Civic Intelligence

Spring Valley School Foundation

990 • Fiscal year 2023 • EIN 63-1253000

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 26, 2024

Organization ProfileWWW.SPRINGVALLEYSCHOOL.COM
2701 Sydney DriveBirmingham, AL 35211

(205) 423-8660

Siviq Scores

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

Liabilities / Assets

87th percentile

0.61x

Higher debt load relative to assets than 87% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

80th percentile

0.50x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

23rd percentile

-10%

Higher net margin than 23% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

12th percentile

-11%

Faster asset growth than 12% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

29th percentile

-5.9%

Faster revenue growth than 29% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$2,832,273

Down $348,585 (-11%) from 2022

Net Assets

Down

$1,093,840

Down $334,494 (-23%) from 2022

Liabilities

Down

$1,738,433

Down $14,091 (-0.8%) from 2022

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin23rd percentile

Revenue

Down

$3,443,688

Down $215,716 (-5.9%) from 2022

Expenses

Up

$3,789,852

Up $484,792 (+15%) from 2022

Net Income

Down

-$346,164

Down $700,508 (-198%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $293,580Liabilities 2010: $109,956Net Assets 2010: $183,6242010Assets 2011: $326,000Liabilities 2011: $137,595Net Assets 2011: $188,4052011Assets 2012: $312,600Liabilities 2012: $177,882Net Assets 2012: $134,7182012Assets 2013: $264,262Liabilities 2013: $182,877Net Assets 2013: $81,3852013Assets 2014: $159,132Liabilities 2014: $109,695Net Assets 2014: $49,4372014Assets 2015: $310,703Liabilities 2015: $211,588Net Assets 2015: $99,1152015Assets 2016: $608,750Liabilities 2016: $366,224Net Assets 2016: $242,5262016Assets 2017: $1,692,674Liabilities 2017: $1,251,249Net Assets 2017: $441,4252017Assets 2018: $1,751,467Liabilities 2018: $1,203,376Net Assets 2018: $548,0912018Assets 2019: $1,970,372Liabilities 2019: $1,214,769Net Assets 2019: $755,6032019Assets 2020: $2,251,881Liabilities 2020: $1,481,051Net Assets 2020: $770,8302020Assets 2021: $3,383,943Liabilities 2021: $2,271,378Net Assets 2021: $1,112,5652021Assets 2022: $3,180,858Liabilities 2022: $1,752,524Net Assets 2022: $1,428,3342022Assets 2023: $2,832,273Liabilities 2023: $1,738,433Net Assets 2023: $1,093,8402023Assets 2024: $4,571,471Liabilities 2024: $1,697,678Net Assets 2024: $2,873,7932024Assets 2025: $4,962,743Liabilities 2025: $1,760,855Net Assets 2025: $3,201,8882025

Highlighted filing

2023

Assets$2,832,273
Liabilities$1,738,433
Net Assets$1,093,840
Open 2023 Filing

Operations Trend

Revenue Growth29th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $719,8912010Expenses 2011: $698,5302011Revenue 2012: $758,595Expenses 2012: $811,064Net Income 2012: -$52,4692012Expenses 2013: $933,4372013Revenue 2014: $995,000Expenses 2014: $1,032,821Net Income 2014: -$37,8212014Revenue 2015: $1,042,914Expenses 2015: $946,049Net Income 2015: $96,8652015Revenue 2016: $1,309,466Expenses 2016: $1,163,164Net Income 2016: $146,3022016Revenue 2017: $1,404,557Expenses 2017: $1,210,516Net Income 2017: $194,0412017Revenue 2018: $1,461,076Expenses 2018: $1,355,325Net Income 2018: $105,7512018Revenue 2019: $2,249,428Expenses 2019: $2,036,990Net Income 2019: $212,4382019Revenue 2020: $2,499,453Expenses 2020: $2,484,017Net Income 2020: $15,4362020Revenue 2021: $3,135,328Expenses 2021: $2,804,499Net Income 2021: $330,8292021Revenue 2022: $3,659,404Expenses 2022: $3,305,060Net Income 2022: $354,3442022Revenue 2023: $3,443,688Expenses 2023: $3,789,852Net Income 2023: -$346,1642023Revenue 2024: $6,147,315Expenses 2024: $4,384,439Net Income 2024: $1,762,8762024Revenue 2025: $5,048,778Expenses 2025: $4,734,527Net Income 2025: $314,2512025

Highlighted filing

2023

Revenue$3,443,688
Expenses$3,789,852
Net Income-$346,164
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 26, 2024
Return Version
2022v5.0
Gross Receipts
$3,444,136
Mission and Program Overview

Mission

Providing specialized learning programs in an independent private school

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,251,134$2,509,683▲ $258,549
Investments Other Securities$137,025$147,889▲ $10,864
Cash and Non-Interest-Bearing Accounts$506,398$105,050▼ $401,348
Savings and Temporary Cash Investments$281,373$30,684▼ $250,689
Accounts Receivable$0$8,047▲ $8,047
Prepaid Expenses and Deferred Charges$3,390$6,683▲ $3,293
Total Assets$3,180,858$2,832,273▼ $348,585
Other Assets Total$1,538$24,237▲ $22,699
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,443,988$1,382,879▼ $61,109
Accounts Payable and Accrued Expenses$142,436$170,435▲ $27,999
Deferred Revenue$166,100$162,420▼ $3,680
Other Liabilities$0$22,699▲ $22,699
Total Liabilities$1,752,524$1,738,433▼ $14,091
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,365,214$1,055,340▼ $309,874
Net Assets With Donor Restrictions$63,120$38,500▼ $24,620
Total Net Assets Fund Balance$1,428,334$1,093,840▼ $334,494
Total Liabilities and Net Assets / Fund Balance$3,180,858$2,832,273▼ $348,585

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$935,090$204,715$1,139,805
Leasehold Improvements$769,393$200,410$969,803
Land$720,931-$720,931
Equipment$84,269$319,403$403,672
Other Land Buildings$0$20,640$20,640
Other Securities$147,889--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$137,025-▲ $10,864-$147,889
2021$93,490$65,000▲ $21,465-$137,025
2020$58,366$20,501▲ $15,812-$93,490
2019$56,613-▲ $2,712-$58,366
2018$54,505-▲ $2,613-$56,613
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
David FinnPresident
Erica LittletonBoard Member
Heather SmithermanBoard Member
Hettie JohnsonBoard Member
Jack Levy JdBoard Member
Joe Abbott JrBoard Member
Patti WoodBoard Member
Sam JohnsonBoard Member
Wj Cornay MdBoard Member
Dr Laura FiveashExecutive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$874,711
Program Service Revenue
$2,565,479
Investment Income
$3,498
Other Revenue
$0
All Other Contributions
$785,419
Change in Net Assets
$-346,164

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,934,883
Revenue Not Reported on Financial Statements
$508,805
Revenue Not Reported on Form 990
$11,670
Other Revenue Adjustments
$508,805
Total Revenue per Audited Statements
$2,946,553
Total Revenue per Form 990
$3,443,688
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,411,479
Other Expenses$869,568
Grants and Similar Amounts Paid$508,805
Total Fundraising Expense$103,149
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,799,213$199,912-$1,999,125
Grants to Domestic Individuals$508,805--$508,805
All Other Expenses$198,943$30,599-$229,542
Other Employee Benefits$198,087$22,010-$220,097
Payroll Taxes$135,773$15,086-$150,859
Depreciation Depletion$127,527$6,712-$134,239
Occupancy$84,499$4,447-$88,946
Interest$52,214$2,748-$54,962
Other Expenses$51,302-$103,149$51,302
Pension Plan Contributions$37,258$4,140-$41,398
Insurance$14,825$14,824-$29,649
Office Expenses$23,440$1,315-$24,755
Fees for Services Accounting$7,828$7,828-$15,656
Information Technology$5,309$590-$5,899
Total Functional Expenses$3,376,492$310,211$103,149$3,789,852

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,789,852
Expenses per Audited Statements$3,281,047
Total Expenses per Audited Statements$3,281,047
Expenses Not Reported on Financial Statements$508,805
Other Expense Adjustments$508,805
Expenses Not Reported on Form 990$0
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$22,699
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
Yes
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 11B

“A draft of the form 990 is emailed to the members of the board, soliciting comments prior to filing.”

Form 990, Part VI, Section B, Line 15

“Board performs annual review of the director and key employees and documents discussions and conclusions within the minutes of the meeting.”

Form 990, Part VI, Section C, Line 19

“Materials are available upon request by contacting the organization. Contact information can be found on the organization's website”

Filing and Contact Details

Filer

Filer Name
Spring Valley School Foundation
EIN
63-1253000
Phone
2054238660
Address
2701 SYDNEY DRIVE, BIRMINGHAM, AL 35211

Signing Officer

Name
Laura Fiveash
Title
Executive Director
Phone
2054238660
Signed
2024-01-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Fiveash
Formed
2000
Legal Domicile
Al
Voting Board Members
9
Independent Board Members
9
Employees
66
Volunteers
0

Preparer

Firm
Dent Moses Llp
Address
2204 LAKESHORE DR 300, BIRMINGHAM, AL 35209
Preparer
James W Moody CPA
Phone
2058711880
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“No change from prior year.”

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Scholarships and discounts reported as contra-revenue on audited financials”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Scholarships and discounts reported as contra-revenue on audited financials”

PART V, LINE 4:

“The exclusive purpose of the fund shall be to provide annual financial support to spring valley school (or any successor thereto) which is operated by the agency.”

Raw XML AppendixShowing 400 of 494 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/NoDonorRestrictionNetAssetsGrp/BOYAmt01365214
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01055340
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt04447
IRS990/OccupancyGrp/ProgramServicesAmt084499
IRS990/OccupancyGrp/TotalAmt088946
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01315
IRS990/OfficeExpensesGrp/ProgramServicesAmt023440
IRS990/OfficeExpensesGrp/TotalAmt024755
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01538
IRS990/OtherAssetsTotalGrp/EOYAmt024237
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt022010
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0198087
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0220097
IRS990/OtherExpensesGrp/Desc0FUNDRAISING
IRS990/OtherExpensesGrp/Desc1OTHER PROGRAMS
IRS990/OtherExpensesGrp/Desc2STUDENT LUNCH PROGRAM
IRS990/OtherExpensesGrp/Desc3FIELD TRIPS
IRS990/OtherExpensesGrp/FundraisingAmt0103149
IRS990/OtherExpensesGrp/ProgramServicesAmt077521
IRS990/OtherExpensesGrp/ProgramServicesAmt153948
IRS990/OtherExpensesGrp/ProgramServicesAmt251302
IRS990/OtherExpensesGrp/TotalAmt0103149
IRS990/OtherExpensesGrp/TotalAmt177521
IRS990/OtherExpensesGrp/TotalAmt253948
IRS990/OtherExpensesGrp/TotalAmt351302
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt022699
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0199912
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01799213
IRS990/OtherSalariesAndWagesGrp/TotalAmt01999125
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt015086
IRS990/PayrollTaxesGrp/ProgramServicesAmt0135773
IRS990/PayrollTaxesGrp/TotalAmt0150859
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04140
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt037258
IRS990/PensionPlanContributionsGrp/TotalAmt041398
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03390
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06683
IRS990/PrincipalOfficerNm0LAURA FIVEASH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/Desc1AUXILIARY AND OTHER RE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02333755
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1231724
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02333755
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1231724
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0993633
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0421011
IRS990/PYInvestmentIncomeAmt021545
IRS990/PYOtherExpensesAmt0762670
IRS990/PYOtherRevenueAmt06000
IRS990/PYProgramServiceRevenueAmt02638226
IRS990/PYRevenuesLessExpensesAmt0354344
IRS990/PYSalariesCompEmpBnftPaidAmt02121379
IRS990/PYTotalExpensesAmt03305060
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03659404
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-346164
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02565479
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0281373
IRS990/SavingsAndTempCashInvstGrp/EOYAmt030684
IRS990ScheduleA/SchoolInd0X
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
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.80000
IRS990ScheduleD/BuildingsGrp/BookValueAmt0935090
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0204715
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01139805
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0137025
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0147889
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt010864
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt093490
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt065000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0137025
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt021465
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt01189
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt058366
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt020501
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt093490
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt015812
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0959
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt056613
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt058366
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02712
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0505
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt054505
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt056613
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02613
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt084269
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0319403
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0403672
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0508805
IRS990ScheduleD/ExpensesSubtotalAmt03281047
IRS990ScheduleD/LandGrp/BookValueAmt0720931
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0720931
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0769393
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0200410
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0969803
IRS990ScheduleD/NetUnrealizedGainsInvstAmt011670
IRS990ScheduleD/OtherExpensesNotIncludedAmt0508805
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt020640
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt020640
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt022699
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITY
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0508805
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0147889
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ENDOWMENT FUND AT COMMUNITY FOUNDATION
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt011670
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0508805
IRS990ScheduleD/RevenueSubtotalAmt02934883
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS AND DISCOUNTS REPORTED AS CONTRA-REVENUE ON AUDITED FINANCIALS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1SCHOLARSHIPS AND DISCOUNTS REPORTED AS CONTRA-REVENUE ON AUDITED FINANCIALS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2THE EXCLUSIVE PURPOSE OF THE FUND SHALL BE TO PROVIDE ANNUAL FINANCIAL SUPPORT TO SPRING VALLEY SCHOOL (OR ANY SUCCESSOR THERETO) WHICH IS OPERATED BY THE AGENCY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.20000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02509683
IRS990ScheduleD/TotalBookValueSecuritiesAmt0147889
IRS990ScheduleD/TotalExpensesPerForm990Amt03789852
IRS990ScheduleD/TotalLiabilityAmt022699
IRS990ScheduleD/TotalRevenuePerForm990Amt03443688
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02946553
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03281047
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0POLICY IS INCLUDED IN SCHOOL ADMISSIONS DOCUMENTS
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS AND DISCOUNTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt0508805
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0FINANCIAL AID AND OTHER DISCOUNTS BASED ON SCHOOL POLICIES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt095
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV BASED ON STANDARD TUITION RATES
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,832,273
Liabilities
$1,738,433
Net assets
$1,093,840
Revenue
$3,443,688
Expenses
$3,789,852
Net income
-$346,164
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.96$1.76$3.20$5.05$4.73$0.31
2024Detailed filing. Detailed filing data is available for this year.$4.57$1.70$2.87$6.15$4.38$1.76
2023Detailed filing. Detailed filing data is available for this year.$2.83$1.74$1.09$3.44$3.79$0.35
2022Detailed filing. Detailed filing data is available for this year.$3.18$1.75$1.43$3.66$3.31$0.35
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.38$2.27$1.11$3.14$2.80$0.33
2020Detailed filing. Detailed filing data is available for this year.$2.25$1.48$0.77$2.50$2.48$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.97$1.21$0.76$2.25$2.04$0.21
2018Detailed filing. Detailed filing data is available for this year.$1.75$1.20$0.55$1.46$1.36$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.69$1.25$0.44$1.40$1.21$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.61$0.37$0.24$1.31$1.16$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.31$0.21$0.10$1.04$0.95$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.16$0.11$0.05$1.00$1.03$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.18$0.08$0.93
2012Summary only. Only limited summary data is available for this year.$0.31$0.18$0.13$0.76$0.81$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.14$0.19$0.70
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.11$0.18$0.72