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SUN VALLEY SUMMER SYMPHONY, INC.

Company Details

Name: SUN VALLEY SUMMER SYMPHONY, INC.
Jurisdiction: Idaho
Legal type: Non-Profit Corporation (D)
Status: Active-Good Standing
Date of registration: 13 May 1985 (40 years ago)
Financial Date End: 31 May 2025
Entity Number: 245824
Place of Formation: IDAHO
File Number: 245824
ZIP code: 83353
County: Blaine County
Mailing Address: PO BOX 1914 SUN VALLEY, ID 83353-1914

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SUN VALLEY SUMMER SYMPHONY RETIREMENT SAVINGS PLAN 2023 820397940 2024-02-09 SUN VALLEY SUMMER SYMPHONY 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-10-01
Business code 711100
Sponsor’s telephone number 2086225607
Plan sponsor’s address P.O. BOX 1914, SUN VALLEY, ID, 83353

Signature of

Role Plan administrator
Date 2024-02-09
Name of individual signing DEREK DEAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-02-09
Name of individual signing DEREK DEAN
Valid signature Filed with authorized/valid electronic signature
SUN VALLEY SUMMER SYMPHONY RETIREMENT SAVINGS PLAN 2022 820397940 2023-05-02 SUN VALLEY SUMMER SYMPHONY 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-10-01
Business code 711100
Sponsor’s telephone number 2086225607
Plan sponsor’s address P.O. BOX 1914, 120 N 2ND AVE, KETCHUM, ID 83340, SUN VALLEY, ID, 83353

Signature of

Role Plan administrator
Date 2023-05-02
Name of individual signing DEREK DEAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-05-02
Name of individual signing DEREK DEAN
Valid signature Filed with authorized/valid electronic signature
SUN VALLEY SUMMER SYMPHONY RETIREMENT SAVINGS PLAN 2021 820397940 2022-03-22 SUN VALLEY SUMMER SYMPHONY 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-10-01
Business code 711100
Sponsor’s telephone number 2086225607
Plan sponsor’s address P.O. BOX 1914, 120 N 2ND AVE, KETCHUM, ID 83340, SUN VALLEY, ID, 83353

Signature of

Role Plan administrator
Date 2022-03-22
Name of individual signing STACIE BREW
Valid signature Filed with authorized/valid electronic signature
SUN VALLEY SUMMER SYMPHONY RETIREMENT SAVINGS PLAN 2020 820397940 2021-03-09 SUN VALLEY SUMMER SYMPHONY 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-10-01
Business code 711100
Sponsor’s telephone number 2086225607
Plan sponsor’s address P.O. BOX 1914, 120 N 2ND AVE, KETCHUM, ID 83340, SUN VALLEY, ID, 83353

Signature of

Role Plan administrator
Date 2021-03-09
Name of individual signing STACIE BREW
Valid signature Filed with authorized/valid electronic signature
SUN VALLEY SUMMER SYMPHONY RETIREMENT SAVINGS PLAN 2019 820397940 2020-04-21 SUN VALLEY SUMMER SYMPHONY 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-10-01
Business code 711100
Sponsor’s telephone number 2086225607
Plan sponsor’s address P.O. BOX 1914, 120 N 2ND AVE, KETCHUM, ID 83340, SUN VALLEY, ID, 83353

Signature of

Role Plan administrator
Date 2020-04-21
Name of individual signing STACIE BREW
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-04-21
Name of individual signing STACIE BREW
Valid signature Filed with authorized/valid electronic signature
SUN VALLEY SUMMER SYMPHONY RETIREMENT SAVINGS PLAN 2018 820397940 2019-05-10 SUN VALLEY SUMMER SYMPHONY 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-10-01
Business code 711100
Sponsor’s telephone number 2086225607
Plan sponsor’s address 120 2ND AVE N, SUITE 103, KETCHUM, ID, 833400000

Signature of

Role Plan administrator
Date 2019-05-10
Name of individual signing DEREK DEAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-05-10
Name of individual signing DEREK DEAN
Valid signature Filed with authorized/valid electronic signature
SUN VALLEY SUMMER SYMPHONY RETIREMENT SAVINGS PLAN 2017 820397940 2018-07-05 SUN VALLEY SUMMER SYMPHONY 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-10-01
Business code 711100
Sponsor’s telephone number 2086225607
Plan sponsor’s address 120 2ND AVE N, SUITE 103, KETCHUM, ID, 833400000

Signature of

Role Plan administrator
Date 2018-07-05
Name of individual signing VICKI ABRAMSCARTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-04-13
Name of individual signing VICKI ABRAMSCARTER
Valid signature Filed with authorized/valid electronic signature
SUN VALLEY SUMMER SYMPHONY RETIREMENT SAVINGS PLAN 2016 820397940 2017-03-17 SUN VALLEY SUMMER SYMPHONY 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-10-01
Business code 711100
Sponsor’s telephone number 2086225607
Plan sponsor’s address 120 2ND AVE N, SUITE 103, KETCHUM, ID, 833400000

Signature of

Role Plan administrator
Date 2017-03-17
Name of individual signing VICKI ABRAMS-CARTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-03-17
Name of individual signing VICKI ABRAMS-CARTER
Valid signature Filed with authorized/valid electronic signature
SUN VALLEY SUMMER SYMPHONY RETIREMENT SAVINGS PLAN 2015 820397940 2016-08-19 SUN VALLEY SUMMER SYMPHONY 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-10-01
Business code 711100
Sponsor’s telephone number 2086225607
Plan sponsor’s address 120 2ND AVE N, SUITE 103, KETCHUM, ID, 833400000

Signature of

Role Plan administrator
Date 2016-08-19
Name of individual signing VICKI CARTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-08-19
Name of individual signing VICKI CARTER
Valid signature Filed with authorized/valid electronic signature
SUN VALLEY SUMMER SYMPHONY RETIREMENT SAVINGS PLAN 2014 820397940 2015-06-30 SUN VALLEY SUMMER SYMPHONY 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-10-01
Business code 711100
Sponsor’s telephone number 2086225607
Plan sponsor’s address 120 2ND AVE N, SUITE 103, KETCHUM, ID, 833400000

Signature of

Role Plan administrator
Date 2015-06-30
Name of individual signing JENNIFER TEISINGER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-06-30
Name of individual signing JENNIFER TEISINGER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Derek L Dean Agent 120 NORTH 2ND AVENUE, 103, KETCHUM, ID 83340

Director

Name Role Address Appointed On
DEBORAH MELLO Director PO BOX 625, SUN VALLEY, ID 83353 2021-04-06
MITCH AUGUST Director PO BOX 3913, HAILEY, ID 83333 2024-04-09
JANE SPRINGMAN Director 305 GOLDEN EAGLE DRIVE SOUTH, HAILEY, ID 83333 2024-04-09
Gail Severn Director PO BOX 1679, KETCHUM, ID 83340 2024-04-09
Dan Dunn Director PO BOX 3199, SUN VALLEY, ID 83353 2024-04-09
Lisa R Mayer Director PO BOX 4978, KETCHUM, ID 83340 2024-04-09
Greg Lindstrom Director 5994 SILVERADO TRAIL, NAPA, CA 94558 2024-04-09
Julie Siegel Director 140 LAUREL LANE, KETCHUM, ID 83340 2024-04-09
Mark Miller Director PO BOX 1437, KETCHUM, ID 83340 2024-04-09
Peter Ziegler Director 110 EAGLE LAKE ROAD, HAILEY, ID 83333 2024-04-09

Secretary

Name Role Address Appointed On
TONY PRICE Secretary PO BOX 1437, SUN VALLEY, ID 83353 2024-04-09

Filing

Filing Name Filing Number Filing date
Annual Report 0005685469 2024-04-09
Annual Report 0005182300 2023-04-05
Annual Report 0004734696 2022-05-04
Annual Report 0004236183 2021-04-06
Annual Report 0003849867 2020-04-21
Annual Report 0003476751 2019-04-12
Annual Report 0001922389 2018-05-15
Annual Report 0001922387 2017-05-31
Change of Registered Office/Agent/Both (by Entity) 0001922385 2016-04-20
Annual Report 0001922384 2016-04-19

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
82-0397940 Corporation Unconditional Exemption PO BOX 1914, SUN VALLEY, ID, 83353-1914 1985-10
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2023-10
Asset 10,000,000 to 49,999,999
Income 10,000,000 to 49,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Oct
Asset Amount 20629529
Income Amount 10491787
Form 990 Revenue Amount 5896340
National Taxonomy of Exempt Entities -
Sort Name SUN VALLEY MUSIC FESTIVAL

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name SUN VALLEY SUMMER SYMPHONY INC
EIN 82-0397940
Tax Period 202310
Filing Type E
Return Type 990
File View File
Organization Name SUN VALLEY SUMMER SYMPHONY INC
EIN 82-0397940
Tax Period 202210
Filing Type E
Return Type 990
File View File
Organization Name SUN VALLEY SUMMER SYMPHONY INC
EIN 82-0397940
Tax Period 202210
Filing Type E
Return Type 990T
File View File
Organization Name SUN VALLEY SUMMER SYMPHONY INC
EIN 82-0397940
Tax Period 202110
Filing Type E
Return Type 990
File View File
Organization Name SUN VALLEY SUMMER SYMPHONY INC
EIN 82-0397940
Tax Period 202010
Filing Type P
Return Type 990T
File View File
Organization Name SUN VALLEY SUMMER SYMPHONY INC
EIN 82-0397940
Tax Period 201910
Filing Type E
Return Type 990
File View File
Organization Name SUN VALLEY SUMMER SYMPHONY INC
EIN 82-0397940
Tax Period 201810
Filing Type E
Return Type 990
File View File
Organization Name SUN VALLEY SUMMER SYMPHONY INC
EIN 82-0397940
Tax Period 201710
Filing Type E
Return Type 990
File View File
Organization Name SUN VALLEY SUMMER SYMPHONY INC
EIN 82-0397940
Tax Period 201610
Filing Type P
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4645017210 2020-04-27 1087 PPP 120 SECOND AVE, KETCHUM, ID, 83340
Loan Status Date 2021-03-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 188800
Loan Approval Amount (current) 188800
Undisbursed Amount 0
Franchise Name -
Lender Location ID 20132
Servicing Lender Name D. L. Evans Bank
Servicing Lender Address 375 N Overland Ave, BURLEY, ID, 83318-3432
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Unanswered
Project Address KETCHUM, BLAINE, ID, 83340-0001
Project Congressional District ID-02
Number of Employees 41
NAICS code 711130
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 20132
Originating Lender Name D. L. Evans Bank
Originating Lender Address BURLEY, ID
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 190044.77
Forgiveness Paid Date 2021-02-12
8024368310 2021-01-29 1087 PPS 120 N 2nd Ave, Ketchum, ID, 83340
Loan Status Date 2021-07-21
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 188800
Loan Approval Amount (current) 188800
Undisbursed Amount 0
Franchise Name -
Lender Location ID 20132
Servicing Lender Name D. L. Evans Bank
Servicing Lender Address 375 N Overland Ave, BURLEY, ID, 83318-3432
Rural or Urban Indicator R
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address Ketchum, BLAINE, ID, 83340
Project Congressional District ID-02
Number of Employees 41
NAICS code 813219
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 20132
Originating Lender Name D. L. Evans Bank
Originating Lender Address BURLEY, ID
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 189503.47
Forgiveness Paid Date 2021-06-15

Date of last update: 02 Apr 2025

Sources: Idaho Secretary of State