Civic Intelligence

Sugar Bear Foundation

990EZ • Fiscal year 2023 • EIN 81-2390797

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 08, 2024

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

90th percentile

0.42x

Higher debt load relative to assets than 90% of similar nonprofits.

2023 filings • NTEE P12 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

87th percentile

0.07x

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

2023 filings • NTEE P12 • <$500k nonprofits • Source year 2023

Net Margin

14th percentile

-13%

Higher net margin than 14% of similar nonprofits.

2023 filings • NTEE P12 • <$500k nonprofits • Source year 2023

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.

2023 filings • NTEE P12 • <$500k nonprofits • Source year 2023

Asset Growth

9th percentile

-42%

Faster asset growth than 9% of similar nonprofits.

2023 filings • NTEE P12 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

54th percentile

13%

Faster revenue growth than 54% of similar nonprofits.

2023 filings • NTEE P12 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$19,311

Down $13,906 (-42%) from 2022

Net Assets

Down

$11,255

Down $15,791 (-58%) from 2022

Liabilities

Up

$8,056

Up $1,885 (+31%) from 2022

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin14th percentile

Revenue

Up

$116,991

Up $13,456 (+13%) from 2022

Expenses

Up

$132,782

Up $24,758 (+23%) from 2022

Net Income

Down

-$15,791

Down $11,302 (-252%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2023

Assets$19,311
Liabilities$8,056
Net Assets$11,255
Open 2023 Filing

Operations Trend

Revenue Growth54th 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

2023

Revenue$116,991
Expenses$132,782
Net Income-$15,791
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 8, 2024
Return Version
2023v5.1
Gross Receipts
$116,991
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.-$102,884
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
2024-11-08
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 $707”

Other Expenses.1002

“Office Expenses $1080”

Other Expenses.1005

“Travel $2236”

Other Expenses.1

“TUTORS $22397”

Other Expenses.2

“Financial assistance program $15029”

Other Expenses.3

“TECH SUPPORT $13681”

Other Expenses.4

“COACHING PROGRAM $13342”

Other Expenses.5

“CASE MANAGEMENT $11145”

Other Expenses.6

“TAXES $5334”

Other Expenses.7

“Community engagement $5076”

Other Expenses.8

“Events for gold star families $4461”

Other Expenses.9

“SUBSCRIPTIONS $3214”

Other Expenses.10

“Scholarship program $2500”

Other Expenses.11

“Misc business expense $1505”

Other Expenses.12

“GRANT WRITER $150”

Other Expenses.13

“FILING FEES $25”

Other Expenses.14

“MISC TO ADJUST BOOKS $9”

Total Liabilities.1

“credit cards payable - Beginning $6171 credit cards payable - Ending $8056”

Raw XML Appendix168 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/PersonNm0JENNIFER CARAZO
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/OtherExpensesTotalAmt0101891
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/ProgramServiceExpensesAmt0102884
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IRS990EZ/SalariesOtherCompEmplBnftAmt023600
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt06171
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt08056
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0132782
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IRS990EZ/TotalRevenueAmt0116991
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0116991
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0103535
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0103617
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt09244
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0333390
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0333390
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0116991
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0103535
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0103617
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt09244
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0333390
IRS990ScheduleA/TotalSupportAmt0333390
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $707
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1080
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $2236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TUTORS $22397
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FINANCIAL ASSISTANCE PROGRAM $15029
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TECH SUPPORT $13681
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COACHING PROGRAM $13342
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CASE MANAGEMENT $11145
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TAXES $5334
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9COMMUNITY ENGAGEMENT $5076
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10EVENTS FOR GOLD STAR FAMILIES $4461
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SUBSCRIPTIONS $3214
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12SCHOLARSHIP PROGRAM $2500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13MISC BUSINESS EXPENSE $1505
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14GRANT WRITER $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15FILING FEES $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16MISC TO ADJUST BOOKS $9
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17credit cards payable - Beginning $6171 credit cards payable - Ending $8056
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
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/FormAndLineReferenceDesc16Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Total Liabilities.1
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER CARAZO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-08
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/ReturnTs02024-11-08T09:36:21-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,311
Liabilities
$8,056
Net assets
$11,255
Revenue
$116,991
Expenses
$132,782
Net income
-$15,791
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