Civic Intelligence

Sugar Bear Foundation

990EZ • Fiscal year 2020 • EIN 81-2390797

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 20, 2021

Organization ProfileN/A
3761 Cavern PlaceCarlsbad, CA 92010

(760) 622-9008

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

16th percentile

-34%

Higher net margin than 16% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$11,758

No earlier filing loaded for comparison.

Net Assets

$11,758

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin16th percentile

Revenue

$35,734

No earlier filing loaded for comparison.

Expenses

$48,008

No earlier filing loaded for comparison.

Net Income

-$12,274

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.

$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

2020

Assets$11,758
Liabilities-
Net Assets$11,758
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2020

Revenue$35,734
Expenses$48,008
Net Income-$12,274
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 20, 2021
Return Version
2020v4.0
Gross Receipts
$35,734
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.$22,396-
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

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

Filer

Filer Name
Sugar Bear Foundation
EIN
81-2390797
Address
3761 CAVERN PLACE, CARLSBAD, CA 92010

Signing Officer

Name
Jennifer Carazo
Title
President
Signed
2021-10-20
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.1002

“Office Expenses $57”

Other Expenses.1003

“Information Technology $3113”

Other Expenses.1012

“Insurance $108”

Other Expenses.1

“GRANT WRITER $8902”

Other Expenses.2

“TUTORS $7226”

Other Expenses.3

“WORKSHOPS $3515”

Other Expenses.4

“GRANTS PAID $3493”

Other Expenses.5

“Financial assistance program $2836”

Other Expenses.6

“Network fundraising event $2739”

Other Expenses.7

“Scholarship program $2362”

Other Expenses.8

“GIFT CARD PROGRAM $1200”

Other Expenses.9

“COACHING PROGRAM $1200”

Other Expenses.10

“credit card fees $564”

Other Expenses.11

“FILING FEES $25”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $10376 Accounts Payable and Accrued Expenses - Ending $0”

Raw XML Appendix156 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/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt022396
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IRS990EZ/TotalRevenueAmt035734
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt09244
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09247
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt09244
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $57
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $3113
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GRANT WRITER $8902
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TUTORS $7226
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WORKSHOPS $3515
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GRANTS PAID $3493
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FINANCIAL ASSISTANCE PROGRAM $2836
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8NETWORK FUNDRAISING EVENT $2739
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10GIFT CARD PROGRAM $1200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11COACHING PROGRAM $1200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12credit card fees $564
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13FILING FEES $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Accounts Payable and Accrued Expenses - Beginning $10376 Accounts Payable and Accrued Expenses - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
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ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$11,758
Liabilities
-
Net assets
$11,758
Revenue
$35,734
Expenses
$48,008
Net income
-$12,274
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