Sun Valley Wellness Institute Inc
Sun Valley Wellness Institute Inc. faces severe financial challenges with a sharp revenue decline and significant deficit in its latest fiscal year.
EIN: 203872636 · Ketchum, ID · NTEE: B60 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Expenses | $79K |
| Program Spending | 75% |
| Net Assets | $5K |
| Transparency Score | 45/100 |
Is Sun Valley Wellness Institute Inc Legit?
Significant Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Sun Valley Wellness Institute Inc directs 75% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Sun Valley Wellness Institute Inc
Sun Valley Wellness Institute Inc (EIN: 203872636) is a nonprofit organization based in Ketchum, ID, classified under NTEE code B60. The organization reported total revenue of $0 and total assets of $0 according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Sun Valley Wellness Institute Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Sun Valley Wellness Institute Inc is a micro nonprofit that has been operating for 19 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -22.7%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $8K |
| Total Expenses | $79K |
| Surplus / Deficit | $-70,904 |
| Total Assets | $26K |
| Total Liabilities | $20K |
| Net Assets | $5K |
| Operating Margin | -859.3% |
| Debt-to-Asset Ratio | 80.2% |
| Months of Reserves | 3.9 months |
Financial Health Grade: C
In 2023, Sun Valley Wellness Institute Inc reported a deficit of $71K with expenses exceeding revenue, holds 3.9 months of operating reserves (adequate), has a debt-to-asset ratio of 80.2% (high leverage).
Financial Trends
Over 13 years of filings (2011–2023), Sun Valley Wellness Institute Inc's revenue has declined at a compound annual growth rate (CAGR) of -22.7%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -96.4% | -74.6% | -73.5% |
| 2022 | -24.1% | +0.0% | -49.9% |
| 2021 | +27.2% | +57.6% | -16.8% |
| 2020 | -29.3% | -26.8% | +57.1% |
| 2019 | +1.9% | +5.6% | +50.8% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2007 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Sun Valley Wellness Institute Inc with a Mission Score of 45 out of 100 (Fair). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 15%
- programs: 75%
- fundraising: 10%
According to IRS 990 filings, Sun Valley Wellness Institute Inc allocates its expenses as follows: admin: 15%, programs: 75%, fundraising: 10%. With 75% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $71K, with expenses exceeding revenue.
- Debt-to-asset ratio: 80.2%.
Executive Compensation Analysis
Executive compensation has consistently been reported as 0% across all available filings, indicating that no officers or directors received compensation, which is a positive for minimizing administrative costs relative to the organization's size and revenue.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Sun Valley Wellness Institute Inc's IRS 990 filings:
- Dramatic revenue decline from $226,628 in 2022 to $8,251 in 2023, indicating severe financial instability.
- Significant deficit of $70,904 in the 2023 fiscal year (Expenses $79,155 vs. Revenue $8,251).
- Declining assets from $192,542 in 2021 to $25,557 in 2023, weakening the organization's financial reserves.
- High expense-to-revenue ratio in 2023 (Expenses $79,155 / Revenue $8,251 = 9.59), indicating unsustainable spending relative to income.
Strengths
The following positive indicators were identified for Sun Valley Wellness Institute Inc:
- Consistent 0% officer compensation across all filings, demonstrating a commitment to minimizing executive overhead.
- Historically, the organization has managed to generate significant revenue (e.g., $331,944 in 2019), indicating past capacity for fundraising and program delivery.
Frequently Asked Questions about Sun Valley Wellness Institute Inc
Is Sun Valley Wellness Institute Inc a legitimate charity?
Based on AI analysis of IRS 990 filings, Sun Valley Wellness Institute Inc (EIN: 203872636) significant concerns. Mission Score: 45/100. 4 red flags identified, 2 strengths noted.
How does Sun Valley Wellness Institute Inc spend its money?
Sun Valley Wellness Institute Inc directs 75% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Sun Valley Wellness Institute Inc tax-deductible?
Sun Valley Wellness Institute Inc is registered as a tax-exempt nonprofit (EIN: 203872636). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Sun Valley Wellness Institute Inc's spending goes to programs?
Sun Valley Wellness Institute Inc directs 75% to programs, 10% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Sun Valley Wellness Institute Inc compare to similar nonprofits?
With a transparency score of 45/100 (Fair), Sun Valley Wellness Institute Inc is near average for NTEE category B60 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Sun Valley Wellness Institute Inc located?
Sun Valley Wellness Institute Inc is headquartered in Ketchum, Idaho and files with the IRS under EIN 203872636. It is classified under NTEE code B60.
How many years of IRS 990 filings does Sun Valley Wellness Institute Inc have?
Sun Valley Wellness Institute Inc has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends.
What caused the drastic drop in revenue from $226,628 in 2022 to $8,251 in 2023?
The provided data does not specify the reason for this significant decline, but it is a critical factor impacting the organization's financial health and sustainability.
How does the organization plan to address the substantial deficit of $70,904 in the 2023 fiscal year?
The filings do not detail future financial strategies, but the deficit (Expenses $79,155 - Revenue $8,251) indicates a need for immediate financial planning.
What is the current operational status of Sun Valley Wellness Institute Inc. given its near-zero revenue and assets in the latest filing?
With only $8,251 in revenue and $25,557 in assets in 2023, the organization's capacity to deliver programs effectively is severely limited, suggesting potential dormancy or significant scaling back of operations.
Filing History
IRS 990 filing history for Sun Valley Wellness Institute Inc showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Sun Valley Wellness Institute Inc's revenue has declined by 95.5%, moving from $182K to $8K. Total assets decreased by 67.5% over the same period, from $79K to $26K. Total functional expenses fell by 50.2%, from $159K to $79K. In its most recent filing year (2023), Sun Valley Wellness Institute Inc reported a deficit of $71K, with expenses exceeding revenue. The organization holds $20K in liabilities against $26K in assets (debt-to-asset ratio: 80.2%), resulting in net assets of $5K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $8K | $79K | $26K | $20K | — | — |
| 2022 | $227K | $311K | $96K | $20K | — | View 990 |
| 2021 | $299K | $311K | $193K | $32K | — | — |
| 2020 | $235K | $197K | $231K | $59K | — | View 990 |
| 2019 | $332K | $270K | $147K | $12K | — | View 990 |
| 2018 | $326K | $255K | $98K | $25K | — | View 990 |
| 2017 | $291K | $338K | $8K | $5K | — | View 990 |
| 2016 | $319K | $345K | $63K | $2K | — | View 990 |
| 2015 | $270K | $300K | $90K | $3K | — | View 990 |
| 2014 | $265K | $273K | $116K | $0 | — | View 990 |
| 2013 | $247K | $208K | $127K | $0 | — | View 990 |
| 2012 | $205K | $193K | $89K | $105 | — | View 990 |
| 2011 | $182K | $159K | $79K | $1K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $8K, expenses of $79K, and assets of $26K (revenue -96.4% year-over-year).
- 2022: Revenue of $227K, expenses of $311K, and assets of $96K (revenue -24.1% year-over-year).
- 2021: Revenue of $299K, expenses of $311K, and assets of $193K (revenue +27.2% year-over-year).
- 2020: Revenue of $235K, expenses of $197K, and assets of $231K (revenue -29.3% year-over-year).
- 2019: Revenue of $332K, expenses of $270K, and assets of $147K (revenue +1.9% year-over-year).
- 2018: Revenue of $326K, expenses of $255K, and assets of $98K (revenue +12.0% year-over-year).
- 2017: Revenue of $291K, expenses of $338K, and assets of $8K (revenue -8.7% year-over-year).
- 2016: Revenue of $319K, expenses of $345K, and assets of $63K (revenue +17.9% year-over-year).
- 2015: Revenue of $270K, expenses of $300K, and assets of $90K (revenue +2.1% year-over-year).
- 2014: Revenue of $265K, expenses of $273K, and assets of $116K (revenue +7.2% year-over-year).
- 2013: Revenue of $247K, expenses of $208K, and assets of $127K (revenue +20.7% year-over-year).
- 2012: Revenue of $205K, expenses of $193K, and assets of $89K (revenue +12.7% year-over-year).
- 2011: Revenue of $182K, expenses of $159K, and assets of $79K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Sun Valley Wellness Institute Inc:
Data Sources and Methodology
This transparency report for Sun Valley Wellness Institute Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.