SUNDANCE INSTITUTE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SUNDANCE INSTITUTE (EIN 87-0361394)
- Tax period
- 2012-09-01 to 2013-08-31
- Filed
- 2014-05-06
- IRS object ID
- 201431269349301528
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-06T17:36:16-05:00 | Timestamp |
| Tax Period End Date | 2013-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARSON & COMPANY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9065 SOUTH 1300 EAST | AddressLine1 |
| City | SANDY | City |
| State | UT | State |
| ZIP Code | 84094 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 870361394 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNDANCE INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SUND | NameControl |
| Phone | 4356583456 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 684429 | AddressLine1 |
| City | PARK CITY | City |
| State | UT | State |
| ZIP Code | 84068 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BROOKE MCAFFEE | Name |
| Title | CFO | Title |
| Phone | 4356583456 | Phone |
| Date Signed | 2014-04-15 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID L CRANDALL | Name |
| Phone | 8013131900 | Phone |
| Date Prepared | 2014-05-06 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KERITH PUTNAM | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 684429 | AddressLine1 |
| City | PARK CITY | City |
| State | UT | State |
| ZIP Code | 84068 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 26803089 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW. SUNDANCE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1981 | YearFormation |
| State Legal Domicile | UT | StateLegalDomicile |
| Activity Or Mission Description | SUNDANCE INSTITUTE IS A NONPROFIT ORGANIZATION DEDICATED TO THE DISCOVERY AND DEVELOPMENT OF INDEPENDENT ARTISTS AND AUDIENCES. THROUGH ITS PROGRAMS, THE INSTITUTE SEEKS TO - CONTINUED IN GENERAL FOOTNOTE 1 | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 491 | TotalNbrEmployees |
| Total Nbr Volunteers | 1600 | TotalNbrVolunteers |
| Total Gross UBI | 182850 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -37021 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 15976831 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 14724730 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 9249197 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 9780839 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 812338 | InvestmentIncomePriorYear |
| Investment Income Current Year | 938011 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 664312 | OtherRevenuePriorYear |
| Other Revenue Current Year | 582609 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 26702678 | TotalRevenuePriorYear |
| Total Revenue Current Year | 26026189 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1978560 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1875169 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 12165913 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 13206139 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 20000 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 39000 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1921350 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 13764754 | OtherExpensePriorYear |
| Other Expenses Current Year | 14027438 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 27929227 | TotalExpensesPriorYear |
| Total Expenses Current Year | 29147746 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1226549 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -3121557 | RevenuesLessExpensesCY |
| Total Assets BOY | 37587431 | TotalAssetsBOY |
| Total Assets EOY | 36057497 | TotalAssetsEOY |
| Total Liabilities BOY | 3440021 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3928475 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 34147410 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 32129022 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SUNDANCE INSTITUTE IS A NONPROFIT ORGANIZATION DEDICATED TO THE DISCOVERY AND DEVELOPMENT OF INDEPENDENT ARTISTS AND AUDIENCES. THROUGH ITS PROGRAMS, THE INSTITUTE SEEKS TO - CONTINUED IN GENERAL FOOTNOTE 1 | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 12518134 | Expense |
| Revenue | 8928776 | Revenue |
| Description | SUNDANCE FILM FESTIVAL PROGRAM THE 2013 SUNDANCE FILM FESTIVAL PRESENTED 119 FEATURE-LENGTH FILMS, REPRESENTING 32 COUNTRIES BY 51 FIRST-TIME FILMMAKERS, INCLUDING 27 IN COMPETITION. THESE FILMS WERE SELECTED FROM 4,044 FEATURE-LENGTH FILM SUBMISSIONS COMPOSED OF 2,070 U.S. AND 1,974 INTERNATIONAL FEATURE-LENGTH FILMS. 103 FILMS AT THE FESTIVAL WERE WORLD PREMIERES. THE SHORT FILM PROGRAM WAS COMPRISED OF 65 SHORT FILMS SELECTED FROM A RECORD 8,102 SUBMISSIONS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3506597 | Expense |
| Grants | 1522500 | Grants |
| Revenue | 87500 | Revenue |
| Description | DOCUMENTARY FILM PROGRAM THROUGH GRANTS FROM THE SUNDANCE INSTITUTE DOCUMENTARY FILM FUND, A SERIES OF RESIDENTIAL ARTIST SUPPORT PROGRAMS AND INTERNATIONAL CREATIVE PARTNERSHIPS, THE PROGRAM PROVIDES SUPPORT FOR NONFICTION FILMMAKERS FROM AROUND THE WORLD WHOSE FILMS ARE CENTERED ON THE TOPICS OF HUMAN RIGHTS, SOCIAL JUSTICE AND FREEDOM OF EXPRESSION. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2816036 | Expense |
| Grants | 319269 | Grants |
| Revenue | 227945 | Revenue |
| Description | FEATURE FILM PROGRAM THIS PROGRAM HAS SUPPORTED ALMOST 1,000 FILMMAKERS IN THE U.S. AND THROUGHOUT THE WORLD OVER THE PAST 33 YEARS THROUGH SCREENWRITERS, DIRECTORS, PRODUCING AND NEW FRONTIER STORY LABS, ONGOING CREATIVE AND TACTICAL ADVICE, A POST-PRODUCTION INITIATIVE, AND FINANCIAL SUPPORT THROUGH FELLOWSHIP OPPORTUNITIES. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4049087 | Expense |
| Grants | 33400 | Grants |
| Revenue | 622722 | Revenue |
| Description | DESCRIPTION EXPENSES GRANTS REVENUE THEATRE 1,653,701 13,400 45,595 FILM MUSIC 425,912 6,000 19,569 NATIVE PROGRAM 405,728 14,000 0 OTHER 1,563,746 0 557,558 | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 4049087 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 33400 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 622722 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 22889854 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 350 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 491 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BROOKE MCAFFEE | NamePerson |
| Telephone Number | 4356583456 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 684429 | AddressLine1 |
| City | PARK CITY | City |
| State | UT | State |
| ZIP Code | 84068 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (35 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| ROBERT REDFORD | ||||||||
| PRESIDENT | 8.00 | X | X | 0 | 0 | 0 | ||
| WALLY WEISMAN | ||||||||
| CHAIRMAN | 4.00 | X | X | 0 | 0 | 0 | ||
| PAT MITCHELL | ||||||||
| VICE CHAIRMA | 3.00 | X | X | 0 | 0 | 0 | ||
| JACK FERRARO | ||||||||
| TREASURER/TR | 3.00 | X | X | 0 | 0 | 0 | ||
| JEANNE DONOVAN FISHER | ||||||||
| SECRETARY/TR | 3.00 | X | X | 0 | 0 | 0 | ||
| SEAN BAILEY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| KENNETH COLE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| AVA DUVERNAY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROB EPSTEIN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BOB FRANKENBERG | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| MELLODY HOBSON | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| CINDY HORN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SHEILA JOHNSON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CHRISTINE LAHTI | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| LYN DAVIS LEAR | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ANAND MAHINDRA | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GEOFF SANDS | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| NADINE SCHIFF | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JIM SWARTZ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LIESL TOMMY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN WARNOCK | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JACKI ZEHNER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| KERITH PUTNAM | ||||||||
| EXECUTIVE DI | 40.00 | X | 402675 | 0 | 49568 | |||
| JILL MILLER | ||||||||
| MANAGING DIR | 40.00 | X | 257695 | 0 | 26768 | |||
| JENNIFER ARCENEAUX | ||||||||
| DIR EXTERNAL | 40.00 | 211730 | 0 | 29558 | X | |||
| JOHN COOPER | ||||||||
| DIR SUNDANCE | 40.00 | 206570 | 0 | 16020 | X | |||
| MICHELLE SATTER | ||||||||
| DIR FEATURE | 40.00 | 197617 | 0 | 32697 | X | |||
| SCOTT WIBIRT | ||||||||
| DIR TECHNOLO | 40.00 | 197364 | 0 | 20813 | X | |||
| PHILIP HIMBERG | ||||||||
| ARTISTIC DIR | 40.00 | 189581 | 0 | 35002 | X | |||
| CARA MERTES | ||||||||
| DIR DOCUMENT | 40.00 | 185706 | 0 | 35928 | X | |||
| TREVOR GROTH | ||||||||
| DIRECTOR | 40.00 | 129125 | 0 | 28770 | X | |||
| SARAH EATON | ||||||||
| DIR MEDIA RE | 40.00 | 119046 | 0 | 19775 | X | |||
| JULIE FREESTONE | ||||||||
| DIR HUMAN RE | 40.00 | 115443 | 0 | 8491 | X | |||
| LAURIE HOPKINS | ||||||||
| CO-MANAGING | 40.00 | 115146 | 0 | 11336 | X | |||
| SARAH PEARCE | ||||||||
| CO-MANAGING | 40.00 | 110681 | 0 | 22266 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2438379 | TotalReportableCompFromOrg |
| Total Other Compensation | 336992 | TotalOtherCompensation |
| Number Individuals GT100 K | 13 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BOSTON LIGHT SOUND | |||||
| 290 NORTH BEACON STREET | BOSTON | MA | 02135 | LIGHT & SOUND | 429435 |
| OASIS STAGE WERKS | |||||
| PO BOX 3762 | SALT LAKE CITY | UT | 84110 | STAGING SERVICE | 280296 |
| HILL TOP PRODUCTIONS | |||||
| 14 POLLITO ROAD | SANTA FE | NM | 87508 | PROJECTION SERV | 181485 |
| EXECUTIVE SERVICES GROUP HOLDINGS | |||||
| 995 LEVOY DR | SALT LAKE CITY | UT | 84123 | TRANSPORTATION | 109360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Membership Dues | 154735 | MembershipDues |
| Fundraising Events | 718700 | FundraisingEvents |
| Government Grants | 1738726 | GovernmentGrants |
| All Other Contributions | 12112569 | AllOtherContributions |
| Noncash Contributions | 222295 | NoncashContributions |
| Total Contributions | 14724730 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Business CodeBusinessCode | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| FILM FESTIVAL | 8659822 | 8659822 | ||
| OTHER PROGRAM REVENUE | 622722 | 622722 | ||
| FEATURE FILM | 227945 | 227945 | ||
| SUNDANCE FILM FESTIVAL CATA | 182850 | 541800 | 182850 | |
| DOCUMENTARY FILM | 87500 | 87500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 9780839 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 643012 | TotalRevenueColumn |
| Exclusion | $643,012 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 100519 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 100519 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 100519 | TotalRevenueColumn |
| Exclusion | $100,519 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 284999 | Securities |
| Other | 24891 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 14891 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 284999 | Securities |
| Other | 10000 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 294999 | TotalRevenueColumn |
| Related Or Exempt Function Income | 284999 | RelatedOrExemptFunctionIncome |
| Exclusion | $10,000 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 388711 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 718700 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 388711 | FundraisingDirectExpenses |
| Gross Sales Of Inventory | 655252 | GrossSalesOfInventory |
| Cost Of Goods Sold | 373298 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 281954 | TotalRevenueColumn |
| Exclusion | $281,954 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Total Revenue Column | 200136 | TotalRevenueColumn |
| Exclusion | $200,136 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 200136 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26026189 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9882988 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 182850 | UnrelatedBusinessRevenue |
| Exclusion | $1,235,621 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1086595 | Total |
| Program Services | 1086595 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 305164 | Total |
| Program Services | 305164 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 483410 | Total |
| Program Services | 483410 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2095290 | Total |
| Program Services | 2095290 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8729353 | Total |
| Program Services | 5546566 | ProgramServices |
| Management And General | 2021289 | ManagementAndGeneral |
| Fundraising | 1161498 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 546388 | Total |
| Program Services | 381053 | ProgramServices |
| Management And General | 97219 | ManagementAndGeneral |
| Fundraising | 68116 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 963761 | Total |
| Program Services | 630007 | ProgramServices |
| Management And General | 223409 | ManagementAndGeneral |
| Fundraising | 110345 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 871347 | Total |
| Program Services | 621214 | ProgramServices |
| Management And General | 162356 | ManagementAndGeneral |
| Fundraising | 87777 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30108 | Total |
| Program Services | -4081 | ProgramServices |
| Management And General | 34189 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43404 | Total |
| Program Services | 5500 | ProgramServices |
| Management And General | 37904 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39000 | Total |
| Fundraising | 39000 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35072 | Total |
| Management And General | 35072 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2910360 | Total |
| Program Services | 2491207 | ProgramServices |
| Management And General | 343631 | ManagementAndGeneral |
| Fundraising | 75522 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144480 | Total |
| Program Services | 117677 | ProgramServices |
| Management And General | 22430 | ManagementAndGeneral |
| Fundraising | 4373 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 512694 | Total |
| Program Services | 399394 | ProgramServices |
| Management And General | 103820 | ManagementAndGeneral |
| Fundraising | 9480 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 154521 | Total |
| Program Services | 7011 | ProgramServices |
| Management And General | 147510 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4421621 | Total |
| Program Services | 4080824 | ProgramServices |
| Management And General | 212405 | ManagementAndGeneral |
| Fundraising | 128392 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1983396 | Total |
| Program Services | 1544977 | ProgramServices |
| Management And General | 333450 | ManagementAndGeneral |
| Fundraising | 104969 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 262948 | Total |
| Program Services | 262948 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120853 | Total |
| Program Services | 98282 | ProgramServices |
| Management And General | 16415 | ManagementAndGeneral |
| Fundraising | 6156 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| EQUIPMENT EXPENSE | 1300799 | 959295 | 340917 | 587 |
| PROGRAM MEALS | 677732 | 662046 | 8936 | 6750 |
| RECEPTIONS | 529115 | 437186 | 28587 | 63342 |
| PRODUCTION EXPENSE | 414926 | 411766 | 2013 | 1147 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 485409 | Total |
| Program Services | 266523 | ProgramServices |
| Management And General | 164990 | ManagementAndGeneral |
| Fundraising | 53896 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29147746 | Total |
| Program Services | 22889854 | ProgramServices |
| Management And General | 4336542 | ManagementAndGeneral |
| Fundraising | 1921350 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1000 | BOY |
| EOY | 1500 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12829585 | BOY |
| EOY | 3577525 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7736796 | BOY |
| EOY | 3859883 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62980 | BOY |
| EOY | 147780 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 510368 | BOY |
| EOY | 367580 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3117578 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2158444 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 705925 | BOY |
| EOY | 959134 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15238429 | BOY |
| EOY | 26621547 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 502348 | BOY |
| EOY | 522548 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37587431 | BOY |
| EOY | 36057497 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2693175 | BOY |
| EOY | 2895627 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 746846 | BOY |
| EOY | 1032848 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3440021 | BOY |
| EOY | 3928475 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7087800 | BOY |
| EOY | 7336411 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16805907 | BOY |
| EOY | 14504624 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10253703 | BOY |
| EOY | 10287987 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34147410 | BOY |
| EOY | 32129022 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37587431 | BOY |
| EOY | 36057497 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -3121557 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1086767 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 16402 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17654257 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10224889 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17575737 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15976831 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14724730 | CurrentTaxYear |
| Total | 76156444 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17654257 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10224889 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17575737 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15976831 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14724730 | CurrentTaxYear |
| Total | 76156444 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 76156444 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 690682 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 528892 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 657815 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 754489 | CurrentTaxYearMinus1Year |
| Current Tax Year | 643012 | CurrentTaxYear |
| Total | 3274890 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 351771 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 417806 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 602137 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 614175 | CurrentTaxYearMinus1Year |
| Current Tax Year | 544588 | CurrentTaxYear |
| Total | 2530477 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 81961811 | TotalSupport |
| Gross Receipts From Admissions Etc | 9986700 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.92920 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.80810 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15756281 | BeginningOfYearBalance |
| Contributions | 34284 | Contributions |
| Investment Earnings Or Losses | 1976089 | InvestmentEarningsOrLosses |
| Other Expenditures | 593520 | OtherExpenditures |
| End Of Year Balance | 17173134 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15016380 | BeginningOfYearBalance |
| Contributions | 15411 | Contributions |
| Investment Earnings Or Losses | 1207292 | InvestmentEarningsOrLosses |
| Other Expenditures | 482802 | OtherExpenditures |
| End Of Year Balance | 15756281 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13606646 | BeginningOfYearBalance |
| Contributions | 63994 | Contributions |
| Investment Earnings Or Losses | 1700304 | InvestmentEarningsOrLosses |
| Other Expenditures | 354564 | OtherExpenditures |
| End Of Year Balance | 15016380 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12985998 | BeginningOfYearBalance |
| Contributions | 34360 | Contributions |
| Investment Earnings Or Losses | 739964 | InvestmentEarningsOrLosses |
| Other Expenditures | 153676 | OtherExpenditures |
| End Of Year Balance | 13606646 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14616518 | BeginningOfYearBalance |
| Contributions | 50108 | Contributions |
| Investment Earnings Or Losses | -1644703 | InvestmentEarningsOrLosses |
| Other Expenditures | 35925 | OtherExpenditures |
| End Of Year Balance | 12985998 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 132172 | OtherCostOrOtherBasis |
| Depreciation | 25081 | Depreciation |
| Book Value | 107091 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2985406 | OtherCostOrOtherBasis |
| Depreciation | 2133363 | Depreciation |
| Book Value | 852043 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 959134 | TotalOfBookValueLandBuildings |
| Tot Revenue Etc Audited Fincl Stmt | 30746550 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1086767 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 3652263 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 16403 | OtherRevenues |
| Revenue Not Rptd F990 | 4755433 | RevenueNotRptdF990 |
| Revenue Subtotal | 25991117 | RevenueSubtotal |
| Investment Expenses Not Included | 35072 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 35072 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 26026189 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 32764937 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 3652263 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 3652263 | ExpensesNotRptdF990 |
| Expenses Subtotal | 29112674 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 35072 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 35072 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 29147746 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| LIABILITY UNDER FIN 48 FOOTNOTE | SCHEDULE D, PAGE 3, PART X | THE INSTITUTE ADOPTED THE PROVISIONS OF FASB 740-10-25, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ("ASC 740-10-25" FORMERLY FASB INTERPRETATION NO. 48 ("FIN 48"), ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES) ON SEPTEMBER 1, 2009. ASC 740-10-25 PROVIDES THAT A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION MAY BE RECOGNIZED WHEN IT IS MORE LIKELY THAN NOT THAT THE POSTITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTIONS OR ANY REALATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS. INCOME TAX POSITIONS MUST MEET A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AT THE EFFECTIVE DATE TO BE RECOGNIZED UPON THE ADOPTION OF ASC 740-10-25 AND IN SUBSEQUENT PERIODS. THE INSTITUTE ANALYZED TAX POSITIONS FOR ALL APPLICABLE TAX JURISDICTIONS FOR WHICH THE STATUTE OF LIMITATIONS REMAINED OPEN FOR THE YEARS ENDED AUGUST 31, 2009 THROUGH AUGUST 31, 2011 AND DETERMINED THERE WERE NO MATERIAL UNRECOGNIZED TAX BENEFITS AS OF THE DATE OF ADOPTION. IN ADDITION, THERE HAVE BEEN NO MATERIAL CHANGES IN UNRECOGNIZED BENEFITS FOR THE RELATED TAX JURISDICTIONS SINCE SEPTEMBER 1, 2011 AND IT IS NOT EXPECTED THAT THERE WILL BE A MATERIAL CHANGE IN THE 12 MONTHS FOLLOWING THE TAX YEAR ENDED AUGUST 31, 2013. |
| REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 2D | APPRECIATION OF LIFE INSURANCE 16,403 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (7 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures |
|---|---|---|
| EAST ASIA & THE PACIFIC | GRANTMAKING | 100000 |
| EUROPE | GRANTMAKING | 204500 |
| MIDDLE EAST & NORTH AFRICA | GRANTMAKING | 48710 |
| NORTH AMERICA | GRANTMAKING | 40000 |
| SOUTH AMERICA | GRANTMAKING | 27000 |
| SOUTH ASIA | GRANTMAKING | 30000 |
| SUB-SUHARAN AFRICA | GRANTMAKING | 28200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 478410 | SubtotalAmountSpent |
| Total Amount Spent | 478410 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (5 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|
| EAST ASIA & THE PACIFIC | FILMS | 44000 | WIRE TRANS |
| EUROPE | FILMS | 175000 | WIRE TRANS |
| MIDDLE EAST & NORTH AFRICA | FILMS | 12500 | WIRE TRANS |
| NORTH AMERICA | FILMS | 40000 | WIRE TRANS |
| SUB-SAHARAN AFRICA | FILMS | 10000 | WIRE TRANS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Other Orgs | 11 | TotalNumberOfOtherOrgs |
Grants To Ind Outside US GrantsToIndOutsideUS (7 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| FILMMAKING GRANT | EAST ASIA & THE PACIFIC | 3 | 56000 | WIRE TRANS |
| FILMMAKING GRANT | EUROPE | 2 | 24500 | WIRE TRANS |
| FILMMAKING GRANT | MIDDLE EAST & NORTH AFRICA | 1 | 30000 | WIRE TRANS |
| FILMMAKING GRANT | NORTH AMERICA | 1 | 5000 | WIRE TRANS |
| FILMMAKING GRANT | SOUTH AMERICA | 3 | 27000 | WIRE TRANS |
| FILMMAKING GRANT | SUB-SAHARAN AFRICA | 2 | 18200 | WIRE TRANS |
| FILMMAKING GRANT | SOUTH ASIA | 2 | 30000 | WIRE TRANS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | true | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ACTIVITIES PER REGION | SCHEDULE F, PAGE 1, PART I, LINE 3 | EAST ASIA & THE PACIFIC 100,000 0 EUROPE 204,500 0 MIDDLE EAST & NORTH AFRICA 48,710 0 NORTH AMERICA 40,000 0 SOUTH AMERICA 27,000 0 SOUTH ASIA 30,000 0 SUB-SUHARAN AFRICA 28,200 0 |
| ADDITIONAL INFORMATION | SCHEDULE F, PAGE 5, PART V | SCHEDULE F PART I, LINE 2 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 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 G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLMAN GROUP | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1854 N DOHENY DR | AddressLine1 |
| City | WEST HOLLYWOOD | City |
| State | CA | State |
| ZIP Code | 90069 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CORP SALE | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 120000 | GrossReceipts |
| Amount Retained By Contractor | 39000 | AmountRetainedByContractor |
| Net To Organization | 81000 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 120000 | TotalGrossReceipts |
| Total Retained By Contractors | 39000 | TotalRetainedByContractors |
| Total Net To Organization | 81000 | TotalNetToOrganization |
| All States | All States | AllStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | LA GALA | NameOfEvent1 |
| Gross Receipts Event1 | 644709 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 403900 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 240809 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 96952 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 10350 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 133508 | OtherDirectExpensesEvent1 |
| Name Of Event2 | SFF GALA | NameOfEvent2 |
| Gross Receipts Event2 | 293089 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 217800 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 75289 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 7200 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 7941 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 6920 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 53228 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 169613 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 97000 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 72613 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 20360 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 23912 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 2645 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 25695 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1107411 | GrossReceiptsTotal |
| Charitable Contributions Total | 718700 | CharitableContributionsTotal |
| Gross Revenue Total Events | 388711 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 27560 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 128805 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 19915 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 212431 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 388711 | DirectExpenseSummaryEvents |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (54 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|
| 25 TO LIFE FILMS LLC | ||||||
| 34 LEFFERTS PLACE 2A | BROOKLYN | NY | 11238 | 271101820 | 8000 | FILMMAKING |
| 7TH EMPIRE MEDIA INC | ||||||
| 221 EAST 18TH STREET 3C | BROOKLYN | NY | 11226 | 204052706 | 30000 | FILMMAKING |
| 99 PERCENT LLC | ||||||
| 20 FILLMORE PLACE 2 | BROOKLYN | NY | 11211 | 454100422 | 20000 | FILMMAKING |
| BACKBONE MEDIA | ||||||
| 330 DUNCAN ST | SAN FRANCISCO | CA | 94131 | 943288989 | 25000 | FILMMAKING |
| BERKELEY FILM INC | ||||||
| ONE RICHDELE AVE | CAMBRIDGE | MA | 02140 | 273138579 | 30000 | FILMMAKING |
| CALAVERA USA LLC | ||||||
| 210 HUMBOLDT ST 28 | BROOKLYN | NY | 11206 | 274288013 | 10000 | FILMMAKING |
| CALLE FILMS INC | ||||||
| 11 EMBARCADERO W STE 140 | OAKLAND | CA | 94607 | 455045613 | 25000 | FILMMAKING |
| CANIVALESQUE FILMS | ||||||
| PO BOX 2400 | MARBLEDALE | CT | 06777 | 204496189 | 15000 | FILMMAKING |
| CENTER FOR INDEPENDENT DOCUMENTARY | ||||||
| 680 SOUTH MAIN STREET | SHARON | MA | 02067 | 042738458 | 15000 | FILMMAKING |
| CINE QUA NON INC | ||||||
| 1025 PURCHASE ST | PURCHASE | NY | 10507 | 133807091 | 12500 | FILMMAKING |
| CIVIC BAKERY INC | ||||||
| 45 MAIN STREET SUITE 547 | BROOKLYN NY | NY | 112011099 | 273086855 | 20000 | FILMMAKING |
| COHEN MEDIA GROUP | ||||||
| 750 LESINGTON AVENUE 5TH FLOOR | NEW YORK | NY | 10022 | 208450931 | 10000 | FILMMAKING |
| DAY IN COURT LLC | ||||||
| 517 MUSKINGUM PLACE | PACIFIC PALISADES | CA | 90272 | 461079408 | 15000 | FILMMAKING |
| DIGITAL DIVIDE DATA | ||||||
| 115 WEST 30TH STREET SUITE 400 | NEW YORK | NY | 10001 | 201148462 | 18000 | FILMMAKING |
| DINKY PICTURES LLC | ||||||
| 604 ALMAR AVE | PACIFIC PALISADES | CA | 90272 | 454632530 | 45000 | FILMMAKING |
| DOCUMENTRESS FILMS INC | ||||||
| 21 DUNNINGS DRIVE | TARRYTOWN | NY | 10591 | 300358318 | 15000 | FILMMAKING |
| EVERGREEN STUDIO INC | ||||||
| 2417 MCKINLEY AVE | VENICE | CA | 90291 | 461926385 | 15000 | FILMMAKING |
| F8 FILMWORKS LTD | ||||||
| 2261 5TH ST | BERKELEY | CA | 94710 | 460578159 | 20000 | FILMMAKING |
| GOOD WEAVE USA | ||||||
| 2001 S STREET NY SUITE 510 | WASHINGTON | DC | 20009 | 522042014 | 20000 | FILMMAKING |
| HELIANTHUS MEDIA DBA REVOLUTIONARY | ||||||
| 95 PALMER LANE | PORTOLA VALLEY | CA | 94028 | 943279893 | 22500 | FILMMAKING |
| HUNGRY | ||||||
| 144 FRANKLIN ST 6F | NEW YORK | NY | 10013 | 452102277 | 22500 | FILMMAKING |
| ICONTENT INC | ||||||
| 149 FIFTH AVE 11TH FLOOR | NEW YORK | NY | 10010 | 134185761 | 12500 | FILMMAKING |
| INFINITUM PRODUCTIONS INC | ||||||
| 545 W 110TH ST 98 | NEW YORK | NY | 10025 | 455169296 | 10000 | FILMMAKING |
| JUBILEE FILMS | ||||||
| 15 SPENCER PLACE 3 | BROOKLYN | NY | 11216 | 262468789 | 30000 | FILMMAKING |
| KIRSTEN JOHNSON INC | ||||||
| 102 BEDFORD AVE 3L | BROOKLYN | NY | 11211 | 203205362 | 20000 | FILMMAKING |
| LA 5 LLC | ||||||
| 3000 MARCUS AVENUE SUITE 1W5 | LAKE SUCCESS | NY | 11042 | 462835651 | 12500 | FILMMAKING |
| MA GEORGE LLC | ||||||
| 177 N 10TH ST STE A | BROOKLYN | NY | 11211 | 275274010 | 10000 | FILMMAKING |
| MAY IN THE SUMMER LLC | ||||||
| PO BOX 5490 | BEVERLY HILLS | CA | 90209 | 455355035 | 20695 | FILMMAKING |
| MILE END FILMS WEST INC | ||||||
| 28 6TH AVE | SAN FRANCISCO | CA | 94118 | 454065373 | 25000 | FILMMAKING |
| NONFICTION MEDIA LLC | ||||||
| 4408 DELRIDGE WAY SW 405 | SEATTLE | WA | 98106 | 900647953 | 25000 | FILMMAKING |
| NOUJAIM FILMS | ||||||
| 86 WALKER ST 4TH FLOOR | NEW YORK | NY | 10013 | 134139988 | 20000 | FILMMAKING |
| OG PROJECT LLC | ||||||
| 3349 CAHUENGA BLVD 3 | LOS ANGELES | CA | 90068 | 454538476 | 10000 | FILMMAKING |
| ON THE VERGE ENTERTAINMENT INC | ||||||
| 33 W 93RD ST APT 4K | NEW YORK | NY | 10025 | 571219978 | 15000 | FILMMAKING |
| ONE ACRE FUND | ||||||
| 1742 TATUM STREET | FALCON HEIGHTS | MN | 55113 | 203668110 | 20000 | FILMMAKING |
| PANDORA EDUCATIONAL FILM CENTER IN | ||||||
| REUBEN ATLAST 258 SOUTH 1ST STREET | BROOKLYN | NY | 11211 | 132984558 | 15000 | FILMMAKING |
| POSSIBILITY ENTERTAINMENT LLC | ||||||
| 28 EAST 10TH ST SUITE PHC | NEW YORK | NY | 10003 | 455400717 | 25000 | FILMMAKING |
| POST INDUSTRY PRODUCTIONS LLC | ||||||
| 592 DE SOTO ST | SALT LAKE CITY | UT | 84103 | 460581947 | 30000 | FILMMAKING |
| PRINCIPLE PICTURES INC | ||||||
| 535 ALBANY ST UNIT 2A | BOSTON | MA | 02118 | 043468489 | 15000 | FILMMAKING |
| PROMISED LAND FILM | ||||||
| 285 PROSPECT PL APT 2E | BROOKLYN | NY | 11238 | 204258856 | 25000 | FILMMAKING |
| RADICAL LOVE FILM LLC | ||||||
| 155 WATER ST | BROOKLYN | NY | 11201 | 461504470 | 30000 | FILMMAKING |
| REEL THING PRODUCTIONS | ||||||
| 158 G SOCIETY DR | TELLURIDE | CO | 81435 | 262786499 | 30000 | FILMMAKING |
| RURAL DEVELOPMENT INSTITUTE | ||||||
| 1424 4TH AVENUE SUITE 300 | SEATTLE | WA | 98101 | 911158970 | 20000 | FILMMAKING |
| SHADOW WORLD PRODUCTIONS LLC | ||||||
| DILLYWOOD INC MBR 164 WEST 25TH ST | NEW YORK | NY | 10001 | 452701471 | 20000 | FILMMAKING |
| SLEEPING GIANT | ||||||
| 32-22 43RD STREET APT 2 | ASTORIA | NY | 11103 | 270650516 | 20000 | FILMMAKING |
| SMALL AND PINCUS PROJECT LLC | ||||||
| 427 ST JOHNS PLACE 2A | BROOKLYN | NY | 11238 | 455392070 | 30000 | FILMMAKING |
| STILL POINT PICTURES | ||||||
| 217 EAST 22ND ST 17 | NEW YORK CITY | NY | 10010 | 043811359 | 12500 | FILMMAKING |
| STORY INTO ACTION LLC | ||||||
| 1880 CENTURY PARK E SUITE 950 | LOS ANGELES | CA | 90067 | 300688235 | 15000 | FILMMAKING |
| TAMAR ROGOFF PERFORMANCE PROJECTS | ||||||
| 170 AVE C 19G | NEW YORK | NY | 10009 | 134022249 | 20000 | FILMMAKING |
| THE FIRE THIS TIME THE FILM LLC | ||||||
| 112 2ND PLACE APT 3 | BROOKLYN | NY | 11231 | 800394941 | 10000 | FILMMAKING |
| TRANSIENT PICTURES LLC | ||||||
| 195 GRAND ST 2A | BROOKLYN | NY | 11211 | 272084206 | 12500 | FILMMAKING |
| TRILOGY FILMS LLC | ||||||
| 8 HILLSIDE AVE SUITE LL1 | MONTCLAIR | NJ | 07042 | 260706021 | 10000 | FILMMAKING |
| TRUTH AND SOUL PICTURES LLC | ||||||
| 37 W 57TH ST 2ND FLOOR | NEW YORK | NY | 10019 | 800875978 | 25000 | FILMMAKING |
| WALKING IRIS MEDIA | ||||||
| 2263 15TH ST | SAN FRANCISCO | CA | 94114 | 273712050 | 12000 | FILMMAKING |
| YES AND NO PRODUCTIONS | ||||||
| 94 SAINT MARKS AVE APT 2 | BROOKLYN | NY | 11217 | 450976778 | 30000 | FILMMAKING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of Other Organizations | 55 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FILM MAKING GRANT | TypeOfGrant |
| Number Of Recipients | 43 | NumberOfRecipients |
| Amount Of Cash Grant | 305164 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ADDITIONAL INFORMATION | Identifier |
| Return Reference | SCHEDULE I, PAGE 4, PART IV | ReturnReference |
| Explanation | SCHEDULE I PART I, LINE 2 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 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg |
|---|---|---|---|---|---|---|
| KERITH PUTNAM | ||||||
| EXECUTIVE DIR | 401051 | 1624 | 28577 | 20991 | 452243 | |
| JILL MILLER | ||||||
| MANAGING DIR | 247383 | 392 | 18194 | 8574 | 284463 | 9920 |
| JENNIFER ARCENEAUX | ||||||
| DIR EXTERNAL RELATIO | 203305 | 185 | 15112 | 14446 | 241288 | 8240 |
| JOHN COOPER | ||||||
| DIR SUNDANCE FILM FE | 198204 | 812 | 14403 | 1617 | 222590 | 7554 |
| MICHELLE SATTER | ||||||
| DIR FEATURE FILM PRO | 190801 | 1098 | 14146 | 18551 | 230314 | 5718 |
| SCOTT WIBIRT | ||||||
| DIR TECHNOLOGY SERVI | 195349 | 315 | 7077 | 13736 | 218177 | 1700 |
| PHILIP HIMBERG | ||||||
| ARTISTIC DIRECTOR | 183341 | 785 | 13676 | 21326 | 224583 | 5455 |
| CARA MERTES | ||||||
| DIR DOCUMENTARY PROG | 179667 | 417 | 13616 | 22312 | 221634 | 5622 |
| TREVOR GROTH | ||||||
| DIRECTOR | 124590 | 112 | 9421 | 19349 | 157895 | 4423 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| SUNDANCE PARTNERS | |||
| PRES OWNS>35% | 801700 | CATERING & LODGING | false |
| SUNDANCE CINEMAS | |||
| PRES OWNS 100% | 16300 | VENUES & SERVICES | false |
Schedule M IRS990ScheduleM
Securities Miscellaneous SecuritiesMiscellaneous
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 60180 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | GOODS | Description |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 162115 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COMP SALES | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ALL OTHER ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4D | DESCRIPTION EXPENSES GRANTS REVENUE THEATRE 1,653,701 13,400 45,595 FILM MUSIC 425,912 6,000 19,569 NATIVE PROGRAM 405,728 14,000 0 OTHER 1,563,746 0 557,558 |
| FINANCIAL ACCOUNTS IN FOREIGN COUNTRIES | FORM 990, PART V, LINE 4B | CAYMAN ISLANDS |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | THE DIRECTOR OF ACCOUNTING AND CFO 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 AND REVIEWS A COPY OF THE FORM 990 BEFORE FILING. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | 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. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES CONDUCTS A REVIEW OF TOP OFFICIAL COMPENSATION EVERY TWO 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. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES CONDUCTS A REVIEW OF OFFICER COMPENSATION EVERY TWO 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. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | ALL STATEMENTS AND FILINGS REQUIRED TO BE AVAILABLE TO THE PUBLIC ARE MADE AVAILABLE UPON REQUEST. |
| RECONCILIATION OF CHANGES - OTHER | FORM 990, PART XI, LINE 9 | APPRECIATION OF LIFE INSURANCE 16,403 |
| OTHER CHANGES IN NET ASSETS EXPLANATION | FORM 990, PART XI, LINE 9 | ROUNDING 1 APPRECIATION OF LIFE INSURANCE POLICY. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| SUNDANCE INSTITUTE CALIFORNIA INC | |||||||||
| 5900 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | 753036001 | INACTIVE | CA | 11A | NA | true |
| SUNDANCE CHILDREN'S THEATER INC | |||||||||
| PO BOX 684429 | PARK CITY | UT | 84068 | 870474671 | INACTIVE | UT | 11A | NA | true |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNDANCE VILLAGE HOLDINGS LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2180 S 1300 E STE 600 | AddressLine1 |
| City | SALT LAKE CITY | City |
| State | UT | State |
| ZIP Code | 84106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Domicile State | UT | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | true | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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