Sun Valley Associates INC: FY2021 Nonprofit Profile & 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% · $284K

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

See Sun Valley Associates INC executive salaries →

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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 · FY2021

01

To operate a recreational facility for swiming & tennis

Pt IX · col B

By the numbers

The FY2021 990, line by line.

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from philanthropy.org

1The main four

Money inPt VIII

$244K

Ln 12

Gifts and grantsLn 1h$197K

Fees for servicesLn 2g$47K

Investment incomeLn 3$26

Money outPt IX

$284K

Ln 25

Programscol B$284K

Owns and owesPt X

$348K

net assets · Ln 32

Cash and savingsLn 1–2$274K

Total assetsLn 16$393K

LiabilitiesLn 26$45K

PeoplePt VI, VII

1

listed · VII A

PaidVII A0

Voting boardVI 1a24

IndependentVI 1b24

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$197K

Fees for servicesLn 2g$47K

Investment incomeLn 3$26

Total revenueLn 12$244K

Assets in detailPt X, end of year

SavingsLn 2$274K

Cash and savings togetherLn 1–2$274K

Land, buildings, equipmentLn 10c$119K

Total assetsLn 16$393K

LiabilitiesLn 26$45K

Net assetsLn 32$348K

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 FY21	End FY21
Cash and savingsLn 1–2	$313K	$274K
Land, buildings, equipmentLn 10c	$120K	$119K
Total assetsLn 16	$433K	$393K
LiabilitiesLn 26	$45K	$45K
Net assetsLn 32	$389K	$348K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Other salaries and wagesLn 7	$129K	$129K
Payroll taxesLn 10	$13K	$13K
Office expensesLn 13	$3K	$3K
Depreciation, depletion and amortizationLn 22	$22K	$22K
Other expenses (24a–d)Ln 24	$92K	$92K
All other expensesLn 24e	$24K	$24K
Total functional expensesLn 25	$284K	$284K	$0	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest	$499K	$379K	$120K	$578K	990 PDF
FY2023	$423K	$366K	$57K	$457K	990 PDF
FY2022	$390K	$339K	$52K	$400K	990 PDF
FY2021 Viewing	$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 FY2021 990 (5 parts)

Part I · Summary $244,034 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $115,245$196,643

I-9 Program service revenuePrior year $153,230$47,365

I-10 Investment incomePrior year $26$26

I-11 Other revenue$0

I-12 Total revenuePrior year $268,501$244,034

I-13 Grants and similar amounts paid$0

I-14 Benefits paid to members$0

I-15 Salaries and benefitsPrior year $164,641$142,193

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $129,057$141,886

I-18 Total expensesPrior year $293,698$284,079

I-19 Revenue less expensesPrior year −$25,197−$40,045

Part VIII · Statement of revenue $244,034 across 5 lines filed

Lines not itemized here account for $350 of total revenue; see the IRS return.

VIII-1b Membership dues$196,643

VIII-1h Total contributions, gifts and grants$196,643

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $47,015$47,015

VIII-3 Investment incomeExcluded from tax $26$26

VIII-12 Total revenueRelated to mission $47,365 · Excluded from tax $26$244,034

Part IX · Statement of functional expenses $284,079 across 6 lines filed

IX-7 Other salaries and wagesPrograms $128,704$128,704

IX-10 Payroll taxesPrograms $13,489$13,489

IX-13 Office expensesPrograms $3,271$3,271

IX-22 Depreciation, depletion and amortizationPrograms $21,960$21,960

IX-24 Other expenses (24a–d)Programs $92,239$92,239

IX-24e All other expensesPrograms $24,416$24,416

IX-25 Total functional expensesPrograms $284,079 · Management $0 · Fundraising $0$284,079

Part X · Balance sheet $393,222 assets, 7 lines filed

X-2 Savings and temporary cash investmentsStart of year $313,135$274,299

X-10c Land, buildings and equipment, netStart of year $120,132$118,923

X-16 Total assetsStart of year $433,267$393,222

X-24 Unsecured notes and loans payableStart of year $44,755$44,755

X-26 Total liabilitiesStart of year $44,755$44,755

X-32 Total net assets or fund balancesStart of year $388,512$348,467

X-33 Total liabilities and net assetsStart of year $433,267$393,222

Part XI · Reconciliation of net assets $348,467 net assets at year end

XI-1 Total revenue$244,034

XI-2 Total expenses$284,079

XI-3 Revenue less expenses−$40,045

XI-4 Net assets at start of year$388,512

XI-10 Net assets at end of year$348,467

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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Sun Valley Associates INC FY2021 filing

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