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Nonprofit · EIN 23-3014365

SUGAR VALLEY RURAL CHARTER SCHOOL

Tax-exempt · LOGANTON, PA 17747

Financials

$9.8M$8.8M2022$10.4M$9.8M2023$10.6M$9.9M2024
Revenue Expenses · by fiscal year end
Financials of SUGAR VALLEY RURAL CHARTER SCHOOL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$10,644,015$9,904,496$739,519$19,950,636$19,038,601$912,035
June 30, 2024990$10,408,151$9,766,409$641,742$20,202,714$20,030,198$172,516
June 30, 2023990$9,818,711$8,771,077$1,047,634$19,857,498$20,326,724-$469,226
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$1,135,687
of which government grants
$1,004,155
Program service revenue
$9,275,753
Investment income
$232,575
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$618,842
Other salaries and wages
$3,928,716
Salaries, compensation and benefits (total)
$7,803,131
Professional fundraising fees
$0
Accounting fees
$64,506
Occupancy
$80,720
Travel
$26,436
Depreciation
$631,103
Program services (functional)
$9,123,961
Management and general (functional)
$780,535

Balance sheet and other

Total assets, start of year
$20,202,714
Total assets, end of year
$19,950,636
Total liabilities, end of year
$19,038,601
Net assets, end of year
$912,035
Land, buildings and equipment
$11,737,788
Gross receipts
$10,644,015
Employees
133
Volunteers
10
Year formed
1996
State of legal domicile
PA

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.

NameTitleHours / weekCompensationOther / benefits
TRACIE KENNEDYCEO
Officer
45$85,254$54,825
ALICIA MITCHELLBOARD MEMBER & EMPLOYEE
Trustee or director
40$49,283$48,427
SONYA DOWNINGBOARD MEMBER & EMPLOYEE
Trustee or director
40$43,643$47,371
CHARLES WALIZERBOARD MEMBER & EMPLOYEE
Trustee or director
40$46,803$15,350
MARY JUDE WEAVERBOARD SECRETARY & EMPLOYEE
Officer
40$45,280$15,350
SANDRA GARVERICKDIRECTOR
Trustee or director
5$0$0
BLAYNE LAMEYBOARD MEMBER
Trustee or director
5$0$0
WILLIAM HOEYBOARD MEMBER
Trustee or director
5$0$0
BRENDA MITCHELLBOARD MEMBER
Trustee or director
5$0$0
990 for the year ended June 30, 2024: 9 people
NameTitleHours / weekCompensation
TRACIE KENNEDYCEO
Officer
45$86,183
JEREMY ROSSMANBOARD MEMBER & EMPLOYEE
Trustee or director
40$67,673
ALICIA ALBRIGHTBOARD MEMBER & EMPLOYEE
Trustee or director
40$49,950
SONYA DOWNINGBOARD MEMBER & EMPLOYEE
Trustee or director
40$47,551
MARY JUDE WEAVERBOARD SECRETARY & EMPLOYEE
Officer
40$45,322
SANDRA GAVERICKDIRECTOR & EMPLOYEE
Trustee or director
5$2,260
ANDREA MEIXELBOARD MEMBER
Trustee or director
5$0
WILLIAM HOEYBOARD MEMBER
Trustee or director
5$0
BRENDA MITCHELLBOARD MEMBER
Trustee or director
5$0
990 for the year ended June 30, 2023: 10 people
NameTitleHours / weekCompensationOther / benefits
TRACIE KENNEDYCEO
Officer
45$78,256$51,082
JEREMY ROSSMANBOARD MEMBER & EMPLOYEE
Trustee or director
40$58,322$48,333
SONYA DOWNINGBOARD MEMBER & EMPLOYEE
Trustee or director
40$38,373$41,299
ALICIA ALBRIGHTBOARD MEMBER & EMPLOYEE
Trustee or director
40$42,896$33,839
HEIDI DOYLEBOARD MEMBER & EMPLOYEE
Trustee or director
40$31,404$29,472
MARY JUDE WEAVERBOARD SECRETARY & EMPLOYEE
Officer
40$38,452$13,558
SANDRA GAVERICKDIRECTOR & EMPLOYEE
Trustee or director
5$2,580$0
BRENDA MITCHELLBOARD MEMBER
Trustee or director
5$0$0
ANDREA MEIXELBOARD MEMBER
Trustee or director
5$0$0
WILLIAM HOEYBOARD MEMBER
Trustee or director
5$0$0

Address and contacts

Address (IRS master file)
236 E MAIN ST, LOGANTON, PA 17747-9502
Principal officer (990 for 2024)
TRACIE KENNEDY, 236 E MAIN STREET, LOGANTON, PA 17747
Signed the 990
TRACIE KENNEDY, CHIEF EXECUTIVE OFFICER
Phone
(570) 725-7822
Return prepared by
BOYER & RITTER LLC

Mission

THE MISSION OF THE SUGAR VALLEY RURAL CHARTER SCHOOL IS TO PROVIDE A RURAL, COMMUNITY-ORIENTED LIFELONG LEARNING CENTER WHICH BOTH REFLECTS AND HELPS TO SHAPE THE BEST OF SUGAR VALLEY'S SOCIAL, CULTURAL AND EDUCATIONAL HERITAGE. STRIVING FOR A CONTINUED ZERO DROPOUT RATE, HIGH ACADEMIC ACHIEVEMENT, AND 100% POST-SECONDARY CONTINUING EDUCATION, SVRCS EXTENDS THE CONVENTIONAL K-12 CLASSROOM TEACHING/LEARNING BOUNDARIES TO INCLUDE VARIED EDUCATIONAL ENDEAVORS, EMPLOYING MULTIPLE MEDIUMS, SETTINGS AND LOCATIONS TO MODEL AND PROMOTE THE PRACTICE OF LIFELONG LEARNING.

990 for the year ended June 30, 2025

Program accomplishments

  • THE SCHOOL IS OPERATED AS A COMMONWEALTH OF PA CHARTER SCHOOL FOR EDUCATION OF STUDENTS GRADES K THROUGH 12. THE SCHOOL IS ALSO OPERATED TO INCREASE AWARENESS OF EDUCATIONAL OPPORTUNITIES IN THE AREA.
    Expenses $9,123,961 · revenue $9,508,328

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
23-3014365
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
2002
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B29)
Assets (IRS master file)
$19,950,636
Income (IRS master file)
$10,644,015

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$10,644,015$9,904,496$19,950,636XML
990June 2024$10,408,151$9,766,409$20,202,714XML
990June 2023$9,818,711$8,771,077$19,857,498XML
990June 2022$9,735,929$9,535,159$19,616,697IRS
990June 2021–––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 23-3014365).

Questions about SUGAR VALLEY RURAL CHARTER SCHOOL

What is the EIN of SUGAR VALLEY RURAL CHARTER SCHOOL?
The employer identification number (EIN) of SUGAR VALLEY RURAL CHARTER SCHOOL is 23-3014365.
Is SUGAR VALLEY RURAL CHARTER SCHOOL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to SUGAR VALLEY RURAL CHARTER SCHOOL tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SUGAR VALLEY RURAL CHARTER SCHOOL 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 SUGAR VALLEY RURAL CHARTER SCHOOL 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 SUGAR VALLEY RURAL CHARTER SCHOOL 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 SUGAR VALLEY RURAL CHARTER SCHOOL?
The 990 for the year ended June 30, 2025 names TRACIE KENNEDY.
Who are the officers and directors of SUGAR VALLEY RURAL CHARTER SCHOOL?
The 990 for the year ended June 30, 2025 lists 9 people; 5 received compensation from the organization, the highest $85,254 (TRACIE KENNEDY, CEO).
How much revenue does SUGAR VALLEY RURAL CHARTER SCHOOL have?
On its 990 for the year ended June 30, 2025 it reported revenue of $10,644,015, expenses of $9,904,496 and total assets of $19,950,636 at year end.

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