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Nonprofit · EIN 84-4085145

WEST VIRGINIA ACADEMY LTD

Also known as WEST VIRGINIA ACADEMY

Tax-exempt · MORGANTOWN, WV 26505

Financials

$2.5M$2.6M2022$3.3M$3M2023$2.6M$2.8M2024
Revenue Expenses · by fiscal year end
Financials of WEST VIRGINIA ACADEMY LTD by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$2,646,741$2,755,739-$108,998$1,128,768$1,027,234$101,534
June 30, 2024990$3,345,006$3,048,766$296,240$953,866$743,334$210,532
June 30, 2023990$2,460,575$2,564,168-$103,593$887,856$973,563-$85,707
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$25,514
Program service revenue
$2,621,227
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$286,205
Other salaries and wages
$1,232,123
Salaries, compensation and benefits (total)
$1,668,176
Professional fundraising fees
$0
Legal fees
$43,088
Accounting fees
$19,411
Occupancy
$420,630
Travel
$3,918
Depreciation
$188,983
Program services (functional)
$2,472,861
Management and general (functional)
$282,878

Balance sheet and other

Total assets, start of year
$953,866
Total assets, end of year
$1,128,768
Total liabilities, end of year
$1,027,234
Net assets, end of year
$101,534
Land, buildings and equipment
$832,953
Net assets without donor restrictions
$101,534
Gross receipts
$2,646,741
Employees
61
Volunteers
20
Year formed
2020
State of legal domicile
WV

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 / weekCompensation
Heidi D TreuExecutive Director
Trustee or director, Officer
40$82,138
Holly HoneycuttChief Operating Officer & Associate Director
Officer
40$75,003
Su Ji KwonChief Financial Officer
Officer
40$40,105
John S TreuBoard Chair & Board Member
Trustee or director
10$0
Susan DullBoard Director
Trustee or director
5$0
Kevin SummersBoard Director
Trustee or director
2$0
Carolyn SharetteBoard Director
Trustee or director
2$0
Melissa BrownBoard Director & Board Secretary
Trustee or director
2$0
Patti MaloneBoard Director
Trustee or director
2$0
990 for the year ended June 30, 2024: 14 people
NameTitleHours / weekCompensation
Kenneth HiteVice President until Nov 2023
Officer
40$54,735
Roy BoggessVice President until Nov 2023
Officer
40$53,397
SuJi KwonTreasurer
Officer
40$51,009
Heidi D TreuExecutive Director
Trustee or director, Officer
40$47,541
Holly HoneycuttAssociate Director
Officer
40$28,709
Frank FiddlerBoard Member until Jan 2024
Trustee or director
2$0
John S TreuBoard Ch & Board Mem
Trustee or director
10$0
Susan S DullBoard Mem
Trustee or director
5$0
Frank OliverioBoard Member thru Jan 24
Trustee or director
2$0
Trista KingBoard Member until April 2024
Trustee or director
1$0
Allison WoodsBoard Member until April 2024
Trustee or director
1$0
Kevin SummersBoard Member beginning Feb 2024
Trustee or director
2$0
Carolyn SharetteBoard Member beginning Feb 2024
Trustee or director
2$0
Melissa CopenBoard Member
Trustee or director
2$0
990 for the year ended June 30, 2023: 15 people
NameTitleHours / weekCompensation
Kenney HiteVice President
Officer
35$27,388
Rebecca BobinchuckBoard mem and Pres Sept to Nov 2022
Trustee or director, Officer
35$22,023
Roy BoggessVice President
Officer
35$13,654
SuJi KwonTreasurer
Officer
50$10,898
Heidi D TreuSecretary and Board Member
Trustee or director, Officer
50$9,898
Sirisha DoddaBoard Member
Trustee or director
1$0
Frank FiddlerBoard Member
Trustee or director
2$0
John S TreuBoard Ch & Board Mem & Pres thru Sept 2022
Trustee or director, Officer
10$0
Susan S DullTreasurer & Board Mem & Pres Nov 2022 to July 2023
Trustee or director, Officer
5$0
Frank OliverioBoard Member
Trustee or director
2$0
Sarah StewartBoard Member
Trustee or director
1$0
Marie RuhnimonBoard Member
Trustee or director
1$0
Curt HasslerBoard Member ExOfficio
Trustee or director
1$0
Trista KingBoard Member
Trustee or director
1$0
Allison WoodsBoard Member
Trustee or director
1$0

Address and contacts

Address (IRS master file)
763 CHESTNUT RIDGE RD, MORGANTOWN, WV 26505-2730
In care of
% JOHN S TREU
Principal officer (990 for 2024)
Susan Dull, 763 Chestnut Ridge Road, Morgantown, WV 26505
Signed the 990
Su Ji Kwon, Chief Financial Officer
Phone
(304) 449-4375

Mission

To improve student academic outcomes in West Virginia by operating the first charter school in the state of West Virginia.

990 for the year ended June 30, 2025

Program accomplishments

  • The organization opened a charter school in 2022 for over two hundred students in Morgantown WV. This includes preschool, elementary and secondary schools offering a vigorous program of academics, arts and athletics that prepares students for higher education and life.
    Expenses $2,472,861 · revenue $2,646,741
  • None0
  • None0

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
84-4085145
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
2020
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B99)
Assets (IRS master file)
$1,128,768
Income (IRS master file)
$2,646,741

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$2,646,741$2,755,739$1,128,768IRS
990June 2024$3,345,006$3,048,766$953,866IRS
990June 2023$2,460,575$2,564,168$887,856XML
990-EZJune 2022–––IRS
990-EZJuly 2021–––IRS
990-EZJuly 2020–––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 84-4085145).

Questions about WEST VIRGINIA ACADEMY LTD

What is the EIN of WEST VIRGINIA ACADEMY LTD?
The employer identification number (EIN) of WEST VIRGINIA ACADEMY LTD is 84-4085145.
Is WEST VIRGINIA ACADEMY LTD tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to WEST VIRGINIA ACADEMY LTD tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does WEST VIRGINIA ACADEMY LTD 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 WEST VIRGINIA ACADEMY LTD 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 WEST VIRGINIA ACADEMY LTD 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 WEST VIRGINIA ACADEMY LTD?
The 990 for the year ended June 30, 2025 names Susan Dull.
Who are the officers and directors of WEST VIRGINIA ACADEMY LTD?
The 990 for the year ended June 30, 2025 lists 9 people; 3 received compensation from the organization, the highest $82,138 (Heidi D Treu, Executive Director).
How much revenue does WEST VIRGINIA ACADEMY LTD have?
On its 990 for the year ended June 30, 2025 it reported revenue of $2,646,741, expenses of $2,755,739 and total assets of $1,128,768 at year end.

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