Civic Intelligence

Sugarloaf Region Charitable Trust

EIN 01-0393339 • 501(c)3 • Carabaset Vly, ME

990-N Coverage

Profile

Providing grants to local organizations

5092 Access RdCarabaset Vly, ME 04947-5803

www.sugarloafcharity.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

9th percentile

-99%

Higher net margin than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

20th percentile

-41%

Faster asset growth than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

47th percentile

-3.5%

Faster revenue growth than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$50,374

Down $34,693 (-41%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$50,374

Down $34,693 (-41%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Down

$35,124

Down $1,269 (-3.5%) from 2024

Expenses

Up

$69,817

Up $23,642 (+51%) from 2024

Net Income

Down

-$34,693

Down $24,911 (-255%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2011: $35,960Liabilities 2011: $0Net Assets 2011: $35,9602011Assets 2023: $94,851Liabilities 2023: $0Net Assets 2023: $94,8512023Assets 2024: $85,067Liabilities 2024: $0Net Assets 2024: $85,0672024Assets 2025: $50,374Net Assets 2025: $50,3742025

Highlighted filing

2025

Assets$50,374
Liabilities-
Net Assets$50,374
Open 2025 Filing

Operations Trend

Revenue Growth47th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $37,424Expenses 2011: $32,549Net Income 2011: $4,8752011Revenue 2023: $81,647Expenses 2023: $28,865Net Income 2023: $52,7822023Revenue 2024: $36,393Expenses 2024: $46,175Net Income 2024: -$9,7822024Revenue 2025: $35,124Expenses 2025: $69,817Net Income 2025: -$34,6932025

Highlighted filing

2025

Revenue$35,124
Expenses$69,817
Net Income-$34,693
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,374
Liabilities
-
Net assets
$50,374
Revenue
$35,124
Expenses
$69,817
Net income
-$34,693
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$50.4$50.4$35.1$69.8$34.7
2024Detailed filing. Detailed filing data is available for this year.$85.1$0.00$85.1$36.4$46.2$9.78
2023Detailed filing. Detailed filing data is available for this year.$94.9$0.00$94.9$81.6$28.9$52.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.0$0.00$36.0$37.4$32.5$4.88
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jul 14, 2025
Return Version
2024v5.1
Gross Receipts
$35,124
Mission and Program Overview

Mission

Provide grants to local organizations

Program Services

DescriptionGrantsExpenses
Sugarloaf Region Charitable Trust grants are awarded to charitable organizations for special projects that have a clear and measurable impact and to projects whose use of the grant monies will create programs that will become self-sufficient.$68,486$68,486
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marci WhiteEmployee Seat-$0--
Barb LarsonEmployee Seat-$0--
Chris ParksAppointed Community Member-$0--
Cheryl RouxElected Employee-$0--
Nate WebbElected Employee-$0--
Sarah ThomasAppointed Community Member-$0--
Alex CaruthersNon-Voting Treasurer-$0--
Sarah StrunkNon-Voting Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Sugarloaf Region Charitable Trust
EIN
01-0393339
In Care Of
% ALEX CARUTHERS
Address
5092 ACCESS RD, CARABASET VLY, ME 04947-5803

Signing Officer

Name
Alex Caruthers
Title
Treasurer
Signed
2025-07-14
Supplemental Narrative

Additional Explanations

Part I, line 10

“| Grants And Similar Amounts Paid:, Amount:| Outdoor Adventure Camp, $1500| St. Josephs Church Greater Franklin Food Council, $1800| Town of Eustis Stratton-Eustis Lions Club, $2000| Kingfield POPs, $3000| Literacy Volunteers of Franklin & Somerset, $5000| Stratton School, $5850| Maine Mountain Childrens House, $15000| Rangeley Friends of the Performing Arts, $1000| Town of Eustis Stratton Eustis Lions Club, $1000| Petersen Water Skiing Foundation, $3000| Western Maine Center for Children, $4336| Mission at the Eastward, $5000| High Peaks Alliance, $7500| United Way of the Tri-Valley Area, $10000| Carrabassett Valley Rec Department, $2500|”

Part I, line 16

“| Other Expenses:, Amount:| IRS Late Filing Penalty 2024 Return, $163| Bank Fees and Corrections from Prior Years, $561|”

Raw XML Appendix180 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Carrabassett Valley
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ME
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Marci White
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Chris Parks
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Cheryl Roux
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Nate Webb
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Sarah Thomas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Alex Caruthers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Sarah Strunk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Employee Seat
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Employee Seat
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Appointed Community Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Elected Employee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Elected Employee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Appointed Community Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Non-Voting Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Non-Voting Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0724
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide grants to local organizations
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Sugarloaf Region Charitable Trust grants are awarded to charitable organizations for special projects that have a clear and measurable impact and to projects whose use of the grant monies will create programs that will become self-sufficient.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt068486
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt068486
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt069817
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IRS990EZ/TotalRevenueAmt035124
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0www.sugarloafcharity.org
IRS990ScheduleA/CommunityTrustInd0X
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt036357
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt039705
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt035
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt021
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0115
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Grants And Similar Amounts Paid:, Amount:| Outdoor Adventure Camp, $1500| St. Josephs Church Greater Franklin Food Council, $1800| Town of Eustis Stratton-Eustis Lions Club, $2000| Kingfield POPs, $3000| Literacy Volunteers of Franklin & Somerset, $5000| Stratton School, $5850| Maine Mountain Childrens House, $15000| Rangeley Friends of the Performing Arts, $1000| Town of Eustis Stratton Eustis Lions Club, $1000| Petersen Water Skiing Foundation, $3000| Western Maine Center for Children, $4336| Mission at the Eastward, $5000| High Peaks Alliance, $7500| United Way of the Tri-Valley Area, $10000| Carrabassett Valley Rec Department, $2500|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Expenses:, Amount:| IRS Late Filing Penalty 2024 Return, $163| Bank Fees and Corrections from Prior Years, $561|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Alex Caruthers
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUGARLOAF REGION CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SUGA
ReturnHeader/Filer/EIN0010393339
ReturnHeader/Filer/ForeignPhoneNum02072376704
ReturnHeader/Filer/InCareOfNm0% ALEX CARUTHERS
ReturnHeader/Filer/USAddress/AddressLine1Txt05092 ACCESS RD
ReturnHeader/Filer/USAddress/CityNm0CARABASET VLY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd0049475803
ReturnHeader/ReturnTs02025-07-11T16:45:49-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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