2026-04-10T19:30:50-05:00 2025-10-31 934792291 SORREN INC 1120 S RACKHAM WAY SUITE 100 MERIDIAN ID 83642 990 2024-11-01 820397940 SUN VALLEY SUMMER SYMPHONY INC SUNV 2086225607 PO BOX 1914 SUN VALLEY ID 83353 DEREK DEAN EXECUTIVE DIRECTOR 2086225607 2026-04-10 1 1 NATHAN ODIORNE P02355271 2083338965 2026-04-08 2024 2025-03-06 01:10:19Z SUN VALLEY MUSIC FESTIVAL DEREK DEAN PO BOX 1914 SUN VALLEY ID 83353 9389031 0 X WWW.SVMUSICFESTIVAL.ORG X 1985 ID TO INSTILL IN OUR COMMUNITY A LIFELONG LOVE OF CLASSICAL MUSIC. 13 13 55 50 0 0 4483363 4781034 154258 61765 322706 753974 -199660 -163339 4760667 5433434 0 0 0 0 1761551 2038006 0 0 985767 3394033 3162116 5155584 5200122 -394917 233312 23094558 25600934 62560 106478 23031998 25494456 TO ENRICH, INSPIRE, AND INSTILL IN OUR COMMUNITY A LIFELONG LOVE OF CLASSICAL MUSIC THROUGH EXTRAORIDNARY, FREE CONCERTS AND EDUCATION PROGRAMS. 0 0 2608590 SUMMER SEASON: EACH SUMMER, THE ORGANIZATION BRINGS MUSICIANS AND GUEST ARTISTS TO SUN VALLEY TO PRESENT A SERIES OF CLASSICAL MUSIC CONCERTS. OVER 100 MUSICIANS FORM THE FESTIVAL ORCHESTRA, LED BY MUSIC DIRECTOR ALASDAIR NEALE. THE CONCERTS ARE PRESENTED AT THE SUN VALLEY PAVILION. ALL CONCERTS - EXCEPT THE FUNDRAISING GALA - ARE PRESENTED FREE OF CHARGE TO THE PUBLIC. EACH SUMMER, OVER 50,000 PEOPLE ATTEND UP TO 15 FREE CONCERTS. 772800 61765 EDUCATION: THE FESTIVAL'S MUSIC INSTITUTE RUNS MUSIC EDUCATION PROGRAMS DURING THE SCHOOL YEAR IN CONJUNCTION WITH LOCAL PUBLIC SCHOOLS AND, IN ADDITION, RUNS TWO SUMMER CAMPS DURING THE FESTIVAL'S SUMMER SEASON. SCHOOL-YEAR PROGRAMS SERVE STUDENTS IN LOCAL PUBLIC AND PRIVATE ELEMENTARY, MIDDLE, AND HIGH SCHOOLS IN PARTNERSHIP WITH MUSIC TEACHERS IN THESE SCHOOLS. THE MUSIC INSTITUTE OFFERS COMPREHENSIVE MUSIC EDUCATION INCLUDING MUSIC THEORY AND ENSEMBLE AND INDIVIDUAL INSTRUCTION. THE SUMMER PROGRAMS OFFER MUSIC EDUCATION FOR CHILDREN IN GRADES 2-12 IN A ONE-WEEK PROGRAM, AND FOR ADVANCED STUDENTS IN A TWO-WEEK ADVANCED CHAMBER PROGRAM. ALL SUMMER PROGRAMS INVOLVE MUSICIANS FROM THE FESTIVAL ORCHESTRA, AS WELL AS GUEST ARTISTS. 360163 WINTER SEASON: THE MUSIC FESTIVAL PRESENTS A WINTER CONCERT SERIES IN FEBRUARY OR MARCH. PAST FESTIVALS HAVE PRESENTED THREE OR FOUR CONCERTS - ALL FREE OF CHARGE- WITH PERFORMERS INCLUDING MUSICIANS FROM THE FESTIVAL ORCHESTRA AS WELL AS GUEST ARTISTS. 3741553 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 220 0 1 55 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X STACIE BREW 2086225607 PO BOX 1914 SUN VALLEY ID 83353 MARK MILLER PRESIDENT 1.20 X X 0 0 0 VICKY ROGERS VICE PRESIDENT 0.50 X X 0 0 0 WENDY WEBB TREASURER 0.70 X X 0 0 0 DAN DUNN SECRETARY 0.90 X X 0 0 0 LYNN FITZSIMMONS DIRECTOR 0.50 X 0 0 0 JEAN-FRANCOIS HEITZ DIRECTOR 0.50 X 0 0 0 KITTY HILLMAN DIRECTOR 0.50 X 0 0 0 JOAN LAMB DIRECTOR 0.50 X 0 0 0 GREG LINDSTROM DIRECTOR 0.50 X 0 0 0 LISA MAYER DIRECTOR 0.50 X 0 0 0 PRESTON SARGENT DIRECTOR 0.50 X 0 0 0 GAIL SEVERN DIRECTOR 0.50 X 0 0 0 JULIE SIEGEL DIRECTOR 0.50 X 0 0 0 JANE SPRINGMAN DIRECTOR 0.50 X 0 0 0 ED ZANDER DIRECTOR 0.50 X 0 0 0 PETER ZIEGLER DIRECTOR 0.50 X 0 0 0 CYNTHIA CRANMER HULL DIRECTOR 0.50 X 0 0 0 DEREK DEAN EXECUTIVE DIRECTOR 40.00 X 336788 0 15348 336788 0 15348 1 0 1 0 ALASDAIR NEALE PO BOX 10953 SAN RAFAEL CA 94912 ORCHESTRA CONDUCTOR 208032 OPUS 3 ARTISTS LLC 348 W 57TH ST STE 282 NEW YORK NY 10019 ARTIST MANAGEMENT 104000 2 468700 4312334 4781034 EDUCATION 711190 61765 61765 61765 479373 479373 3883928 3609327 274601 274601 274601 160750 468700 346270 -185520 -185520 OTHER 900099 22181 22181 22181 5433434 83946 0 568454 X 383516 222967 62225 98324 1357794 789389 220301 348104 55174 32077 8952 14145 122740 71358 19915 31467 118782 69057 19272 30453 77602 70178 798 6626 84380 84380 1421384 1285395 14631 121358 213545 164045 2126 47374 296396 104675 17929 173792 42973 35137 87 7749 532291 514444 1664 16183 176823 123776 17682 35365 PRODUCTIONS 290325 240285 14 50026 PERSONNEL COSTS 16854 9799 2734 4321 AWARDS AND GIFTS 5633 5061 92 480 STORE MERCHANDISE 3910 3910 5200122 3741553 472802 985767 88106 18572 102141 466509 4500 3000 2713 1084 42016 43798 3958974 1465016 2567817 2493958 17094861 19396609 192404 177404 3000000 3000000 23094558 25600934 62560 106478 62560 106478 X 21801820 24513868 1230178 980588 23031998 25494456 23094558 25600934 233312 2229146 0 X 0 1 X 1 0 X 3804723 4153642 5042087 4483363 4791684 22275499 3804723 4153642 5042087 4483363 4791684 22275499 22275499 330559 527610 549733 463659 479373 2350934 24626433 832460 0.90450 0.90300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15255677 41201 2558155 450000 17405033 12351027 249018 2955632 300000 15255677 11605839 300594 814594 370000 12351027 13308754 683881 -2107421 279375 11605839 9098696 1897969 2462089 150000 13308754 0 0 819093 190540 628553 3062330 1274476 1787854 77551 77551 2493958 X 7578200 2229146 2229146 5349054 84380 84380 5433434 5115742 0 5115742 84380 84380 5200122 PART X, LINE 2: THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE FESTIVAL MAY RECOGNIZE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR FISCAL YEARS 2025 OR 2024. THE FESTIVAL FILES FORM 990 IN THE U.S. FEDERAL JURISDICTION. THE FESTIVAL IS GENERALLY NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR YEARS BEFORE 2021. PART V, LINE 4 BOARD DESIGNATED ENDOWMENT FUNDS WERE ESTABLISHED TO PROVIDE A PREDICTABLE STREAM OF FUNDING FOR OPERATIONS WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. X 0 0 0 0 0 0 0 0 0 DEREK DEAN EXECUTIVE DIRECTOR 336788 0 0 0 0 0 4331 0 11017 0 352136 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE HAS BROAD AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY BETWEEN MEETINGS AND WHEN BOARD MEETINGS ARE NOT PRACTICAL. THE COMMITTEE IS COMPRISED OF THE PRESIDENT, VICE-PRESIDENT, SECRETARY AND TREASURER OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND FINANCE MANAGER PRIOR TO FILING. A COPY OF THE FORM 990 IS PROVIDED TO THE FULL BOARD OF DIRECTORS AFTER FILING HAS BEEN COMPLETED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS COMPLETED BY EACH BOARD MEMBER AND STAFF ANNUALLY AND REVIEWED BY TWO MEMBERS OF THE GOVERNANCE COMITTEE. IF A CONFLICT OF INTEREST IS FOUND TO EXIST, THE DIRECTOR WITH THE CONFLICT WILL ABSTAIN FROM VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED AND DETERMINED BY THE PRESIDENT OF THE BOARD AND THE HUMAN RESOURCES COMMITTEE USING COMPARABILITY DATA. THE COMPENSATION PROCESS AND OUTCOME IS DOCUMENTED IN THE MINUTES OF THE HR COMMITTEE MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE BOARD IS CONSIDERING ALSO UPLOADING THE 990 TO THE WEBSITE. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,285,395. MANAGEMENT AND GENERAL EXPENSES 14,631. FUNDRAISING EXPENSES 121,358. TOTAL EXPENSES 1,421,384.