Nonprofit · EIN 87-0361394
SUNDANCE INSTITUTE
Tax-exempt · BOULDER, CO 80306
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $46,350,421 | $44,521,565 | $1,828,856 | $77,454,374 | $7,469,367 | $69,985,007 |
| August 31, 2024 | 990 | $42,055,195 | $47,220,707 | -$5,165,512 | $73,427,883 | $6,710,146 | $66,717,737 |
| August 31, 2023 | 990 | $45,006,005 | $49,251,808 | -$4,245,803 | $75,369,619 | $7,346,848 | $68,022,771 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $29,401,798
- of which government grants
- $2,247,737
- Membership dues
- $334,304
- Program service revenue
- $13,535,949
- Investment income
- $3,316,083
- Royalties
- $9,866
- Net rental income
- $22,803
- Net gain from sales of assets
- $1,488,428
- Net income from fundraising events
- -$264,998
- Net income from sales of inventory
- $328,920
- Other revenue
- $96,591
Expenses
- Grants and similar amounts paid
- $2,945,300
- Compensation of officers, directors and key employees
- $3,477,292
- Other salaries and wages
- $15,249,754
- Salaries, compensation and benefits (total)
- $22,583,786
- Professional fundraising fees
- $0
- Legal fees
- $120,422
- Accounting fees
- $97,159
- Occupancy
- $1,798,108
- Travel
- $3,458,741
- Depreciation
- $728,984
- Program services (functional)
- $33,576,991
- Management and general (functional)
- $7,994,617
- Fundraising (functional)
- $2,949,957
Balance sheet and other
- Total assets, start of year
- $73,427,883
- Total assets, end of year
- $77,454,374
- Total liabilities, end of year
- $7,469,367
- Net assets, end of year
- $69,985,007
- Land, buildings and equipment
- $2,785,123
- Publicly traded securities
- $24,443,606
- Net assets without donor restrictions
- $10,867,902
- Net assets with donor restrictions
- $59,117,105
- Gross receipts
- $55,211,476
- Employees
- 509
- Volunteers
- 1,571
- Year formed
- 1981
- State of legal domicile
- UT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Joana Vicente Kliot | Former Chief Executive Officer Former | 40 | $485,475 | $9,805 |
| Michelle Satter | Founding Senior Director, Artist Programs Key employee | 40 | $316,884 | $33,205 |
| Eugene Hernandez | Director, Sundance Film Festival & Public Programming Key employee | 40 | $310,275 | $20,823 |
| Trista Schroeder | General Counsel & Board Secretary Officer | 40 | $283,721 | $31,588 |
| Laura Ryan | Chief Operating Officer Officer | 40 | $299,081 | $15,334 |
| Sheri Green | Chief Product & Technology Officer Key employee | 40 | $264,807 | $32,441 |
| Amanda Kelso | Chief Executive Officer Officer | 40 | $285,922 | $0 |
| Tammie Rosen | Chief Communications Officer Key employee | 40 | $237,900 | $20,002 |
| Stacey Bosworth | Director of Development Highest-paid employee | 40 | $217,776 | $27,068 |
| Emily Pirrello | Chief of Staff Highest-paid employee | 40 | $190,790 | $27,716 |
| Douglas Gatza | Director, Digital Engineering Highest-paid employee | 40 | $171,303 | $37,422 |
| Kimberly Yutani | Senior Director of Programming, Sundance Film Festival Key employee | 40 | $173,624 | $29,303 |
| Maryam Sadeghy | Director, Partnerships & Co-Director, Advancement Key employee | 40 | $186,358 | $15,194 |
| Kristin Feeley | Director, Documentary Film Program Key employee | 40 | $184,233 | $17,122 |
| Karen Bono | Director, Human Resources Highest-paid employee | 40 | $157,784 | $29,901 |
36 more people on this return
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Paul Labay | Director, Collab & Digital Operations Highest-paid employee | 40 | $170,497 | $16,089 |
| Helen Wallace | Former Managing Director Former | 0 | $122,554 | $0 |
| Benjamin Stilp | Chief Financial Officer Officer | 40 | $85,099 | $4,450 |
| Ebs Burnough | Board Chair Trustee or director, Officer | 5 | $0 | $0 |
| Gigi Pritzker | Vice Chair Trustee or director, Officer | 3 | $0 | $0 |
| Robert Redford | Founder Trustee or director, Officer | 0 | $0 | $0 |
| Sean Bailey | Vice Chair & Chair of Marketing Committee Trustee or director, Officer | 3 | $0 | $0 |
| William Plapinger | Treasurer & Chair of Finance Committee Trustee or director, Officer | 3 | $0 | $0 |
| Alejandro Ramirez Magana | Trustee Trustee or director | 1 | $0 | $0 |
| Amy Redford | Trustee Trustee or director | 2 | $0 | $0 |
| Ann Lewnes | Trustee Trustee or director | 2 | $0 | $0 |
| Barry Tyerman | Trustee Trustee or director | 1 | $0 | $0 |
| Blair Stein | Trustee Trustee or director | 1 | $0 | $0 |
| Caterina Fake | Trustee Trustee or director | 1 | $0 | $0 |
| Charles King | Trustee Trustee or director | 1 | $0 | $0 |
| Cindy Horn | Trustee Trustee or director | 1 | $0 | $0 |
| David Nevins | Trustee Trustee or director | 1 | $0 | $0 |
| Donna Gruneich | Trustee & Chair of Development Committee Trustee or director | 2 | $0 | $0 |
| Geoff Sands | Trustee Trustee or director | 1 | $0 | $0 |
| Greg Sarris | Trustee Trustee or director | 1 | $0 | $0 |
| Jason Blum | Trustee Trustee or director | 1 | $0 | $0 |
| Jeanne Donovan Fisher | Trustee & Chair of Governance Committee Trustee or director | 3 | $0 | $0 |
| Kimberle Crenshaw | Trustee Trustee or director | 1 | $0 | $0 |
| Kimberly Steward | Trustee Trustee or director | 1 | $0 | $0 |
| Lulu Wang | Artist Trustee Trustee or director | 1 | $0 | $0 |
| Nadine Schiff-Rosen | Trustee Trustee or director | 1 | $0 | $0 |
| Nina Fialkow | Trustee Trustee or director | 1 | $0 | $0 |
| Pat Mitchell | Trustee Trustee or director | 1 | $0 | $0 |
| Patrick Gaspard | Trustee Trustee or director | 2 | $0 | $0 |
| Pete Nicks | Trustee Trustee or director | 1 | $0 | $0 |
| Philipp Engelhorn | Trustee Trustee or director | 1 | $0 | $0 |
| Robert Frankenberg | Trustee, Chair of Audit Committee & Co-Chair of Tech Committee Trustee or director | 3 | $0 | $0 |
| Scott Frank | Trustee Trustee or director | 1 | $0 | $0 |
| Shripriya Mahesh | Trustee Trustee or director | 1 | $0 | $0 |
| Tessa Thompson | Artist Trustee Trustee or director | 1 | $0 | $0 |
| Wonya Lucas | Trustee Trustee or director | 1 | $0 | $0 |
990 for the year ended August 31, 2024: 50 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Joana Vicente Kliot | Chief Executive Officer Officer | 40 | $559,571 | $19,627 |
| Helen Wallace | Managing Director Officer | 40 | $419,244 | $4,944 |
| Michelle Satter | Founding Senior Director, Artist Programs Key employee | 40 | $302,085 | $14,196 |
| Eugene Hernandez | Director, Sundance Film Festival & Public Programming Key employee | 40 | $309,825 | $4,193 |
| Trista Schroeder | General Counsel & Board Secretary Officer | 40 | $259,582 | $14,976 |
| Sheri Green | Chief Product & Technology Officer Key employee | 40 | $264,340 | $7,179 |
| Laura Ryan | Chief Operating Officer Officer | 40 | $261,633 | $1,031 |
| Maryam Sadeghy | Director, Partnerships & Co-Director, Advancement Key employee | 40 | $213,332 | $9,867 |
| Tammie Rosen | Chief Communications Officer Key employee | 40 | $202,710 | $9,223 |
| Katherine Benay | Director, Marketing Key employee | 40 | $201,170 | $6,000 |
| Michelle Anderson | Chief Financial Officer, Former Officer | 40 | $181,216 | $15,726 |
| Paul Labay | Director, Digital Highest-paid employee | 40 | $183,312 | $7,388 |
| Kimberly Yutani | Senior Director of Programming, Sundance Film Festival Key employee | 40 | $173,520 | $11,243 |
| Beth Tripmacher | Director, Collab Highest-paid employee | 40 | $170,190 | $4,610 |
| Kristin Feeley | Director, Documentary Film Program Highest-paid employee | 40 | $155,406 | $6,780 |
| Karen Bono | Director, Human Resources Highest-paid employee | 40 | $148,251 | $11,797 |
| Tabitha Jackson | Director of Sundance Film Festival Former | 40 | $150,000 | $0 |
| Ilyse McKimmie | Deputy Director, Feature Film Program Highest-paid employee | 40 | $139,970 | $7,187 |
| Amanda Kelso | Trustee & Acting CEO (Effective March 2024) Trustee or director, Officer | 16 | $0 | $0 |
| Ebs Burnough | Board Chair Trustee or director, Officer | 5 | $0 | $0 |
| Gigi Pritzker | Vice Chair Trustee or director, Officer | 3 | $0 | $0 |
| Robert Redford | Founder Trustee or director, Officer | 0 | $0 | $0 |
| Sean Bailey | Vice Chair & Chair of Marketing Committee Trustee or director, Officer | 3 | $0 | $0 |
| William Plapinger | Treasurer & Chair of Finance Committee Trustee or director, Officer | 3 | $0 | $0 |
| Alejandro Ramirez Magana | Trustee Trustee or director | 1 | $0 | $0 |
| Amy Redford | Trustee Trustee or director | 2 | $0 | $0 |
| Ann Lewnes | Trustee Trustee or director | 2 | $0 | $0 |
| Barry Tyerman | Trustee Trustee or director | 1 | $0 | $0 |
| Caterina Fake | Trustee Trustee or director | 1 | $0 | $0 |
| Charles King | Trustee Trustee or director | 1 | $0 | $0 |
| Cindy Harrell Horn | Trustee Trustee or director | 1 | $0 | $0 |
| Donna Gruneich | Trustee & Chair of Development Committee Trustee or director | 2 | $0 | $0 |
| Geoff Sands | Trustee Trustee or director | 1 | $0 | $0 |
| Jason Blum | Trustee Trustee or director | 1 | $0 | $0 |
| Jeanne Donovan Fisher | Trustee & Chair of Governance Committee Trustee or director | 3 | $0 | $0 |
| Kimberle Crenshaw | Trustee Trustee or director | 1 | $0 | $0 |
| Kimberly Steward | Trustee Trustee or director | 1 | $0 | $0 |
| Lulu Wang | Artist Trustee Trustee or director | 1 | $0 | $0 |
| Lyn Davis Lear | Trustee Trustee or director | 1 | $0 | $0 |
| Nadine Schiff-Rosen | Trustee Trustee or director | 1 | $0 | $0 |
| Nina Fialkow | Trustee Trustee or director | 1 | $0 | $0 |
| Pat Mitchell | Trustee Trustee or director | 1 | $0 | $0 |
| Patrick Gaspard | Trustee Trustee or director | 2 | $0 | $0 |
| Pete Nicks | Trustee Trustee or director | 1 | $0 | $0 |
| Philipp Engelhorn | Trustee Trustee or director | 1 | $0 | $0 |
| Robert Frankenberg | Trustee, Chair of Audit Committee & Co-Chair of Tech Committee Trustee or director | 3 | $0 | $0 |
| Shripriya Mahesh | Trustee Trustee or director | 1 | $0 | $0 |
| Tessa Thompson | Artist Trustee Trustee or director | 1 | $0 | $0 |
| Uzodinma Iweala | Trustee Trustee or director | 1 | $0 | $0 |
| Wonya Lucas | Trustee Trustee or director | 1 | $0 | $0 |
990 for the year ended August 31, 2023: 45 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOANA VICENTE KLIOT | CHIEF EXECUT Officer | 40 | $590,610 | $12,632 |
| HELEN WALLACE | MANAGING DIR Officer | 40 | $368,681 | $18,587 |
| MICHELLE SATTER | DIR ARTIST P Key employee | 40 | $301,165 | $23,264 |
| TABITHA JACKSON | DIR SUNDANCE Former | 40 | $296,542 | $22,327 |
| TRISTA SCHROEDER | GENERAL COUN Officer | 40 | $239,100 | $29,173 |
| CARRIE LOZANO | DIR DOCU& AR Key employee | 40 | $206,421 | $40,468 |
| TAMMIE ROSEN | CHIEF COMM O Key employee | 40 | $226,864 | $12,436 |
| KATHERINE BENAY | MARKETING DI Key employee | 40 | $221,170 | $6,600 |
| MARYAM SADEGHY | DIR PSHIP & Key employee | 40 | $208,518 | $18,750 |
| MICHELLE ANDERSON | CFO Officer | 40 | $185,032 | $34,997 |
| KIMBERLY YUTANI | DIR SUNDANCE Key employee | 40 | $178,136 | $25,044 |
| PHAEDRA MARSHALL | CHIEF PRODUC Former | 40 | $190,738 | $943 |
| PAUL LABAY | DIRECTOR, DI Highest-paid employee | 40 | $172,772 | $13,338 |
| KAREN BONO | DIRECTOR HR Highest-paid employee | 40 | $148,626 | $26,329 |
| BETH TRIPMACHER | DIRECTOR, CO Highest-paid employee | 40 | $158,248 | $15,809 |
| JASON NICHOLS | CREATIVE DIR Highest-paid employee | 40 | $141,940 | $14,620 |
| RACHEL DENNY | DIR DEV & AD Highest-paid employee | 40 | $140,608 | $11,875 |
| SEAN BAILEY | VC/MKT CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| JASON BLUM | TRUSTEE Trustee or director | 1 | $0 | $0 |
| EBS BURNOUGH | BOARD CHAIR/ Trustee or director, Officer | 5 | $0 | $0 |
| KIMBERLE CRENSHAW | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PHILIPP ENGELHORN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CATERINA FAKE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JEANNE DONOVAN FISHER | GOV CHAIR/TR Trustee or director | 3 | $0 | $0 |
| ROBERT FRANKENBERG | AUD TECH CH/ Trustee or director | 3 | $0 | $0 |
| PATRICK GASPARD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DONNA GRUNEICH | DEVELOP. CH/ Trustee or director | 1 | $0 | $0 |
| CINDY HARRELL HORN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| UZODINMA IWEALA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| AMANDA KELSO | TECH CO-CHAI Trustee or director | 3 | $0 | $0 |
| CHARLES KING | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LYN DAVIS LEAR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANN LEWNES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| WONYA LUCAS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ALEJANDRO RAMIREZ MAGANA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SHRIPRIYA MAHESH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PAT MITCHELL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| WILLIAM PLAPINGER | TREAS/FIN CH Trustee or director, Officer | 3 | $0 | $0 |
| GIGI PRITZKER | VICE CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| AMY REDFORD | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ROBERT REDFORD | FOUNDER Trustee or director, Officer | – | $0 | $0 |
| GEOFF SANDS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NADINE SCHIFF-ROSEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BARRY TYERMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LULU WANG | ARTIST TRUST Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 39, BOULDER, CO 80306-0039
- Mailing address (990-N for 2008)
- RR 3 A-1 Sundance, Provo, Provo UT 84604
- Principal officer (990 for 2024)
- David Linde, PO Box 684429, Park City, UT 84068
- Principal officer (990-N for 2008)
- wbglobal, shiji kuang min street no6 3F, Taipei Taiwan 221, TW
- Signed the 990
- Michelle Anderson, Chief Financial Officer
- Phone
- (435) 658-3456
- Website
- www.sundance.org
- Return prepared by
- Larson & Company PC
Mission
See Schedule O.
Program accomplishments
- Sundance Film Festival Program - See Schedule O.Expenses $15,499,514 · revenue $12,117,267
- Documentary Film Program: THE DOCUMENTARY FILM PROGRAM ("DFP") PROVIDES FINANCIAL AND CREATIVE RESOURCES TO NONFICTION FILMMAKERS AROUND THE WORLD. THROUGH OPEN APPLICATIONS, THE DOCUMENTARY FUND PROVIDES MORE THAN TWO MILLION DOLLARS IN NON-RECOUPABLE FILM FINANCING EACH YEAR, AND LABS FOCUSED ON EDITING AND PRODUCING SUPPORT BOTH EMERGING AND EXPERIENCED MAKERS. DFP-SUPPORTED ARTISTS ALSO RECEIVE ONGOING STRATEGIC AND CREATIVE SUPPORT THROUGHOUT THE LIFE CYCLE OF THEIR FILM.Expenses $3,030,803 · revenue $2,065,000
- DIGITAL FESTIVAL: THE DIGITAL FESTIVAL PROVIDED ACCESS TO THE SUNDANCE FILM FESTIVAL PROGRAM THROUGH ITS ONLINE PLATFORM AND EXPANDED THE ORGANIZATION'S REACH AND ACCESSIBILITY TO PATRONS AROUND THE WORLD. THE PROGRAM INCLUDED BOTH FEATURE LENGTH AND SHORT FILMS.Expenses $2,723,514
- See Schedule O.Expenses $12,323,160 · grants $880,300 · revenue $1,418,681
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 87-0361394
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1981
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A310)
- Assets (IRS master file)
- $77,454,374
- Income (IRS master file)
- $55,211,476
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $46,350,421 | $44,521,565 | $77,454,374 | XML |
| 990 | August 2024 | $42,055,195 | $47,220,707 | $73,427,883 | XML |
| 990-T | August 2024 | – | – | – | IRS |
| 990 | August 2023 | $45,006,005 | $49,251,808 | $75,369,619 | XML |
| 990-T | August 2023 | – | – | – | IRS |
| 990 | August 2022 | $58,559,738 | $45,150,233 | $79,065,331 | IRS |
| 990-T | August 2022 | – | – | – | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990-T | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | IRS |
| 990-N for 2008 Officer: wbglobal | August 31, 2009 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 87-0361394).
Questions about SUNDANCE INSTITUTE
- What is the EIN of SUNDANCE INSTITUTE?
- The employer identification number (EIN) of SUNDANCE INSTITUTE is 87-0361394.
- Is SUNDANCE INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to SUNDANCE INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SUNDANCE INSTITUTE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SUNDANCE INSTITUTE due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUNDANCE INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of SUNDANCE INSTITUTE?
- The 990 for the year ended August 31, 2025 names David Linde.
- Who are the officers and directors of SUNDANCE INSTITUTE?
- The 990 for the year ended August 31, 2025 lists 51 people; 18 received compensation from the organization, the highest $485,475 (Joana Vicente Kliot, Former Chief Executive Officer).
- How much revenue does SUNDANCE INSTITUTE have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $46,350,421, expenses of $44,521,565 and total assets of $77,454,374 at year end.
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