Civic Intelligence

Sun Valley Institute For

EIN 47-3151484 • 501(c)3 • Hailey, ID

Profile

The purpose of sun valley institute for resilience is to advance community resilience in idaho's wood river valley region by educating, investing and collaborating to ensure that the economy, environment and people thrive.

PO Box 3537Hailey, ID 83333

sunvalleyinstitute.org

Siviq Scores

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

Liabilities / Assets

67th percentile

0.10x

Higher debt load relative to assets than 67% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

72nd percentile

0.13x

Higher debt load relative to revenue than 72% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

80th percentile

29%

Higher net margin than 80% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

83rd percentile

32%

Faster asset growth than 83% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

25%

Faster revenue growth than 72% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$825,560

Up $199,322 (+32%) from 2023

Liabilities

Up

$82,601

Up $14,250 (+21%) from 2023

Net Assets

Up

$742,959

Up $185,072 (+33%) from 2023

Revenue

Up

$632,845

Up $126,089 (+25%) from 2023

Expenses

Down

$447,773

Down $166,664 (-27%) from 2023

Net Income

Up

$185,072

Up $292,753 (+272%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0-$500KAssets 2015: $2,622Net Assets 2015: $2,6222015Assets 2016: $56,095Liabilities 2016: $13,756Net Assets 2016: $42,3392016Assets 2017: $75,109Liabilities 2017: $15,299Net Assets 2017: $59,8102017Assets 2018: $95,545Liabilities 2018: $128,138Net Assets 2018: -$32,5932018Assets 2019: $125,190Liabilities 2019: $73,229Net Assets 2019: $51,9612019Assets 2020: $372,507Liabilities 2020: $91,212Net Assets 2020: $281,2952020Assets 2021: $525,623Liabilities 2021: $72,377Net Assets 2021: $453,2462021Assets 2022: $742,191Liabilities 2022: $76,623Net Assets 2022: $665,5682022Assets 2023: $626,238Liabilities 2023: $68,351Net Assets 2023: $557,8872023Assets 2024: $825,560Liabilities 2024: $82,601Net Assets 2024: $742,9592024

Highlighted filing

2024

Assets$825,560
Liabilities$82,601
Net Assets$742,959

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2015: $83,561Expenses 2015: $80,939Net Income 2015: $2,6222015Revenue 2016: $491,177Expenses 2016: $451,460Net Income 2016: $39,7172016Revenue 2017: $391,601Expenses 2017: $374,130Net Income 2017: $17,4712017Revenue 2018: $440,646Expenses 2018: $533,049Net Income 2018: -$92,4032018Revenue 2019: $1,042,594Expenses 2019: $958,040Net Income 2019: $84,5542019Revenue 2020: $649,269Expenses 2020: $511,435Net Income 2020: $137,8342020Revenue 2021: $706,013Expenses 2021: $534,154Net Income 2021: $171,8592021Revenue 2022: $745,101Expenses 2022: $532,779Net Income 2022: $212,3222022Revenue 2023: $506,756Expenses 2023: $614,437Net Income 2023: -$107,6812023Revenue 2024: $632,845Expenses 2024: $447,773Net Income 2024: $185,0722024

Highlighted filing

2024

Revenue$632,845
Expenses$447,773
Net Income$185,072

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.2
Gross Receipts
$664,361
Mission and Program Overview

Mission

The sun valley institute (svi) is a catalyst for lasting quality of place, advancing economic, ecological and social resilience by pioneering transformative solutions, driving awareness and convening leaders and innovators for global and local impact.

We transform southern idaho's food system by connecting people to local food, supporting regional producers, and fostering vibrant, resilient communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$296,284$342,682▲ $46,398
Pledges and Grants Receivable$329,954$269,178▼ $60,776
Savings and Temporary Cash Investments-$213,700-
Total Assets$626,238$825,560▲ $199,322
Liabilities
Mortgage Notes Payable Secured by Investment Property$55,000$55,000→ $0
Accounts Payable and Accrued Expenses$13,351$27,601▲ $14,250
Total Liabilities$68,351$82,601▲ $14,250
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$557,887$742,959▲ $185,072
Total Net Assets Fund Balance$557,887$742,959▲ $185,072
Total Liabilities and Net Assets / Fund Balance$626,238$825,560▲ $199,322
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Amy MattiasExecutive DirectorFT$115,000$115,000

Board Members and Trustees

NameTitle
Jeff HogueCo-chair
Nina TooleyCo-chair
Adam KesselmanDirector
Brian BeanDirector
Jeri HowlandDirector
John BaileyDirector
Melissa TilneyDirector
Peter CurranDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$625,939
Program Service Revenue
$0
Investment Income
$17,442
Other Revenue
$-10,536
All Other Contributions
$586,749
Change in Net Assets
$185,072
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$291,294
Other Expenses$156,479
Total Fundraising Expense$45,395
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$119,752$9,746$16,641$146,139
Current Officers, Directors, Trustees, and Key Employees$94,235$7,669$13,096$115,000
Fees for Services Other$100,909$3,144$9,681$113,734
Payroll Taxes$17,550$1,630$2,483$21,663
Office Expenses$2,950$8,961$330$12,241
Fees for Services Accounting-$8,588-$8,588
Occupancy$1,890$3,389$1,531$6,810
Pension Plan Contributions$5,464$465$873$6,802
Conferences and Meetings$4,461--$4,461
Insurance$1,986$1,274$394$3,654
Other Expenses$2,764$108-$2,872
Advertising$1,715$475-$2,190
Travel$594$1,335-$1,929
Other Employee Benefits$1,098$226$366$1,690
Total Functional Expenses$355,368$47,010$45,395$447,773
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$31,516
Fundraising Gross Income$20,784
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Elevated Table$29,680$20,784$26,807$-6,023
Total Events$29,680$20,784$31,516$-10,732
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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 11B

The full board reviews and approves the 990 before it is filed.

Form 990, Part VI, Section B, Line 12C

The conflict of interest policy is signed as a part of the board member and staff orientation.

Form 990, Part VI, Section B, Line 15A

The board researches other executive directors' salaries, comparatively analyzes and determines executive director salary.

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Sun Valley Institute for Resilience
EIN
47-3151484
Phone
2087884780
Address
PO BOX 3537, HAILEY, ID 83333
Doing Business As
Future Roots

Signing Officer

Name
Nina Tooley
Title
Co-chair
Phone
2087884780
Signed
2025-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nina Tooley
Formed
2015
Legal Domicile
Id
Voting Board Members
8
Independent Board Members
8
Employees
5
Volunteers
28

Preparer

Firm
Sorren Inc
Address
1120 S RACKHAM WAY SUITE 100, MERIDIAN, ID 83642
Preparer
Margaret Flowers
Phone
2083338965
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Professional fees: program service expenses 100,909. Management and general expenses 3,144. Fundraising expenses 9,681. Total expenses 113,734.

Raw XML AppendixShowing 400 of 418 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.

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IRS990/ProgSrvcAccomActy2Grp/Desc0LOCAL FOOD ALLIANCE EMBRACED REGIONAL THOUGHT LEADERSHIP, CO-LEADING THE RIGHT-SIZED INVESTMENT & INFRASTRUCTURE TEAM FOR THE NORTHWEST AND ROCKY MOUNTAIN REGIONAL FOOD BUSINESS CENTER. THE ORGANIZATION'S STAFF ALSO PARTICIPATED IN THE NRCS LOCALLY LED WORKING GROUP AND SERVED ON THE UNIVERSITY OF IDAHO BLAINE COUNTY EXTENSION ADVISORY COMMITTEE. STAFF MEMBERS ALSO CONTINUED DEVELOPING BLAINE COUNTY'S CLIMATE ACTION PLAN, INCLUDING CHAIRING THE LAND & WATER CONSERVATION TASKFORCE AND PARTICIPATING IN THE CIRCULAR ECONOMY TASKFORCE. LOCAL FOOD ALLIANCE PUBLISHED THE FIFTH ANNUAL LOCALLY GROWN GUIDE, WITH 165 LISTINGS, DISTRIBUTED TO 3,000 INDIVIDUALS IN THE COMMUNITY. THE LOCAL FOOD ALLIANCE CONTINUED THE LOCAL FOOD PROCUREMENT POLICY PROGRAM, WHICH SIGNED UP SIX RESTAURANTS DURING 2024.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0146328
IRS990/ProgSrvcAccomActy3Grp/Desc05B RESILIENT HOSTED 4 IN-PERSON WORKSHOPS WITH 250 TOTAL PARTICIPANTS, AND PUBLISHED 6 INTERVIEWS WITH COMMUNITY LEADERS. THROUGH ONGOING AND NEW COMPOSTING PROGRAMS AT THREE YOUTH-PROGRAM SITES, 5B RESILIENT DIVERTED OVER 18,000 POUNDS OF FOOD FROM OUR REGIONAL LANDFILL. 5B RESILIENT FACILITATED THE PLANNING OF THREE TREE PLANTINGS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt047034
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0496535
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt08605
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt01616
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0133922
IRS990/PYSalariesCompEmpBnftPaidAmt0372834
IRS990/PYTotalExpensesAmt0372834
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0506756
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0185072
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0213700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0625939
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0496535
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0744315
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0701507
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0546370
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03114666
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt017442
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0429
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt017871
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0196
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01616
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01812
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.74580
IRS990ScheduleA/PublicSupportPY170Pct00.75450
IRS990ScheduleA/PublicSupportTotal170Amt02337607
IRS990ScheduleA/SubstantialContributorsTotAmt0777059
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0625939
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0496535
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0744315
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0701507
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0546370
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03114666
IRS990ScheduleA/TotalSupportAmt03134349
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt08896
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt08896
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt031516
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ELEVATED TABLE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04709
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04709
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029680
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt029680
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020784
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020784
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-10732
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt026807
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt026807
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FULL BOARD REVIEWS AND APPROVES THE 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS SIGNED AS A PART OF THE BOARD MEMBER AND STAFF ORIENTATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD RESEARCHES OTHER EXECUTIVE DIRECTORS' SALARIES, COMPARATIVELY ANALYZES AND DETERMINES EXECUTIVE DIRECTOR SALARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 100,909. MANAGEMENT AND GENERAL EXPENSES 3,144. FUNDRAISING EXPENSES 9,681. TOTAL EXPENSES 113,734.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0626238
IRS990/TotalAssetsEOYAmt0825560
IRS990/TotalAssetsGrp/BOYAmt0626238
IRS990/TotalAssetsGrp/EOYAmt0825560
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0625939
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt045395
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt047010
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0355368
IRS990/TotalFunctionalExpensesGrp/TotalAmt0447773
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt068351
IRS990/TotalLiabilitiesEOYAmt082601
IRS990/TotalLiabilitiesGrp/BOYAmt068351
IRS990/TotalLiabilitiesGrp/EOYAmt082601
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0557887
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0742959
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0355368
IRS990/TotalReportableCompFromOrgAmt0115000
IRS990/TotalRevenueGrp/ExclusionAmt06710
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0196
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0632845
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt028
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0626238
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0825560
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt01335
IRS990/TravelGrp/ProgramServicesAmt0594
IRS990/TravelGrp/TotalAmt01929
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 3537
IRS990/USAddress/CityNm0HAILEY
IRS990/USAddress/StateAbbreviationCd0ID
IRS990/USAddress/ZIPCd083333
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0SUNVALLEYINSTITUTE.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NINA TOOLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum02087884780
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUN VALLEY INSTITUTE FOR RESILIENCE
ReturnHeader/Filer/BusinessNameControlTxt0SUNV
ReturnHeader/Filer/EIN0473151484
ReturnHeader/Filer/PhoneNum02087884780
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3537

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