SUN VALLEY ASSOCIATES INC

EIN: 042302721

LEXINGTON, MA

Total Revenue
$422,922
Total Expenses
$365,654
Total Assets
$719,153
Net Assets
$457,398
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1990
Legal Domicile
MA
Principal Officer
LAURA RUBINSTEIN
Phone
7815710107
Tax Period
2023-01-01 to 2023-12-31

SUN VALLEY ASSOCIATES INC, founded in 1990, is a small nonprofit that reported $423K in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $366K left a modest 14% surplus.

Mission

TO OPERATE A RECREATIONAL FACILITY FOR SWIMING & TENNIS

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $337,900
Program Service Revenue $84,994
Investment Income $28
Other Revenue $0
TOTAL REVENUE $422,922

Expense Breakdown

Grants Paid $0
Salaries & Benefits $158,360
Fundraising Expenses $0
Other Expenses $207,294
TOTAL EXPENSES $365,654

Year-over-Year Comparison

2023 2022 Change
Revenue $422,922 $390,303 +0.1%
Expenses $365,654 $338,552 +0.1%
Net Income $57,268 $51,751 +0.1%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
25
Independent Members
25
Employees
25
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
1
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LAURA RUBINSTEIN TREASURER N/A
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $422,922 $365,654 $719,153 $57,268
2022 $390,303 $338,552 $444,973 $51,751
2021 $244,034 $284,079 $393,222 $-40,045
2020 $268,501 $293,698 $433,267 $-25,197
2019 $320,164 $266,504 $458,464 $53,660
2018 $302,099 $274,038 $404,804 $28,061
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