Nonprofit · EIN 25-1685893
SUGAR VALLEY LODGE INC
Tax-exempt · FRANKLIN, PA 16323
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 (amended) | $2,183,929 | $2,114,608 | $69,321 | $166,962 | $151,666 | $15,296 |
| June 30, 2024 | 990 | $1,871,218 | $2,059,472 | -$188,254 | $127,770 | $181,795 | -$54,025 |
| June 30, 2023 | 990 | $1,995,745 | $2,030,351 | -$34,606 | $281,636 | $147,407 | $134,229 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $954,149
- of which government grants
- $884,583
- Program service revenue
- $1,227,842
- Investment income
- $24
- Other revenue
- $1,914
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $61,477
- Other salaries and wages
- $872,814
- Salaries, compensation and benefits (total)
- $1,329,537
- Professional fundraising fees
- $0
- Legal fees
- $29,779
- Occupancy
- $34,643
- Travel
- $3,488
- Program services (functional)
- $1,706,846
- Management and general (functional)
- $407,762
Balance sheet and other
- Total assets, start of year
- $127,770
- Total assets, end of year
- $166,962
- Total liabilities, end of year
- $151,666
- Net assets, end of year
- $15,296
- Land, buildings and equipment
- $26,023
- Net assets without donor restrictions
- $15,296
- Gross receipts
- $2,183,929
- Employees
- 93
- Volunteers
- 0
- Year formed
- 1992
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NATHAN DAVIS | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $47,530 |
| WENDY MORRISON | CEO Officer | 40 | $31,847 |
| PAUL SALLADE | SECRETARY Trustee or director, Officer | 0.5 | $0 |
| DONNA FLETCHER | VICE CHAIRMAN Trustee or director, Officer | 0.5 | $0 |
| KEN BRYAN | BOARD MEMBER Trustee or director | 0.5 | $0 |
| PAM CRAWFORD | BOARD MEMBER Trustee or director | 0.5 | $0 |
| SUSAN BRYAN | BOARD MEMBER Trustee or director | 0.5 | $0 |
| BOB MARTIN | BOARD MEMBER Trustee or director | 0.5 | $0 |
| JAMES MILLER | CHAIRMAN Trustee or director, Officer | 0.5 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WENDY MORRISON | CEO Officer | 40 | $36,609 |
| JAMES MILLER | PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| PAUL SALLADE | SECRETARY Trustee or director, Officer | 0.5 | $0 |
| DONNA FLETCHER | VICE PRESIDENT/TREASURER Trustee or director, Officer | 0.5 | $0 |
| SALLIE JOHNSON | BOARD MEMBER Trustee or director | 0.5 | $0 |
| KEN BRYAN | BOARD MEMBER Trustee or director | 0.5 | $0 |
| DR PAM RABBITT | BOARD MEMBER Trustee or director | 0.5 | $0 |
| SUSAN BRYAN | BOARD MEMBER Trustee or director | 0.5 | $0 |
| ROGER MCCAULEY | BOARD MEMBER Trustee or director | 0.5 | $0 |
| BOB MARTIN | BOARD MEMBER Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WENDY MORRISON | CEO Trustee or director | 40 | $7,358 |
| JAMES MILLER | PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| PAUL SALLADE | SECRETARY Trustee or director, Officer | 0.5 | $0 |
| DONNA FLETCHER | VICE PRESIDENT/TREASURER Trustee or director, Officer | 0.5 | $0 |
| SALLIE JOHNSON | BOARD MEMBER Trustee or director | 0.5 | $0 |
| MICHAEL DULANEY | BOARD MEMBER Trustee or director | 0.5 | $0 |
| DR PAM RABBITT | BOARD MEMBER Trustee or director | 0.5 | $0 |
| DAVID OWENS | BOARD MEMBER Trustee or director | 0.5 | $0 |
| ROGER MCCAULEY | BOARD MEMBER Trustee or director | 0.5 | $0 |
| BOB MARTIN | BOARD MEMBER Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 190 SUGAR VALLEY LN, FRANKLIN, PA 16323-5201
- Principal officer (990 for 2024)
- AMY SEIGWORTH, 190 SUGAR VALLEY LANE, FRANKLIN, PA 16323
- Signed the 990
- AMY SEIGWORTH, FISCAL MANAGER
- Phone
- (814) 346-0352
- Website
- SUGARVALLEYLODGEINC.COM
- Return prepared by
- MAHER DUESSEL CPA'S
Mission
TO PROVIDE A PERSONAL CARE BOARDING HOME FOR ADULTS OF VENANGO COUNTY.
Program accomplishments
- ESTABLISH AND OPERATE A PERSONAL CARE BOARDING HOME FOR THE ADULTS IN AND FOR THE BENEFIT OF THE COMMUNITY OF VENANGO COUNTY, PA. DURING THE YEAR, THE LODGE PROVIDES RESIDENCE FOR APPROXIMATELY 72 DIFFERENT INDIVIDUALS.Expenses $1,706,846 · revenue $1,227,842
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
- 25-1685893
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1993
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22Z)
- Assets (IRS master file)
- $166,962
- Income (IRS master file)
- $2,183,929
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,183,929 | $2,114,608 | $166,962 | XML |
| 990 | June 2024 | $1,871,218 | $2,059,472 | $127,770 | IRS |
| 990 | June 2023 | $1,995,745 | $2,030,351 | $281,636 | XML |
| 990 | June 2022 | $1,802,628 | $1,725,394 | $194,954 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 25-1685893).
Questions about SUGAR VALLEY LODGE INC
- What is the EIN of SUGAR VALLEY LODGE INC?
- The employer identification number (EIN) of SUGAR VALLEY LODGE INC is 25-1685893.
- Is SUGAR VALLEY LODGE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to SUGAR VALLEY LODGE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SUGAR VALLEY LODGE 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 SUGAR VALLEY LODGE 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 SUGAR VALLEY LODGE 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 SUGAR VALLEY LODGE INC?
- The 990 for the year ended June 30, 2025 names AMY SEIGWORTH.
- Who are the officers and directors of SUGAR VALLEY LODGE INC?
- The 990 for the year ended June 30, 2025 lists 9 people; 2 received compensation from the organization, the highest $47,530 (NATHAN DAVIS, EXECUTIVE DIRECTOR).
- How much revenue does SUGAR VALLEY LODGE INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,183,929, expenses of $2,114,608 and total assets of $166,962 at year end.
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