Totals
- Total revenue
- $1,132,023
- Total expenses
- $2,292,725
- Contributions and grants received
- $40
- Grants paid
- $0
- Program service revenue
- $1,055,550
- Investment income
- $76,433
- Other revenue
- $0
- Total assets, end of year
- $5,634,681
- Total liabilities, end of year
- $1,664,206
- Net assets or fund balances, end of year
- $3,970,475
- Program services expenses (Part IX)
- $1,923,270
- Management and general expenses
- $306,613
- Fundraising expenses
- $62,842
- Program service expenses (Part III)
- $1,923,270
Program services were 83.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$40
-
2a · Program service revenue: RESIDENT RENTAL REVENUE
total $835,495 · excluded $835,495
-
2b · Program service revenue: OTHER INCOME & GUEST MEALS
total $181,245 · excluded $181,245
-
2c · Program service revenue: MISCELLANEOUS RENTALS
total $32,030 · excluded $32,030
-
2d · Program service revenue: COMMUNITY FEES
total $6,780 · excluded $6,780
-
3 · Investment income
total $76,433 · excluded $76,433
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $771,903 · program services $566,299 · management and general $205,604
-
9 · Other employee benefits
total $85,316 · program services $62,592 · management and general $22,724
-
10 · Payroll taxes
total $45,816 · program services $33,612 · management and general $12,204
-
11b · Fees: legal
total $13,105 · management and general $13,105
-
11c · Fees: accounting
total $5,069 · management and general $5,069
-
11f · Fees: investment management
total $224 · program services $224
-
11g · Fees: other
total $25,509 · management and general $25,509
-
12 · Advertising and promotion
total $62,842 · fundraising $62,842
-
22 · Depreciation, depletion and amortization
total $416,317 · program services $416,317
-
23 · Insurance
total $165,198 · program services $165,198
-
24a · Other expenses: UTILITIES
total $226,139 · program services $226,139
-
24b · Other expenses: REPAIRS & MAINTENANCE
total $210,824 · program services $210,824
-
24c · Other expenses: FOOD AND KITCHEN
total $185,802 · program services $185,802
-
24e · All other expenses
total $78,661 · program services $56,263 · management and general $22,398
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $145,083 · end of year $96,127
-
3 · Pledges and grants receivable
beginning of year $15,778
-
4 · Accounts receivable
beginning of year $692 · end of year $18,663
-
8 · Inventories for sale or use
beginning of year $3,534 · end of year $3,248
-
9 · Prepaid expenses and deferred charges
beginning of year $28,954 · end of year $33,508
-
10a · Land, buildings and equipment: cost or other basis
$14,432,039
-
10b · Land, buildings and equipment: accumulated depreciation
$9,200,193
-
10c · Land, buildings and equipment, net
beginning of year $2,885,109 · end of year $5,231,846
-
11 · Investments: publicly traded securities
beginning of year $2,354,888 · end of year $185,586
-
12 · Investments: other securities
beginning of year $11,570 · end of year $21,319
-
15 · Other assets
beginning of year $10,723 · end of year $44,384
-
17 · Accounts payable and accrued expenses
beginning of year $237,899 · end of year $195,704
-
25 · Other liabilities
beginning of year $87,255 · end of year $1,468,502
-
27 · Net assets without donor restrictions
beginning of year $5,131,177 · end of year $3,970,475
Mission and programs · 2023
Mission
TO PROVIDE AFFORDABLE, QUALITY LIVING CHOICES FOR SENIORS IN A TRUSTING ENVIRONMENT.
-
WITH A TOTAL OF 82 AVAILABLE UNITS, SUN VALLEY LODGE IS A FAITH-BASED ORGANIZATION THAT PROVIDES INDEPENDENT LIVING APARTMENTS WITH SERVICES TO SENIORS, PROVIDING AN ENVIRONMENT THAT FOSTERS THEIR SOCIAL, SPIRITUAL, AND PHYSICAL WELL-BEING. SERVICES INCLUDE MEALS, ACTIVITIES, HOUSEKEEPING, AND MAINTENANCE.
Expenses $1,923,270 · Revenue $1,055,550
As filed on the 2023 return.
Listed in Part VII
-
Dana RasicDANA RASIC
PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Dan VagleDAN VAGLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rick SummersRICK SUMMERS
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 5
-
Nathan MerrillNATHAN MERRILL
TREASURER
- Total calculated
- $0
- Hours/week
- 3
-
Jenny KennedyJENNY KENNEDY
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Tom WorkmanTOM WORKMAN
ASSISTANT SE
- Total calculated
- $0
- Hours/week
- 0.5
-
Austin HarbachAUSTIN HARBACH
ASSISTANT SE
- Total calculated
- $0
- Hours/week
- 4
-
Larry SmithLARRY SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dale R TurnerDALE R TURNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Don MorganDON MORGAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Christi MillerCHRISTI MILLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Kristen JacobyKRISTEN JACOBY
DIRETOR
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501C3 · ASSTLIVING · CO
Directly controlled by BETHESDA F FOUNDATION
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 30 July 2025
- IRS schema version
- 2023v6.0
- Source object
- 202522279349300507
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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