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Sugar Valley Rural Charter School

  • Loganton, PA
  • Tax-exempt since Nov. 2002
  • EIN: 23-3014365

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Elementary, Secondary Education, K - 12 (B29) (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$9.82M (2023)

Expenses
$8.77M (2023)

Total Assets
$19.9M (2023)

Total Liabilities
$20.3M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings and Audits by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Audits are required to be submitted by nonprofit organizations that spend $750,000 or more in federal grant money in a fiscal year. "Single audits" look at the entire organization's finances and compliance, while other audits are program specific. Nonprofit Explorer has PDFs of audits for some nonprofits for fiscal year 2015 and later. Audit data is from the Federal Audit Clearinghouse.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,818,711
Expenses
$8,771,077
Net Income
$1,047,634
Net Assets
-$469,226
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,697,125
17.3%
Program Services $8,031,889
81.8%
Investment Income $89,697
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $381,181
4.3%
Professional Fundraising Fees $0
Other Salaries and Wages $3,584,148
40.9%
Assets/Debt
Total Assets $19,857,498
Total Liabilities $20,326,724
Net Assets -$469,226
Compensation
Key Employees and Officers Compensation Related Other
Tracie Kennedy (Ceo) $78,256 $0 $51,082
Jeremy Rossman (Board Member & Employee) $58,322 $0 $48,333
Alicia Albright (Board Member & Employee) $42,896 $0 $33,839
Mary Jude Weaver (Board Secretary & Employee) $38,452 $0 $13,558
Sonya Downing (Board Member & Employee) $38,373 $0 $41,299
Heidi Doyle (Board Member & Employee) $31,404 $0 $29,472
Sandra Gaverick (Director & Employee) $2,580 $0 $0
Brenda Mitchell (Board Member) $0 $0 $0
Andrea Meixel (Board Member) $0 $0 $0
William Hoey (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 27, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML
Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,735,929
Expenses
$9,535,159
Net Income
$200,770
Net Assets
-$1,516,860
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,569,261
16.1%
Program Services $8,082,676
83.0%
Investment Income $70,069
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $13,923
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $580,349
6.1%
Professional Fundraising Fees $0
Other Salaries and Wages $3,752,776
39.4%
Assets/Debt
Total Assets $19,616,697
Total Liabilities $21,133,557
Net Assets -$1,516,860
Compensation
Key Employees and Officers Compensation Related Other
Tracie Kennedy (Ceo) $75,594 $0 $53,432
Debra Mauck (Business Manager) $66,955 $0 $45,148
Jeremy Rossman (Board Member & Employee) $56,583 $0 $47,288
Heidi Doyle (Assoc Director & Employee) $41,081 $0 $41,542
Sonya Downing (Board Member & Employee) $38,938 $0 $41,286
Mary Jude Weaver (Board Secretary & Employee) $37,035 $0 $12,869
Sandra Gaverick (Director & Employee) $3,780 $0 $0
Karl Miller (Board Member) $0 $0 $0
Brenda Mitchell (Board Member) $0 $0 $0
Andrea Meixel (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on May 11, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML
Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,528,854
Expenses
$9,740,873
Net Income
-$212,019
Net Assets
-$1,717,630
Notable Sources of Revenue Percent of Total Revenue
Contributions $917,792
9.6%
Program Services $8,471,700
88.9%
Investment Income $102,256
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $37,106
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $438,819
4.5%
Professional Fundraising Fees $0
Other Salaries and Wages $3,692,733
37.9%
Assets/Debt
Total Assets $15,561,792
Total Liabilities $17,279,422
Net Assets -$1,717,630
Compensation
Key Employees and Officers Compensation Related Other
Tracie Kennedy (Ceo) $76,802 $0 $51,917
Jeremy Rossman (Board Member & Employee) $58,146 $0 $45,518
Heidi Doyle (Assoc Director & Employee) $39,441 $0 $39,102
Sonya Downing (Board Member & Employee) $35,951 $0 $37,905
Mary Jude Weaver (Board Secretary & Employee) $35,847 $0 $12,362
Sandra Gaverick (Director & Employee) $2,040 $0 $0
Brenda Mitchell (Board Member & Employee) $120 $0 $0
Karl Ruhl (Board Member) $0 $0 $0
Andrea Meixel (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on May 9, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,356,442
Expenses
$9,421,536
Net Income
-$65,094
Net Assets
-$1,556,123
Notable Sources of Revenue Percent of Total Revenue
Contributions $781,224
8.3%
Program Services $8,411,776
89.9%
Investment Income $147,999
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $15,433
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $233,661
2.5%
Professional Fundraising Fees $0
Other Salaries and Wages $3,545,344
37.6%
Assets/Debt
Total Assets $13,253,564
Total Liabilities $14,809,687
Net Assets -$1,556,123

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,429,745
Expenses
$9,036,439
Net Income
$393,306
Net Assets
-$1,491,029
Notable Sources of Revenue Percent of Total Revenue
Contributions $872,200
9.2%
Program Services $8,468,761
89.8%
Investment Income $67,797
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $20,987
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $219,575
2.4%
Professional Fundraising Fees $0
Other Salaries and Wages $3,368,444
37.3%
Assets/Debt
Total Assets $12,392,262
Total Liabilities $13,883,291
Net Assets -$1,491,029

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,937,294
Expenses
$8,161,794
Net Income
$775,500
Net Assets
-$1,884,335
Notable Sources of Revenue Percent of Total Revenue
Contributions $400,291
4.5%
Program Services $8,529,121
95.4%
Investment Income $10,149
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$2,267
Notable Expenses Percent of Total Expenses
Executive Compensation $191,690
2.3%
Professional Fundraising Fees $0
Other Salaries and Wages $3,121,900
38.3%
Assets/Debt
Total Assets $11,203,592
Total Liabilities $13,087,927
Net Assets -$1,884,335

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,131,715
Expenses
$7,440,921
Net Income
$690,794
Net Assets
-$1,900,294
Notable Sources of Revenue Percent of Total Revenue
Contributions $271,711
3.3%
Program Services $7,837,695
96.4%
Investment Income $7,235
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $15,074
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $3,077,003
41.4%
Assets/Debt
Total Assets $9,227,132
Total Liabilities $11,127,426
Net Assets -$1,900,294
Compensation
Key Employees and Officers Compensation Related Other
Tracie Kennedy (Ceo) $67,408 $0 $19,462
Jeremy Rossman (Board Member) $49,023 $0 $14,342
Heidi Doyle (Board Member) $35,287 $0 $10,300
Mary Jude Weaver (Secretary) $33,108 $0 $9,574
Sandy Garverick (Board Member) $5,610 $0 $1,459
Thomas Ruhl Jr (Board Member) $1,067 $0 $0
Richard Miller (Board Member) $0 $0 $0
Mark Geisewite (Board Member) $0 $0 $0
Andrea Meixel (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Dec. 12, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,798,256
Expenses
$6,236,430
Net Income
$561,826
Net Assets
-$2,591,088
Notable Sources of Revenue Percent of Total Revenue
Contributions $266,275
3.9%
Program Services $6,483,511
95.4%
Investment Income $4,393
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $44,077
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,713,599
43.5%
Assets/Debt
Total Assets $6,332,137
Total Liabilities $8,923,225
Net Assets -$2,591,088
Compensation
Key Employees and Officers Compensation Related Other
Logan Coney (Ceo(pd Admin) $72,521 $0 $18,739
Tracie Kennedy (Interim Ceo) $53,435 $0 $13,808
Jeremy Rossman (Board Member) $45,493 $0 $11,755
Amy Rossman (Board Member) $38,525 $0 $9,955
Mary Jude Weaver (Board Sec/Tr) $29,044 $0 $7,505
Sandy Garverick (Bd Member/Ex) $8,040 $0 $2,078
Thomas Ruhl Jr (Board Member) $1,068 $0 $0
Richard Miller (Board Member) $0 $0 $0
Ryan Shawver (Board Member) $0 $0 $0
Mark Geisewite (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 19, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,909,866
Expenses
$5,625,499
Net Income
$284,367
Net Assets
-$3,152,914
Notable Sources of Revenue Percent of Total Revenue
Contributions $265,531
4.5%
Program Services $5,630,006
95.3%
Investment Income $3,444
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10,885
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,601,188
46.2%
Assets/Debt
Total Assets $4,615,919
Total Liabilities $7,768,833
Net Assets -$3,152,914
Compensation
Key Employees and Officers Compensation Related Other
Logan Coney (Ceo) $76,347 $0 $16,102
Amy Rossman (Board Member) $39,616 $0 $8,477
Jodie Young Walizer (Board Member) $36,715 $0 $7,857
Mary Jude Weaver (Board Member) $27,811 $0 $5,951
Sandy Garverick (Bd Member/Ex) $7,430 $0 $1,590
Sandra Myers (Board Member) $2,300 $0 $492
Thomas Rulh Jr (Board Member) $138 $0 $0
Richard Miller (Board Member) $0 $0 $0
Mark Geisewite (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on May 26, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,280,251
Expenses
$4,461,100
Net Income
$819,151
Net Assets
$2,407,719
Notable Sources of Revenue Percent of Total Revenue
Contributions $510,530
9.7%
Program Services $4,765,497
90.3%
Investment Income $2,606
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,618
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $216,852
4.9%
Professional Fundraising Fees $0
Other Salaries and Wages $1,993,920
44.7%
Assets/Debt
Total Assets $2,877,343
Total Liabilities $469,624
Net Assets $2,407,719
Compensation
Key Employees and Officers Compensation Related Other
Logan Coney (Ceo) $68,392 $0 $11,579
Amy Rossman (Board Member) $35,135 $0 $5,948
Jodie Young Walizer (Board Member) $34,380 $0 $5,821
Mary Jude Weaver (Board Member) $26,780 $0 $4,534
Sandy Garverick (Bd Member/Ex) $12,000 $0 $2,032
Sandra Meyers (Board Member) $6,800 $0 $1,150
Thomas Rulh Jr (Board Member) $2,302 $0 $0
Richard Miller (Board Member) $0 $0 $0
Mark Geisewite (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 11, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,144,523
Expenses
$3,781,369
Net Income
$363,154
Net Assets
$1,588,568
Notable Sources of Revenue Percent of Total Revenue
Contributions $408,591
9.9%
Program Services $3,722,655
89.8%
Investment Income $2,631
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10,646
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $209,278
5.5%
Professional Fundraising Fees $0
Other Salaries and Wages $1,761,881
46.6%
Assets/Debt
Total Assets $1,928,794
Total Liabilities $340,226
Net Assets $1,588,568

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,655,808
Expenses
$4,269,635
Net Income
-$613,827
Net Assets
$1,225,414
Notable Sources of Revenue Percent of Total Revenue
Contributions $393,058
10.8%
Program Services $3,251,865
89.0%
Investment Income $6,504
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,381
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $179,420
4.2%
Professional Fundraising Fees $0
Other Salaries and Wages $1,980,665
46.4%
Assets/Debt
Total Assets $1,576,108
Total Liabilities $350,694
Net Assets $1,225,414

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,833,270
Expenses
$3,991,388
Net Income
-$158,118
Net Assets
$1,839,241
Notable Sources of Revenue Percent of Total Revenue
Contributions $423,597
11.1%
Program Services $3,383,378
88.3%
Investment Income $13,626
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $12,669
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $244,095
6.1%
Professional Fundraising Fees $0
Other Salaries and Wages $1,792,618
44.9%
Assets/Debt
Total Assets $2,160,843
Total Liabilities $321,602
Net Assets $1,839,241

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated