Sun Valley Associates INC: FY2022 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% · $339K

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

Something off? The org can add a note here. Request edit privileges.

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 →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Request edit privileges.

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

Know this organization? Claim it to add your story

1 program · in their own filed words · FY2022

01

To operate a recreational facility for swiming & tennis

Pt IX · col B

By the numbers

The FY2022 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$390K

Ln 12

Gifts and grantsLn 1h$297K

Fees for servicesLn 2g$94K

Investment incomeLn 3$42

Money outPt IX

$339K

Ln 25

Programscol B$339K

Owns and owesPt X

$400K

net assets · Ln 32

Cash and savingsLn 1–2$322K

Total assetsLn 16$445K

LiabilitiesLn 26$45K

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$297K

Fees for servicesLn 2g$94K

Investment incomeLn 3$42

Total revenueLn 12$390K

Assets in detailPt X, end of year

CashLn 1−$1

SavingsLn 2$322K

Cash and savings togetherLn 1–2$322K

Land, buildings, equipmentLn 10c$123K

Total assetsLn 16$445K

LiabilitiesLn 26$45K

Net assetsLn 32$400K

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 FY22	End FY22
Cash and savingsLn 1–2	$274K	$322K
Land, buildings, equipmentLn 10c	$119K	$123K
Total assetsLn 16	$393K	$445K
LiabilitiesLn 26	$45K	$45K
Net assetsLn 32	$348K	$400K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Other salaries and wagesLn 7	$137K	$137K
Payroll taxesLn 10	$14K	$14K
Office expensesLn 13	$912	$912
Depreciation, depletion and amortizationLn 22	$26K	$26K
Other expenses (24a–d)Ln 24	$110K	$110K
All other expensesLn 24e	$50K	$50K
Total functional expensesLn 25	$339K	$339K	$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 Viewing	$390K	$339K	$52K	$400K	990 PDF
FY2021	$244K	$284K	−$40K	$348K	990 PDF
FY2020	$269K	$294K	−$25K	$389K	990 PDF

Want to add your own materials alongside these filings? Claim this org

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 FY2022 990 (5 parts)

Part I · Summary $390,303 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $196,643$296,653

I-9 Program service revenuePrior year $47,365$93,608

I-10 Investment incomePrior year $26$42

I-11 Other revenue$0

I-12 Total revenuePrior year $244,034$390,303

I-13 Grants and similar amounts paid$0

I-14 Benefits paid to members$0

I-15 Salaries and benefitsPrior year $142,193$151,265

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $141,886$187,287

I-18 Total expensesPrior year $284,079$338,552

I-19 Revenue less expensesPrior year −$40,045$51,751

Part VIII · Statement of revenue $390,303 across 5 lines filed

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

VIII-1b Membership dues$296,653

VIII-1h Total contributions, gifts and grants$296,653

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $93,258$93,258

VIII-3 Investment incomeExcluded from tax $42$42

VIII-12 Total revenueRelated to mission $93,608 · Excluded from tax $42$390,303

Part IX · Statement of functional expenses $338,552 across 6 lines filed

IX-7 Other salaries and wagesPrograms $137,055$137,055

IX-10 Payroll taxesPrograms $14,210$14,210

IX-13 Office expensesPrograms $912$912

IX-22 Depreciation, depletion and amortizationPrograms $25,781$25,781

IX-24 Other expenses (24a–d)Programs $110,162$110,162

IX-24e All other expensesPrograms $50,432$50,432

IX-25 Total functional expensesPrograms $338,552 · Management $0 · Fundraising $0$338,552

Part X · Balance sheet $444,973 assets, 8 lines filed

X-1 Cash, non-interest-bearing−$1

X-2 Savings and temporary cash investmentsStart of year $274,299$321,624

X-10c Land, buildings and equipment, netStart of year $118,923$123,350

X-16 Total assetsStart of year $393,222$444,973

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 $348,467$400,218

X-33 Total liabilities and net assetsStart of year $393,222$444,973

Part XI · Reconciliation of net assets $400,218 net assets at year end

XI-1 Total revenue$390,303

XI-2 Total expenses$338,552

XI-3 Revenue less expenses$51,751

XI-4 Net assets at start of year$348,467

XI-10 Net assets at end of year$400,218

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

Sun Valley Associates INC FY2022 filing

Before you give