Civic Intelligence

Sugar Bear Foundation

EIN 81-2390797 • 501(c)3 • Mooresville, NC

Pub. 78 Eligible990-N CoverageNTEE P12

Profile

The organization supports education for children that have lost a parent in military service.

516D River Hwy 298Mooresville, NC 28117

n/A

Siviq Scores

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

Liabilities / Assets

87th percentile

0.40x

Higher debt load relative to assets than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.07x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

52nd percentile

2.7%

Higher net margin than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

42nd percentile

-6.7%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

40th percentile

-10%

Faster revenue growth than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$18,008

Down $1,303 (-6.7%) from 2023

Liabilities

Down

$7,254

Down $802 (-10.0%) from 2023

Net Assets

Down

$10,754

Down $501 (-4.5%) from 2023

Operations
Liabilities / Revenue80th percentileNet Margin52nd percentile

Revenue

Down

$105,235

Down $11,756 (-10%) from 2023

Expenses

Down

$102,364

Down $30,418 (-23%) from 2023

Net Income

Up

$2,871

Up $18,662 (+118%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

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

$40K$30K$20K$10K$0Assets 2020: $11,758Net Assets 2020: $11,7582020Assets 2021: $36,989Liabilities 2021: $5,454Net Assets 2021: $31,5352021Assets 2022: $33,217Liabilities 2022: $6,171Net Assets 2022: $27,0462022Assets 2023: $19,311Liabilities 2023: $8,056Net Assets 2023: $11,2552023Assets 2024: $18,008Liabilities 2024: $7,254Net Assets 2024: $10,7542024

Highlighted filing

2024

Assets$18,008
Liabilities$7,254
Net Assets$10,754
Open 2024 Filing

Operations Trend

Revenue Growth40th percentile

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

$150K$100K$50K$0-$50KRevenue 2020: $35,734Expenses 2020: $48,008Net Income 2020: -$12,2742020Revenue 2021: $103,617Expenses 2021: $75,628Net Income 2021: $27,9892021Revenue 2022: $103,535Expenses 2022: $108,024Net Income 2022: -$4,4892022Revenue 2023: $116,991Expenses 2023: $132,782Net Income 2023: -$15,7912023Revenue 2024: $105,235Expenses 2024: $102,364Net Income 2024: $2,8712024

Highlighted filing

2024

Revenue$105,235
Expenses$102,364
Net Income$2,871
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,008
Liabilities
$7,254
Net assets
$10,754
Revenue
$105,235
Expenses
$102,364
Net income
$2,871
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.18$0.07$0.11$1.05$1.02$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.19$0.08$0.11$1.17$1.33$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.33$0.06$0.27$1.04$1.08$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.37$0.05$0.32$1.04$0.76$0.28
2020Detailed filing. Detailed filing data is available for this year.$0.12$0.12$0.36$0.48$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 6, 2025
Return Version
2024v5.2
Gross Receipts
$105,235
Mission and Program Overview

Mission

The organization supports education for children that have lost a parent in military service.

Program Services

DescriptionGrantsExpenses
The Sugar bear Foundation supports military surviving spouses and children through programs that provide career, educational and financial initiatives to meet their immediate and ongoing needs.-$77,993
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER CARAZOChairman-$0--
DAN CERKANTreasurer-$0--
ERIC BURKEVice Chairman-$0--
TONY GALLARDODirector-$0--
Filing and Contact Details

Filer

Filer Name
Sugar Bear Foundation
EIN
81-2390797
Address
516D RIVER HWY 298, MOORESVILLE, NC 28117

Signing Officer

Name
Jennifer Carazo
Title
President
Signed
2025-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Michael B Gerstein CPA
Address
6050 SANTO RD SUITE 170, SAN DIEGO, CA 92124
Preparer
Michael B Gerstein
Phone
8582921010
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $554”

Other Expenses.1002

“Office Expenses $1414”

Other Expenses.1005

“Travel $4682”

Other Expenses.1012

“Insurance $54”

Other Expenses.1

“Financial ed & employment prgm $13528”

Other Expenses.2

“Health and wellness $10685”

Other Expenses.3

“Virtual education program $10377”

Other Expenses.4

“TECH SUPPORT $6300”

Other Expenses.5

“Events for gold star families $4868”

Other Expenses.6

“TAXES $3317”

Other Expenses.7

“SUBSCRIPTIONS $2833”

Other Expenses.8

“Misc to adjust books $850”

Other Expenses.9

“FILING FEES $25”

Total Liabilities.1

“credit cards payable - Beginning $8056 credit cards payable - Ending $7254”

Raw XML Appendix162 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MOORESVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIC BURKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TONY GALLARDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
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IRS990EZ/OtherExpensesTotalAmt059487
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IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION SUPPORTS EDUCATION FOR CHILDREN THAT HAVE LOST A PARENT IN MILITARY SERVICE.
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TotalRevenueAmt0105235
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0105235
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0438622
IRS990ScheduleA/TotalSupportAmt0438622
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $554
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1414
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $4682
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $54
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FINANCIAL ED & EMPLOYMENT PRGM $13528
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5HEALTH AND WELLNESS $10685
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6VIRTUAL EDUCATION PROGRAM $10377
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TECH SUPPORT $6300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8EVENTS FOR GOLD STAR FAMILIES $4868
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TAXES $3317
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SUBSCRIPTIONS $2833
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MISC TO ADJUST BOOKS $850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12FILING FEES $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13credit cards payable - Beginning $8056 credit cards payable - Ending $7254
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER CARAZO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUGAR BEAR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SUGA
ReturnHeader/Filer/EIN0812390797
ReturnHeader/Filer/USAddress/AddressLine1Txt0516D RIVER HWY 298
ReturnHeader/Filer/USAddress/CityNm0MOORESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028117
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273326822
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAEL B GERSTEIN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06050 SANTO RD SUITE 170
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092124
ReturnHeader/PreparerPersonGrp/PhoneNum08582921010
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL B GERSTEIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-06T11:08:24-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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