SUNDANCE INSTITUTE: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SUNDANCE INSTITUTE (EIN 87-0361394)
- Tax period
- 2010-09-01 to 2011-08-31
- Filed
- 2012-03-21
- IRS object ID
- 201210819349300231
- Schema version
- 2010v3.7
- 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 | 2012-03-21T15:13:58-04:00 | Timestamp |
| Tax Period End Date | 2011-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 North 400 West Suite 500 | AddressLine1 |
| City | SALT LAKE CITY | City |
| State | UT | State |
| ZIP Code | 84103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-09-01 | 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 | JILL MILLER | Name |
| Title | MANAGING DIRECTOR | Title |
| Date Signed | 2012-02-23 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8015316888 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 | 29842678 | 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 | Dedicated to the discovery and development of independent artists and audiences in film and theatre. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 412 | TotalNbrEmployees |
| Total Nbr Volunteers | 1600 | TotalNbrVolunteers |
| Total Gross UBI | 136105 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -100829 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10244889 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 17575737 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7466977 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8945817 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 370208 | InvestmentIncomePriorYear |
| Investment Income Current Year | 514451 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 652820 | OtherRevenuePriorYear |
| Other Revenue Current Year | 840071 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 18734894 | TotalRevenuePriorYear |
| Total Revenue Current Year | 27876076 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1659355 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1929913 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 9370399 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 10572793 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1433120 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 9807463 | OtherExpensePriorYear |
| Other Expenses Current Year | 11862814 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 20837217 | TotalExpensesPriorYear |
| Total Expenses Current Year | 24365520 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2102323 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3510556 | RevenuesLessExpensesCY |
| Total Assets BOY | 32569036 | TotalAssetsBOY |
| Total Assets EOY | 37570288 | TotalAssetsEOY |
| Total Liabilities BOY | 2611171 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2851014 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 29957865 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 34719274 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Dedicated to the discovery and development of independent artists and audiences in film and theatre. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 10423628 | Expense |
| Revenue | 7672918 | Revenue |
| Description | Film Festival regarded as the preeminent showcase for new independent cinema, the festival exhibits outstanding new independent films which compete for national and international acclaim. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2776760 | Expense |
| Grants | 1301168 | Grants |
| Revenue | 190934 | Revenue |
| Description | Documentary film provides year-round support and nurturing to nonfiction filmmakers, encourages the exploration of innovative nonfiction storytelling, and promotes the exhibition of documentary films to a broader audience. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2884262 | Expense |
| Grants | 618745 | Grants |
| Revenue | 521285 | Revenue |
| Description | Feature film provides support to emerging screenwriters and directors, most notably through the screenwriter and filmmaker laboratories. This program offers the opportunity for these artists to develop new work in a creative environment while receiving the guidance of respected, veteran filmmakers. | Description |
Activity Other ActivityOther (5 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription | GrantsGrants |
|---|---|---|---|
| 362328 | 14824 | Film Music | |
| 1089560 | 431145 | Special Projects | |
| 303810 | 0 | Native | 10000 |
| 140574 | 114711 | Legacy | |
| 1509972 | 0 | Other |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 3406244 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 10000 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 560680 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 19490894 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| 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 | false | 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 |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 332 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 412 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| 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 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | 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 |
| States Where Copy Of Return Is Filed | UT | 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 (29 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 | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Robert Redford | |||||||||
| President and Founder | 8.0 | X | X | 0 | 0 | 0 | |||
| Wally Weisman | |||||||||
| Chairman of the Board | 4.0 | X | X | 0 | 0 | 0 | |||
| Pat Mitchell | |||||||||
| Vice Chairman of the Board | 3.0 | X | X | 0 | 0 | 0 | |||
| Kenneth Cole | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Jack Ferraro | |||||||||
| Trustee | 3.0 | X | 0 | 0 | 0 | ||||
| Jeanne Donovan Fisher | |||||||||
| Trustee and Secretary | 3.0 | X | X | 0 | 0 | 0 | |||
| Bob Frankenberg | |||||||||
| Trustee | 3.0 | X | 0 | 0 | 0 | ||||
| Joseph Gordon-Levitt | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| George Gund | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Mellody Hobson | |||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | ||||
| Cindy Horn | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Sheila Johnson | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Christine Lahti | |||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | ||||
| Lyn Davis Lear | |||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | ||||
| Lynn Nottage | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Heather Rae | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Geoffrey Sands | |||||||||
| Trustee | 3.0 | X | 0 | 0 | 0 | ||||
| Jim Swartz | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Stanley Tucci | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| John Warnock | |||||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | ||||
| Kerith Putnam | |||||||||
| Executive Director | 45.0 | X | 269754 | 0 | 4756 | ||||
| Jill Miller | |||||||||
| Managing Director, Treasurer | 45.0 | X | 243607 | 0 | 28016 | ||||
| Cara Mertes | |||||||||
| Director, Documentary Program | 45.0 | 196267 | 0 | 27551 | X | ||||
| John Cooper | |||||||||
| Director, Sundance Film Fest | 45.0 | 189891 | 0 | 17460 | X | ||||
| Michelle Satter | |||||||||
| Director, Feature Film Program | 45.0 | 180518 | 0 | 24997 | X | ||||
| Philip Himberg | |||||||||
| Director, Theatre Program | 45.0 | 153743 | 0 | 24401 | X | ||||
| Julie Freestone | |||||||||
| Director, Human Resources | 45.0 | 100953 | 0 | 10965 | X | ||||
| Sarah Pearce | |||||||||
| Dir,Sundance Film Fest Ops | 45.0 | 100113 | 0 | 16507 | X | ||||
| Kenneth Brecher | |||||||||
| Executive Director (Former) | 269805 | 0 | 26289 | X | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1704651 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 180942 | TotalOtherCompensation |
| Number Individuals GT100 K | 9 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 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 Svcs | 332783 |
| Oasis Stage Werks | |||||
| PO Box 3762 | SALT LAKE CITY | UT | 84110 | Staging Services | 243141 |
| Hill Top Productions | |||||
| 14 Pollito Road | SANTA FE | NM | 87508 | Projection Services | 156025 |
| BEEZWAX DATATOOLS INC | |||||
| 200 FRANK H OGAWA PLAZA 7TH FLOOR | OAKLAND | CA | 94612 | CONSULTING SERVICES | 132874 |
| MODERN EXPOSITION SERVICES | |||||
| 424 SOUTH 700 EAST | SALT LAKE CITY | UT | 84102 | CONSULTING SERVICES | 121985 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Government Grants | 1328060 | GovernmentGrants |
| All Other Contributions | 16247677 | AllOtherContributions |
| Noncash Contributions | 225605 | NoncashContributions |
| Total Contributions | 17575737 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| FILM FESTIVAL | 713990 | 7672918 | 7672918 |
| FEATURE FILM | 713990 | 521285 | 521285 |
| DOCUMENTARY FILM | 713990 | 190934 | 190934 |
| OTHER PROGRAM REVENUE | 713990 | 560680 | 560680 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8945817 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 511250 | TotalRevenueColumn |
| Exclusion | $511,250 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 146565 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 76541 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 70024 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 70024 | TotalRevenueColumn |
| Exclusion | $70,024 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 986263 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 983062 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3201 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3201 | TotalRevenueColumn |
| Exclusion | $3,201 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 575151 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 109564 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 575151 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 743285 | GrossSalesOfInventory |
| Cost Of Goods Sold | 331848 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 411437 | TotalRevenueColumn |
| Exclusion | $411,437 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| OTHER REVENUE | 900099 | 222505 | $222,505 | |
| ADVERTISING | 541800 | 136105 | 136105 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 358610 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 27876076 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8945817 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 136105 | UnrelatedBusinessRevenue |
| Exclusion | $1,218,417 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 842600 | Total |
| Program Services | 842600 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 527373 | Total |
| Program Services | 527373 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 559940 | Total |
| Program Services | 559940 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1653206 | Total |
| Program Services | 1030056 | ProgramServices |
| Management And General | 593098 | ManagementAndGeneral |
| Fundraising | 30052 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7237512 | Total |
| Program Services | 5293072 | ProgramServices |
| Management And General | 1071151 | ManagementAndGeneral |
| Fundraising | 873289 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 267937 | Total |
| Program Services | 190457 | ProgramServices |
| Management And General | 45961 | ManagementAndGeneral |
| Fundraising | 31519 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 713690 | Total |
| Program Services | 456338 | ProgramServices |
| Management And General | 171400 | ManagementAndGeneral |
| Fundraising | 85952 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 700448 | Total |
| Program Services | 504386 | ProgramServices |
| Management And General | 126888 | ManagementAndGeneral |
| Fundraising | 69174 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 151156 | Total |
| Program Services | 570 | ProgramServices |
| Management And General | 150586 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50041 | Total |
| Program Services | 1250 | ProgramServices |
| Management And General | 48791 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35042 | Total |
| Program Services | 35042 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2306588 | Total |
| Program Services | 2072705 | ProgramServices |
| Management And General | 177670 | ManagementAndGeneral |
| Fundraising | 56213 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140015 | Total |
| Program Services | 115913 | ProgramServices |
| Management And General | 24102 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1018325 | Total |
| Program Services | 825633 | ProgramServices |
| Management And General | 154890 | ManagementAndGeneral |
| Fundraising | 37802 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136237 | Total |
| Program Services | 8882 | ProgramServices |
| Management And General | 127355 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3209433 | Total |
| Program Services | 2926237 | ProgramServices |
| Management And General | 232393 | ManagementAndGeneral |
| Fundraising | 50803 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1811717 | Total |
| Program Services | 1473793 | ProgramServices |
| Management And General | 229890 | ManagementAndGeneral |
| Fundraising | 108034 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 338919 | Total |
| Program Services | 338919 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103764 | Total |
| Program Services | 82569 | ProgramServices |
| Management And General | 15270 | ManagementAndGeneral |
| Fundraising | 5925 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PROGRAM MEALS | 600901 | 598078 | 2440 | 383 |
| RECEPTIONS | 404207 | 375657 | 28550 | |
| PRODUCTION EXPENSE | 158188 | 158188 | ||
| EQUIPMENT EXPENSE | 887756 | 640474 | 213958 | 33324 |
| PUBLIC RELATIONS | 93187 | 87106 | 15 | 6066 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 417338 | Total |
| Program Services | 345656 | ProgramServices |
| Management And General | 55648 | ManagementAndGeneral |
| Fundraising | 16034 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24365520 | Total |
| Program Services | 19490894 | ProgramServices |
| Management And General | 3441506 | ManagementAndGeneral |
| Fundraising | 1433120 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1000 | BOY |
| EOY | 1000 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8194549 | BOY |
| EOY | 10637667 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8589691 | BOY |
| EOY | 9874161 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45066 | BOY |
| EOY | 83907 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 415946 | BOY |
| EOY | 462096 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5984846 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4478004 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1556424 | BOY |
| EOY | 1506842 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13313108 | BOY |
| EOY | 14488506 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 453252 | BOY |
| EOY | 516109 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32569036 | BOY |
| EOY | 37570288 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2158536 | BOY |
| EOY | 2363356 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 452635 | BOY |
| EOY | 487658 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2611171 | BOY |
| EOY | 2851014 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6308419 | BOY |
| EOY | 6386823 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13475147 | BOY |
| EOY | 18094158 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10174299 | BOY |
| EOY | 10238293 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29957865 | BOY |
| EOY | 34719274 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32569036 | BOY |
| EOY | 37570288 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3510556 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1250853 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| 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 | 10263618 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14020241 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17654257 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10224889 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17575737 | CurrentTaxYear |
| Total | 69738742 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10263618 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14020241 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17654257 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10224889 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17575737 | CurrentTaxYear |
| Total | 69738742 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 11397211 | AmountsSubstContributorsTotal |
| Public Support Total170 | 58341531 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1089808 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1315184 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 690682 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 528892 | CurrentTaxYearMinus1Year |
| Current Tax Year | 657815 | CurrentTaxYear |
| Total | 4282381 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 74021123 | TotalSupport |
| Public Support Pertcentage170 | 0.78817 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.78798 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| 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 Minus1 Year CurrentYearMinus1Year
| 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 Minus2 Years CurrentYearMinus2Years
| 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 |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 777000 | OtherCostOrOtherBasis |
| Book Value | 777000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 3076922 | OtherCostOrOtherBasis |
| Depreciation | 2713803 | Depreciation |
| Book Value | 363119 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 105848 | OtherCostOrOtherBasis |
| Depreciation | 80614 | Depreciation |
| Book Value | 25234 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 2025076 | OtherCostOrOtherBasis |
| Depreciation | 1683587 | Depreciation |
| Book Value | 341489 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 1506842 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
| Total Of Amounts | 0 | TotalOfAmounts |
| Total Revenue | 27876076 | TotalRevenue |
| Total Expenses | 24365520 | TotalExpenses |
| Excess Or Deficit For Year | 3510556 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1237884 | NetUnrealizedGLOnInvestments |
| Other | $12,968 | OtherAmount |
| Total Adjustments | 1250852 | TotalAdjustments |
| Excess Or Deficit Per FS | 4761408 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 32354846 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1237884 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 3186426 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 89510 | OtherRevenues |
| Revenue Not Rptd F990 | 4513820 | RevenueNotRptdF990 |
| Revenue Subtotal | 27841026 | RevenueSubtotal |
| Investment Expenses Not Included | 35050 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 35050 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 27876076 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 27593437 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 3186426 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 76541 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 3262967 | ExpensesNotRptdF990 |
| Expenses Subtotal | 24330470 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 35050 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 35050 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 24365520 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PART X | LINE 2 | 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"), ACCOUTING 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 POSITION 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 STATUE OF LIMITATIONS REMAINED OPEN FOR THE YEARS ENDED AUGUST 31, 2007 THROUGH AUGUST 31, 2009 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, 2009 AND IT IS NOT EXPECTED THAT THERE WILL BE A MATERIAL CHANGE IN THE 12 MONTHS FOLLOWING THE TAX YEAR ENDED AUGUST 31, 2011. |
| PART XI | LINE 8 | APPRECIATION ON LIFE INSURANCE $12,968 |
| PART XII | LINE 2D | APPRECIATION ON LIFE INSURANCE $12,968 AND RENTAL EXPENSES $76,541 |
| PART XIII | LINE 2D | RENTAL EXPENSES $76,541 |
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 and the Pacific | Grantmaking | 137500 |
| Europe (Including Iceland and Greenland) | Grantmaking | 258952 |
| Middle East and North Africa | Grantmaking | 33960 |
| North America | Grantmaking | 52460 |
| South America | Grantmaking | 35000 |
| South Asia | Grantmaking | 12500 |
| Sub-Saharan Africa | Grantmaking | 29568 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 559940 | SubtotalAmountSpent |
| Total Amount Spent | 559940 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (14 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|
| East Asia/Pacific | Filmmaking | 25000 | Wire Trans |
| East Asia/Pacific | Filmmaking | 25000 | Wire Trans |
| East Asia/Pacific | Filmmaking | 40000 | Wire Trans |
| Europe/Iceland/Greenland | Filmmaking | 7605 | Wire Trans |
| Europe/Iceland/Greenland | Filmmaking | 20000 | Wire Trans |
| Europe/Iceland/Greenland | Filmmaking | 80000 | Wire Trans |
| Europe/Iceland/Greenland | Filmmaking | 20000 | Wire Trans |
| Europe/Iceland/Greenland | Filmmaking | 30000 | Wire Trans |
| Europe/Iceland/Greenland | Filmmaking | 30000 | Wire Trans |
| Europe/Iceland/Greenland | Filmmaking | 7500 | Wire Trans |
| Europe/Iceland/Greenland | Filmmaking | 15000 | Wire Trans |
| North America | Filmmaking | 25000 | Wire Trans |
| South Asia | Filmmaking | 12500 | Wire Trans |
| Sub-Saharan Africa | Film Making | 29568 | WIRE TRANS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Other Orgs | 16 | TotalNumberOfOtherOrgs |
Grants To Ind Outside US GrantsToIndOutsideUS (5 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| FILMMAKING GRANT | East Asia/Pacific | 3 | 47500 | WIRE TRANSFE |
| FILMMAKING GRANT | Europe/Iceland/Greenland | 7 | 41347 | WIRE TRANSFE |
| FILMMAKING GRANT | Middle East/North Africa | 7 | 33960 | WIRE TRANSFE |
| FILMMAKING GRANT | North America | 2 | 27460 | WIRE TRANSFE |
| FILMMAKING GRANT | South America | 1 | 35000 | WIRE TRANSFE |
| 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 | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE F | Identifier |
| Return Reference | PART I, LINE 2 | ReturnReference |
| Explanation | 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 EXPLANTAION 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 OR 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 G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Sundance Gala | NameOfEvent1 |
| Gross Receipts Event1 | 684715 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 109564 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 575151 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 20776 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 89148 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 47694 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 417533 | OtherDirectExpensesEvent1 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 684715 | GrossReceiptsTotal |
| Charitable Contributions Total | 109564 | CharitableContributionsTotal |
| Gross Revenue Total Events | 575151 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 20776 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 89148 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 47694 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 417533 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 575151 | DirectExpenseSummaryEvents |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (42 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|
| After Image Public Media | ||||||
| 39 Mesa Street Ste 206 | San Fran | CA | 94129 | 260683783 | 25000 | Filmmaking |
| American Film Foundation | ||||||
| 345 Adelaide DriveG | Santa Monica | CA | 90402 | 510191683 | 15000 | Filmmaking |
| Anne Makepeace Productions | ||||||
| 76 Lincoln City Road | Salisbury | CT | 06068 | 942851148 | 20000 | Filmmaking |
| Arts Engine | ||||||
| 104 West 14th Street Floor 4 | NY | NY | 10011 | 134129275 | 12500 | Filmmaking |
| Bad Cop Bad Cop Film Production LLC | ||||||
| 24 W 15th Street 7 | New York | NY | 10011 | 274707653 | 10000 | Filmmaking |
| Birdbrain Films LLC | ||||||
| 169 West 25th Street 9th Floor | NY | NY | 10001 | 271274437 | 25000 | Filmmaking |
| Bolo Productions | ||||||
| 200 Varick Street 508 | New York | NY | 10014 | 205824927 | 7500 | Filmmaking |
| Borderline Films LLC | ||||||
| 545 8th Avenue 11th Floor | NY | NY | 10018 | 020777687 | 20000 | Filmmaking |
| Camino Bluff Productions | ||||||
| 752 West End Avenue 2F | New York | NY | 10025 | 113592414 | 30000 | Filmmaking |
| Center for Independent Documentary | ||||||
| 680 South Main Street | Sharon | MA | 02067 | 042738458 | 15000 | Filmmaking |
| Circumstance LLC | ||||||
| 330 West 38th Street Room 807 | NY | NY | 10018 | 800473824 | 7500 | Filmmaking |
| Consuelo Productions | ||||||
| 136 West 21st St 7th Floor | NY | NY | 10011 | 264190283 | 20000 | Filmmaking |
| Film Champion LLC | ||||||
| 393 West End Avenue 8C | New York | NY | 10024 | 273877016 | 7500 | Filmmaking |
| Full Credit Productions | ||||||
| 240 East 2nd St 13 | New York | NY | 10009 | 272994390 | 35000 | Filmmaking |
| Galle Ceddo Projects LLC | ||||||
| 2816 Vereda de Pueblo | Sante Fe | NM | 87507 | 263288152 | 30000 | Filmmaking |
| Harambee Media inc | ||||||
| 1543 Angelus Avenune | Los Angeles | CA | 90026 | 260877160 | 15000 | Filmmaking |
| Helavanna Productions LLC | ||||||
| 625 Greenwich Street | New York | NY | 10014 | 270111691 | 10000 | Filmmaking |
| How to Survive a Plague | ||||||
| 379 Mead Road 281 | New Kingston | NY | 12459 | 272773386 | 15000 | Filmmaking |
| In Search of Carter G LLC | ||||||
| 456 Riverside Dr 1B | New York | NY | 10027 | 392065157 | 20000 | Filmmaking |
| Interloper Films | ||||||
| 1622 Pepper Dr | Pasadena | CA | 91104 | 260378969 | 5500 | Filmmaking |
| Iskander Films LLC | ||||||
| 338 Prospect Place 4G | Brooklyn | NY | 11238 | 260404057 | 20000 | Filmmaking |
| Keep the Lights On Inc | ||||||
| 176 Grand St 601 | New York | NY | 10013 | 320339695 | 7500 | Filmmaking |
| Kirsten Johnson Inc | ||||||
| 102 Bedford Ave 3L | Brooklyn | NY | 11211 | 203205362 | 15000 | Filmmaking |
| Marshall Curry Productions LLC | ||||||
| 438 12th Street 1C | Brooklyn | NY | 11215 | 753163534 | 20000 | Filmmaking |
| Maximum Pictures | ||||||
| 142 Prospect Park W 2 | Brooklyn | NY | 11215 | 271326507 | 12500 | Filmmaking |
| Never Sorry LLC | ||||||
| 545 West 25th St Floor 7 | NY | NY | 10025 | 273946183 | 35000 | Filmmaking |
| Noruz Productions | ||||||
| 242 South 1st Street 3E | Brooklyn | NY | 11211 | 561318127 | 7500 | Filmmaking |
| Praxis Films | ||||||
| 205 Hudson Street Suite 1004 | NY | NY | 10013 | 200779795 | 15000 | Filmmaking |
| Pull-Start Pictures | ||||||
| PO Box 364 | North Haven | ME | 04853 | 270711424 | 30000 | Filmmaking |
| Realside Productions Inc | ||||||
| 130 Lenox Ave 1003 | New York | NY | 10026 | 010876435 | 30000 | Filmmaking |
| Return Productions Inc | ||||||
| 60 Leroy Street New York | New York | NY | 10014 | 273885328 | 20000 | Filmmaking |
| Right on Time Productions | ||||||
| 792 Columbus Avenue 5B | New York | NY | 10025 | 550899902 | 25000 | Filmmaking |
| Roger Ross Williams Productions Inc | ||||||
| 240 East 2nd St Apt 9FW | New York | NY | 10009 | 272994390 | 12500 | Filmmaking |
| RTFM LLC | ||||||
| 233 East 3rd Street | New York | NY | 10009 | 272160502 | 10000 | Filmmaking |
| Spargel Productions | ||||||
| 175 Prospect Park SW 2D | Brooklyn | NY | 11218 | 820579982 | 12500 | Filmmaking |
| STM Productions | ||||||
| 426 Broome Street B | New York | NY | 10013 | 205080981 | 30000 | Filmmaking |
| Sun Kissed Productions LLC | ||||||
| 143 N9th Street Apt 2R | Brooklyn | NY | 11211 | 270547412 | 30000 | Filmmaking |
| Sustainable Markets Foundation | ||||||
| 45 West 36th Street 6th Floor | NY | NY | 10018 | 134188834 | 15000 | Filmmaking |
| Through a Lens Darkly LLC | ||||||
| PO Box 1584a | Greenwood Lake | NY | 10950 | 261271930 | 25000 | Filmmaking |
| Urban Landscape | ||||||
| 173 1/2 South Sycamore Ave | LA | CA | 90036 | 133897562 | 100000 | Filmmaking |
| Velvet Film Inc | ||||||
| 250 West 57th St 26th Floor | NY | NY | 10107 | 470897187 | 12500 | Filmmaking |
| When I Walk Inc | ||||||
| 148 N 10th Street 2C | Brooklyn | NY | 11211 | 263805278 | 30000 | Film Making |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of Other Organizations | 58 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FILM MAKING GRANT | TypeOfGrant |
| Number Of Recipients | 56 | NumberOfRecipients |
| Amount Of Cash Grant | 527373 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE I | Identifier |
| Return Reference | PART I, LINE 2 | ReturnReference |
| Explanation | 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 EXPLANTAION 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 OR 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 | true | 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 (7 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Kenneth Brecher | |||||||||||||
| 3844 | 0 | 0 | 0 | 265961 | 0 | 18889 | 0 | 7400 | 0 | 296094 | 0 | 0 | 0 |
| Kerith Putnam | |||||||||||||
| 268858 | 0 | 0 | 0 | 896 | 0 | 0 | 0 | 4756 | 0 | 274510 | 0 | 0 | 0 |
| Jill Miller | |||||||||||||
| 231555 | 0 | 11689 | 0 | 363 | 0 | 17333 | 0 | 10683 | 0 | 271623 | 0 | 0 | 0 |
| Cara Mertes | |||||||||||||
| 192317 | 0 | 3533 | 0 | 417 | 0 | 14603 | 0 | 12948 | 0 | 223818 | 0 | 0 | 0 |
| John Cooper | |||||||||||||
| 180603 | 0 | 8900 | 0 | 388 | 0 | 13265 | 0 | 4195 | 0 | 207351 | 0 | 0 | 0 |
| Michelle Satter | |||||||||||||
| 176188 | 0 | 3593 | 0 | 737 | 0 | 12944 | 0 | 12053 | 0 | 205515 | 0 | 0 | 0 |
| Philip Himberg | |||||||||||||
| 149759 | 0 | 3321 | 0 | 663 | 0 | 11962 | 0 | 7168 | 0 | 172873 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE J | Identifier |
| Return Reference | PART II, LINE A1 | ReturnReference |
| Explanation | The compensation reported for Ken Brecher (former executive director)was a severance payment. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Sundance Partners | |||
| President owns > 35% | 575000 | Purchased catering & lodging | false |
| Sundance Partners | |||
| President owns > 35% | 109000 | Received rental income | false |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 81710 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair market Value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Goods | Description |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 143895 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | % of replace val | 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 (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PART VI | SECTION B LINE 11a | THE CONTROLLER, FINANCE DIRECTOR, AND MANAGING DIRECTOR 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 REIVEW 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. |
| PART IV | SECTION B 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. |
| PART vi | SECTION B LINE 15 | THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES CONDUCTS A REVIEW OF KEY EMPLOYEE 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. |
| PART IV | SECTION C LINE 19 | ALL STATEMENTS AND FILINGS REQUIRED TO BE AVAILABLE TO THE PUBLIC ARE MADE AVAILABLE UPON REQUEST. |
| PART XI | LINE 5 | NET UNREALIZED GAIN OF $1,237,884 AND APPRECIATION OF LIFE INSURANCE $12,968 |
| SCH I | PART II | DURING THE YEAR THERE WAS A GRANT THAT HAD BEEN ACCRUED IN WHICH THE RECIPIENT WAS NO LONGER MEETING THE REQUIREMENTS OF THE GRANT. THEREFORE, THE ACCRUED GRANT TO HDC MEDIA GROUP OF $79,400 HAS BEEN REVERSED. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNDANCE INSTITUTE CALIFORNIA INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8530 WILSHIRE BLVD | AddressLine1 |
| City | BEVERLY HILLS | City |
| State | CA | State |
| ZIP Code | 90211 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 753036001 | EIN |
| Primary Activities | INACTIVE | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Public Charity Status | 11(A) | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| 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 |
| 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 | false | 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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