Mother Wit Film LLC 2301 Kings Highway 1D Brooklyn NY 11229 992214424 50000 Filmmaking WHILEBLACKFILM LLC 1692 Pacific Street 4A Brooklyn NY 11213 932735181 50000 Filmmaking Lady and Bird Films LLC 1628 North Alexandria Avenue Los Angeles CA 90027 882109666 25000 Filmmaking PAUL RAVAL DBA PJ RAVAL LLC 3702 Robinson Avenue Austin TX 78722 270286711 50000 Filmmaking Basketball Heaven LLC 8025 Dave Mckinney Avenue 1517 Charlotte NC 28213 991973212 25000 Filmmaking Seyi Adebanjo LLC 664 West 161st Street APT 2G New York NY 10032 872018178 50000 Filmmaking Complicated Rabbits LLC 2121 Avenue of the Stars STE 2200 Los Angeles CA 90067 932024489 50000 Filmmaking Fire Frog Media LLC 35 North 900 East Provo UT 84606 873987415 50000 Filmmaking Chandi Films LLC 11280 Sun Valley Drive Oakland CA 94605 861541198 50000 Filmmaking Abstract Nomadic Media FVFK LLC PO Box 557 New York NY 10276 263272681 20000 Filmmaking Blacked Out Dreams LLC 2301 Laguna Circle APT 1711 Miami FL 33181 823444625 50000 Filmmaking Hold Out LLC 24 4th Place APT 3 Brooklyn NY 11231 921393736 20000 Filmmaking Jaripeo Documentary LLC 501 Highgrove Drive Chapel Hill NC 27516 934924525 50000 Filmmaking Vestibule Film LLC 30 North Gould Street STE N Sheridan WY 82801 993165705 50000 Filmmaking Redford Center 1016 Lincoln Bouleavrd STE 322 San Francisco CA 94129 464549706 200000 Filmmaking Life Life LLC 8011 South Halldale Avenue Los Angeles CA 90047 851565694 20000 Filmmaking AmeriGirl LLC 914 Rambling Drive Rochester MI 48307 863043950 13000 Filmmaking Lotus Bao Inc 245 North Vermont Avenue Los Angeles CA 90004 863597732 7500 Filmmaking Nettles and Dirt Roads Inc 1304 1/2 N Occidental Boulevard Los Angeles CA 90026 882805950 7500 Filmmaking The Rockwell Company LLC 1880 Century Park East STE 950 Los Angeles CA 90067 455317148 10000 Filmmaking Vaca Frita Inc 2000 Kew Drive Los Angeles CA 90046 844252893 10000 Filmmaking 5th Child Films LLC 1416 Kentucky Street New Orleans LA 70117 932434953 6250 Filmmaking CityNDN Inc 12070 Woodbridge Street Unit 10 Studio City CA 91604 851069283 6250 Filmmaking The Fawz LLC 1110 North Virgil Avenue 110 Los Angeles CA 90029 352634182 15000 Filmmaking Henhouse Films LLC 375 Landing Entry Alpharetta GA 30022 882291231 15000 Filmmaking Capital K Pictures LLC 162 West Rutland Road Milford CT 06461 260836834 15000 Filmmaking Unlikeable Woman Productions LLC 45 West 10th Street APT 3D New York NY 10011 873202905 25000 Filmmaking 18th Avenue Alexandria Inc 838 Baker Street San Francisco CA 94115 884355751 25000 Filmmaking Take It Easy Productions LLC 1266 Pacific Street APT 1B Brooklyn NY 11216 994111936 25000 Filmmaking Young Aunties Inc 1362 Saint Marks Avenue Brooklyn NY 11233 812141835 10000 Filmmaking Railbed Productions 414 County Route 10 Germantown NY 12526 834533597 10000 Filmmaking Marissa Chibas Preston 2448 Lyric Avenue Los Angeles CA 90027 825359854 10000 Filmmaking Homeboy Film LLC 385 Argyle Road Unit 2D Brooklyn NY 11218 834271660 10000 Filmmaking Standing Above the Clouds LLC 1322 Walnut Street Berkeley CA 94709 872036482 10000 Filmmaking In Proportion LLC 285 Mather Street Oakland CA 94611 844273202 10000 Filmmaking 465 Duboce Ave 465 Duboce Avenue San Francisco CA 94117 923280571 10000 Filmmaking 0 58 Filmmaking Grant 61 588250 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds THE SUNDANCE INSTITUTE MONITORS ITS GRANT RECIPIENTS THROUGH DETAILED GRANT CONTRACTS AND DELIVERABLES AS OUTLINED BELOW: 1. RECIPIENT AGREES TO HAVE THE PROJECT AS THE PRIMARY FOCUS OF THEIR WORK EFFORTS DURING THE GRANT PERIOD. 2. RECIPIENT AGREES TO SUBMIT WRITTEN REPORTS ON DESIGNATED DATES. REPORTS ARE TO INCLUDE THE CURRENT STATUS OF THE FILM, AN EXPLANATION OF HOW THE FUNDS WERE USED, PLANS FOR FUTURE INSTALLMENTS (IF APPLICABLE), AND PLANS FOR DISTRIBUTION, OUTREACH, AND IMPACT CAMPAIGNS. THE RECIPIENT MUST ADVISE THE INSTITUTE OF FILM SCREENINGS, BROADCASTS, MAJOR AWARDS, AND REVIEWS. 3. RECIPIENT AGREES TO SUBMIT FILM FOR FORMAL FEEDBACK AND NOTES AT THE DEVELOPMENT, ROUGH CUT, AND FINAL STAGES. 4. SUBSTANTIAL CHANGES TO PROJECT CONTENT OR CREATIVE TEAM (PRODUCER/DIRECTOR) MUST BE APPROVED IN WRITING WITHIN 30 DAYS. IF MATERIAL CHANGES WERE MADE WITHOUT APPROVAL, ANY UNUSED FUNDS MUST BE RETURNED, AND NO FURTHER GRANT PAYMENTS WILL BE MADE. 5. GRANT FUNDS ARE TO BE USED SOLELY FOR THE PURPOSE STATED, AND IN ACCORDANCE WITH THE SUNDANCE APPROVED BUDGET. FUNDS MAY NOT BE USED TO PURCHASE EQUIPMENT OVER $2,500, FOR FILM PRINT TRANSFERS, OR FOR LOBBYING ACTIVITIES. 6. THE SUNDANCE INSTITUTE RESERVES THE RIGHT TO TERMINATE THE GRANT IF IT DETERMINES THAT THE RECIPIENT IS NOT COMPLYING WITH OR FULFILLING THE TERMS OF PURPOSE OF THE GRANT. 7. AN ACKNOWLEDGEMENT OF SUNDANCE INSTITUTE'S SUPPORT IS FREQUENTLY REQUIRED TO APPEAR IN THE END CREDITS OF THE FILM, ALL PRESS MATERIALS, AND ANY FILM SPECIFIC WEBSITE FOR THE PROJECT. 8. UPON COMPLETION, THE RECIPIENT AGREES TO PROVIDE SUNDANCE INSTITUTE WITH COPIES OF MATERIALS (DVDS, PROMOTIONAL MATERIALS, ETC.) PRODUCED IN CONNECTION WITH THE GRANT. X X X X X X true false false false false false false true false Joana Vicente Kliot Chief Executive Officer 444774 0 0 0 114797 0 9900 0 9727 0 579198 0 0 0 Helen Wallace Managing Director 417931 0 0 0 1313 0 2562 0 2382 0 424188 0 0 0 Laura Ryan Chief Operating Officer 260988 0 0 0 645 0 0 0 1031 0 262664 0 0 0 Trista Schroeder General Counsel & Board Secretary 243130 0 15000 0 1452 0 7950 0 7026 0 274558 0 0 0 Michelle Anderson Chief Financial Officer, Former 180064 0 0 0 1152 0 5692 0 10034 0 196942 0 0 0 Tabitha Jackson Director of Sundance Film Festival 150000 0 0 0 0 0 0 0 0 0 150000 0 0 0 Eugene Hernandez Director, Sundance Film Festival & Public Programming 307583 0 0 0 2242 0 1431 0 2762 0 314018 0 0 0 Michelle Satter Founding Senior Director, Artist Programs 294804 0 0 0 7281 0 9000 0 5196 0 316281 0 0 0 Sheri Green Chief Product & Technology Officer 263440 0 0 0 900 0 0 0 7179 0 271519 0 0 0 Maryam Sadeghy Director, Partnerships & Co-Director, Advancement 196583 0 15000 0 1749 0 6450 0 3417 0 223199 0 0 0 Tammie Rosen Chief Communications Officer 201532 0 0 0 1178 0 6139 0 3084 0 211933 0 0 0 Katherine Benay Director, Marketing 200000 0 0 0 1170 0 6000 0 0 0 207170 0 0 0 Kimberly Yutani Senior Director of Programming, Sundance Film Festival 172612 0 0 0 908 0 5355 0 5888 0 184763 0 0 0 Paul Labay Director, Digital 181720 0 0 0 1592 0 5508 0 1880 0 190700 0 0 0 Beth Tripmacher Director, Collab 169631 0 0 0 559 0 2636 0 1974 0 174800 0 0 0 Kristin Feeley Director, Documentary Film Program 154285 0 0 0 1121 0 4691 0 2089 0 162186 0 0 0 Karen Bono Director, Human Resources 147164 0 0 0 1087 0 4618 0 7179 0 160048 0 0 0 Schedule J, Part I, Line 4a Severance or change-of-control payment Tabitha Jackson - $150,000 Beth Tripmacher - $25,108 Helen Wallace - $334,615 The above individuals received severance payments during the year. Schedule J, Part I, Line 7 Non-fixed payments Bonuses are paid based on employee performance. X 6 189561 Market value X Goods 8 248210 Market value X Equipment 41 643472 Market value 0 false false false Schedule M, Part I Column (b) The organization is reporting the number of contributions received. Form 990, Part III, Line 1 Organization's Mission Sundance Institute (the "Institute") is a Utah not-for-profit corporation organized in 1981, dedicated to the discovery and development of independent artists and audiences. Through its programs, the Institute seeks to discover, support and inspire independent film and media artists from the United States and around the world, and to introduce audiences to their work. The Institute presents its annual Sundance Film Festival and offers a range of artistic development programs that provide creative, financial, and strategic support for independent fiction and nonfiction filmmakers, screenwriters, documentary film makers and independent film producers. The Institute's labs and workshops offer an environment that encourages artists to take the creative risks that often lead to innovation. Leading film professionals serve as creative advisors and support participating artists in realizing their original stories. Infused throughout the organization are the guiding values of creativity, community, freedom of expression, quality, independence, innovation, and authenticity. The Institute seeks to promote film, media arts and artists as a source of fresh, challenging ideas in society. Form 990, Part III, Line 4a First Program Accomplishment. Sundance Film Festival Program: The 2024 Sundance Film Festival presented 82 feature-length films representing 24 countries. The program was composed of 40 of 101 (40%) feature film directors who were first-time feature filmmakers, and 11 of the feature films and projects were supported by Sundance Institute in development through direct granting or residency labs. World premieres made up 85, or 94%, of the Festival's 90 feature films and episodic programs. These films were selected from 17,435 submissions from 153 countries or territories, including 4,410 feature-length films, 573 episodic projects, and 385 New Frontier submissions. Of the 82 feature films, 46% were directed by one or more filmmakers who identify as women; 5% were directed by one or more filmmakers who identify as nonbinary or gender-nonconforming; 45% were directed by one or more filmmakers who identify as people of color; 23% by one or more filmmakers who identify as LGBTQ+, 7% were directed by one or more filmmakers who identify as transgender; 6% identify as a person with a disability. Additionally, the Festival showcased 53 short films, 8 episodic projects, and a New Frontier interactive experience. Form 990, Part III, Line 4d All Other Accomplishments Advancement - Total Expenses: $2,927,857; Grants: $0; Revenue: $0 Cross Program Support for Artists - Total Expenses: $2,429,107; Grants: $595,500; Revenue: $22,590 Feature Film Program - Total Expenses: $2,158,510; Grants: $134,000; Revenue: $208,360 Collab - Total Expenses: $1,496,278; Grants: $0; Revenue: $812,646 Producers Program - Total Expenses: $1,074,498; Grants: $20,000; Revenue: $153,940 Indigenous Program - Total Expenses: $932,376; Grants: $213,000; Revenue: $25,000 Public Programming - Total Expenses: $829,967; Grants: $0; Revenue: $689,424 Episodic Program - Total Expenses: $507,682; Grants: $17,000; Revenue: $84,005 Innovation Fund Endowment - Total Expenses: $119,789; Grants: $0; Revenue: $0 Other - Total Expenses: $0; Grants: $0; Revenue: $15,347 Form 990, Part III, Line 4d Description of other program services (Expenses $ 12,476,064 including grants of $ 979,500)(Revenue $ 2,011,312) See Schedule O. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Robert Redford - Family relationship, Amy Redford - Family relationship Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE REDFORD FAMILY HAS THE POWER TO ELECT TWO MEMBERS TO THE BOARD. Form 990, Part VI, Line 11b Review of form 990 by governing body THE CONTROLLER, CFO, AND CEO FIRST REVIEW THE FORM 990 IN DETAIL. A COPY OF THE FORM 990 IS THEN GIVEN TO THE AUDIT COMMITTEE OF THE BOARD FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING. AFTER APPROVAL BY THE AUDIT COMMITTEE, THE BOARD OF TRUSTEES RECEIVES A COPY OF THE FORM 990 BEFORE FILING. Form 990, Part VI, Line 12c Conflict of interest policy CONFLICT OF INTEREST POLICY AND STATEMENTS ARE TAKEN ANNUALLY AND REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. IF ANY MEMBER'S STATUS CHANGES THROUGHOUT THE YEAR, THAT MEMBER IS REQUIRED TO COMPLETE AN UPDATED CONFLICT STATEMENT AND SUBMIT IT TO THE AUDIT COMMITTEE. IF A BOARD MEMBER HAS A CONFLICT REGARDING BUSINESS MATTERS THAT ARE BEING DISCUSSED BY THE BOARD, THE MEMBER WITH THE CONFLICT OF INTEREST IS RECUSED FROM THE MEETING DISCUSSION AND VOTE. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES CONDUCTS A REVIEW OF TOP OFFICIAL COMPENSATION EVERY THREE YEARS. THE REVIEW INCLUDES LOOKING AT COMPARABLE ORGANIZATIONS' DATA, CHANGES IN THE CONSUMER PRICE INDEX, AND COMPENSATION STUDIES. COMPENSATION DECISIONS ARE MADE BY THE EXECUTIVE COMMITTEE. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES CONDUCTS A REVIEW OF TOP OFFICIAL COMPENSATION EVERY THREE YEARS. THE REVIEW INCLUDES LOOKING AT COMPARABLE ORGANIZATIONS' DATA, CHANGES IN THE CONSUMER PRICE INDEX, AND COMPENSATION STUDIES. COMPENSATION DECISIONS ARE MADE BY THE EXECUTIVE COMMITTEE. Form 990, Part VI, Line 19 Required documents available to the public ALL STATEMENTS AND FILINGS REQUIRED TO BE AVAILABLE TO THE PUBLIC ARE MADE AVAILABLE UPON REQUEST. Form 990, Part IX, Line 11g Other Fees Independent Contractors - Total Expense: 1101122, Program Service Expense: 916401, Management and General Expenses: 177132, Fundraising Expenses: 7589; Outside Services - Total Expense: 5145786, Program Service Expense: 4282548, Management and General Expenses: 827776, Fundraising Expenses: 35462; Photography Services - Total Expense: 31158, Program Service Expense: 25931, Management and General Expenses: 5012, Fundraising Expenses: 215; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Appreciation of Life Insurance Policies - 27215; Bad Debt Expense - -203194; Sundance Institute of California Inc 5900 Wilshire Boulevard Los Angeles CA 90036 753036001 Inactive CA 501(c)(3) Type I Sundance Institute true Sundance Children's Theater Inc PO Box 684429 Park City UT 84068 870474671 Inactive UT 501(c)(3) Type I Sundance Institute true false false false false false false false false false false false false false false false false false false false