Civic Intelligence

Sugar Bush Foundation-Sro Co Ohio Univ

EIN 20-4352434 • 501(c)3 • Athens, OH

Profile

The Sugar Bush Foundation works with Ohio University and local communities to improve the quality of life in Appalachian Ohio by encouraging civic engagement and by fostering sustainable environmental, socioeconomic and human development.

PO Box 869Athens, OH 45701

n/A

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

10th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

85th percentile

38%

Higher net margin than 85% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

53rd percentile

5.1%

Faster asset growth than 53% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

92nd percentile

118%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$5,229,205

Up $253,163 (+5.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$5,229,205

Up $253,163 (+5.1%) from 2024

Operations
Liabilities / Revenue10th percentileNet Margin85th percentile

Revenue

Up

$660,578

Up $357,160 (+118%) from 2024

Expenses

Down

$407,415

Down $11,693 (-2.8%) from 2024

Net Income

Up

$253,163

Up $368,853 (+319%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2020: $5,521,741Liabilities 2020: $0Net Assets 2020: $5,521,7412020Assets 2021: $5,486,782Liabilities 2021: $0Net Assets 2021: $5,486,7822021Assets 2022: $5,303,325Liabilities 2022: $0Net Assets 2022: $5,303,3252022Assets 2023: $5,091,732Liabilities 2023: $0Net Assets 2023: $5,091,7322023Assets 2024: $4,976,042Liabilities 2024: $0Net Assets 2024: $4,976,0422024Assets 2025: $5,229,205Liabilities 2025: $0Net Assets 2025: $5,229,2052025

Highlighted filing

2025

Assets$5,229,205
Liabilities$0
Net Assets$5,229,205
Open 2025 Filing

Operations Trend

Revenue Growth92nd percentile

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

$1.0M$500K$0-$500KRevenue 2020: $394,305Expenses 2020: $404,787Net Income 2020: -$10,4822020Revenue 2021: $375,618Expenses 2021: $410,577Net Income 2021: -$34,9592021Revenue 2022: $255,300Expenses 2022: $438,757Net Income 2022: -$183,4572022Revenue 2023: $216,648Expenses 2023: $428,241Net Income 2023: -$211,5932023Revenue 2024: $303,418Expenses 2024: $419,108Net Income 2024: -$115,6902024Revenue 2025: $660,578Expenses 2025: $407,415Net Income 2025: $253,1632025

Highlighted filing

2025

Revenue$660,578
Expenses$407,415
Net Income$253,163
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$5,229,205
Liabilities
$0
Net assets
$5,229,205
Revenue
$660,578
Expenses
$407,415
Net income
$253,163
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.23$0.00$5.23$0.66$0.41$0.25
2024Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.30$0.42$0.12
2023Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$0.22$0.43$0.21
2022Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.26$0.44$0.18
2021Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.38$0.41$0.03
2020Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.39$0.40$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$2,111,605
Mission and Program Overview

Mission

The Sugar Bush Foundation works with Ohio University and local communities to improve the quality of life in Appalachian Ohio by encouraging civic engagement and by fostering sustainable environmental, socioeconomic and human development.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$4,976,042$5,229,205▲ $253,163
Investments in Publicly Traded Securities$4,948,193$4,853,684▼ $94,509
Cash and Non-Interest-Bearing Accounts$27,849$375,521▲ $347,672
Total Assets$4,976,042$5,229,205▲ $253,163
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,976,042$5,229,205▲ $253,163
Total Liabilities and Net Assets / Fund Balance$4,976,042$5,229,205▲ $253,163
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
Hylie M VossPresident
Sam CrowlVice President
Bruce VossDirector
Carol KuhreDirector
David FunkDirector
Elihu D FlournoyDirector
Jay WarmkeDirector
Jessi MarshDirector
Mary ReedDirector
Larson LovdalSecretary
Martin TuckTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$660,578
Other Revenue
$0
Change in Net Assets
$253,163
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$286,945
Other Expenses$63,081
Salaries, Compensation, and Employee Benefits$57,389
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$286,945--$286,945
Current Officers, Directors, Trustees, and Key Employees-$57,389-$57,389
Fees for Service Investment Mgmnt Fees-$34,216-$34,216
Fees for Services Other-$16,364-$16,364
All Other Expenses-$12,501-$12,501
Total Functional Expenses$286,945$120,470$0$407,415
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Ohio University FdnAthens, OH-Appalachian Ohio Zero Waste Initiative$70,000
The Ohio University FdnAthens, OH-Maximize Solar, Minimize Waste$49,000
The Ohio University FdnAthens, OH-Acceleration of the Circular Economy$49,000
The Ohio University FdnAthens, OH-Environmental Reporting Beat$44,051
The Ohio University FdnAthens, OH-The OHIO Rural Teacher Partnership$37,266
The Ohio University FdnAthens, OH-Habitat for Humanity$20,630
The Ohio University FdnAthens, OH-Foodways Innovation Partnership$16,998
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Hylie Voss and Eli Flournoy [sister and brother] continue to operate Sugarbush Valley Impact Investments, which is a separate entity that does not have a relationship with SBF. Additionally, Bruce Voss keeps the books for Sugarbush Valley Impact Investments. Director Erin Rennich continues to be an independent business owner of an Athens-based business along with Sugarbush Valley Impact Investments, which (as previously noted) is a separate entity that does not have any relationship with SBF.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Provide electronic copy of the Form 990 to directors to review and discuss in special board meeting, changes are discussed with Kaspick, and final returns are presented to the Board of Directors of The Sugar Bush Foundation for signature and filing.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“The directors are required to disclose any potential conflicts annually. The recommended IRS policy and process is utilized.”

Form 990, Page 6, Part VI, Line 19

“Forms 990 and 1023 are available for public inspections; however, other documents including governing documents, conflict of interest policy, and financial statements are not made available to the general public.”

Filing and Contact Details

Filer

Filer Name
Sugar Bush Foundation-sro Co Ohio Univ
EIN
20-4352434
Phone
7405931901
Address
PO BOX 869, ATHENS, OH 45701

Signing Officer

Name
Samuel Crowl
Title
Vice President
Phone
7405931901
Signed
2025-11-07
Discuss with paid preparer
Yes

Organization Details

Formed
2005
Legal Domicile
Oh
Voting Board Members
11
Independent Board Members
8
Employees
0

Preparer

Firm
Tiaa Kaspick LLC
Address
203 REDWOOD SHORES PARKWAY STE 420, Redwood Shores, CA 94065
Preparer
Kimberly G Palmer
Phone
6505854100
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Habitat for Humanity
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Environmental Reporting Beat
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3Maximize Solar, Minimize Waste
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4The OHIO Rural Teacher Partnership
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5Acceleration of the Circular Economy
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6Foodways Innovation Partnership
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0The Ohio University Fdn
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1The Ohio University Fdn
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2The Ohio University Fdn
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3The Ohio University Fdn
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4The Ohio University Fdn
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5The Ohio University Fdn
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6The Ohio University Fdn
IRS990ScheduleI/RecipientTable/RecipientEIN0316402269
IRS990ScheduleI/RecipientTable/RecipientEIN1316402269
IRS990ScheduleI/RecipientTable/RecipientEIN2316402269
IRS990ScheduleI/RecipientTable/RecipientEIN3316402269
IRS990ScheduleI/RecipientTable/RecipientEIN4316402269
IRS990ScheduleI/RecipientTable/RecipientEIN5316402269
IRS990ScheduleI/RecipientTable/RecipientEIN6316402269
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 869
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO Box 869
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO Box 869
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3PO Box 869
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4PO Box 869
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5PO Box 869
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6PO Box 869
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Athens
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd045701
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd145701
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd245701
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd345701
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd445701
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd545701
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd645701
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0Book Value
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1Book Value
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc2Book Value
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc3Book Value
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc4Book Value
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc5Book Value
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc6Book Value
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Foundation asks the supported programs to provide updates and their progress and success.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Hylie Voss and Eli Flournoy [sister and brother] continue to operate Sugarbush Valley Impact Investments, which is a separate entity that does not have a relationship with SBF. Additionally, Bruce Voss keeps the books for Sugarbush Valley Impact Investments. Director Erin Rennich continues to be an independent business owner of an Athens-based business along with Sugarbush Valley Impact Investments, which (as previously noted) is a separate entity that does not have any relationship with SBF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Provide electronic copy of the Form 990 to directors to review and discuss in special board meeting, changes are discussed with Kaspick, and final returns are presented to the Board of Directors of The Sugar Bush Foundation for signature and filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The directors are required to disclose any potential conflicts annually. The recommended IRS policy and process is utilized.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Forms 990 and 1023 are available for public inspections; however, other documents including governing documents, conflict of interest policy, and financial statements are not made available to the general public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0The Ohio University Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0316402269
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Education
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO Box 869
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Athens
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
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IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0The Ohio University Foundation
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04976042
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0286945
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IRS990/TotalRevenueGrp/ExclusionAmt0660578
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0660578
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X

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