Nonprofit · EIN 86-0199887
SUN VALLEY LODGE
Tax-exempt · COLORADO SPGS, CO 80920
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $1,562,511 | $2,536,253 | -$973,742 | $7,329,077 | $4,165,688 | $3,163,389 |
| September 30, 2024 | 990 | $1,132,023 | $2,292,725 | -$1,160,702 | $5,634,681 | $1,664,206 | $3,970,475 |
| September 30, 2023 | 990 | $2,490,595 | $3,983,536 | -$1,492,941 | $5,456,331 | $325,154 | $5,131,177 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $100
- Program service revenue
- $1,377,742
- Investment income
- $1,453
- Net gain from sales of assets
- $1,453
- Other revenue
- $183,216
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $102,911
- Other salaries and wages
- $671,225
- Salaries, compensation and benefits (total)
- $910,246
- Professional fundraising fees
- $0
- Legal fees
- $6,808
- Accounting fees
- $11,223
- Occupancy
- $236,712
- Travel
- $3,012
- Depreciation
- $603,638
- Program services (functional)
- $1,667,094
- Management and general (functional)
- $869,159
Balance sheet and other
- Total assets, start of year
- $5,634,681
- Total assets, end of year
- $7,329,077
- Total liabilities, end of year
- $4,165,688
- Net assets, end of year
- $3,163,389
- Land, buildings and equipment
- $6,879,067
- Publicly traded securities
- $169,320
- Net assets without donor restrictions
- $3,163,389
- Gross receipts
- $1,562,511
- Employees
- 25
- Volunteers
- 1
- Year formed
- 1962
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DANA RASIC | PRESIDENT/CEO Trustee or director, Officer | 5 | $0 | $407,174 | $34,700 |
| NATHAN MERRILL | TREASURER/CFO Trustee or director, Officer | 3 | $0 | $311,825 | $38,304 |
| RICHARD SUMMERS | VICE PRESIDENT/COO Trustee or director, Officer | 5 | $0 | $297,506 | $18,741 |
| CHRISTI MILLER | DIRECTOR/ VP HUMAN RESOURCES Trustee or director | 3 | $0 | $227,426 | $17,882 |
| KRISTEN JACOBY | DIRECTOR/REGIONAL DIRECTOR OF OPS. Trustee or director | 1 | $0 | $169,236 | $3,734 |
| AUSTIN HARBACH | ASSISTANT SECRETARY/VP, LEGAL & RISK MGMT. Trustee or director, Officer | 4 | $0 | $157,189 | $15,482 |
| TIARRA WRIGHT | SVL EXECUTIVE DIRECTOR Officer | 40 | $104,290 | $0 | $3,303 |
| DON MORGAN | DIRECTOR (UNTIL 1/2025) Trustee or director | 1 | $0 | $70,167 | $0 |
| DALE TURNER | DIRECTOR Trustee or director | 1 | $0 | $65,604 | $0 |
| DAN VAGLE | DIRECTOR Trustee or director | 1 | $0 | $65,604 | $0 |
| LARRY SMITH | DIRECTOR Trustee or director | 1 | $0 | $32,775 | $0 |
| JENNY KENNEDY | DIRECTOR Trustee or director | 1 | $0 | $10,700 | $0 |
| TOM WORKMAN | ASSISTANT SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANA RASIC | PRESIDENT Trustee or director, Officer | 5 | $0 |
| DAN VAGLE | DIRECTOR Trustee or director | 1 | $0 |
| RICK SUMMERS | VICE PRESIDE Trustee or director, Officer | 5 | $0 |
| NATHAN MERRILL | TREASURER Trustee or director, Officer | 3 | $0 |
| JENNY KENNEDY | SECRETARY Trustee or director, Officer | 1 | $0 |
| TOM WORKMAN | ASSISTANT SE Officer | 0.5 | $0 |
| AUSTIN HARBACH | ASSISTANT SE Officer | 4 | $0 |
| LARRY SMITH | DIRECTOR Trustee or director | 1 | $0 |
| DALE R TURNER | DIRECTOR Trustee or director | 1 | $0 |
| DON MORGAN | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTI MILLER | DIRECTOR Trustee or director | 3 | $0 |
| KRISTEN JACOBY | DIRETOR Trustee or director | 1 | $0 |
990 for the year ended September 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANA RASIC | PRESIDENT & Trustee or director, Officer | 5 | $0 |
| DAN VAGLE | VICE CHAIR O Trustee or director, Officer | 1 | $0 |
| RICK SUMMERS | VICE PRESIDE Trustee or director, Officer | 5 | $0 |
| NATHAN MERRILL | TREASURER Trustee or director, Officer | 3 | $0 |
| JENNY KENNEDY | SECRETARY Trustee or director, Officer | 1 | $0 |
| TOM WORKMAN | ASSISTANT SE Officer | 0.5 | $0 |
| AUSTIN HARBACH | ASSISTANT SE Officer | 4 | $0 |
| LARRY SMITH | DIRECTOR Trustee or director | 1 | $0 |
| DALE R TURNER | DIRECTOR Trustee or director | 1 | $0 |
| DON MORGAN | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 8595 EXPLORER DR, COLORADO SPGS, CO 80920-1012
- Principal officer (990 for 2024)
- NATHAN MERRILL, 8595 EXPLORER DRIVE, COLORADO SPRINGS, CO 80920
- Signed the 990
- NATHAN MERRILL, TREASURER
- Phone
- (719) 487-5386
- Website
- WWW.SUNVALLEYLODGE.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO PROVIDE AFFORDABLE, QUALITY LIVING CHOICES FOR SENIORS IN A TRUSTING ENVIRONMENT.
Program accomplishments
- 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 $1,667,094 · revenue $1,377,742
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 86-0199887
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1971
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $7,329,077
- Income (IRS master file)
- $1,562,511
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $1,562,511 | $2,536,253 | $7,329,077 | XML |
| 990 | September 2024 | $1,132,023 | $2,292,725 | $5,634,681 | XML |
| 990 | September 2023 | $2,490,595 | $3,983,536 | $5,456,331 | XML |
| 990 | September 2022 | $3,161,909 | $4,268,138 | $6,772,734 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | 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 86-0199887).
Questions about SUN VALLEY LODGE
- What is the EIN of SUN VALLEY LODGE?
- The employer identification number (EIN) of SUN VALLEY LODGE is 86-0199887.
- Is SUN VALLEY LODGE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
- Are donations to SUN VALLEY LODGE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SUN VALLEY LODGE 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 LODGE due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUN VALLEY LODGE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of SUN VALLEY LODGE?
- The 990 for the year ended September 30, 2025 names NATHAN MERRILL.
- Who are the officers and directors of SUN VALLEY LODGE?
- The 990 for the year ended September 30, 2025 lists 13 people; 1 received compensation from the organization.
- How much revenue does SUN VALLEY LODGE have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $1,562,511, expenses of $2,536,253 and total assets of $7,329,077 at year end.
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