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Nonprofiteer
← SUNDANCE INSTITUTE

Form 990 for tax year 2022

Filed by SUNDANCE INSTITUTE.

Totals

Total revenue
$45,006,005
Total expenses
$49,251,808
Contributions and grants received
$30,039,765
Grants paid
$2,765,300
Program service revenue
$13,805,826
Investment income
$1,009,417
Other revenue
$150,997
Total assets, end of year
$75,369,619
Total liabilities, end of year
$7,346,848
Net assets or fund balances, end of year
$68,022,771
Program services expenses (Part IX)
$37,779,132
Management and general expenses
$8,325,904
Fundraising expenses
$3,146,772
Program service expenses (Part III)
$37,779,132

Program services were 76.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JOANA VICENTE KLIOT

    CHIEF EXECUT

    Total calculated
    $603,242
    From this org
    $590,610
    From related orgs
    $0
    Other
    $12,632
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $443,317
    Bonus
    not reported
    Other
    $147,293
    Deferred
    $2,077
    Nontaxable benefits
    $10,555
    Filer's total
    $603,242

  • HELEN WALLACE

    MANAGING DIR

    Total calculated
    $387,268
    From this org
    $368,681
    From related orgs
    $0
    Other
    $18,587
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $362,904
    Bonus
    not reported
    Other
    $5,777
    Deferred
    $9,150
    Nontaxable benefits
    $9,437
    Filer's total
    $387,268

  • MICHELLE SATTER

    DIR ARTIST P

    Total calculated
    $324,429
    From this org
    $301,165
    From related orgs
    $0
    Other
    $23,264
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $294,084
    Bonus
    not reported
    Other
    $7,081
    Deferred
    $9,001
    Nontaxable benefits
    $14,263
    Filer's total
    $324,429

  • TABITHA JACKSON

    DIR SUNDANCE

    Total calculated
    $318,869
    From this org
    $296,542
    From related orgs
    $0
    Other
    $22,327
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,747
    Bonus
    not reported
    Other
    $150,795
    Deferred
    $4,500
    Nontaxable benefits
    $17,827
    Filer's total
    $318,869

  • TRISTA SCHROEDER

    GENERAL COUN

    Total calculated
    $268,273
    From this org
    $239,100
    From related orgs
    $0
    Other
    $29,173
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $237,663
    Bonus
    not reported
    Other
    $1,437
    Deferred
    $7,338
    Nontaxable benefits
    $21,835
    Filer's total
    $268,273

  • CARRIE LOZANO

    DIR DOCU& AR

    Total calculated
    $246,889
    From this org
    $206,421
    From related orgs
    $0
    Other
    $40,468
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,216
    Bonus
    not reported
    Other
    $1,205
    Deferred
    $6,588
    Nontaxable benefits
    $33,880
    Filer's total
    $246,889

  • TAMMIE ROSEN

    CHIEF COMM O

    Total calculated
    $239,300
    From this org
    $226,864
    From related orgs
    $0
    Other
    $12,436
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $210,694
    Bonus
    $15,000
    Other
    $1,170
    Deferred
    $6,859
    Nontaxable benefits
    $5,577
    Filer's total
    $239,300

  • KATHERINE BENAY

    MARKETING DI

    Total calculated
    $227,770
    From this org
    $221,170
    From related orgs
    $0
    Other
    $6,600
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,000
    Bonus
    $20,000
    Other
    $1,170
    Deferred
    $6,600
    Nontaxable benefits
    not reported
    Filer's total
    $227,770

  • MARYAM SADEGHY

    DIR PSHIP &

    Total calculated
    $227,268
    From this org
    $208,518
    From related orgs
    $0
    Other
    $18,750
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,865
    Bonus
    $15,000
    Other
    $1,653
    Deferred
    $6,329
    Nontaxable benefits
    $12,421
    Filer's total
    $227,268

  • MICHELLE ANDERSON

    CFO

    Total calculated
    $220,029
    From this org
    $185,032
    From related orgs
    $0
    Other
    $34,997
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,905
    Bonus
    not reported
    Other
    $1,127
    Deferred
    $5,863
    Nontaxable benefits
    $29,134
    Filer's total
    $220,029

  • KIMBERLY YUTANI

    DIR SUNDANCE

    Total calculated
    $203,180
    From this org
    $178,136
    From related orgs
    $0
    Other
    $25,044
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,228
    Bonus
    not reported
    Other
    $908
    Deferred
    $5,521
    Nontaxable benefits
    $19,523
    Filer's total
    $203,180

  • PHAEDRA MARSHALL

    CHIEF PRODUC

    Total calculated
    $191,681
    From this org
    $190,738
    From related orgs
    $0
    Other
    $943
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $190,126
    Bonus
    not reported
    Other
    $612
    Deferred
    not reported
    Nontaxable benefits
    $943
    Filer's total
    $191,681

  • PAUL LABAY

    DIRECTOR, DI

    Total calculated
    $186,110
    From this org
    $172,772
    From related orgs
    $0
    Other
    $13,338
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,529
    Bonus
    not reported
    Other
    $1,243
    Deferred
    $4,302
    Nontaxable benefits
    $9,036
    Filer's total
    $186,110

  • KAREN BONO

    DIRECTOR HR

    Total calculated
    $174,955
    From this org
    $148,626
    From related orgs
    $0
    Other
    $26,329
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,546
    Bonus
    $5,000
    Other
    $1,080
    Deferred
    $4,645
    Nontaxable benefits
    $21,684
    Filer's total
    $174,955

  • BETH TRIPMACHER

    DIRECTOR, CO

    Total calculated
    $174,057
    From this org
    $158,248
    From related orgs
    $0
    Other
    $15,809
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,215
    Bonus
    not reported
    Other
    $1,033
    Deferred
    $3,907
    Nontaxable benefits
    $11,902
    Filer's total
    $174,057

  • JASON NICHOLS

    CREATIVE DIR

    Total calculated
    $156,560
    From this org
    $141,940
    From related orgs
    $0
    Other
    $14,620
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,894
    Bonus
    not reported
    Other
    $1,046
    Deferred
    $1,412
    Nontaxable benefits
    $13,208
    Filer's total
    $156,560

  • RACHEL DENNY

    DIR DEV & AD

    Total calculated
    $152,483
    From this org
    $140,608
    From related orgs
    $0
    Other
    $11,875
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,913
    Bonus
    not reported
    Other
    $695
    Deferred
    $4,416
    Nontaxable benefits
    $7,459
    Filer's total
    $152,483

  • SEAN BAILEY

    VC/MKT CHAIR

    Total calculated
    $0
    Hours/week
    3

  • JASON BLUM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • EBS BURNOUGH

    BOARD CHAIR/

    Total calculated
    $0
    Hours/week
    5

  • KIMBERLE CRENSHAW

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PHILIPP ENGELHORN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CATERINA FAKE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JEANNE DONOVAN FISHER

    GOV CHAIR/TR

    Total calculated
    $0
    Hours/week
    3

  • ROBERT FRANKENBERG

    AUD TECH CH/

    Total calculated
    $0
    Hours/week
    3

  • PATRICK GASPARD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DONNA GRUNEICH

    DEVELOP. CH/

    Total calculated
    $0
    Hours/week
    1

  • CINDY HARRELL HORN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • UZODINMA IWEALA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • AMANDA KELSO

    TECH CO-CHAI

    Total calculated
    $0
    Hours/week
    3

  • CHARLES KING

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LYN DAVIS LEAR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANN LEWNES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WONYA LUCAS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ALEJANDRO RAMIREZ MAGANA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SHRIPRIYA MAHESH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PAT MITCHELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM PLAPINGER

    TREAS/FIN CH

    Total calculated
    $0
    Hours/week
    3

  • GIGI PRITZKER

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    3

  • AMY REDFORD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ROBERT REDFORD

    FOUNDER

    Total calculated
    $0

  • GEOFF SANDS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • NADINE SCHIFF-ROSEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BARRY TYERMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LULU WANG

    ARTIST TRUST

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 7 · Other non-fixed payments

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PAGE 1, PART I, LINE 4
TABITHA JACKSON 150,000 0 0
SCHEDULE J, PAGE 1, PART I, LINE 7
BONUSES WERE PAID OUT BASED ON EMPLOYEE PERFORMANCE.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
6 March 2024
IRS schema version
2022v5.0
Source object
202440719349301114

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.