Civic Intelligence

Sun Valley Academy - Glendale Inc.

EIN 92-0913933 • 501(c)3 • Phoenix, AZ

Pub. 78 Eligible

Profile

Sun valley academy-glendale has made a commitment to provide each student with a quality education through high standards and high achievement. We foster a school culture in which teachers, students, and parents are active participants. Our pursuit of academic excellence is enhanced by family partnerships and the development of leadership skills. This dynamic combination motivates students to embrace life-long learning and to become productive members of our community. Sun valley academy empowers every student, every day, through high standards and high achievement.

1850 N 95th Ave Ste 192Phoenix, AZ 85037

www.svglendale.org

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.99x

Higher debt load relative to assets than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

0.67x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

47th percentile

0.4%

Higher net margin than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

99th percentile

$216,280

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 53.9% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Assets

Up

$421,998

Up $152,639 (+57%) from 2024

Liabilities

Up

$416,764

Up $148,897 (+56%) from 2024

Net Assets

Up

$5,234

Up $3,742 (+251%) from 2024

Revenue

Up

$2,709,553

Up $2,308,181 (+575%) from 2024

Expenses

Up

$2,705,811

Up $2,305,931 (+577%) from 2024

Net Income

Up

$3,742

Up $2,250 (+151%) from 2024

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2024: $269,359Liabilities 2024: $267,867Net Assets 2024: $1,4922024Assets 2025: $421,998Liabilities 2025: $416,764Net Assets 2025: $5,2342025

Highlighted filing

2025

Assets$421,998
Liabilities$416,764
Net Assets$5,234

Operations Trend

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

$3.0M$2.0M$1.0M$0Revenue 2024: $401,372Expenses 2024: $399,880Net Income 2024: $1,4922024Revenue 2025: $2,709,553Expenses 2025: $2,705,811Net Income 2025: $3,7422025

Highlighted filing

2025

Revenue$2,709,553
Expenses$2,705,811
Net Income$3,742

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
May 12, 2026
Return Version
2024v5.0
Gross Receipts
$2,709,553
Mission and Program Overview

Mission

Sun valley academy-glendale has made a commitment to provide each student with a quality education through high standards and high achievement. We foster a school culture in which teachers, students, and parents are active participants. Our pursuit of academic excellence is enhanced by family partnerships and the development of leadership skills. This dynamic combination motivates students to embrace life-long learning and to become productive members of our community. Sun valley academy empowers every student, every day, through high standards and high achievement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$89,727$192,528▲ $102,801
Land, Buildings, and Equipment, Net$21,347$112,072▲ $90,725
Cash and Non-Interest-Bearing Accounts-$83,518-
Prepaid Expenses and Deferred Charges$7,233$13,750▲ $6,517
Total Assets$269,359$421,998▲ $152,639
Other Assets Total$151,052$20,130▼ $130,922
Liabilities
Other Liabilities$242,046$350,000▲ $107,954
Accounts Payable and Accrued Expenses$25,821$66,764▲ $40,943
Total Liabilities$267,867$416,764▲ $148,897
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,492$5,234▲ $3,742
Total Net Assets Fund Balance$1,492$5,234▲ $3,742
Total Liabilities and Net Assets / Fund Balance$269,359$421,998▲ $152,639

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$106,066$26,940$133,006
Other Land Buildings$6,006$50$6,056
Compensation and Service Providers

Board Members and Trustees

NameTitle
Leslie Jean RossPresident
Nannette HicksDirector
Roderick HolmesDirector
Tanae MorrisonExecutive Di
Revenue and Support

Revenue Composition

Contributions and Grants
$962,403
Program Service Revenue
$1,746,960
Investment Income
$0
Other Revenue
$190
All Other Contributions
$600,000
Change in Net Assets
$3,742
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,564,769
Salaries, Compensation, and Employee Benefits$1,141,042
Total Fundraising Expense$10,372
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$808,481$187,514-$995,995
Occupancy$445,140$78,554-$523,694
Fees for Services Other$248,460$9,957-$258,417
Office Expenses$10,835$187,336-$198,171
Payroll Taxes$117,739$27,308-$145,047
Advertising-$93,350$10,372$103,722
All Other Expenses$26,653$4,689-$31,342
Other Expenses$20,521$3,621-$24,142
Depreciation Depletion$20,102$3,548-$23,650
Total Functional Expenses$2,032,897$662,542$10,372$2,705,811
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
Due to Related Party$350,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The 990 is generated by the auditor who reviews our financial statements. It will be subsequently reviewed by the board of directors before filing.

Form 990, Page 6, Part VI, Line 12C

Communication of the requirement and open door policy.

Form 990, Page 6, Part VI, Line 15A

Compensation is based upon the school budget, educational level of the employee, and performance.

Form 990, Page 6, Part VI, Line 15B

Compensation is based upon the school budget, educational level of the employee, and performance.

Form 990, Page 6, Part VI, Line 19

By use of website stating that all information is available upon request.

Filing and Contact Details

Filer

Filer Name
Sun Valley Academy-glendale Inc
EIN
92-0913933
Phone
6026924914
Address
1850 N 95TH AVE STE 192, PHOENIX, AZ 85037

Signing Officer

Name
Tanae Morrison
Title
Executive Director
Phone
6026924914
Signed
2026-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tanae Morrison
Formed
2023
Legal Domicile
Az
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
20

Preparer

Firm
Fester & Chapman Pllc
Address
9019 E BAHIA DR STE 100, SCOTTSDALE, AZ 85260
Preparer
Rachel R Locke CPA
Phone
6022643077
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Sun valley academy-glendale has made a commitment to provide each student with a quality education through high standards and high achievement. We foster a school culture in which teachers, students, and parents are active participants. Our pursuit of academic excellence is enhanced by family partnerships and the development of leadership skills. This dynamic combination motivates students to embrace life-long learning and to become productive members of our community. Sun valley academy empowers every student, every day, through high standards and high achievement.

Form 990, Page 2, Part III, Line 4D

Sun valley academy-glendale has made a commitment to provide each student with a quality education through high standards and high achievement. We foster a school culture in which teachers, students, and parents are active participants. Our pursuit of academic excellence is enhanced by family partnerships and the development of leadership skills. This dynamic combination motivates students to embrace life-long learning and to become productive members of our community. Sun valley academy empowers every student, every day, through high standards and high achievement.

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IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATIONS NONDISCRIMINATORY POLICY IS LOCATED ON THEIR WEBSITE AS WELL AS INCLUDED IN ALL STUDENT HANDBOOKS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE SCHOOL RECEIVED GOVERNMENT ASSISTANCE AND GRANTS DURING THE YEAR.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SUN VALLEY ACADEMY-GLENDALE HAS MADE A COMMITMENT TO PROVIDE EACH STUDENT WITH A QUALITY EDUCATION THROUGH HIGH STANDARDS AND HIGH ACHIEVEMENT. WE FOSTER A SCHOOL CULTURE IN WHICH TEACHERS, STUDENTS, AND PARENTS ARE ACTIVE PARTICIPANTS. OUR PURSUIT OF ACADEMIC EXCELLENCE IS ENHANCED BY FAMILY PARTNERSHIPS AND THE DEVELOPMENT OF LEADERSHIP SKILLS. THIS DYNAMIC COMBINATION MOTIVATES STUDENTS TO EMBRACE LIFE-LONG LEARNING AND TO BECOME PRODUCTIVE MEMBERS OF OUR COMMUNITY. SUN VALLEY ACADEMY EMPOWERS EVERY STUDENT, EVERY DAY, THROUGH HIGH STANDARDS AND HIGH ACHIEVEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SUN VALLEY ACADEMY-GLENDALE HAS MADE A COMMITMENT TO PROVIDE EACH STUDENT WITH A QUALITY EDUCATION THROUGH HIGH STANDARDS AND HIGH ACHIEVEMENT. WE FOSTER A SCHOOL CULTURE IN WHICH TEACHERS, STUDENTS, AND PARENTS ARE ACTIVE PARTICIPANTS. OUR PURSUIT OF ACADEMIC EXCELLENCE IS ENHANCED BY FAMILY PARTNERSHIPS AND THE DEVELOPMENT OF LEADERSHIP SKILLS. THIS DYNAMIC COMBINATION MOTIVATES STUDENTS TO EMBRACE LIFE-LONG LEARNING AND TO BECOME PRODUCTIVE MEMBERS OF OUR COMMUNITY. SUN VALLEY ACADEMY EMPOWERS EVERY STUDENT, EVERY DAY, THROUGH HIGH STANDARDS AND HIGH ACHIEVEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 IS GENERATED BY THE AUDITOR WHO REVIEWS OUR FINANCIAL STATEMENTS. IT WILL BE SUBSEQUENTLY REVIEWED BY THE BOARD OF DIRECTORS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMMUNICATION OF THE REQUIREMENT AND OPEN DOOR POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION IS BASED UPON THE SCHOOL BUDGET, EDUCATIONAL LEVEL OF THE EMPLOYEE, AND PERFORMANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION IS BASED UPON THE SCHOOL BUDGET, EDUCATIONAL LEVEL OF THE EMPLOYEE, AND PERFORMANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BY USE OF WEBSITE STATING THAT ALL INFORMATION IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1MEG
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine2Txt1MORRISON EDUCATION GROUP
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MORRISON EDUCATION GROUP INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SUN VALLEY ACADEMY - AVONDALE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2SUN VALLEY ACADEMY - SOUTH MOUNTAIN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0DBA SUN VALLEY ACADEMY
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2EDUCATION
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt22675 W BASELINE RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PHOENIX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1AVONDALE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2PHOENIX
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1AZ
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd285041
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
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IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1523233
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt2600000
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0MORRISON EDUCATION GROUP INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1MORRISON EDUCATION GROUP INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2MORRISON EDUCATION GROUP INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0M
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IRS990ScheduleR/TransferFromOtherOrgInd0false
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IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0269359
IRS990/TotalAssetsEOYAmt0421998
IRS990/TotalAssetsGrp/BOYAmt0269359
IRS990/TotalAssetsGrp/EOYAmt0421998
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0962403
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt010372
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0662542
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02032897
IRS990/TotalFunctionalExpensesGrp/TotalAmt02705811
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0267867
IRS990/TotalLiabilitiesEOYAmt0416764
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IRS990/TotalLiabilitiesGrp/EOYAmt0416764
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01492
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05234
IRS990/TotalOtherProgSrvcExpenseAmt010835
IRS990/TotalProgramServiceExpensesAmt02032897
IRS990/TotalProgramServiceRevenueAmt01746960
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01747150
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02709553
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0269359
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0421998
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01850 N 95TH AVE STE 192
IRS990/USAddress/CityNm0PHOENIX
IRS990/USAddress/StateAbbreviationCd0AZ
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IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.SVGLENDALE.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TANAE MORRISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06026924914

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