Civic Intelligence

Sugar Bear Foundation

990EZ • Fiscal year 2021 • EIN 81-2390797

Jan 01, 2021 to Dec 31, 2021 • Filed on May 07, 2022

Organization ProfileN/A
516D River Hwy 298Mooresville, NC 28117

(760) 622-9008

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$36,989

Up $25,231 (+215%) from 2020

Net Assets

Up

$31,535

Up $19,777 (+168%) from 2020

Liabilities

$5,454

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$103,617

Up $67,883 (+190%) from 2020

Expenses

Up

$75,628

Up $27,620 (+58%) from 2020

Net Income

Up

$27,989

Up $40,263 (+328%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$36,989
Liabilities$5,454
Net Assets$31,535
Open 2021 Filing

Operations Trend

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

2021

Revenue$103,617
Expenses$75,628
Net Income$27,989
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 7, 2022
Return Version
2021v4.0
Gross Receipts
$103,617
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.$21,746-
Compensation and Service Providers

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
2022-05-07
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 $1135”

Other Expenses.1002

“Office Expenses $1641”

Other Expenses.1005

“Travel $11128”

Other Expenses.1

“TUTORS $8100”

Other Expenses.2

“GRANT WRITER $6395”

Other Expenses.3

“Financial assistance program $5513”

Other Expenses.4

“TECH SUPPORT $4733”

Other Expenses.5

“Events for gold star families $3426”

Other Expenses.6

“SUBSCRIPTIONS $2170”

Other Expenses.7

“Scholarship program $2021”

Other Expenses.8

“COACHING PROGRAM $1550”

Other Expenses.9

“FILING FEES $609”

Other Expenses.10

“MEMORIAL ASSISTANCE $521”

Other Expenses.11

“Surviving spouses network $375”

Other Expenses.12

“Employment assistance $240”

Other Expenses.14

“Misc to adjust books $-1404”

Total Liabilities.1

“credit cards payable - Beginning $8212 credit cards payable - Ending $5454”

Raw XML Appendix167 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/OtherExpensesTotalAmt048153
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $1135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1641
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $11128
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TUTORS $8100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GRANT WRITER $6395
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FINANCIAL ASSISTANCE PROGRAM $5513
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TECH SUPPORT $4733
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7EVENTS FOR GOLD STAR FAMILIES $3426
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SUBSCRIPTIONS $2170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SCHOLARSHIP PROGRAM $2021
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10COACHING PROGRAM $1550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11FILING FEES $609
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MEMORIAL ASSISTANCE $521
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13SURVIVING SPOUSES NETWORK $375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14EMPLOYMENT ASSISTANCE $240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15MISC TO ADJUST BOOKS $-1404
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16credit cards payable - Beginning $8212 credit cards payable - Ending $5454
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.1
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER CARAZO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-07
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ReturnHeader/Filer/EIN0812390797
ReturnHeader/Filer/USAddress/AddressLine1Txt0516D RIVER HWY 298
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028117
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273326822
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAEL B GERSTEIN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06050 SANTO RD SUITE 170
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ReturnHeader/PreparerPersonGrp/PhoneNum08582921010
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL B GERSTEIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-07T15:46:25-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARAZO
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,989
Liabilities
$5,454
Net assets
$31,535
Revenue
$103,617
Expenses
$75,628
Net income
$27,989
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