Civic Intelligence

Sugar Bear Foundation

990EZ • Fiscal year 2022 • EIN 81-2390797

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 29, 2023

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

(760) 622-9008

Siviq Scores

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

Liabilities / Assets

86th percentile

0.19x

Higher debt load relative to assets than 86% of similar nonprofits.

2022 filings • NTEE P12 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

87th percentile

0.06x

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

2022 filings • NTEE P12 • <$500k nonprofits • Source year 2022

Net Margin

27th percentile

-4.3%

Higher net margin than 27% of similar nonprofits.

2022 filings • NTEE P12 • <$500k nonprofits • Source year 2022

Top Officer Pay

96th percentile

$0

Higher top officer pay than 96% of similar nonprofits.

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

2022 filings • NTEE P12 • <$500k nonprofits • Source year 2022

Asset Growth

31st percentile

-10%

Faster asset growth than 31% of similar nonprofits.

2022 filings • NTEE P12 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

48th percentile

-0.1%

Faster revenue growth than 48% of similar nonprofits.

2022 filings • NTEE P12 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$33,217

Down $3,772 (-10%) from 2021

Net Assets

Down

$27,046

Down $4,489 (-14%) from 2021

Liabilities

Up

$6,171

Up $717 (+13%) from 2021

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin27th percentile

Revenue

Down

$103,535

Down $82 (-0.1%) from 2021

Expenses

Up

$108,024

Up $32,396 (+43%) from 2021

Net Income

Down

-$4,489

Down $32,478 (-116%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

2022

Assets$33,217
Liabilities$6,171
Net Assets$27,046
Open 2022 Filing

Operations Trend

Revenue Growth48th percentile

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

2022

Revenue$103,535
Expenses$108,024
Net Income-$4,489
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 29, 2023
Return Version
2022v5.0
Gross Receipts
$103,535
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.-$68,557
Compensation and Service Providers
Top Officer Pay96th 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
2023-06-29
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 $3329”

Other Expenses.1002

“Office Expenses $2145”

Other Expenses.1005

“Travel $6299”

Other Expenses.1

“COACHING PROGRAM $14851”

Other Expenses.2

“TUTORS $13917”

Other Expenses.3

“Events for gold star families $13599”

Other Expenses.4

“Financial assistance program $12636”

Other Expenses.5

“Scholarship program $6454”

Other Expenses.6

“TECH SUPPORT $5006”

Other Expenses.7

“Community engagement $4825”

Other Expenses.8

“GRANT WRITER $3500”

Other Expenses.9

“SUBSCRIPTIONS $3151”

Other Expenses.10

“CASE MANAGEMENT $1700”

Other Expenses.11

“Financial consulting $575”

Other Expenses.12

“FILING FEES $25”

Other Expenses.13

“Misc business expense $22”

Total Liabilities.1

“credit cards payable - Beginning $5454 credit cards payable - Ending $6171”

Raw XML Appendix170 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
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0281176829
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAN CERKAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIC BURKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TONY GALLARDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt092034
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION SUPPORTS EDUCATION FOR CHILDREN THAT HAVE LOST A PARENT IN MILITARY SERVICE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt068557
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt012418
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05454
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06171
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0108024
IRS990EZ/TotalProgramServiceExpensesAmt068557
IRS990EZ/TotalRevenueAmt0103535
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0103535
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0103617
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt09244
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0216399
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0216399
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0103535
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0216399
IRS990ScheduleA/TotalSupportAmt0216399
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $3329
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $2145
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $6299
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COACHING PROGRAM $14851
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TUTORS $13917
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EVENTS FOR GOLD STAR FAMILIES $13599
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FINANCIAL ASSISTANCE PROGRAM $12636
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SCHOLARSHIP PROGRAM $6454
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TECH SUPPORT $5006
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9COMMUNITY ENGAGEMENT $4825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10GRANT WRITER $3500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SUBSCRIPTIONS $3151
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12CASE MANAGEMENT $1700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13FINANCIAL CONSULTING $575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14FILING FEES $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15MISC BUSINESS EXPENSE $22
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16credit cards payable - Beginning $5454 credit cards payable - Ending $6171
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER CARAZO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-29
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/ReturnTs02023-06-29T09:38:42-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARAZO
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,217
Liabilities
$6,171
Net assets
$27,046
Revenue
$103,535
Expenses
$108,024
Net income
-$4,489
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