Civic Intelligence

Spring Valley School Foundation

990 • Fiscal year 2024 • EIN 63-1253000

Jul 01, 2023 to Jun 30, 2024 • Filed on Feb 11, 2025

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

73rd percentile

0.37x

Higher debt load relative to assets than 73% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

63rd percentile

0.28x

Higher debt load relative to revenue than 63% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

80th percentile

29%

Higher net margin than 80% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

93rd percentile

61%

Faster asset growth than 93% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

79%

Faster revenue growth than 89% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$4,571,471

Up $1,739,198 (+61%) from 2023

Net Assets

Up

$2,873,793

Up $1,779,953 (+163%) from 2023

Liabilities

Down

$1,697,678

Down $40,755 (-2.3%) from 2023

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin80th percentile

Revenue

Up

$6,147,315

Up $2,703,627 (+79%) from 2023

Expenses

Up

$4,384,439

Up $594,587 (+16%) from 2023

Net Income

Up

$1,762,876

Up $2,109,040 (+609%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2024

Assets$4,571,471
Liabilities$1,697,678
Net Assets$2,873,793
Open 2024 Filing

Operations Trend

Revenue Growth89th 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

2024

Revenue$6,147,315
Expenses$4,384,439
Net Income$1,762,876
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 11, 2025
Return Version
2023v6.0
Gross Receipts
$6,147,315
Mission and Program Overview

Mission

Providing specialized learning programs in an independent private school

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,509,683$2,553,911▲ $44,228
Savings and Temporary Cash Investments$30,684$1,522,841▲ $1,492,157
Investments Other Securities$147,889$383,734▲ $235,845
Cash and Non-Interest-Bearing Accounts$105,050$53,607▼ $51,443
Accounts Receivable$8,047$14,776▲ $6,729
Prepaid Expenses and Deferred Charges$6,683$6,540▼ $143
Total Assets$2,832,273$4,571,471▲ $1,739,198
Other Assets Total$24,237$36,062▲ $11,825
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,382,879$1,335,169▼ $47,710
Accounts Payable and Accrued Expenses$170,435$189,777▲ $19,342
Deferred Revenue$162,420$138,208▼ $24,212
Other Liabilities$22,699$34,524▲ $11,825
Total Liabilities$1,738,433$1,697,678▼ $40,755
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,055,340$2,572,219▲ $1,516,879
Net Assets With Donor Restrictions$38,500$301,574▲ $263,074
Total Net Assets Fund Balance$1,093,840$2,873,793▲ $1,779,953
Total Liabilities and Net Assets / Fund Balance$2,832,273$4,571,471▲ $1,739,198

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$905,865$233,940$1,139,805
Leasehold Improvements$846,194$279,663$1,125,857
Land$720,931-$720,931
Equipment$80,921$359,709$440,630
Other Land Buildings$0$20,640$20,640
Other Securities$383,734--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$147,889$250,000▲ $35,845$50,000$383,734
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
Compensation and Service Providers
Top Officer Pay22nd 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
Lisa GrahamBoard Member
Sam JohnsonBoard Member
Wj Cornay MdBoard Member
Dr Laura FiveashExecutive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$3,102,968
Program Service Revenue
$2,951,872
Investment Income
$92,475
Other Revenue
$0
All Other Contributions
$2,875,260
Change in Net Assets
$1,762,876

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,442,045
Revenue Not Reported on Financial Statements
$705,270
Revenue Not Reported on Form 990
$17,077
Other Revenue Adjustments
$705,270
Total Revenue per Audited Statements
$5,459,122
Total Revenue per Form 990
$6,147,315
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,792,860
Other Expenses$886,309
Grants and Similar Amounts Paid$705,270
Total Fundraising Expense$91,488
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,087,437$231,938-$2,319,375
Grants to Domestic Individuals$705,270--$705,270
Other Employee Benefits$230,863$25,652-$256,515
All Other Expenses$166,168$23,033-$189,201
Payroll Taxes$157,018$17,447-$174,465
Depreciation Depletion$141,345$7,439-$148,784
Occupancy$102,603$5,400-$108,003
Other Expenses$63,966$6,407$91,488$63,966
Interest$47,667$2,509-$50,176
Pension Plan Contributions$38,254$4,251-$42,505
Insurance$15,445$15,445-$30,890
Office Expenses$26,593$2,169-$28,762
Fees for Services Accounting$10,391$10,390-$20,781
Information Technology$8,397$933-$9,330
Total Functional Expenses$3,939,938$353,013$91,488$4,384,439

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,384,439
Expenses per Audited Statements$3,679,169
Total Expenses per Audited Statements$3,679,169
Expenses Not Reported on Financial Statements$705,270
Other Expense Adjustments$705,270
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$34,524
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
2025-02-11
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
69
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/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt052140
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt017077
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01055340
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02572219
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt016391
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt05400
IRS990/OccupancyGrp/ProgramServicesAmt0102603
IRS990/OccupancyGrp/TotalAmt0108003
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02169
IRS990/OfficeExpensesGrp/ProgramServicesAmt026593
IRS990/OfficeExpensesGrp/TotalAmt028762
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt024237
IRS990/OtherAssetsTotalGrp/EOYAmt036062
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt025652
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0230863
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0256515
IRS990/OtherExpensesGrp/Desc0FUNDRAISING
IRS990/OtherExpensesGrp/Desc1OTHER PROGRAMS
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc3STUDENT LUNCH PROGRAM
IRS990/OtherExpensesGrp/FundraisingAmt091488
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06407
IRS990/OtherExpensesGrp/ProgramServicesAmt080853
IRS990/OtherExpensesGrp/ProgramServicesAmt157668
IRS990/OtherExpensesGrp/ProgramServicesAmt263966
IRS990/OtherExpensesGrp/TotalAmt091488
IRS990/OtherExpensesGrp/TotalAmt180853
IRS990/OtherExpensesGrp/TotalAmt264075
IRS990/OtherExpensesGrp/TotalAmt363966
IRS990/OtherLiabilitiesGrp/BOYAmt022699
IRS990/OtherLiabilitiesGrp/EOYAmt034524
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0231938
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02087437
IRS990/OtherSalariesAndWagesGrp/TotalAmt02319375
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt017447
IRS990/PayrollTaxesGrp/ProgramServicesAmt0157018
IRS990/PayrollTaxesGrp/TotalAmt0174465
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04251
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt038254
IRS990/PensionPlanContributionsGrp/TotalAmt042505
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06683
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06540
IRS990/PrincipalOfficerNm0LAURA FIVEASH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/Desc1AUXILIARY AND OTHER RE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02682860
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1269012
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02682860
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1269012
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0874711
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0508805
IRS990/PYInvestmentIncomeAmt03498
IRS990/PYOtherExpensesAmt0869568
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02565479
IRS990/PYRevenuesLessExpensesAmt0-346164
IRS990/PYSalariesCompEmpBnftPaidAmt02411479
IRS990/PYTotalExpensesAmt03789852
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03443688
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01762876
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02951872
IRS990/SavingsAndTempCashInvstGrp/BOYAmt030684
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01522841
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/BoardDesignatedBalanceEOYPct00.22000
IRS990ScheduleD/BuildingsGrp/BookValueAmt0905865
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0233940
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01139805
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0147889
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0250000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0383734
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt035845
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt050000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0137025
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0147889
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010864
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt093490
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt065000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0137025
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt021465
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt01189
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt058366
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt020501
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt093490
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt015812
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0959
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt056613
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt058366
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02712
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt080921
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0359709
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0440630
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0705270
IRS990ScheduleD/ExpensesSubtotalAmt03679169
IRS990ScheduleD/LandGrp/BookValueAmt0720931
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0720931
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0846194
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0279663
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01125857
IRS990ScheduleD/NetUnrealizedGainsInvstAmt017077
IRS990ScheduleD/OtherExpensesNotIncludedAmt0705270
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt020640
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt020640
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt034524
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITY
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0705270
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0383734
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ENDOWMENT FUND AT COMMUNITY FOUNDATION
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.70000
IRS990ScheduleD/RevenueNotReportedAmt017077
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0705270
IRS990ScheduleD/RevenueSubtotalAmt05442045
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/TermEndowmentBalanceEOYPct00.08000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02553911
IRS990ScheduleD/TotalBookValueSecuritiesAmt0383734
IRS990ScheduleD/TotalExpensesPerForm990Amt04384439
IRS990ScheduleD/TotalLiabilityAmt034524
IRS990ScheduleD/TotalRevenuePerForm990Amt06147315
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05459122
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03679169
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/NonCashAssistanceAmt0705270

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,571,471
Liabilities
$1,697,678
Net assets
$2,873,793
Revenue
$6,147,315
Expenses
$4,384,439
Net income
$1,762,876
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