Skip to content
Nonprofiteer
← SUN VALLEY SUMMER SYMPHONY INC

Form 990 for tax year 2024

Filed by SUN VALLEY SUMMER SYMPHONY INC.

Totals

Total revenue
$5,433,434
Total expenses
$5,200,122
Contributions and grants received
$4,781,034
Grants paid
$0
Program service revenue
$61,765
Investment income
$753,974
Other revenue
-$163,339
Total assets, end of year
$25,600,934
Total liabilities, end of year
$106,478
Net assets or fund balances, end of year
$25,494,456
Program services expenses (Part IX)
$3,741,553
Management and general expenses
$472,802
Fundraising expenses
$985,767
Program service expenses (Part III)
$3,741,553

Program services were 72.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $468,700

  • 1f · All other contributions, gifts and grants

    $4,312,334

  • 2a · Program service revenue: EDUCATION

    total $61,765 · related or exempt $61,765

  • 3 · Investment income

    total $479,373 · excluded $479,373

  • 7a · Gross sales of assets other than inventory

    securities $3,883,928

  • 7b · Less cost or other basis and sales expenses

    securities $3,609,327

  • 7c · Gain or loss

    securities $274,601

  • 7d · Net gain or loss

    total $274,601 · excluded $274,601

  • 8a · Fundraising events: gross income

    $160,750

  • 8a · Fundraising events: contributions included on line 1c

    $468,700

  • 8b · Fundraising events: direct expenses

    $346,270

  • 8c · Net income from fundraising events

    total -$185,520 · excluded -$185,520

  • 11a · Other revenue: OTHER

    total $22,181 · related or exempt $22,181

  • 11e · Other revenue, total

    $22,181

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $383,516 · program services $222,967 · management and general $62,225 · fundraising $98,324

  • 7 · Other salaries and wages

    total $1,357,794 · program services $789,389 · management and general $220,301 · fundraising $348,104

  • 8 · Pension plan contributions

    total $55,174 · program services $32,077 · management and general $8,952 · fundraising $14,145

  • 9 · Other employee benefits

    total $122,740 · program services $71,358 · management and general $19,915 · fundraising $31,467

  • 10 · Payroll taxes

    total $118,782 · program services $69,057 · management and general $19,272 · fundraising $30,453

  • 11c · Fees: accounting

    total $77,602 · program services $70,178 · management and general $798 · fundraising $6,626

  • 11f · Fees: investment management

    total $84,380 · management and general $84,380

  • 11g · Fees: other

    total $1,421,384 · program services $1,285,395 · management and general $14,631 · fundraising $121,358

  • 12 · Advertising and promotion

    total $213,545 · program services $164,045 · management and general $2,126 · fundraising $47,374

  • 13 · Office expenses

    total $296,396 · program services $104,675 · management and general $17,929 · fundraising $173,792

  • 16 · Occupancy

    total $42,973 · program services $35,137 · management and general $87 · fundraising $7,749

  • 17 · Travel

    total $532,291 · program services $514,444 · management and general $1,664 · fundraising $16,183

  • 22 · Depreciation, depletion and amortization

    total $176,823 · program services $123,776 · management and general $17,682 · fundraising $35,365

  • 24a · Other expenses: PRODUCTIONS

    total $290,325 · program services $240,285 · management and general $14 · fundraising $50,026

  • 24b · Other expenses: PERSONNEL COSTS

    total $16,854 · program services $9,799 · management and general $2,734 · fundraising $4,321

  • 24c · Other expenses: AWARDS AND GIFTS

    total $5,633 · program services $5,061 · management and general $92 · fundraising $480

  • 24d · Other expenses: STORE MERCHANDISE

    total $3,910 · program services $3,910

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $88,106 · end of year $18,572

  • 2 · Savings and temporary cash investments

    beginning of year $102,141 · end of year $466,509

  • 3 · Pledges and grants receivable

    beginning of year $4,500 · end of year $3,000

  • 4 · Accounts receivable

    beginning of year $2,713 · end of year $1,084

  • 9 · Prepaid expenses and deferred charges

    beginning of year $42,016 · end of year $43,798

  • 10a · Land, buildings and equipment: cost or other basis

    $3,958,974

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,465,016

  • 10c · Land, buildings and equipment, net

    beginning of year $2,567,817 · end of year $2,493,958

  • 11 · Investments: publicly traded securities

    beginning of year $17,094,861 · end of year $19,396,609

  • 12 · Investments: other securities

    beginning of year $192,404 · end of year $177,404

  • 14 · Intangible assets

    beginning of year $3,000,000 · end of year $3,000,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $62,560 · end of year $106,478

  • 27 · Net assets without donor restrictions

    beginning of year $21,801,820 · end of year $24,513,868

  • 28 · Net assets with donor restrictions

    beginning of year $1,230,178 · end of year $980,588

Mission and programs · 2024

Mission

TO ENRICH, INSPIRE, AND INSTILL IN OUR COMMUNITY A LIFELONG LOVE OF CLASSICAL MUSIC THROUGH EXTRAORIDNARY, FREE CONCERTS AND EDUCATION PROGRAMS.

Activities or mission (Part I)

TO INSTILL IN OUR COMMUNITY A LIFELONG LOVE OF CLASSICAL MUSIC.

  • 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.

    Expenses $2,608,590

  • 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.

    Expenses $772,800 · Revenue $61,765

  • 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.

    Expenses $360,163

As filed on the 2024 return.

Listed in Part VII

  • Mark Miller

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1.2

  • Vicky Rogers

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Wendy Webb

    TREASURER

    Total calculated
    $0
    Hours/week
    0.7

  • Dan Dunn

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.9

  • Lynn Fitzsimmons

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Jean-Francois Heitz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Kitty Hillman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Joan Lamb

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Greg Lindstrom

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Lisa Mayer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Preston Sargent

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Gail Severn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Julie Siegel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Jane Springman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Ed Zander

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Peter Ziegler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Cynthia Cranmer Hull

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Derek Dean

    EXECUTIVE DIRECTOR

    Total calculated
    $352,136
    From this org
    $336,788
    From related orgs
    $0
    Other
    $15,348
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $336,788
    Bonus
    $0
    Other
    $0
    Deferred
    $4,331
    Nontaxable benefits
    $11,017
    Filer's total
    $352,136

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

Answered no

  • 4a · Severance or change-of-control payment
  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
10 April 2026
IRS schema version
2024v5.5
Source object
202601009349300445

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.