Civic Intelligence

Sun Scholars Inc.

990 • Fiscal year 2023 • EIN 84-3452250

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

39 Russ StreetHartford, CT 06106

(680) 839-0309

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

38th percentile

-1.9%

Higher net margin than 38% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

96th percentile

$73,886

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 16.4% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

6th percentile

-71%

Faster asset growth than 6% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

43rd percentile

-1.2%

Faster revenue growth than 43% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$137,969

Down $345,969 (-71%) from 2022

Net Assets

Down

$137,969

Down $8,508 (-5.8%) from 2022

Liabilities

Down

$0

Down $337,461 (-100%) from 2022

Revenue

Down

$450,377

Down $5,304 (-1.2%) from 2022

Expenses

Up

$458,885

Up $121,424 (+36%) from 2022

Net Income

Down

-$8,508

Down $126,728 (-107%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2019: $291Net Assets 2019: $2912019Assets 2020: $3,521Net Assets 2020: $3,5212020Assets 2021: $288,142Liabilities 2021: $259,885Net Assets 2021: $28,2572021Assets 2022: $483,938Liabilities 2022: $337,461Net Assets 2022: $146,4772022Assets 2023: $137,969Liabilities 2023: $0Net Assets 2023: $137,9692023Assets 2024: $110,296Liabilities 2024: $0Net Assets 2024: $110,2962024

Highlighted filing

2023

Assets$137,969
Liabilities$0
Net Assets$137,969

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2019: $1,565Expenses 2019: $1,274Net Income 2019: $2912019Revenue 2020: $24,040Expenses 2020: $20,824Net Income 2020: $3,2162020Revenue 2021: $286,319Expenses 2021: $261,580Net Income 2021: $24,7392021Revenue 2022: $455,681Expenses 2022: $337,461Net Income 2022: $118,2202022Revenue 2023: $450,377Expenses 2023: $458,885Net Income 2023: -$8,5082023Revenue 2024: $398,412Expenses 2024: $426,085Net Income 2024: -$27,6732024

Highlighted filing

2023

Revenue$450,377
Expenses$458,885
Net Income-$8,508
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$450,377
Mission and Program Overview

Mission

SUN Scholars is committed to improving educational equity and college graduation rates for those who have experienced foster care or adoption.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$142,573$137,969▼ $4,604
Land, Buildings, and Equipment, Net$3,904$0▼ $3,904
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$146,477$137,969▼ $8,508
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$146,477$137,969▼ $8,508
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$146,477$137,969▼ $8,508
Total Liabilities and Net Assets / Fund Balance$146,477$137,969▼ $8,508

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Equipment$0$0$0
Leasehold Improvements$0$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Christopher ScottExecutive DirectorFT$73,886$73,886
Whitney RodriguezStudent Support CoordinatorFT$46,888$46,888
Alan AbutinStudent Support CoordinatorFT$45,156$45,156
Danaija LewisStudent Support coordinatorFT$35,902$35,902
Megan ButlerCurriculum FellowPT$11,875$11,875
Tyler FabianSecretaryPT$11,159$11,159
Ria EstevesBoard of Directors-$400$400

Board Members and Trustees

NameTitle
Lino Pena MartinezPresident Board of Directors
Tony LodgeVice President Board of Directors
Jeff BlanchetteBoard of Director
Justin AbbasiBoard of Director
Lexie GruberBoard of Director
Nate OkpychBoard of Director
Wyatt BosworthBoard of Director
Jahmil EffendBoard of Directors
Steve HernandezBoard of Directors
Nicole ElsingerTreasurer Board of Directors
Revenue and Support

Revenue Composition

Contributions and Grants
$104,105
Program Service Revenue
$344,727
Investment Income
$1,545
Other Revenue
$0
All Other Contributions
$84,055
Change in Net Assets
$-8,508
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$293,395
Other Expenses$135,915
Grants and Similar Amounts Paid$29,575
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$248,900$0$0$248,900
All Other Expenses$54,096$0$0$54,096
Grants to Domestic Individuals$29,575--$29,575
Other Employee Benefits$26,603$0$0$26,603
Payroll Taxes$17,892$0$0$17,892
Other Expenses$9,170$0$0$9,170
Office Expenses$8,810$0$0$8,810
Insurance$3,609$0$0$3,609
Travel$2,394$0$0$2,394
Payment Travel Entrtnmnt Publicly Ofcl$914$0$0$914
Total Functional Expenses$458,885$0$0$458,885
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Section B, Line 11B

The 990 is reviewed in tandem with our Executive Board members prior to submission.

Part VI, Section B, Line 12C

All individuals are required to provide any major conflict of interests with the organization including political donations to statewide officials. As of now there are no conflict of interests that have risen amongst the board of directors.

Part VI, Section B, Line 15

| Name of the Person:, The process used to establish compensation of the person who served in:|, The year in which this process was last undertaken:| Christopher Scott, Our executive directors compensation is decided upon by the board of directors and our contract liasons at the department of children and families. All compensation is approved via the Board., 2023| Tyler Fabian, Tyler serves as the Secretary of the Board and received $17 an hour to do specific clerical duties. This was voted in by the Board of Directors as he serves on the board and any board employees who earn compensation for work must be approved by a Board of Directors vote., 2023| Board of Directors, Our board does not receive any compensation solely for serving on the board. As such all board members receive $0 for serving on the board. Only employees such as Tyler Fabian earn income which is solely related to his work providing clerical duties to SUN Scholars Inc., 2023|

Part VI, Section C, Line 19

All statements are made public via our board reports and minutes which are publicly available on sun scholars inc.s website www.sunscholarsinc.org or by request. The only info redacted are line items on bank statements that have student or client information.

Part VII, List Of Officers

| Employee Name:, Description:| Lino Pena Martinez, Board members are not paid for serving on the board. Lino is our Board President.| Ria Esteves, Ria was paid $400 to cover for our Director Chris Scott while out on sick leave for 1 week due to contracting Covid-19. Ria provided staff supervision case management and stepped in to ensure all on-the-ground activities were functioning in the absence of Chris.| Tyler Fabian, Tyler serves as our Secretary of the Board and handles major clerical duties throughout the year. Ty is compensated at $17 an hour for between 8 and 12 hours per week. Ty is an alumni of the SUN Scholars Inc. program.| Whitney Rodriguez, Salary: $46,887.91 Whitney provided student support coordianting services working with a caseload of 15-25 students at any given time. Whitney has been our longest standing student support coordinator and is paid slightly higher than other SSCs due to her long standing career at SUN Scholars Inc. Whitney is an alumni of the SUN Scholars Inc. program from 2019.| Alan Abutin, Alan became a full-time employee at SUN in 2023. Alan is responsible for overseeing 15-25 students at any given time and meets at a weekly basis. Alan is an alumni of the 2020 class of SUN Scholars Inc.| Christopher Scott, Chris Scott is the highest paid employee at $73,886 and serves as our Director. He is responsible for program management development grant writing the Robert & Anthony Dudchik SUN Memorial Fund Program our flagship DCF college program events staff management and organizational management. Chriss salary is roughly 58% below the median pay of other Executive Director positions in Connecticut child welfare non-profits.| Danaija Lewis, Upon Stephanie leaving Danaija Lewis fulfilled the role of student support coordinator. We had the two staff have their employment overlap for 1 month to ensure proper transitioning of cases and training was met.| Megan Butler, Megan served as our Town Fair Tire Foundation Fellow to builld curriculum and academic roadmaps over the course of just under 2 years of fellowship at SUN.| Stephanie Cooper, $17,483.68 paid as a full-time employee. Stephanie left mid-way through the year. Stephanie provided student support coordianting services working with a caseload of 15-25 students at any given time. Stephanie is an alumni of the 2020 class of SUN Scholars Inc.| Maria Kelley, Maria served at SUN as a program support assistant over the summer at SUN Scholars Inc. Maria is an alumni of the 2023 class of SUN Scholars Inc.|

Filing and Contact Details

Filer

Filer Name
Sun Scholars Inc
EIN
84-3452250
In Care Of
% Christopher Scott
Address
39 Russ Street, Hartford, CT 06106

Signing Officer

Name
Christopher Scott
Title
Executive Director
Signed
2024-11-15
Discuss with paid preparer
No

Organization Details

Principal Officer
Christopher Scott
Formed
2019
Legal Domicile
Ct
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
5
Supplemental Narrative

Additional Explanations

Part IX, line 24E

| Description:, Amount:| Calendly, $153.00| Casebooks Case Management Software, $2376.00| Check Keeper Accounting Platform, $165.00| DocuSign Annual Purchase, $303.00| Bloomerang Donor Software, $1964.00| Jotform, $234.00| POLIS Tutoring Platform for SUN Students, $5015.00| SquareSpace Web Hosting and Domain for www.sunscholarsinc.org, $489.00| Zoom Web Conferencing, $132.00| SUN Workshops And Student Group Activities, $9170.00| Wifi - Comcast Business, $2778.00| Student Public Speaking Program, $3400.00| Student Professional Development Certification at Tunxis CC, $807.00| Staff Professional Development, $1431.00| Graduation Event May 2023 at the Society Room, $5854.00| Graduation Event Gifts for Graduates May 2023, $218.00| Holiday Workshop for SUN Students, $669.00| Student Workshop Food, $452.00| YWCA Co-Design ENGP Programming, $7000.00| Cell Phones for Staff through ATT, $3029.00| SUN Workshops at Innovation Lab, $202.00| Legal Filings for 990 and Secretary of State in CT, $281.00| Payroll Processing through Paychex, $4833.00| Robert & Anthony Dudchik SUN Fund to Florida see complete pulication, $11525.00| Innovation Lab equipment technology furniture and supplies, $11326.00| Mileage Reimbursement for Staff meeting with students in their communities and at colleges, $4624.00| Rent at 39 Russ Street Hartford 2 floors, $34071.00| Technology for staff - laptops chargers and ipad, $2291.00| Junk Removal at SUN Office from 1-800 Junk, $163.00| Robert & Anthony Dudchik Fund Resources for Planning Peru Trip, $1577.00|

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