Sundance Institute (EIN 870361394) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1981

Legal Domicile

Phone

4356583456

Tax Period

2023-09-01 to 2024-08-31

Sundance Institute, founded in 1981, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $42.1M in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $47.2M exceeded revenue, resulting in a 12% operating deficit.

Mission

SUNDANCE INSTITUTE IS A NONPROFIT ORGANIZATION DEDICATED TO THE DISCOVERY AND DEVELOPMENT OF INDEPENDENT ARTISTS AND AUDIENCES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $26,137,201

Program Service Revenue $14,433,772

Investment Income $1,305,186

Other Revenue $179,036

TOTAL REVENUE $42,055,195

Expense Breakdown

Grants Paid $3,104,500

Salaries & Benefits $23,730,019

Fundraising Expenses $3,235,228

Program Expenses $35,914,849

Other Expenses $20,386,188

TOTAL EXPENSES $47,220,707

Year-over-Year Comparison

	2023	2022	Change
Revenue	$42,055,195	$45,006,005	-0.1%
Expenses	$47,220,707	$49,251,808	0.0%
Net Income	$-5,165,512	$-4,245,803	+0.2%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

589

Volunteers

1713

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,737,550

Total Directors

Key Employees

$1,728,883

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Amanda Kelso	Trustee & Acting CEO (Effective March 2024)	16.0	Officer Director	$0	$0	$0
Ebs Burnough	Board Chair	5.0	Officer Director	$0	$0	$0
Gigi Pritzker	Vice Chair	3.0	Officer Director	$0	$0	$0
Robert Redford	Founder	0.0	Officer Director	$0	$0	$0
Sean Bailey	Vice Chair & Chair of Marketing Committee	3.0	Officer Director	$0	$0	$0
William Plapinger	Treasurer & Chair of Finance Committee	3.0	Officer Director	$0	$0	$0
Alejandro Ramirez Magana	Trustee	1.0	Director	$0	$0	$0
Amy Redford	Trustee	2.0	Director	$0	$0	$0
Ann Lewnes	Trustee	2.0	Director	$0	$0	$0
Barry Tyerman	Trustee	1.0	Director	$0	$0	$0
Caterina Fake	Trustee	1.0	Director	$0	$0	$0
Charles King	Trustee	1.0	Director	$0	$0	$0
Cindy Harrell Horn	Trustee	1.0	Director	$0	$0	$0
Donna Gruneich	Trustee & Chair of Development Committee	2.0	Director	$0	$0	$0
Geoff Sands	Trustee	1.0	Director	$0	$0	$0
Jason Blum	Trustee	1.0	Director	$0	$0	$0
Jeanne Donovan Fisher	Trustee & Chair of Governance Committee	3.0	Director	$0	$0	$0
Kimberle Crenshaw	Trustee	1.0	Director	$0	$0	$0
Kimberly Steward	Trustee	1.0	Director	$0	$0	$0
Lulu Wang	Artist Trustee	1.0	Director	$0	$0	$0
Lyn Davis Lear	Trustee	1.0	Director	$0	$0	$0
Nadine Schiff-Rosen	Trustee	1.0	Director	$0	$0	$0
Nina Fialkow	Trustee	1.0	Director	$0	$0	$0
Pat Mitchell	Trustee	1.0	Director	$0	$0	$0
Patrick Gaspard	Trustee	2.0	Director	$0	$0	$0
Pete Nicks	Trustee	1.0	Director	$0	$0	$0
Philipp Engelhorn	Trustee	1.0	Director	$0	$0	$0
Robert Frankenberg	Trustee, Chair of Audit Committee & Co-Chair of Tech Committee	3.0	Director	$0	$0	$0
Shripriya Mahesh	Trustee	1.0	Director	$0	$0	$0
Tessa Thompson	Artist Trustee	1.0	Director	$0	$0	$0
Uzodinma Iweala	Trustee	1.0	Director	$0	$0	$0
Wonya Lucas	Trustee	1.0	Director	$0	$0	$0
Helen Wallace	Managing Director	40.0	Officer	$419,244	$4,944	$424,188
Joana Vicente Kliot	Chief Executive Officer	40.0	Officer	$559,571	$19,627	$579,198
Laura Ryan	Chief Operating Officer	40.0	Officer	$261,633	$1,031	$262,664
Michelle Anderson	Chief Financial Officer, Former	40.0	Officer	$181,216	$15,726	$196,942
Trista Schroeder	General Counsel & Board Secretary	40.0	Officer	$259,582	$14,976	$274,558
Eugene Hernandez	Director, Sundance Film Festival & Public Programming	40.0	Key Emp	$309,825	$4,193	$314,018
Katherine Benay	Director, Marketing	40.0	Key Emp	$201,170	$6,000	$207,170
Kimberly Yutani	Senior Director of Programming, Sundance Film Festival	40.0	Key Emp	$173,520	$11,243	$184,763
Maryam Sadeghy	Director, Partnerships & Co-Director, Advancement	40.0	Key Emp	$213,332	$9,867	$223,199
Michelle Satter	Founding Senior Director, Artist Programs	40.0	Key Emp	$302,085	$14,196	$316,281
Sheri Green	Chief Product & Technology Officer	40.0	Key Emp	$264,340	$7,179	$271,519
Tammie Rosen	Chief Communications Officer	40.0	Key Emp	$202,710	$9,223	$211,933
Beth Tripmacher	Director, Collab	40.0	Highest	$170,190	$4,610	$174,800
Ilyse McKimmie	Deputy Director, Feature Film Program	40.0	Highest	$139,970	$7,187	$147,157
Karen Bono	Director, Human Resources	40.0	Highest	$148,251	$11,797	$160,048
Kristin Feeley	Director, Documentary Film Program	40.0	Highest	$155,406	$6,780	$162,186
Paul Labay	Director, Digital	40.0	Highest	$183,312	$7,388	$190,700
Tabitha Jackson	Director of Sundance Film Festival	40.0		$150,000	$0	$150,000

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$42,055,195	$47,220,707	$73,427,883	$-5,165,512
2023	$45,006,005	$49,251,808	$75,369,619	$-4,245,803
2022	$58,559,738	$45,150,233	$79,065,331	$13,409,505
2021	$34,020,589	$39,510,391	$74,490,160	$-5,489,802
2020	$56,018,531	$49,349,219	$73,622,274	$6,669,312
2019	$59,021,833	$50,312,558	$63,897,347	$8,709,275
2018	$51,026,985	$45,168,934	$55,384,510	$5,858,051

Sundance Institute