Civic Intelligence

Sugarloaf Region Charitable Trust

990EZ • Fiscal year 2011 • EIN 01-0393339

Apr 01, 2010 to Mar 31, 2011 • Filed on Jul 20, 2011

Organization Profilewww.sugarloafcharity.org
5092 Access Road04947
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Net Margin

70th percentile

13%

Higher net margin than 70% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Balance Sheet
Liabilities / Assets53rd percentile

Assets

$35,960

No earlier filing loaded for comparison.

Net Assets

$35,960

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin70th percentile

Revenue

$37,424

No earlier filing loaded for comparison.

Expenses

$32,549

No earlier filing loaded for comparison.

Net Income

$4,875

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2011

Assets$35,960
Liabilities$0
Net Assets$35,960
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2011

Revenue$37,424
Expenses$32,549
Net Income$4,875
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2010 to Mar 31, 2011
Signed
Jul 20, 2011
Return Version
2010v3.2
Mission and Program Overview

Mission

Providing grants to local organizations

Filing and Contact Details

Filer

EIN
01-0393339
Raw XML Appendix207 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
IRS990EZ/ActivitiesNotPreviouslyRpt00
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IRS990EZ/AmountOfTaxReimbursedByOrg00
IRS990EZ/CashSavingsAndInvestments/BOY031085
IRS990EZ/CashSavingsAndInvestments/EOY035960
IRS990EZ/ContributionsGiftsGrantsEtc037366
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagedInExcessBenefitTrans00
IRS990EZ/EngageInLobbyingActivities00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear04875
IRS990EZ/FeesAndOthPymtToIndContractors01540
IRS990EZ/FiledScheduleA01
IRS990EZ/ForeignFinancialAccount00
IRS990EZ/ForeignOffice00
IRS990EZ/GrantsAndSimilarAmountsPaid030195
IRS990EZ/GrossReceipts037424
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/InvestmentIncome058
IRS990EZ/MadeChangesToOrgnzngEtcDoc00
IRS990EZ/MadeLoansToFromOfficers00
IRS990EZ/MaintainAnyDonorAdvisedFunds00
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY031085
IRS990EZ/NetAssetsOrFundBalancesBOY031085
IRS990EZ/NetAssetsOrFundBalances/EOY035960
IRS990EZ/NetAssetsOrFundBalancesEOY035960
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine105092 Access Road
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine115092 Access Road
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine125092 Access Road
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine135092 Access Road
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine145092 Access Road
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine155092 Access Road
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine165092 Access Road
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0Carrabassett Valley
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1Carrabassett Valley
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2Carrabassett Valley
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City3Carrabassett Valley
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City4Carrabassett Valley
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City5Carrabassett Valley
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0ME
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State5ME
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State6ME
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode004947
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode104947
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode204947
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode304947
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode404947
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode504947
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode604947
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition31.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition41.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition51.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition61.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Marcia White
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Joni Blanchard
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Lynn Schnorr
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3Dutch Demshar
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4Peter Webber
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5Faron Fahey
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6Nancy Peabbles
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Trustee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Trustee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Trustee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3Trustee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4Trustee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5Trustee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6Trustee
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal0814
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0To improve the quality of life in the local community by providing financial assistance to organizations with non-profit exempt status throughout the State of Maine.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0Providing financial assistance to organizations with non-profit exempt status, with the goal of encouraging the growth in human service and cultural organizations and to develop organizations that will improve the local community.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations030195
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses032549
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided00
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine105092 Access Road
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Carrabassett Valley
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0ME
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode004947
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10David Batson
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber02072376704
IRS990EZ/TotalAssets/BOY031085
IRS990EZ/TotalAssets/EOY035960
IRS990EZ/TotalExpenses032549
IRS990EZ/TotalProgramServiceExpenses032549
IRS990EZ/TotalRevenue037424
IRS990EZ/TransactionWithControlEntity00
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0N/A
IRS990ScheduleA/AmountsSubstContributorsTotal056152
IRS990ScheduleA/CommunityTrust170b1Avi0X
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear037366
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year034078
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years024839
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years026337
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years035939
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0158559
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear058
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year065
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years068
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years082
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years085
IRS990ScheduleA/GrossInvestmentIncome170/Total0358
IRS990ScheduleA/PublicSupportPertcentage17000.64440
IRS990ScheduleA/PublicSupportPertcentPriorYear00.60440
IRS990ScheduleA/PublicSupportTotal1700102407
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear037366
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year034078
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years024839
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years026337
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years035939
IRS990ScheduleA/Total170/Total0158559
IRS990ScheduleA/TotalSupport0158917
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990ScheduleO/GeneralExplanation/Explanation0Interest Income 58..
IRS990ScheduleO/GeneralExplanation/Explanation1Activity Classification: Support of Charitable Programs. Grantee Name: Western Maine Children's Center. Grantee Address: 3209 Carrabassett Valley Drive Carrabassett, ME 04947. Amount Given: 8,000.
IRS990ScheduleO/GeneralExplanation/Explanation2Activity Classification: Support of Charitable Programs. Grantee Name: United Way of Tri-Valley. Grantee Address: P.O. Box 126 Farmington, ME 04938. Amount Given: 6,000. Total included on Form 990-EZ, line 10: 14,000.
IRS990ScheduleO/GeneralExplanation/Explanation3Description: Miscellaneous Expense. Amount: 70. Description: Insurance. Amount: 744. Total to Form 990-EZ, line 16: 814.
IRS990ScheduleO/GeneralExplanation/Identifier0Other Investment Income
IRS990ScheduleO/GeneralExplanation/Identifier1Grants and Similar Amounts Paid
IRS990ScheduleO/GeneralExplanation/Identifier2Grants and Similar Amounts Paid
IRS990ScheduleO/GeneralExplanation/Identifier3Other Expenses
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990-EZ, Part I, Line 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990-EZ, Part I, Line 10
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990-EZ, Part I, Line 10
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990-EZ, Part I, Line 16
TransferPrsnlBnftContractsDecl/Declaration0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0010393339
ReturnHeader/Filer/Name/BusinessNameLine10Sugarloaf Region Charitable Trust
ReturnHeader/Filer/NameControl0SUGA
ReturnHeader/Filer/Phone02072372000
ReturnHeader/Filer/USAddress/AddressLine105092 Access Road
ReturnHeader/Filer/USAddress/City0Carrabassett Valley
ReturnHeader/Filer/USAddress/State0ME
ReturnHeader/Filer/USAddress/ZIPCode004947
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02011-07-20
ReturnHeader/Officer/Name0Lynn Schnorr
ReturnHeader/Officer/Phone02072372000
ReturnHeader/Officer/Title0Trustee
ReturnHeader/Preparer/DatePrepared02011-07-20
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Berry Dunn McNeil & Parker LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO Box 1100
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Portland
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0ME
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0041041100
ReturnHeader/Preparer/Name0Barbara J McGuan CPA
ReturnHeader/Preparer/Phone02077752387
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02010-04-01
ReturnHeader/TaxPeriodEndDate02011-03-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-08-23T14:24:17-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$35,960
Liabilities
$0
Net assets
$35,960
Revenue
$37,424
Expenses
$32,549
Net income
$4,875
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