Civic Intelligence

Sun Valley Associates Inc

990 • Fiscal year 2014 • EIN 04-2302721

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 18, 2015

Organization ProfileN/A
P O Box 64Lexington, MA 02420

(781) 571-0107

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

76th percentile

0.15x

Higher debt load relative to assets than 76% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

79th percentile

0.19x

Higher debt load relative to revenue than 79% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Net Margin

73rd percentile

12%

Higher net margin than 73% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2014 filings • 501(c)7 • <$500k nonprofits • Source year 2014

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

42nd percentile

-0.9%

Faster revenue growth than 42% of similar nonprofits.

2014 filings • 501(c)7 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$290,305

Up $27,758 (+11%) from 2013

Net Assets

Up

$247,615

Up $27,758 (+13%) from 2013

Liabilities

Flat

$42,690

Flat from 2013

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin73rd percentile

Revenue

Down

$226,746

Down $2,096 (-0.9%) from 2013

Expenses

Up

$198,988

Up $6,286 (+3.3%) from 2013

Net Income

Down

$27,758

Down $8,382 (-23%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2014

Assets$290,305
Liabilities$42,690
Net Assets$247,615
Open 2014 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$226,746
Expenses$198,988
Net Income$27,758
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 18, 2015
Return Version
2014v5.0
Gross Receipts
$226,746
Mission and Program Overview

Mission

To operate a recreational facility for swiming & tennis

Operation of recreational facility

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$219,857$247,615▲ $27,758
Savings and Temporary Cash Investments$151,572$176,471▲ $24,899
Land, Buildings, and Equipment, Net$110,975$113,834▲ $2,859
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$262,547$290,305▲ $27,758
Liabilities
Unsecured Notes Loans Payable$42,690$42,690→ $0
Total Liabilities$42,690$42,690→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$219,857$247,615▲ $27,758
Total Liabilities and Net Assets / Fund Balance$262,547$290,305▲ $27,758

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$91,371$390,445$481,816
Buildings$22,463$59,793$82,256
Compensation and Service Providers
Top Officer Pay91st percentile

Board Members and Trustees

NameTitle
Nancy LoewensteinPresident
Adam SuchockiBoard Member
Christine HillBoard Member
Dan Gretchen RabinkinBoard Member
Don Margaret CraigBoard Member
Kristin LafondBoard Member
Stephanie Hayes-hsuBoard Member
Chuck Michelle MabardyBoard Members
Jenny Herman MarshallBoard Members
Julie Thomas ReadBoard Members
Rita Ed RossBoard Members
Stephan Jeanette VossBoard Members
Timothy HillClerk
Laura RubinsteinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$199,445
Program Service Revenue
$27,243
Investment Income
$58
Other Revenue
$0
Change in Net Assets
$27,758
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$116,134
Salaries, Compensation, and Employee Benefits$82,854
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$75,651
All Other Expenses---$19,267
Depreciation Depletion---$14,340
Other Expenses---$12,294
Payroll Taxes---$7,203
Office Expenses---$1,722
Total Functional Expenses$0$0$0$198,988
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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, Part VI, Section B, Line 11

“Executive committee reviews form 990 at the association's ammual meeting”

Form 990, Part VI, Section C, 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
2015-08-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Rubinstein
Formed
1990
Legal Domicile
Ma
Voting Board Members
22
Independent Board Members
22
Employees
22
Volunteers
25

Preparer

Firm
O'BRIENFITZGERALDTAYLOR & KEAVENEY PC
Address
85 CENTRAL ST-PO BOX 540351, WALTHAM, MA 02454-0351
Preparer
Michael T Keaveney
Phone
7818934010
Raw XML Appendix361 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0OPERATION OF RECREATIONAL FACILITY
IRS990/AllOtherExpensesGrp/TotalAmt019267
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LAURA RUBINSTEIN
IRS990/BooksInCareOfDetail/PhoneNum06175710107
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt011 RUSSELL ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002420
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0199445
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt058
IRS990/CYOtherExpensesAmt0116134
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt027243
IRS990/CYRevenuesLessExpensesAmt027758
IRS990/CYSalariesCompEmpBnftPaidAmt082854
IRS990/CYTotalExpensesAmt0198988
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0226746
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt014340
IRS990/Desc0TO OPERATE A RECREATIONAL FACILITY FOR SWIMMING AND TENNIS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt022
IRS990/EmploymentTaxReturnsFiledInd00
IRS990/ExpenseAmt0198988
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0NANCY LOEWENSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm1TIMOTHY HILL
IRS990/Form990PartVIISectionAGrp/PersonNm2LAURA RUBINSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm3RITA ED ROSS
IRS990/Form990PartVIISectionAGrp/PersonNm4STEPHAN JEANETTE VOSS
IRS990/Form990PartVIISectionAGrp/PersonNm5JENNY HERMAN MARSHALL
IRS990/Form990PartVIISectionAGrp/PersonNm6CHUCK MICHELLE MABARDY
IRS990/Form990PartVIISectionAGrp/PersonNm7JULIE THOMAS READ
IRS990/Form990PartVIISectionAGrp/PersonNm8STEPHANIE HAYES-HSU
IRS990/Form990PartVIISectionAGrp/PersonNm9ADAM SUCHOCKI
IRS990/Form990PartVIISectionAGrp/PersonNm10CHRISTINE HILL
IRS990/Form990PartVIISectionAGrp/PersonNm11DAN GRETCHEN RABINKIN
IRS990/Form990PartVIISectionAGrp/PersonNm12DON MARGARET CRAIG
IRS990/Form990PartVIISectionAGrp/PersonNm13KRISTIN LAFOND
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBERS
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBERS
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBERS
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBERS
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBERS
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0226746
IRS990/GrossReceiptsForPublicUseAmt00
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InitiationFeesAndCapContriAmt017400
IRS990/InvestmentIncomeGrp/ExclusionAmt058
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt058
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0450238
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0110975
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0113834
IRS990/LandBldgEquipCostOrOtherBssAmt0564072
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0199445
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO OPERATE A RECREATIONAL FACILITY FOR SWIMMING AND TENNIS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0219857
IRS990/NetAssetsOrFundBalancesEOYAmt0247615
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt01722
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc1POOL SUPPLIES
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3INSURANCE
IRS990/OtherExpensesGrp/TotalAmt026789
IRS990/OtherExpensesGrp/TotalAmt124969
IRS990/OtherExpensesGrp/TotalAmt216753
IRS990/OtherExpensesGrp/TotalAmt312294
IRS990/OtherSalariesAndWagesGrp/TotalAmt075651
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt07203
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LAURA RUBINSTEIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0713990
IRS990/ProgramServiceRevenueGrp/BusinessCd1713990
IRS990/ProgramServiceRevenueGrp/BusinessCd2713990
IRS990/ProgramServiceRevenueGrp/BusinessCd3713990
IRS990/ProgramServiceRevenueGrp/BusinessCd4713990
IRS990/ProgramServiceRevenueGrp/Desc0CAPITAL ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/Desc1TENNIS LESSONS
IRS990/ProgramServiceRevenueGrp/Desc2GUEST FEES
IRS990/ProgramServiceRevenueGrp/Desc3WAITING LIST FEES
IRS990/ProgramServiceRevenueGrp/Desc4MISC
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt017400
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14180
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt24020
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31325
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4318
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt017400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14180
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt24020
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31325
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4318
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0206732
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt072
IRS990/PYOtherExpensesAmt0118646
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt022038
IRS990/PYRevenuesLessExpensesAmt036140
IRS990/PYSalariesCompEmpBnftPaidAmt074056
IRS990/PYTotalExpensesAmt0192702
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0228842
IRS990/ReconcilationRevenueExpnssAmt027758
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0219857
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0247615
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0151572
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0176471
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt022463
IRS990ScheduleD/BuildingsGrp/DepreciationAmt059793
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt082256
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt091371
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0390445
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0481816
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0113834
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXECUTIVE COMMITTEE REVIEWS FORM 990 AT THE ASSOCIATION'S AMMUAL MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS ARE AVAILABLE THROUGH THE OFFICE OF THE SECRETARY OF THE COMMONWEALTH
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0262547
IRS990/TotalAssetsEOYAmt0290305
IRS990/TotalAssetsGrp/BOYAmt0262547
IRS990/TotalAssetsGrp/EOYAmt0290305
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0199445
IRS990/TotalEmployeeCnt022
IRS990/TotalFunctionalExpensesGrp/TotalAmt0198988
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt042690
IRS990/TotalLiabilitiesEOYAmt042690
IRS990/TotalLiabilitiesGrp/BOYAmt042690
IRS990/TotalLiabilitiesGrp/EOYAmt042690
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0219857
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0247615
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0198988
IRS990/TotalProgramServiceRevenueAmt027243
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt058
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt027243
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0226746
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0262547
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0290305
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt042690
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt042690
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011 RUSSELL ROAD
IRS990/USAddress/CityNm0LEXINGTON
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002420
IRS990/VotingMembersGoverningBodyCnt022
IRS990/VotingMembersIndependentCnt022
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA RUBINSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06175710107
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUN VALLEY ASSOCIATES INC
ReturnHeader/Filer/BusinessNameControlTxt0SUNV
ReturnHeader/Filer/EIN0042302721
ReturnHeader/Filer/PhoneNum07815710107
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 64
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002420
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043070357
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O'BRIENFITZGERALDTAYLOR & KEAVENEY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt085 CENTRAL ST-PO BOX 540351
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALTHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0024540351
ReturnHeader/PreparerPersonGrp/PhoneNum07818934010
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL T KEAVENEY
ReturnHeader/ReturnTs02015-10-15T09:48:55-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$290,305
Liabilities
$42,690
Net assets
$247,615
Revenue
$226,746
Expenses
$198,988
Net income
$27,758
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