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Sun Valley Associates Inc

  • Lexington, MA
  • Tax-exempt since Aug. 1979
  • EIN: 04-2302721

Organization summary

Type of Nonprofit

Designated as a Social and recreational clubs.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$423k (2023)

Expenses
$366k (2023)

Total Assets
$719k (2023)

Total Liabilities
$262k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$422,922
Expenses
$365,654
Net Income
$57,268
Net Assets
$457,398
Notable Sources of Revenue Percent of Total Revenue
Contributions $337,900
79.9%
Program Services $84,994
20.1%
Investment Income $28
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $143,244
39.2%
Assets/Debt
Total Assets $719,153
Total Liabilities $261,755
Net Assets $457,398
Club or Co-Op Income
Initiation Fees & Contributions $56,125
Income From Public Use of Club Facilities $0
Compensation
Key Employees and Officers Compensation Related Other
Laura Rubinstein (Treasurer) $0 $0 $0

Document Links

990
Filed on Nov. 14, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$390,303
Expenses
$338,552
Net Income
$51,751
Net Assets
$400,218
Notable Sources of Revenue Percent of Total Revenue
Contributions $296,653
76.0%
Program Services $93,608
24.0%
Investment Income $42
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $137,055
40.5%
Assets/Debt
Total Assets $444,973
Total Liabilities $44,755
Net Assets $400,218
Club or Co-Op Income
Initiation Fees & Contributions $57,000
Income From Public Use of Club Facilities $0
Compensation
Key Employees and Officers Compensation Related Other
Laura Rubinstein (Treasurer) $0 $0 $0

Document Links

990
Filed on Nov. 15, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$244,034
Expenses
$284,079
Net Income
-$40,045
Net Assets
$348,467
Notable Sources of Revenue Percent of Total Revenue
Contributions $196,643
80.6%
Program Services $47,365
19.4%
Investment Income $26
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $128,704
45.3%
Assets/Debt
Total Assets $393,222
Total Liabilities $44,755
Net Assets $348,467
Club or Co-Op Income
Initiation Fees & Contributions $14,200
Income From Public Use of Club Facilities $0
Compensation
Key Employees and Officers Compensation Related Other
Laura Rubinstein (Treasurer) $0 $0 $0

Document Links

990
Filed on Nov. 15, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$268,501
Expenses
$293,698
Net Income
-$25,197
Net Assets
$388,512
Notable Sources of Revenue Percent of Total Revenue
Contributions $115,245
42.9%
Program Services $153,230
57.1%
Investment Income $26
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $150,419
51.2%
Assets/Debt
Total Assets $433,267
Total Liabilities $44,755
Net Assets $388,512
Club or Co-Op Income
Initiation Fees & Contributions $54,260
Income From Public Use of Club Facilities $0
Compensation
Key Employees and Officers Compensation Related Other
Laura Rubinstein (Treasurer) $0 $0 $0

Document Links

990
Filed on Dec. 21, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$320,164
Expenses
$266,504
Net Income
$53,660
Net Assets
$413,709
Notable Sources of Revenue Percent of Total Revenue
Contributions $255,840
79.9%
Program Services $64,298
20.1%
Investment Income $26
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $127,553
47.9%
Assets/Debt
Total Assets $458,464
Total Liabilities $44,755
Net Assets $413,709
Club or Co-Op Income
Initiation Fees & Contributions $37,500
Income From Public Use of Club Facilities $0
Compensation
Key Employees and Officers Compensation Related Other
Laura Rubinstein (Treasurer) $0 $0 $0

Document Links

990
Filed on Nov. 12, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$302,099
Expenses
$274,038
Net Income
$28,061
Net Assets
$360,049
Notable Sources of Revenue Percent of Total Revenue
Contributions $239,880
79.4%
Program Services $62,193
20.6%
Investment Income $26
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $112,280
41.0%
Assets/Debt
Total Assets $404,804
Total Liabilities $44,755
Net Assets $360,049
Club or Co-Op Income
Initiation Fees & Contributions $42,250
Income From Public Use of Club Facilities $0
Compensation
Key Employees and Officers Compensation Related Other
Laura Rubinstein (Treasurer) $0 $0 $0

Document Links

990
Filed on Nov. 13, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$283,884
Expenses
$257,085
Net Income
$26,799
Net Assets
$331,988
Notable Sources of Revenue Percent of Total Revenue
Contributions $234,380
82.6%
Program Services $49,478
17.4%
Investment Income $26
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $96,072
37.4%
Assets/Debt
Total Assets $376,218
Total Liabilities $44,230
Net Assets $331,988
Club or Co-Op Income
Initiation Fees & Contributions $33,500
Income From Public Use of Club Facilities $0
Compensation
Key Employees and Officers Compensation Related Other
Laura Rubinstein (Treasurer) $0 $0 $0

Document Links

990
Filed on Oct. 15, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$255,919
Expenses
$246,853
Net Income
$9,066
Net Assets
$305,189
Notable Sources of Revenue Percent of Total Revenue
Contributions $217,812
85.1%
Program Services $38,081
14.9%
Investment Income $26
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $95,395
38.6%
Assets/Debt
Total Assets $348,894
Total Liabilities $43,705
Net Assets $305,189
Club or Co-Op Income
Initiation Fees & Contributions $22,000
Income From Public Use of Club Facilities $0
Compensation
Key Employees and Officers Compensation Related Other
Laura Rubinstein (Treasurer) $0 $0 $0

Document Links

990
Filed on Nov. 14, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$255,760
Expenses
$207,253
Net Income
$48,507
Net Assets
$296,122
Notable Sources of Revenue Percent of Total Revenue
Contributions $212,395
83.0%
Program Services $43,307
16.9%
Investment Income $58
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $93,153
44.9%
Assets/Debt
Total Assets $339,687
Total Liabilities $43,565
Net Assets $296,122
Club or Co-Op Income
Initiation Fees & Contributions $31,200
Income From Public Use of Club Facilities $0

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$226,746
Expenses
$198,988
Net Income
$27,758
Net Assets
$247,615
Notable Sources of Revenue Percent of Total Revenue
Contributions $199,445
88.0%
Program Services $27,243
12.0%
Investment Income $58
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $75,651
38.0%
Assets/Debt
Total Assets $290,305
Total Liabilities $42,690
Net Assets $247,615
Club or Co-Op Income
Initiation Fees & Contributions $17,400
Income From Public Use of Club Facilities $0
Compensation
Key Employees and Officers Compensation Related Other
Nancy Loewenstein (President) $0 $0 $0
Timothy Hill (Clerk) $0 $0 $0
Laura Rubinstein (Treasurer) $0 $0 $0
Rita Ed Ross (Board Members) $0 $0 $0
Stephan Jeanette Voss (Board Members) $0 $0 $0
Jenny Herman Marshall (Board Members) $0 $0 $0
Chuck Michelle Mabardy (Board Members) $0 $0 $0
Julie Thomas Read (Board Members) $0 $0 $0
Stephanie Hayes Hsu (Board Member) $0 $0 $0
Adam Suchocki (Board Member) $0 $0 $0
Christine Hill (Board Member) $0 $0 $0
Dan Gretchen Rabinkin (Board Member) $0 $0 $0
Don Margaret Craig (Board Member) $0 $0 $0
Kristin Lafond (Board Member) $0 $0 $0
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Document Links

990
Filed on Oct. 15, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$228,842
Expenses
$192,702
Net Income
$36,140
Net Assets
$219,857
Notable Sources of Revenue Percent of Total Revenue
Contributions $206,732
90.3%
Program Services $22,038
9.6%
Investment Income $72
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $67,512
35.0%
Assets/Debt
Total Assets $262,547
Total Liabilities $42,690
Net Assets $219,857
Club or Co-Op Income
Initiation Fees & Contributions $13,000
Income From Public Use of Club Facilities $0

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$230,166
Expenses
$217,647
Net Income
$12,519
Net Assets
$183,717
Notable Sources of Revenue Percent of Total Revenue
Contributions $204,830
89.0%
Program Services $25,180
10.9%
Investment Income $156
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $78,149
35.9%
Assets/Debt
Total Assets $226,407
Total Liabilities $42,690
Net Assets $183,717
Club or Co-Op Income
Initiation Fees & Contributions $0
Income From Public Use of Club Facilities $0

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$219,910
Expenses
$197,278
Net Income
$22,632
Net Assets
$171,198
Notable Sources of Revenue Percent of Total Revenue
Contributions $196,503
89.4%
Program Services $23,252
10.6%
Investment Income $155
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $68,919
34.9%
Assets/Debt
Total Assets $213,363
Total Liabilities $42,165
Net Assets $171,198
Club or Co-Op Income
Initiation Fees & Contributions $15,000
Income From Public Use of Club Facilities $0

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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