Nonprofit · EIN 92-1021095
SUN VALLEY ACADEMY - SOUTH MOUNTAIN INC
Tax-exempt · PHOENIX, AZ 85037
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $6,443,296 | $6,069,084 | $374,212 | $1,791,074 | $160,562 | $1,630,512 |
| June 30, 2024 | 990 | $7,108,496 | $5,852,196 | $1,256,300 | $1,401,874 | $145,574 | $1,256,300 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $726,174
- Program service revenue
- $5,692,852
- Investment income
- $0
- Other revenue
- $24,270
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $2,473,240
- Salaries, compensation and benefits (total)
- $2,920,501
- Professional fundraising fees
- $0
- Accounting fees
- $17,000
- Occupancy
- $1,393,258
- Depreciation
- $11,881
- Program services (functional)
- $4,693,095
- Management and general (functional)
- $1,374,083
- Fundraising (functional)
- $1,906
Balance sheet and other
- Total assets, start of year
- $1,401,874
- Total assets, end of year
- $1,791,074
- Total liabilities, end of year
- $160,562
- Net assets, end of year
- $1,630,512
- Land, buildings and equipment
- $70,949
- Net assets without donor restrictions
- $1,405,333
- Net assets with donor restrictions
- $225,179
- Gross receipts
- $6,443,296
- Employees
- 0
- Volunteers
- 20
- Year formed
- 2023
- State of legal domicile
- AZ
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TANAE MORRISON | EXECUTIVE DI Trustee or director, Officer | 40 | $189,257 | $36,273 |
| JUNIPER DERY-CHAFFIN | PRESIDENT Trustee or director | – | $0 | $0 |
| LEANETTE HENAGAN | DIRECTOR Trustee or director | – | $0 | $0 |
| RACHEL JOHNSON | DIRECTOR Trustee or director | – | $0 | $0 |
990 for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TANAE MORRISON | EXECUTIVE DI Trustee or director, Officer | 40 | $0 | $181,056 | $35,224 |
| JUNIPER DERY-CHAFFIN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| LEANETTE HENAGAN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| RACHEL JOHNSON | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1850 N 95TH AVE STE 192, PHOENIX, AZ 85037-4322
- In care of
- % TANAE MORRISON
- Principal officer (990 for 2024)
- TANAE MORRISON, 1850 N 95TH AVE STE 192, PHOENIX, AZ 85037
- Signed the 990
- TANAE MORRISON, EXECUTIVE DIRECTOR
- Phone
- (602) 692-4914
- Website
- WWW.SUNVALLEYACADEMY.ORG
- Return prepared by
- FESTER & CHAPMAN PLLC
Mission
SUN VALLEY ACADEMY-SOUTH MOUNTAIN 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.
Program accomplishments
- SUN VALLEY ACADEMY - SOUTH MOUNTAIN 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.Expenses $4,693,095 · revenue $5,692,852
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 92-1021095
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2023
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $1,791,074
- Income (IRS master file)
- $6,443,296
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $6,443,296 | $6,069,084 | $1,791,074 | IRS |
| 990 | June 2024 | $7,108,496 | $5,852,196 | $1,401,874 | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 92-1021095).
Questions about SUN VALLEY ACADEMY - SOUTH MOUNTAIN INC
- What is the EIN of SUN VALLEY ACADEMY - SOUTH MOUNTAIN INC?
- The employer identification number (EIN) of SUN VALLEY ACADEMY - SOUTH MOUNTAIN INC is 92-1021095.
- Is SUN VALLEY ACADEMY - SOUTH MOUNTAIN INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to SUN VALLEY ACADEMY - SOUTH MOUNTAIN INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SUN VALLEY ACADEMY - SOUTH MOUNTAIN INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SUN VALLEY ACADEMY - SOUTH MOUNTAIN INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUN VALLEY ACADEMY - SOUTH MOUNTAIN INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SUN VALLEY ACADEMY - SOUTH MOUNTAIN INC?
- The 990 for the year ended June 30, 2025 names TANAE MORRISON.
- Who are the officers and directors of SUN VALLEY ACADEMY - SOUTH MOUNTAIN INC?
- The 990 for the year ended June 30, 2025 lists 4 people; 1 received compensation from the organization, the highest $189,257 (TANAE MORRISON, EXECUTIVE DI).
- How much revenue does SUN VALLEY ACADEMY - SOUTH MOUNTAIN INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $6,443,296, expenses of $6,069,084 and total assets of $1,791,074 at year end.
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