Civic Intelligence

Sun Valley Associates Inc

990 • Fiscal year 2018 • EIN 04-2302721

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 10, 2019

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

0.11x

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

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

79th percentile

0.15x

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

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Net Margin

68th percentile

9.3%

Higher net margin than 68% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Asset Growth

65th percentile

7.6%

Faster asset growth than 65% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

64th percentile

6.4%

Faster revenue growth than 64% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$404,804

Up $28,586 (+7.6%) from 2017

Net Assets

Up

$360,049

Up $28,061 (+8.5%) from 2017

Liabilities

Up

$44,755

Up $525 (+1.2%) from 2017

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin68th percentile

Revenue

Up

$302,099

Up $18,215 (+6.4%) from 2017

Expenses

Up

$274,038

Up $16,953 (+6.6%) from 2017

Net Income

Up

$28,061

Up $1,262 (+4.7%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2018

Assets$404,804
Liabilities$44,755
Net Assets$360,049
Open 2018 Filing

Operations Trend

Revenue Growth64th 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

2018

Revenue$302,099
Expenses$274,038
Net Income$28,061
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 10, 2019
Return Version
2018v3.1
Gross Receipts
$302,099
Mission and Program Overview

Mission

To operate a recreational facility for swiming & tennis

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$331,988$360,049▲ $28,061
Savings and Temporary Cash Investments$207,257$253,053▲ $45,796
Land, Buildings, and Equipment, Net$168,961$151,751▼ $17,210
Total Assets$376,218$404,804▲ $28,586
Liabilities
Unsecured Notes Loans Payable$44,230$44,755▲ $525
Total Liabilities$44,230$44,755▲ $525
Net Assets / Fund Balance
Total Net Assets Fund Balance$331,988$360,049▲ $28,061
Total Liabilities and Net Assets / Fund Balance$376,218$404,804▲ $28,586

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$112,967$404,883$517,850
Equipment$26,765$58,860$85,625
Buildings$12,019$70,237$82,256
Compensation and Service Providers
Top Officer Pay93rd percentile

Board Members and Trustees

NameTitle
Laura RubinsteinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$239,880
Program Service Revenue
$62,193
Investment Income
$26
Other Revenue
$0
Change in Net Assets
$28,061
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$152,122
Salaries, Compensation, and Employee Benefits$121,916
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$112,280--$112,280
All Other Expenses$24,038--$24,038
Depreciation Depletion$23,854--$23,854
Other Expenses$14,491--$14,491
Payroll Taxes$9,636--$9,636
Office Expenses$1,539--$1,539
Total Functional Expenses$274,038$0$0$274,038
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
2019-11-10

Organization Details

Principal Officer
Laura Rubinstein
Formed
1990
Legal Domicile
Ma
Voting Board Members
23
Independent Board Members
23
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, Page 2, Part III, Line 4D

“To operate a recreation facility for swiming and tennis”

Raw XML Appendix268 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/GrossReceiptsAmt0302099
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IRS990/IRPDocumentCnt00
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IRS990/LandBldgEquipAccumDeprecAmt0533980
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IRS990/LandBldgEquipCostOrOtherBssAmt0685731
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0239880
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0TO OPERATE A RECREATIONAL FACILITY FOR SWIMING & TENNIS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0331988
IRS990/NetAssetsOrFundBalancesEOYAmt0360049
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
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IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc1POOL SUPPLIES
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IRS990/OtherExpensesGrp/Desc3INSURANCE
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0112280
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IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt09636
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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/RelatedOrExemptFuncIncomeAmt042250
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0331988
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt0151751
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
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ReturnHeader/BuildTS02020-03-31 21:24:44Z
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ReturnHeader/Filer/EIN0042302721
ReturnHeader/Filer/PhoneNum07815710107
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ReturnHeader/FilingSecurityInformation/IPTm007:41:13
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALTHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0024540351
ReturnHeader/PreparerPersonGrp/PhoneNum07818934010
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL T KEAVENEY CPA
ReturnHeader/ReturnTs02019-11-13T07:41:13-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$404,804
Liabilities
$44,755
Net assets
$360,049
Revenue
$302,099
Expenses
$274,038
Net income
$28,061
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
2018Detailed filing. Detailed filing data is available for this year.$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