Civic Intelligence

Suga Education Training & Development Inc

990 • Fiscal year 2020 • EIN 74-2596857

Aug 01, 2019 to Jul 31, 2020 • Filed on May 24, 2021

Organization ProfileWWW.SUGAINC.ORG
PO Box 171028Austin, TX 78717-1028

(434) 760-2140

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

2nd percentile

-194%

Higher net margin than 2% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

14th percentile

-5.5%

Faster asset growth than 14% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

93rd percentile

99%

Faster revenue growth than 93% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$1,037,766

Down $60,507 (-5.5%) from 2019

Net Assets

Down

$1,037,718

Down $51,635 (-4.7%) from 2019

Liabilities

Down

$48

Down $8,872 (-99%) from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin2nd percentile

Revenue

Up

$26,604

Up $13,237 (+99%) from 2019

Expenses

Down

$78,239

Down $1,545 (-1.9%) from 2019

Net Income

Up

-$51,635

Up $14,782 (+22%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $506,962Liabilities 2011: $12,902Net Assets 2011: $494,0602011Assets 2012: $686,237Liabilities 2012: $14,202Net Assets 2012: $672,0352012Assets 2013: $770,800Liabilities 2013: $27,095Net Assets 2013: $743,7052013Assets 2014: $797,532Liabilities 2014: $17,904Net Assets 2014: $779,6282014Assets 2015: $933,164Liabilities 2015: $16,475Net Assets 2015: $916,6892015Assets 2016: $1,136,115Liabilities 2016: $13,009Net Assets 2016: $1,123,1062016Assets 2017: $1,469,948Liabilities 2017: $241,595Net Assets 2017: $1,228,3532017Assets 2018: $1,155,770Liabilities 2018: $0Net Assets 2018: $1,155,7702018Assets 2019: $1,098,273Liabilities 2019: $8,920Net Assets 2019: $1,089,3532019Assets 2020: $1,037,766Liabilities 2020: $48Net Assets 2020: $1,037,7182020Assets 2021: $862,476Liabilities 2021: $0Net Assets 2021: $862,4762021Assets 2022: $296,133Liabilities 2022: $595Net Assets 2022: $295,5382022

Highlighted filing

2020

Assets$1,037,766
Liabilities$48
Net Assets$1,037,718
Open 2020 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $511,921Expenses 2011: $376,543Net Income 2011: $135,3782011Revenue 2012: $518,931Expenses 2012: $340,686Net Income 2012: $178,2452012Revenue 2013: $426,547Expenses 2013: $354,877Net Income 2013: $71,6702013Revenue 2014: $385,768Expenses 2014: $349,845Net Income 2014: $35,9232014Revenue 2015: $581,748Expenses 2015: $444,687Net Income 2015: $137,0612015Revenue 2016: $723,468Expenses 2016: $517,051Net Income 2016: $206,4172016Revenue 2017: $692,412Expenses 2017: $587,165Net Income 2017: $105,2472017Revenue 2018: $97,330Expenses 2018: $169,913Net Income 2018: -$72,5832018Revenue 2019: $13,367Expenses 2019: $79,784Net Income 2019: -$66,4172019Revenue 2020: $26,604Expenses 2020: $78,239Net Income 2020: -$51,6352020Revenue 2021: $6,280Expenses 2021: $181,522Net Income 2021: -$175,2422021Revenue 2022: $2,139Expenses 2022: $569,077Net Income 2022: -$566,9382022

Highlighted filing

2020

Revenue$26,604
Expenses$78,239
Net Income-$51,635
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
May 24, 2021
Return Version
2019v5.2
Gross Receipts
$26,604
Mission and Program Overview

Mission

To promote open communication among all members, and between suga and sungard public sector decision-makers regarding the enhancement and development of products, technologies, technical support, and strategies that will best meet the needs of suga members.

To provide assistance for furthering the education of software users in the public sector.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$720,358$730,902▲ $10,544
Cash and Non-Interest-Bearing Accounts$373,945$302,394▼ $71,551
Accounts Receivable$3,720$4,046▲ $326
Prepaid Expenses and Deferred Charges$250$424▲ $174
Total Assets$1,098,273$1,037,766▼ $60,507
Liabilities
Deferred Revenue$8,900$0▼ $8,900
Accounts Payable and Accrued Expenses$20$48▲ $28
Total Liabilities$8,920$48▼ $8,872
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,089,353$1,037,718▼ $51,635
Total Net Assets Fund Balance$1,089,353$1,037,718▼ $51,635
Total Liabilities and Net Assets / Fund Balance$1,098,273$1,037,766▼ $60,507
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Consuela WilsonChair
Aaron BentleyCo-chair
Nanette AndersonDirector
Todd SpearmanSecretary
Evelyn PonessTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$15,400
Program Service Revenue
$0
Investment Income
$11,204
Other Revenue
$0
Change in Net Assets
$-51,635

Audited Revenue Reconciliation

Revenue per Audited Statements
$26,604
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$26,604
Total Revenue per Form 990
$26,604
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$78,239
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Information Technology-$21,871-$21,871
Fees for Services Management-$20,143-$20,143
Conferences and Meetings$2,859$8,073-$10,932
Fees for Services Accounting-$8,955-$8,955
Fees for Services Legal-$4,801-$4,801
Travel-$4,795-$4,795
Office Expenses-$3,387-$3,387
Insurance-$2,328-$2,328
Other Expenses-$490-$490
Total Functional Expenses$2,859$75,380$0$78,239

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$78,239
Total Expenses per Audited Statements$78,239
Total Expenses per Form 990$78,239
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Audit committee
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
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

“During the fiscal year the bylaws were amended to: -revise mission to state purpose and define members eligible for assistance. -remove former article 4 which outlined restrictions for membership meetings. -state the change of selection of board members from election to appointment and number to 3 to 5 directors -remove all references of sungard public sector/centralsquare technologies and the annual conference. -defined officers as chair and co-chair as well as new terms.”

Form 990, Part VI, Section A, Line 6

“The organization has members.”

Form 990, Part VI, Section A, Line 7A

“The president elect, the treasurer, and the secretary are elected by the membership.”

Form 990, Part VI, Section A, Line 7B

“Bylaw changes suggested by the membership are subject to a vote by the memebership. The board of directors has the ability to suggest and pass bylaw changes by a majority vote of the board confirming the suggested change.”

Form 990, Part VI, Section B, Line 11B

“The preparing cpa presented the tax return to the board of directors and answered any questions prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is discussed at quarterly meetings and is documented in the minutes of the meeting.”

Form 990, Part VI, Section C, Line 19

“The organization's audited financial statements are avaiable during the annual business meeting as well as upon request.”

Filing and Contact Details

Filer

Filer Name
Suga Education Training
EIN
74-2596857
Phone
4347602140
Address
PO BOX 171028, AUSTIN, TX 78717-1028

Signing Officer

Name
Consuela Wilson
Title
Chair
Phone
4347602140
Signed
2021-05-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Consuela Wilson
Formed
1998
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Reynolds & Franke Pc
Address
6850 AUSTIN CENTER BLVD SUITE 100, AUSTIN, TX 78731
Preparer
Ronald H Reynolds CPA
Phone
5122063141
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The most significant tax positions of suga are its assertion that it is exempt from income taxes and its determination of whether any revenue amounts are subject to unrelated business income tax (ubit). Management has determined that suga had no activities subject to ubit during the fiscal years ended july 31, 2019 or 2018. All significant tax positions have been considered by management and it has determined that it is more likely than not that all tax positions would be sustained upon examination by taxing authorities.”

Raw XML Appendix367 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.

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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0723468
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01553181
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt078239
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt026604
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE MOST SIGNIFICANT TAX POSITIONS OF SUGA ARE ITS ASSERTION THAT IT IS EXEMPT FROM INCOME TAXES AND ITS DETERMINATION OF WHETHER ANY REVENUE AMOUNTS ARE SUBJECT TO UNRELATED BUSINESS INCOME TAX (UBIT). MANAGEMENT HAS DETERMINED THAT SUGA HAD NO ACTIVITIES SUBJECT TO UBIT DURING THE FISCAL YEARS ENDED JULY 31, 2019 OR 2018. ALL SIGNIFICANT TAX POSITIONS HAVE BEEN CONSIDERED BY MANAGEMENT AND IT HAS DETERMINED THAT IT IS MORE LIKELY THAN NOT THAT ALL TAX POSITIONS WOULD BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt078239
IRS990ScheduleD/TotalRevenuePerForm990Amt026604
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt026604
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt078239
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DURING THE FISCAL YEAR THE BYLAWS WERE AMENDED TO: -REVISE MISSION TO STATE PURPOSE AND DEFINE MEMBERS ELIGIBLE FOR ASSISTANCE. -REMOVE FORMER ARTICLE 4 WHICH OUTLINED RESTRICTIONS FOR MEMBERSHIP MEETINGS. -STATE THE CHANGE OF SELECTION OF BOARD MEMBERS FROM ELECTION TO APPOINTMENT AND NUMBER TO 3 TO 5 DIRECTORS -REMOVE ALL REFERENCES OF SUNGARD PUBLIC SECTOR/CENTRALSQUARE TECHNOLOGIES AND THE ANNUAL CONFERENCE. -DEFINED OFFICERS AS CHAIR AND CO-CHAIR AS WELL AS NEW TERMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PRESIDENT ELECT, THE TREASURER, AND THE SECRETARY ARE ELECTED BY THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BYLAW CHANGES SUGGESTED BY THE MEMBERSHIP ARE SUBJECT TO A VOTE BY THE MEMEBERSHIP. THE BOARD OF DIRECTORS HAS THE ABILITY TO SUGGEST AND PASS BYLAW CHANGES BY A MAJORITY VOTE OF THE BOARD CONFIRMING THE SUGGESTED CHANGE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PREPARING CPA PRESENTED THE TAX RETURN TO THE BOARD OF DIRECTORS AND ANSWERED ANY QUESTIONS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE CONFLICT OF INTEREST POLICY IS DISCUSSED AT QUARTERLY MEETINGS AND IS DOCUMENTED IN THE MINUTES OF THE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE AVAIABLE DURING THE ANNUAL BUSINESS MEETING AS WELL AS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01098273
IRS990/TotalAssetsEOYAmt01037766
IRS990/TotalAssetsGrp/BOYAmt01098273
IRS990/TotalAssetsGrp/EOYAmt01037766
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt015400
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt075380
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02859
IRS990/TotalFunctionalExpensesGrp/TotalAmt078239
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08920
IRS990/TotalLiabilitiesEOYAmt048
IRS990/TotalLiabilitiesGrp/BOYAmt08920
IRS990/TotalLiabilitiesGrp/EOYAmt048
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01089353
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01037718
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02859
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt011204
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt026604
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01098273
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01037766
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt04795
IRS990/TravelGrp/TotalAmt04795
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 171028
IRS990/USAddress/CityNm0AUSTIN
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd0787171028
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.SUGAINC.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CONSUELA WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum04347602140
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUGA EDUCATION TRAINING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0& DEVELOPMENT INC
ReturnHeader/Filer/BusinessNameControlTxt0SUGA
ReturnHeader/Filer/EIN0742596857
ReturnHeader/Filer/PhoneNum04347602140
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 171028
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0787171028
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742516372
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REYNOLDS & FRANKE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06850 AUSTIN CENTER BLVD SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078731
ReturnHeader/PreparerPersonGrp/PhoneNum05122063141
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD H REYNOLDS CPA
ReturnHeader/ReturnTs02021-05-24T11:13:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-08-01
ReturnHeader/TaxPeriodEndDt02020-07-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,037,766
Liabilities
$48
Net assets
$1,037,718
Revenue
$26,604
Expenses
$78,239
Net income
-$51,635
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.00$0.57$0.57
2021Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.01$0.18$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.03$0.08$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.10$0.01$1.09$0.01$0.08$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.10$0.17$0.07
2017Summary only. Only limited summary data is available for this year.$1.47$0.24$1.23$0.69$0.59$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.14$0.01$1.12$0.72$0.52$0.21
2015Summary only. Only limited summary data is available for this year.$0.93$0.02$0.92$0.58$0.44$0.14
2014Summary only. Only limited summary data is available for this year.$0.80$0.02$0.78$0.39$0.35$0.04
2013Summary only. Only limited summary data is available for this year.$0.77$0.03$0.74$0.43$0.35$0.07
2012Summary only. Only limited summary data is available for this year.$0.69$0.01$0.67$0.52$0.34$0.18
2011Summary only. Only limited summary data is available for this year.$0.51$0.01$0.49$0.51$0.38$0.14