Sun Valley Associates INC: Nonprofit Profile, Financials & Form 990 (EIN 04-2302721)

Revenue by fiscal year
FY2020	$269K
FY2021	$244K
FY2022	$390K
FY2023	$423K
FY2024	$499K

Expenses by fiscal year
FY2020	$294K
FY2021	$284K
FY2022	$339K
FY2023	$366K
FY2024	$379K

Net assets by fiscal year
FY2020	$389K
FY2021	$348K
FY2022	$400K
FY2023	$457K
FY2024	$578K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Aug 1979.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

100%

Program services 100% · $379K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

1 person listed on the 990.

Part VII, Section A · reportable compensation

Laura Rubinstein

Treasurer

$0Pt VII · Sec A

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Operates a recreational facility for swimming and tennis.

Provided by the organization

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1 program · in their own filed words · FY2024

01

To operate a recreational facility for swiming & tennis

Pt IX · col B

By the numbers

The FY2024 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$499K

Ln 12

Gifts and grantsLn 1h$384K

Fees for servicesLn 2g$116K

Money outPt IX

$379K

Ln 25

Programscol B$379K

Owns and owesPt X

$578K

net assets · Ln 32

Cash and savingsLn 1–2$344K

Total assetsLn 16$821K

LiabilitiesLn 26$244K

PeoplePt VI, VII

1

listed · VII A

PaidVII A0

Voting boardVI 1a25

IndependentVI 1b25

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$384K

Fees for servicesLn 2g$116K

Total revenueLn 12$499K

Assets in detailPt X, end of year

CashLn 1−$1

SavingsLn 2$344K

Cash and savings togetherLn 1–2$344K

Land, buildings, equipmentLn 10c$477K

Total assetsLn 16$821K

LiabilitiesLn 26$244K

Net assetsLn 32$578K

OperationsPt I, VI

EmployeesI 527

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY24	End FY24
Cash and savingsLn 1–2	$242K	$344K
Land, buildings, equipmentLn 10c	$477K	$477K
Total assetsLn 16	$719K	$821K
LiabilitiesLn 26	$262K	$244K
Net assetsLn 32	$457K	$578K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Other salaries and wagesLn 7	$159K	$159K
Payroll taxesLn 10	$16K	$16K
Office expensesLn 13	$920	$920
Depreciation, depletion and amortizationLn 22	$54K	$54K
Other expenses (24a–d)Ln 24	$101K	$101K
All other expensesLn 24e	$49K	$49K
Total functional expensesLn 25	$379K	$379K	$0	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest Viewing	$499K	$379K	$120K	$578K	990 PDF
FY2023	$423K	$366K	$57K	$457K	990 PDF
FY2022	$390K	$339K	$52K	$400K	990 PDF
FY2021	$244K	$284K	−$40K	$348K	990 PDF
FY2020	$269K	$294K	−$25K	$389K	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2024 990 (4 parts)

Part VIII · Statement of revenue $499,407 across 4 lines filed

VIII-1b Membership dues$383,700

VIII-1h Total contributions, gifts and grants$383,700

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $115,707$115,707

VIII-12 Total revenueRelated to mission $115,707$499,407

Part IX · Statement of functional expenses $379,268 across 6 lines filed

IX-7 Other salaries and wagesPrograms $159,227$159,227

IX-10 Payroll taxesPrograms $15,831$15,831

IX-13 Office expensesPrograms $920$920

IX-22 Depreciation, depletion and amortizationPrograms $53,852$53,852

IX-24 Other expenses (24a–d)Programs $100,909$100,909

IX-24e All other expensesPrograms $48,529$48,529

IX-25 Total functional expensesPrograms $379,268 · Management $0 · Fundraising $0$379,268

Part X · Balance sheet $821,406 assets, 9 lines filed

X-1 Cash, non-interest-bearing−$1

X-2 Savings and temporary cash investmentsStart of year $241,928$344,395

X-10c Land, buildings and equipment, netStart of year $477,225$477,012

X-16 Total assetsStart of year $719,153$821,406

X-24 Unsecured notes and loans payableStart of year $261,755$243,782

X-25 Other liabilities$88

X-26 Total liabilitiesStart of year $261,755$243,870

X-32 Total net assets or fund balancesStart of year $457,398$577,536

X-33 Total liabilities and net assetsStart of year $719,153$821,406

Part XI · Reconciliation of net assets $577,536 net assets at year end

XI-1 Total revenue$499,407

XI-2 Total expenses$379,268

XI-3 Revenue less expenses$120,139

XI-4 Net assets at start of year$457,398

XI-9 Other changes in net assets−$1

XI-10 Net assets at end of year$577,536

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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