Sun Valley Care Development INC FY2020 filing

Tax-deductible

Sun Valley, CA501(c)(3)EIN 95-3945026Revenue $1.2M in FY2020

On file with the IRS9040 Sunland Blvd, 91352-2049 · Sun Valley, CATax-exempt since May 1985Publicly supported charity — 170(b)(1)(A)(vi)

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At CARE, we are called to collaborate with local churches and community leaders in order to advance, restore and empower the people, structures, and institutions in Sun Valley and surrounding areas.

501(c)(3) charity; gifts are tax-deductible.
97¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $20K a year · 7% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
97%
of spending
Looks good: 97% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
214 mo
of spending, in cash
Looks good: 213.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$2K
0.03% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 3 voting members
Looks good: 3 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.2M
Spent
$156K
To programs
97%
Net assets
$8.2M
By yearFY2020–FY2024
Revenue
$1.2M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$1.2M
FY2021$61K
FY2022$47K
FY2023$90K
FY2024$53K
Expenses
$156K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$156K
FY2021$316K
FY2022$284K
FY2023$584K
FY2024$195K
Net assets
$8.2M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$8.2M
FY2021$8.0M
FY2022$7.7M
FY2023$7.2M
FY2024$7.1M

From the FY2020 Form 990 · see the original

Form 990 (PDF) Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 1985.

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

Where the money goes

97 cents of each dollar spent went to programs.

Program services 97% · $151K Management & general 3% · $4K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

3 people listed on the 990.

Part VII, Section A · reportable compensation
Vice Preside
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Secty/Treasu
$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

Empowering Sun Valley residents and communities through collaboration with local churches and leaders.

Questions for Sun Valley Care Development INC

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Provided by the organization

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3 programs · $100K · in their own filed words · FY2020
01

To foster, encourage and promote the charitable purposes of the corporation by constructing, purchasing, establishing, maintaining, and operating various buildings, facilities and equipment, or by causing one or more of such things to be done and all things including thereto, that will enhance the corporation's programs as well as…

$43Kprogram expense
02

To develop the well-being of the community at large by promoting programs in areas of general education, recreation, health and welfare, and such other activities that will enhance, enrich and be conducive to the development and well-being of people in the pursuit of their individual goals and aspirations.

$36Kprogram expense
03

To restore, empower, and advance the people, structures and institutions in sun valley and surrounding areas.

$21Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 1 grant · $9K · 2020–2020
Individual RecipientFY2020$8,892

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$1.2M
Ln 12
Gifts and grantsLn 1h$985K
Investment incomeLn 3$407K
Money outPt IX
$156K
Ln 25
Programscol B$151K
Managementcol C$4K
Owns and owesPt X
$8.2M
net assets · Ln 32
Cash and savingsLn 1–2$2.8M
Total assetsLn 16$8.2M
LiabilitiesLn 26$2K
PeoplePt VI, VII
3
listed · VII A
PaidVII A0
Voting boardVI 1a3
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$985K
Government grantsLn 1e$35K
Investment incomeLn 3$407K
Gains on assetsLn 7$380K
Total revenueLn 12$1.2M
Assets in detailPt X, end of year
CashLn 1$138K
SavingsLn 2$2.6M
Cash and savings togetherLn 1–2$2.8M
Land, buildings, equipmentLn 10c$5.3M
Other assetsLn 15$150K
Total assetsLn 16$8.2M
LiabilitiesLn 26$2K
Net assetsLn 32$8.2M
OperationsPt I, VI
EmployeesI 51
VolunteersI 60
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
LineStart FY20End FY20
Cash and savingsLn 1–2$854K$2.8M
Land, buildings, equipmentLn 10c$5.3M$5.3M
Total assetsLn 16$7.2M$8.2M
LiabilitiesLn 26$6K$2K
Net assetsLn 32$7.2M$8.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$9K$9K
Other salaries and wagesLn 7$106K$103K$3K
Payroll taxesLn 10$8K$8K$239
Accounting feesLn 11c$4K$3K$106
Office expensesLn 13$4K$4K$131
InsuranceLn 23$19K$18K$559
Other expenses (24a–d)Ln 24$6K$6K$184
All other expensesLn 24e$279$271$8
Total functional expensesLn 25$156K$151K$4K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $53K$195K−$141K$7.1M 990 PDF
FY2023 $90K$584K−$494K$7.2M 990 PDF
FY2022 $47K$284K−$238K$7.7M 990 PDF
FY2021 $61K$316K−$255K$8.0M 990 PDF
FY2020 Viewing $1.2M$156K$1.0M$8.2M 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 FY2020 990 (6 parts)
Part I · Summary $1,185,322 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $28,000$984,538
I-9 Program service revenue$0
I-10 Investment incomePrior year $87,391$407,243
I-11 Other revenuePrior year −$536,804−$206,459
I-12 Total revenuePrior year −$421,413$1,185,322
I-13 Grants and similar amounts paidPrior year $18,000$8,892
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $175,755$113,983
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $49,054$32,953
I-18 Total expensesPrior year $242,809$155,828
I-19 Revenue less expensesPrior year −$664,222$1,029,494
Part VI · Governance 3 of 3 board members independent, 4 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members3
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $1,185,322 across 8 lines filed
VIII-1e Government grants$34,538
VIII-1f All other contributions, gifts and grants$950,000
VIII-1h Total contributions, gifts and grants$984,538
VIII-3 Investment incomeExcluded from tax $27,295$27,295
VIII-6 Net rental income or lossExcluded from tax −$207,597−$207,597
VIII-7 Net gain or loss on sales of assetsRelated to mission $379,948$379,948
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $1,138$1,138
VIII-12 Total revenueRelated to mission $379,948 · Excluded from tax −$179,164$1,185,322
Part IX · Statement of functional expenses $155,828 across 8 lines filed
IX-1 Grants to domestic organizationsPrograms $8,892$8,892
IX-7 Other salaries and wagesPrograms $102,844 · Management $3,181$106,025
IX-10 Payroll taxesPrograms $7,719 · Management $239$7,958
IX-11c Accounting feesPrograms $3,436 · Management $106$3,542
IX-13 Office expensesPrograms $4,235 · Management $131$4,366
IX-23 InsurancePrograms $18,071 · Management $559$18,630
IX-24 Other expenses (24a–d)Programs $5,952 · Management $184$6,136
IX-24e All other expensesPrograms $271 · Management $8$279
IX-25 Total functional expensesPrograms $151,420 · Management $4,408 · Fundraising $0$155,828
Part X · Balance sheet $8,239,357 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $321,048$138,297
X-2 Savings and temporary cash investmentsStart of year $532,771$2,634,223
X-10c Land, buildings and equipment, netStart of year $5,333,865$5,316,837
X-15 Other assetsStart of year $150,000$150,000
X-16 Total assetsStart of year $7,217,337$8,239,357
X-17 Accounts payable and accrued expensesStart of year $5,701$2,319
X-26 Total liabilitiesStart of year $5,701$2,319
X-27 Net assets without donor restrictionsStart of year $7,211,636$8,237,038
X-32 Total net assets or fund balancesStart of year $7,211,636$8,237,038
X-33 Total liabilities and net assetsStart of year $7,217,337$8,239,357
Part XI · Reconciliation of net assets $8,237,038 net assets at year end
XI-1 Total revenue$1,185,322
XI-2 Total expenses$155,828
XI-3 Revenue less expenses$1,029,494
XI-4 Net assets at start of year$7,211,636
XI-9 Other changes in net assets−$4,092
XI-10 Net assets at end of year$8,237,038

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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