SUNDANCE INSTITUTE Charity Report

Public IRS 990 nonprofit record

SUNDANCE INSTITUTE

EIN 87-0361394 · Arts, Culture & Humanities (A310)

What they do

SUNDANCE INSTITUTE is A NONPROFIT ORGANIZATION DEDICATED to THE DISCOVERY and DEVELOPMENT of INDEPENDENT ARTISTS and AUDIENCES.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $75.40 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders51 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

72.44%of revenue went to mission work75.4% of expenses · Program services

6.36%of revenue went to fundraising6.6% of expenses

$96.05spent for every $100 of revenueRevenue covered expenses this year.

17.25%of revenue went to management and office costs18.0% of expenses

$1.74in assets for every $1 spent this yearSome assets cannot be spent right away.

63.4%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $495,280 for JOANA VICENTE KLIOT (FORMER CHIEF EXECUTIVE OFFICER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$46,350,421

Mission workProgram services$33,576,99172.44% of revenue75.4% of expenses

ManagementOffice and general costs$7,994,61717.25% of revenue18.0% of expenses

FundraisingAsking for donations$2,949,9576.36% of revenue6.6% of expenses

Revenue left after expensesReported annual surplus$1,828,8563.95% of revenueShown in gray on the chart

Total expenses$44,521,56596.05% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 75.4% mission · 18.0% management · 6.6% fundraisingTotal expenses: 96.05% of revenue

2023Expense mix: 76.1% mission · 17.1% management · 6.9% fundraisingTotal expenses: 112.28% of revenue

2022Expense mix: 76.7% mission · 16.9% management · 6.4% fundraisingTotal expenses: 109.43% of revenue

2021Expense mix: 74.5% mission · 18.5% management · 6.9% fundraisingTotal expenses: 77.10% of revenue

2020Expense mix: 74.9% mission · 16.0% management · 9.1% fundraisingTotal expenses: 116.14% of revenue

2019Expense mix: 76.6% mission · 13.6% management · 9.8% fundraisingTotal expenses: 88.09% of revenue

2018Expense mix: 76.7% mission · 14.8% management · 8.6% fundraisingTotal expenses: 85.24% of revenue

2017Expense mix: 72.9% mission · 19.8% management · 7.3% fundraisingTotal expenses: 88.52% of revenue

Money in and money out

Revenue$46,350,421

Expenses$44,521,565

Annual surplus $1,828,856 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$33,576,991 · 75.4% of expenses

Management and office costs$7,994,617 · 18.0% of expenses

Fundraising$2,949,957 · 6.6% of expenses

See all reported dollar amounts

Revenue$46,350,421

Expenses$44,521,565

Assets$77,454,374

Income$65,548,747

Contributions$29,401,798

Mission work (program services)$33,576,991

Fundraising$2,949,957

Grants given$15,441,377

Average grant$24,667

Management and general$7,994,617

Stocks and bonds$24,443,606

Accounting fees$97,159

Investing fees$171,796

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JOANA VICENTE KLIOTFORMER CHIEF EXECUTIVE OFFICER · 40 hrs/week $495,280Base $485,475 · Other $9,805

MICHELLE SATTERFOUNDING SENIOR DIRECTOR, ARTIST PROGRAMS · 40 hrs/week $350,089Base $316,884 · Other $33,205

EUGENE HERNANDEZDIRECTOR, SUNDANCE FILM FESTIVAL & PUBLIC PROGRAMM · 40 hrs/week $331,098Base $310,275 · Other $20,823

TRISTA SCHROEDERGENERAL COUNSEL & BOARD SECRETARY · 40 hrs/week $315,309Base $283,721 · Other $31,588

LAURA RYANCHIEF OPERATING OFFICER · 40 hrs/week $314,415Base $299,081 · Other $15,334

SHERI GREENCHIEF PRODUCT & TECHNOLOGY OFFICER · 40 hrs/week $297,248Base $264,807 · Other $32,441

AMANDA KELSOCHIEF EXECUTIVE OFFICER · 40 hrs/week $285,922

TAMMIE ROSENCHIEF COMMUNICATIONS OFFICER · 40 hrs/week $257,902Base $237,900 · Other $20,002

STACEY BOSWORTHDIRECTOR OF DEVELOPMENT · 40 hrs/week $244,844Base $217,776 · Other $27,068

EMILY PIRRELLOCHIEF OF STAFF · 40 hrs/week $218,506Base $190,790 · Other $27,716

DOUGLAS GATZADIRECTOR, DIGITAL ENGINEERING · 40 hrs/week $208,725Base $171,303 · Other $37,422

KIMBERLY YUTANISENIOR DIRECTOR OF PROGRAMMING, SUNDANCE FILM FEST · 40 hrs/week $202,927Base $173,624 · Other $29,303

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (51)

JOANA VICENTE KLIOTFORMER CHIEF EXECUTIVE OFFICER

MICHELLE SATTERFOUNDING SENIOR DIRECTOR, ARTIST PROGRAMS

EUGENE HERNANDEZDIRECTOR, SUNDANCE FILM FESTIVAL & PUBLIC PROGRAMM

TRISTA SCHROEDERGENERAL COUNSEL & BOARD SECRETARY

LAURA RYANCHIEF OPERATING OFFICER

SHERI GREENCHIEF PRODUCT & TECHNOLOGY OFFICER

AMANDA KELSOCHIEF EXECUTIVE OFFICER

TAMMIE ROSENCHIEF COMMUNICATIONS OFFICER

STACEY BOSWORTHDIRECTOR OF DEVELOPMENT

EMILY PIRRELLOCHIEF OF STAFF

DOUGLAS GATZADIRECTOR, DIGITAL ENGINEERING

KIMBERLY YUTANISENIOR DIRECTOR OF PROGRAMMING, SUNDANCE FILM FEST

MARYAM SADEGHYDIRECTOR, PARTNERSHIPS & CO-DIRECTOR, ADVANCEMENT

KRISTIN FEELEYDIRECTOR, DOCUMENTARY FILM PROGRAM

KAREN BONODIRECTOR, HUMAN RESOURCES

PAUL LABAYDIRECTOR, COLLAB & DIGITAL OPERATIONS

HELEN WALLACEFORMER MANAGING DIRECTOR

BENJAMIN STILPCHIEF FINANCIAL OFFICER

NADINE SCHIFF-ROSENTRUSTEE

WILLIAM PLAPINGERTREASURER & CHAIR OF FINANCE COMMITTEE

NINA FIALKOWTRUSTEE

PAT MITCHELLTRUSTEE

WONYA LUCASTRUSTEE

PATRICK GASPARDTRUSTEE

PETE NICKSTRUSTEE

PHILIPP ENGELHORNTRUSTEE

ROBERT FRANKENBERGTRUSTEE, CHAIR OF AUDIT COMMITTEE & CO-CHAIR OF TE

KIMBERLY STEWARDTRUSTEE

ROBERT REDFORDFOUNDER

SCOTT FRANKTRUSTEE

SEAN BAILEYVICE CHAIR & CHAIR OF MARKETING COMMITTEE

SHRIPRIYA MAHESHTRUSTEE

TESSA THOMPSONARTIST TRUSTEE

DONNA GRUNEICHTRUSTEE & CHAIR OF DEVELOPMENT COMMITTEE

ALEJANDRO RAMIREZ MAGANATRUSTEE

AMY REDFORDTRUSTEE

ANN LEWNESTRUSTEE

BARRY TYERMANTRUSTEE

BLAIR STEINTRUSTEE

CATERINA FAKETRUSTEE

CHARLES KINGTRUSTEE

CINDY HORNTRUSTEE

DAVID NEVINSTRUSTEE

LULU WANGARTIST TRUSTEE

EBS BURNOUGHBOARD CHAIR

GEOFF SANDSTRUSTEE

GIGI PRITZKERVICE CHAIR

GREG SARRISTRUSTEE

JASON BLUMTRUSTEE

JEANNE DONOVAN FISHERTRUSTEE & CHAIR OF GOVERNANCE COMMITTEE

KIMBERLE CRENSHAWTRUSTEE

About this charity

Recognized since: January 1981
Location: PO Box 684429, Park City, UT 84068
County: Summit
In care of: Michelle Anderson
Primary officer: Michelle Anderson, Chief Financial Officer

How to reach them

WebsiteVisit the charity’s website Phone(435) 658-3456

Filing and classification

Latest tax year: 2024
Tax period began: September 1, 2024
Return type: 990
Tax preparer: LARSON & COMPANY PC
NTEE classification: Arts, Culture & Humanities (A310)
Grant-giving organization: Yes