Civic Intelligence

Sun Valley Associates Inc

EIN 04-2302721 • 501(c)7 • Lexington, MA

Profile

To operate a recreational facility for swiming & tennis

P O Box 64Lexington, MA 02420

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

77th percentile

0.30x

Higher debt load relative to assets than 77% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.49x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Source year 2024

Net Margin

82nd percentile

24%

Higher net margin than 82% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)7 • $500k-$1M nonprofits • Source year 2024

Asset Growth

79th percentile

14%

Faster asset growth than 79% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

77th percentile

18%

Faster revenue growth than 77% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$821,406

Up $102,253 (+14%) from 2023

Liabilities

Down

$243,870

Down $17,885 (-6.8%) from 2023

Net Assets

Up

$577,536

Up $120,138 (+26%) from 2023

Operations
Liabilities / Revenue80th percentileNet Margin82nd percentile

Revenue

Up

$499,407

Up $76,485 (+18%) from 2023

Expenses

Up

$379,268

Up $13,614 (+3.7%) from 2023

Net Income

Up

$120,139

Up $62,871 (+110%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $213,363Liabilities 2011: $42,165Net Assets 2011: $171,1982011Assets 2012: $226,407Liabilities 2012: $42,690Net Assets 2012: $183,7172012Assets 2013: $262,547Liabilities 2013: $42,690Net Assets 2013: $219,8572013Assets 2014: $290,305Liabilities 2014: $42,690Net Assets 2014: $247,6152014Assets 2015: $339,687Liabilities 2015: $43,565Net Assets 2015: $296,1222015Assets 2016: $348,894Liabilities 2016: $43,705Net Assets 2016: $305,1892016Assets 2017: $376,218Liabilities 2017: $44,230Net Assets 2017: $331,9882017Assets 2018: $404,804Liabilities 2018: $44,755Net Assets 2018: $360,0492018Assets 2019: $458,464Liabilities 2019: $44,755Net Assets 2019: $413,7092019Assets 2020: $433,267Liabilities 2020: $44,755Net Assets 2020: $388,5122020Assets 2021: $393,222Liabilities 2021: $44,755Net Assets 2021: $348,4672021Assets 2022: $444,973Liabilities 2022: $44,755Net Assets 2022: $400,2182022Assets 2023: $719,153Liabilities 2023: $261,755Net Assets 2023: $457,3982023Assets 2024: $821,406Liabilities 2024: $243,870Net Assets 2024: $577,5362024

Highlighted filing

2024

Assets$821,406
Liabilities$243,870
Net Assets$577,536
Open 2024 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $219,910Expenses 2011: $197,278Net Income 2011: $22,6322011Revenue 2012: $230,166Expenses 2012: $217,647Net Income 2012: $12,5192012Revenue 2013: $228,842Expenses 2013: $192,702Net Income 2013: $36,1402013Revenue 2014: $226,746Expenses 2014: $198,988Net Income 2014: $27,7582014Revenue 2015: $255,760Expenses 2015: $207,253Net Income 2015: $48,5072015Revenue 2016: $255,919Expenses 2016: $246,853Net Income 2016: $9,0662016Revenue 2017: $283,884Expenses 2017: $257,085Net Income 2017: $26,7992017Revenue 2018: $302,099Expenses 2018: $274,038Net Income 2018: $28,0612018Revenue 2019: $320,164Expenses 2019: $266,504Net Income 2019: $53,6602019Revenue 2020: $268,501Expenses 2020: $293,698Net Income 2020: -$25,1972020Revenue 2021: $244,034Expenses 2021: $284,079Net Income 2021: -$40,0452021Revenue 2022: $390,303Expenses 2022: $338,552Net Income 2022: $51,7512022Revenue 2023: $422,922Expenses 2023: $365,654Net Income 2023: $57,2682023Revenue 2024: $499,407Expenses 2024: $379,268Net Income 2024: $120,1392024

Highlighted filing

2024

Revenue$499,407
Expenses$379,268
Net Income$120,139
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$821,406
Liabilities
$243,870
Net assets
$577,536
Revenue
$499,407
Expenses
$379,268
Net income
$120,139
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.21$2.44$5.78$4.99$3.79$1.20
2023Detailed filing. Detailed filing data is available for this year.$7.19$2.62$4.57$4.23$3.66$0.57
2022Detailed filing. Detailed filing data is available for this year.$4.45$0.45$4.00$3.90$3.39$0.52
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.93$0.45$3.48$2.44$2.84$0.40
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.33$0.45$3.89$2.69$2.94$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.58$0.45$4.14$3.20$2.67$0.54
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.05$0.45$3.60$3.02$2.74$0.28
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.76$0.44$3.32$2.84$2.57$0.27
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.49$0.44$3.05$2.56$2.47$0.09
2015Summary only. Only limited summary data is available for this year.$3.40$0.44$2.96$2.56$2.07$0.49
2014Detailed filing. Detailed filing data is available for this year.$2.90$0.43$2.48$2.27$1.99$0.28
2013Summary only. Only limited summary data is available for this year.$2.63$0.43$2.20$2.29$1.93$0.36
2012Summary only. Only limited summary data is available for this year.$2.26$0.43$1.84$2.30$2.18$0.13
2011Summary only. Only limited summary data is available for this year.$2.13$0.42$1.71$2.20$1.97$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 6, 2025
Return Version
2024v5.0
Gross Receipts
$499,407
Mission and Program Overview

Mission

To operate a recreational facility for swiming & tennis

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$457,398$577,536▲ $120,138
Land, Buildings, and Equipment, Net$477,225$477,012▼ $213
Savings and Temporary Cash Investments$241,928$344,395▲ $102,467
Cash and Non-Interest-Bearing Accounts-$-1-
Total Assets$719,153$821,406▲ $102,253
Liabilities
Unsecured Notes Loans Payable$261,755$243,782▼ $17,973
Other Liabilities-$88-
Total Liabilities$261,755$243,870▼ $17,885
Net Assets / Fund Balance
Total Net Assets Fund Balance$457,398$577,536▲ $120,138
Total Liabilities and Net Assets / Fund Balance$719,153$821,406▲ $102,253
Compensation and Service Providers
Top Officer Pay89th percentile

Board Members and Trustees

NameTitle
Laura RubinsteinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$383,700
Program Service Revenue
$115,707
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$120,139
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$204,210
Salaries, Compensation, and Employee Benefits$175,058
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$159,227--$159,227
Depreciation Depletion$53,852--$53,852
All Other Expenses$48,529--$48,529
Other Expenses$16,664--$16,664
Payroll Taxes$15,831--$15,831
Office Expenses$920--$920
Total Functional Expenses$379,268$0$0$379,268
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$88
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Executive committee erviews form 990 at the annual meeting”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available through the office of the secretary of the commonwealth”

Filing and Contact Details

Filer

Filer Name
Sun Valley Associates Inc
EIN
04-2302721
Phone
7815710107
Address
P O BOX 64, LEXINGTON, MA 02420

Signing Officer

Name
Laura Rubinstein
Title
Treasurer
Phone
6175710107
Signed
2025-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Rubinstein
Formed
1990
Legal Domicile
Ma
Voting Board Members
25
Independent Board Members
25
Employees
25

Preparer

Firm
O'BRIEN FITZGERALD TAYLOR & KEAVENEY PC
Address
PO BOX 540351, WALTHAM, MA 02454-0351
Preparer
Mark J Keaveney
Phone
7818934010
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“To operate a recreation facility for swiming and tennis”

Form 990, Part IX, Line 24E

“Interest expense 14,046 0 0 real estate taxes 12,071 0 0 insurance 8,633 0 0 tennis & swim team exp 6,713 0 0 parties 4,316 0 0 telephone 2,085 0 0 trash 665 0 0 total 48,529 0 0”

Form 990, Part XI, Line 9

“Book / tax depreciation difference -1”

Raw XML Appendix260 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd0false
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IRS990/AllOtherExpensesGrp/TotalAmt048529
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IRS990/BooksInCareOfDetail/PhoneNum07815710107
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0383700
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0204210
IRS990/CYOtherRevenueAmt00
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IRS990/CYSalariesCompEmpBnftPaidAmt0175058
IRS990/CYTotalExpensesAmt0379268
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0499407
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt053852
IRS990/DepreciationDepletionGrp/TotalAmt053852
IRS990/Desc0TO OPERATE A RECREATIONAL FACILITY FOR SWIMING & TENNIS
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt025
IRS990/EmploymentTaxReturnsFiledInd0false
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt025
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0499407
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt025
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InitiationFeesAndCapContriAmt074150
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0731677
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0477225
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0477012
IRS990/LandBldgEquipCostOrOtherBssAmt01208689
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0383700
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO OPERATE A RECREATIONAL FACILITY FOR SWIMING & TENNIS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0457398
IRS990/NetAssetsOrFundBalancesEOYAmt0577536
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt0920
IRS990/OfficeExpensesGrp/TotalAmt0920
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-1
IRS990/OtherExpensesGrp/Desc0REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc1POOL SUPPLIES
IRS990/OtherExpensesGrp/Desc2OPERATING EXPENSES
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/ProgramServicesAmt040323
IRS990/OtherExpensesGrp/ProgramServicesAmt124857
IRS990/OtherExpensesGrp/ProgramServicesAmt219065
IRS990/OtherExpensesGrp/ProgramServicesAmt316664
IRS990/OtherExpensesGrp/TotalAmt040323
IRS990/OtherExpensesGrp/TotalAmt124857
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IRS990/OtherExpensesGrp/TotalAmt316664
IRS990/OtherLiabilitiesGrp/EOYAmt088
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0159227
IRS990/OtherSalariesAndWagesGrp/TotalAmt0159227
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt015831
IRS990/PayrollTaxesGrp/TotalAmt015831
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0LAURA RUBINSTEIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CAPITAL ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/Desc1TENNIS LESSONS
IRS990/ProgramServiceRevenueGrp/Desc2MISCELLANEOUS
IRS990/ProgramServiceRevenueGrp/Desc3WAITING LIST FEES
IRS990/ProgramServiceRevenueGrp/Desc4GUEST FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt074150
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt119875
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IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportOtherLiabilitiesInd0true
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0457398
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LIABILITIES
IRS990ScheduleD/TotalLiabilityAmt088
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO OPERATE A RECREATION FACILITY FOR SWIMING AND TENNIS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXECUTIVE COMMITTEE ERVIEWS FORM 990 AT THE ANNUAL MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE AVAILABLE THROUGH THE OFFICE OF THE SECRETARY OF THE COMMONWEALTH
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INTEREST EXPENSE 14,046 0 0 REAL ESTATE TAXES 12,071 0 0 INSURANCE 8,633 0 0 TENNIS & SWIM TEAM EXP 6,713 0 0 PARTIES 4,316 0 0 TELEPHONE 2,085 0 0 TRASH 665 0 0 TOTAL 48,529 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOOK / TAX DEPRECIATION DIFFERENCE -1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-06
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK J KEAVENEY
ReturnHeader/ReturnTs02025-11-13T10:43:06-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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