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Pennsylvania · Nonprofit

SUGAR VALLEY LODGE INC

SUGAR VALLEY LODGE INC (Pennsylvania) receives grants from 9 organizations whose IRS filings report $603,240 to it, the largest being ARTHUR W PHILLIPS TRUST UW ($315,000). 8 of them have funded it in more than one year.

Revenue FY2025
$2.2M
Funders on record
9
Grants received
$603k
Net assets
$15k
8/9 repeat funderspeak grant-dependency 12%
01What it does

What Sugar Valley Lodge Inc does

Mission

To provide a personal care boarding home for adults of venango county.

As stated on its FY2025 Form 990.

Program

  1. 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.

    $1,706,846 spent$1,227,842 earned by the program
    100% of program spending

The program described on its FY2024 Form 990. Program spending in total: $1,706,846.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($1.3M) Expenses 100 ($1.3M) Net assets 100 ($137k)2018 Revenue 105 ($1.4M) Expenses 100 ($1.3M) Net assets 133 ($182k)2019 Revenue 108 ($1.4M) Expenses 107 ($1.4M) Net assets 140 ($193k)2020 Revenue 122 ($1.6M) Expenses 116 ($1.5M) Net assets 191 ($261k)2021 Revenue 119 ($1.6M) Expenses 131 ($1.8M) Net assets 67 ($92k)2022 Revenue 136 ($1.8M) Expenses 129 ($1.7M) Net assets 123 ($169k)2023 Revenue 150 ($2.0M) Expenses 152 ($2.0M) Net assets 98 ($134k)2024 Revenue 141 ($1.9M) Expenses 154 ($2.1M) Net assets -39 ($-54025)2025 Revenue 165 ($2.2M) Expenses 158 ($2.1M) Net assets 11 ($15k)
'17'18'19'20'21'22'23'24'25
Revenue (165)Expenses (158)Net assets (11)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $548k to $343k (−37%).

$324k
$363k
$359k
$548k
$343k
$195k
$282k
$128k
$167k
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2017 23% · 2018 23% · 2019 27% · 2020 24% · 2021 24% · 2022 28% · 2023 21% · 2024 20% · 2025 41%. Grants only. Government contracts and fees sit inside program revenue.

44% of SUGAR VALLEY LODGE INC’s revenue is contributions — more donation-reliant than the typical peer (39% for the typical peer).

This organization
Typical peer · 4,214 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 9 reported years ran a deficit.

−$10k
’17
$45k
’18
$11k
’19
$69k
’20
−$170k
’21
$77k
’22
−$35k
’23
−$188k
’24
$69k
’25
0.6
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Board chair

James Miller

Chairman

As listed on its FY2025 Form 990.

The chief executive listed changed between the FY2018 and FY2019, and between the FY2022 and FY2023 filings.

'17'18'19'20'21'22'23'24'25
Listed1215151414910109
Joined·+4+5+3+1+0+3+2+2
No longer listed·15415223
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 2 funders to 5 funders, grant income rose $28k → $139k.

From the IRS filings of SUGAR VALLEY LODGE INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

SUGAR VALLEY LODGE INC leans on a few funders — its largest provides 52% of grant income and the top three 87%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

52%
largest funder
87%
top three
~3
effective funders

Largest funder’s share by year: 2017 89% · 2018 100% · 2019 100% · 2020 94% · 2021 73% · 2022 47% · 2023 58% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

50% of SUGAR VALLEY LODGE INC's funders are still giving 2 years after their first grant; 89% give in more than one year at all.

first grant+1y+2y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

100% of SUGAR VALLEY LODGE INC's grant income comes from Pennsylvania funders.

PA

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
Pennsylvania out of state home

Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

SUGAR VALLEY LODGE INC's funding base is broadening — from 2 funders to 5 as grant income climbed.

Operating margin3% · below the median
Months of reserve0.6mo · bottom quartile
Revenue growth (annualized)6% · below the median

this organization peer median middle 50% of peers· 2,196 housing & shelter nonprofits $1M–$10M, FY2025

Organizations like SUGAR VALLEY LODGE INC

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Pennsylvania

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

81% of spending goes to programs.

Program 81%Management 19%Fundraising 0%

Governance

7
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy–Document retention✓Board reviewed the 990–Audited financials

Public support

100%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

PA

Screen this organization

A dated, signed PDF of the compliance screen for SUGAR VALLEY LODGE INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds SUGAR VALLEY LODGE INC?
SUGAR VALLEY LODGE INC (Pennsylvania) receives grants from 9 organizations whose IRS filings report $603,240 to it, the largest being ARTHUR W PHILLIPS TRUST UW ($315,000). 8 of them have funded it in more than one year.
How many funders does SUGAR VALLEY LODGE INC have?
IRS filings report 9 organizations giving $603,240 in grants to SUGAR VALLEY LODGE INC, 8 of which have funded it in more than one year.
Who is the largest funder of SUGAR VALLEY LODGE INC?
ARTHUR W PHILLIPS TRUST UW is the largest funder on record, with $315,000 in grants. The full list of funders is on this page.
How can an organization like SUGAR VALLEY LODGE INC find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Pennsylvania. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Sugar Valley Lodge →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 9 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing