Civic Intelligence

Sun Valley Associates Inc

990 • Fiscal year 2016 • EIN 04-2302721

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

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

0.13x

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

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

79th percentile

0.17x

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

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Net Margin

52nd percentile

3.5%

Higher net margin than 52% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Asset Growth

53rd percentile

2.7%

Faster asset growth than 53% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

47th percentile

0.1%

Faster revenue growth than 47% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$348,894

Up $9,207 (+2.7%) from 2015

Net Assets

Up

$305,189

Up $9,067 (+3.1%) from 2015

Liabilities

Up

$43,705

Up $140 (+0.3%) from 2015

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin52nd percentile

Revenue

Up

$255,919

Up $159 (+0.1%) from 2015

Expenses

Up

$246,853

Up $39,600 (+19%) from 2015

Net Income

Down

$9,066

Down $39,441 (-81%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2016

Assets$348,894
Liabilities$43,705
Net Assets$305,189
Open 2016 Filing

Operations Trend

Revenue Growth47th 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

2016

Revenue$255,919
Expenses$246,853
Net Income$9,066
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$255,919
Mission and Program Overview

Mission

To operate a recreational facility for swiming & tennis

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$296,122$305,189▲ $9,067
Savings and Temporary Cash Investments$195,025$178,727▼ $16,298
Land, Buildings, and Equipment, Net$144,663$170,167▲ $25,504
Cash and Non-Interest-Bearing Accounts$-1--
Total Assets$339,687$348,894▲ $9,207
Liabilities
Unsecured Notes Loans Payable$43,565$43,705▲ $140
Total Liabilities$43,565$43,705▲ $140
Net Assets / Fund Balance
Total Net Assets Fund Balance$296,122$305,189▲ $9,067
Total Liabilities and Net Assets / Fund Balance$339,687$348,894▲ $9,207

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$117,606$378,526$496,132
Buildings$17,241$65,015$82,256
Equipment$35,320$42,799$78,119
Compensation and Service Providers
Top Officer Pay92nd percentile

Board Members and Trustees

NameTitle
Laura RubinsteinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$217,812
Program Service Revenue
$38,081
Investment Income
$26
Other Revenue
$0
Change in Net Assets
$9,066
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$143,774
Salaries, Compensation, and Employee Benefits$103,079
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$95,395--$95,395
All Other Expenses$28,821--$28,821
Depreciation Depletion$20,599--$20,599
Other Expenses$13,146--$13,146
Payroll Taxes$7,684--$7,684
Office Expenses$330--$330
Total Functional Expenses$246,853$0$0$246,853
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, 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
2017-11-14

Organization Details

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

Preparer

Firm
O'BRIEN FITZGERALD TAYLOR & KEAVENEY PC
Address
85 CENTRAL STREET - PO BOX 540351, WALTHAM, MA 02454-0351
Preparer
Michael T Keaveney CPA
Phone
7818934010
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Tennis & swim team exp 10,375 0 0 real estate taxes 10,231 0 0 miscellaneous 6,901 0 0 telephone 1,314 0 0 total 28,821 0 0”

Raw XML Appendix262 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/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO OPERATE A RECREATIONAL FACILITY FOR SWIMING & TENNIS
IRS990/AllOtherExpensesGrp/ProgramServicesAmt028821
IRS990/AllOtherExpensesGrp/TotalAmt028821
IRS990/BooksInCareOfDetail/PersonNm0LAURA RUBINSTEIN
IRS990/BooksInCareOfDetail/PhoneNum07815710107
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt011 RUSSELL RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002420
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0-1
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0217812
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt026
IRS990/CYOtherExpensesAmt0143774
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt038081
IRS990/CYRevenuesLessExpensesAmt09066
IRS990/CYSalariesCompEmpBnftPaidAmt0103079
IRS990/CYTotalExpensesAmt0246853
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0255919
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt020599
IRS990/DepreciationDepletionGrp/TotalAmt020599
IRS990/Desc0TO OPERATE A RECREATIONAL FACILITY FOR SWIMING & TENNIS
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt022
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/ExpenseAmt0246853
IRS990/FamilyOrBusinessRlnInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0LAURA RUBINSTEIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt025
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0255919
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt025
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InitiationFeesAndCapContriAmt022000
IRS990/InvestmentIncomeGrp/ExclusionAmt026
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt026
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0486340
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0144663
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0170167
IRS990/LandBldgEquipCostOrOtherBssAmt0656507
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0217812
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO OPERATE A RECREATIONAL FACILITY FOR SWIMING & TENNIS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0296122
IRS990/NetAssetsOrFundBalancesEOYAmt0305189
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt0330
IRS990/OfficeExpensesGrp/TotalAmt0330
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc1POOL SUPPLIES
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3INSURANCE
IRS990/OtherExpensesGrp/ProgramServicesAmt035743
IRS990/OtherExpensesGrp/ProgramServicesAmt124788
IRS990/OtherExpensesGrp/ProgramServicesAmt220347
IRS990/OtherExpensesGrp/ProgramServicesAmt313146
IRS990/OtherExpensesGrp/TotalAmt035743
IRS990/OtherExpensesGrp/TotalAmt124788
IRS990/OtherExpensesGrp/TotalAmt220347
IRS990/OtherExpensesGrp/TotalAmt313146
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt095395
IRS990/OtherSalariesAndWagesGrp/TotalAmt095395
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt07684
IRS990/PayrollTaxesGrp/TotalAmt07684
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0LAURA RUBINSTEIN
IRS990/PriorPeriodAdjustmentsAmt01
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CAPITAL ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/Desc1TENNIS LESSONS
IRS990/ProgramServiceRevenueGrp/Desc2GUEST FEES
IRS990/ProgramServiceRevenueGrp/Desc3WAITING LIST FEES
IRS990/ProgramServiceRevenueGrp/Desc4MISCELLANEOUS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt022000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16675
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23946
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt33150
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt42310
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt022000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16675
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23946
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt33150
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt42310
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0212395
IRS990/PYInvestmentIncomeAmt058
IRS990/PYOtherExpensesAmt0106503
IRS990/PYProgramServiceRevenueAmt043307
IRS990/PYRevenuesLessExpensesAmt048507
IRS990/PYSalariesCompEmpBnftPaidAmt0100750
IRS990/PYTotalExpensesAmt0207253
IRS990/PYTotalRevenueAmt0255760
IRS990/ReconcilationRevenueExpnssAmt09066
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0296122
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0305189
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0195025
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0178727
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt017241
IRS990ScheduleD/BuildingsGrp/DepreciationAmt065015
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt082256
IRS990ScheduleD/EquipmentGrp/BookValueAmt035320
IRS990ScheduleD/EquipmentGrp/DepreciationAmt042799
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt078119
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0117606
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0378526
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0496132
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0170167
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXECUTIVE COMMITTEE ERVIEWS FORM 990 AT THE ANNUAL MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS ARE AVAILABLE THROUGH THE OFFICE OF THE SECRETARY OF THE COMMONWEALTH
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TENNIS & SWIM TEAM EXP 10,375 0 0 REAL ESTATE TAXES 10,231 0 0 MISCELLANEOUS 6,901 0 0 TELEPHONE 1,314 0 0 TOTAL 28,821 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0339687
IRS990/TotalAssetsEOYAmt0348894
IRS990/TotalAssetsGrp/BOYAmt0339687
IRS990/TotalAssetsGrp/EOYAmt0348894
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0217812
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0246853
IRS990/TotalFunctionalExpensesGrp/TotalAmt0246853
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt043565
IRS990/TotalLiabilitiesEOYAmt043705
IRS990/TotalLiabilitiesGrp/BOYAmt043565
IRS990/TotalLiabilitiesGrp/EOYAmt043705
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0296122
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0305189
IRS990/TotalProgramServiceExpensesAmt0246853
IRS990/TotalProgramServiceRevenueAmt038081
IRS990/TotalRevenueGrp/ExclusionAmt026
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt038081
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0255919
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0339687
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0348894
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt043565
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt043705
IRS990/USAddress/AddressLine1Txt011 RUSSELL RD
IRS990/USAddress/CityNm0LEXINGTON
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002420
IRS990/VotingMembersGoverningBodyCnt025
IRS990/VotingMembersIndependentCnt025
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA RUBINSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06175710107
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0299BCC9AD153354210961C8ADCB85CCDE2DCE4E3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07D85E3D082D612EE6A94F1F63F042A0DE2B185B6
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043070357
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O'BRIEN FITZGERALD TAYLOR & KEAVENEY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt085 CENTRAL STREET - PO BOX 540351
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALTHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0024540351
ReturnHeader/PreparerPersonGrp/PhoneNum07818934010
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL T KEAVENEY CPA
ReturnHeader/ReturnTs02017-11-14T08:16:02-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$348,894
Liabilities
$43,705
Net assets
$305,189
Revenue
$255,919
Expenses
$246,853
Net income
$9,066
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
2016Detailed filing. Detailed filing data is available for this year.$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