Sugar Bush Foundation
Sugar Bush Foundation consistently spends more than it earns, relying on substantial assets.
EIN: 204352434 · Athens, OH · Updated: 2026-03-28
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Sugar Bush Foundation is mapped to EIN 204352434.
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5 stored filing years available.
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85% program spend, health grade B
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| Metric | Value |
|---|---|
| Total Revenue | $2.1M |
| Total Expenses | $419K |
| Program Spending | 85% |
| CEO/Top Officer Pay | $5 |
| Net Assets | $5.0M |
| Transparency Score | 85/100 |
Search Intent Cockpit
Sugar Bush Foundation Form 990, Revenue, CEO Pay, and IRS Filing Signals
Sugar Bush Foundation is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Sugar Bush Foundation in one place.
Form 990 Filing Summary
5 filing years are available, with latest revenue of $303K and expenses of $419K.
Revenue and Expenses
Sugar Bush Foundation reported $303K in revenue and $419K in expenses, a deficit of $116K.
Executive Compensation
Top officer compensation appears as $5 in the stored analysis, with context against revenue and expenses below.
Charity Score and Red Flags
85/100 mission score, 2 red flags, and 4 strengths are shown from structured and AI review.
Is Sugar Bush Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
IRS 990 Data Cockpit
Where the Money Comes From and Where It Goes
Revenue Source Mix
Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.
Expense Deployment
| Program services | $356K (85%) |
Across stored filings, Sugar Bush Foundation shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
Decision Cockpit
One-Stop Donor, Research, and Peer Context Hub
| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Some Concerns | Good filing record; 2 red flags identified |
| Mission spend | 85% to programs | Excellent |
| Financial durability | Grade B | 5 stored filing years |
| Peer context | Compare with Alliance Of Independent Academic Medical Centers | Ohio and category context |
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Athens, OH nonprofitsFollow the Money
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Sugar Bush Foundation directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Sugar Bush Foundation
Sugar Bush Foundation (EIN: 204352434) is a nonprofit organization based in Athens, OH. The organization reported total revenue of $2.1M and total assets of $5.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Sugar Bush Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Sugar Bush Foundation is a mid-size nonprofit that has been operating for 19 years, with 5 years of IRS 990 filings on record (2020–2024). Revenue has grown at a compound annual rate of -6.3%.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
| Total Revenue | $303K |
| Total Expenses | $419K |
| Surplus / Deficit | $-115,690 |
| Total Assets | $5.0M |
| Net Assets | $5.0M |
| Operating Margin | -38.1% |
| Months of Reserves | 142.5 months |
Financial Health Grade: B
In 2024, Sugar Bush Foundation reported a deficit of $116K with expenses exceeding revenue, holds 142.5 months of operating reserves (strong position).
Financial Trends
Over 5 years of filings (2020–2024), Sugar Bush Foundation's revenue has declined at a compound annual growth rate (CAGR) of -6.3%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2024 | +40.1% | -2.1% | -2.3% |
| 2023 | -15.1% | -2.4% | -4.0% |
| 2022 | -32.0% | +6.9% | -3.3% |
| 2021 | -4.7% | +1.4% | -0.6% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2007 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Sugar Bush Foundation with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 85%
- fundraising: 5%
According to IRS 990 filings, Sugar Bush Foundation allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $116K, with expenses exceeding revenue.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, indicating that the organization's leadership is entirely volunteer-based or compensated through other means not classified as officer compensation, which is highly efficient for an organization of its size with over $5 million in assets.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Sugar Bush Foundation's IRS 990 filings:
- Consistent operational deficits (expenses exceeding revenue) over five years
- Slight but consistent decline in total assets over the past five years
Strengths
The following positive indicators were identified for Sugar Bush Foundation:
- Strong asset base ($5,229,205) providing financial stability
- Zero liabilities, indicating a debt-free and financially sound position
- 0% officer compensation, demonstrating highly efficient use of funds and volunteer leadership
- Consistent IRS 990 filings, indicating good transparency
Frequently Asked Questions about Sugar Bush Foundation
Is Sugar Bush Foundation a legitimate charity?
Sugar Bush Foundation (EIN: 204352434) is a registered tax-exempt nonprofit based in Ohio. Our AI analysis gives it a Mission Score of 85/100. It has 5 years of IRS 990 filings on record. Total revenue: $2.1M. 2 red flags identified. 4 strengths noted. Financial health grade: B.
How does Sugar Bush Foundation spend its money?
Sugar Bush Foundation directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Sugar Bush Foundation tax-deductible?
Sugar Bush Foundation is registered as a tax-exempt nonprofit (EIN: 204352434). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Sugar Bush Foundation CEO make?
Sugar Bush Foundation's highest-compensated officer earns $5 annually. The organization reported $2.1M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
What percentage of Sugar Bush Foundation's spending goes to programs?
Sugar Bush Foundation directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
Where is Sugar Bush Foundation located?
Sugar Bush Foundation is headquartered in Athens, Ohio and files with the IRS under EIN 204352434.
How many years of IRS 990 filings does Sugar Bush Foundation have?
Sugar Bush Foundation has 5 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $2.1M in total revenue.
Is Sugar Bush Foundation a good charity?
Based on the available data, Sugar Bush Foundation appears to be a good charity. It maintains a strong asset base ($5,229,205), has no liabilities, and reports 0% officer compensation, indicating efficient use of funds and a volunteer-driven leadership. The primary concern is its consistent deficit spending, where expenses exceed revenue, which could impact long-term sustainability if not addressed.
How does Sugar Bush Foundation fund its operations given consistent deficits?
The foundation likely funds its operations by drawing from its substantial asset base or endowment. For example, in 202406, expenses were $419,108 while revenue was $303,418, indicating a $115,690 deficit covered by existing funds.
What is the trend in Sugar Bush Foundation's assets?
The foundation's assets have shown a slight decline over the past five years, from $5,521,741 in 202006 to $4,976,042 in 202406, likely due to the consistent operational deficits.
Does Sugar Bush Foundation have any debt?
No, the Sugar Bush Foundation consistently reports $0 in liabilities across all available IRS 990 filings, indicating a debt-free operation.
What is the significance of 0% officer compensation?
0% officer compensation is a significant positive indicator, suggesting that the organization's leadership is either entirely volunteer-based or compensated through non-officer channels, which maximizes the funds available for programs and minimizes administrative overhead.
Filing History
IRS 990 filing history for Sugar Bush Foundation showing financial trends over 5 years of public records:
Over 5 years of IRS 990 filings (2020–2024), Sugar Bush Foundation's revenue has declined by 23%, moving from $394K to $303K. Total assets decreased by 9.9% over the same period, from $5.5M to $5.0M. Total functional expenses rose by 3.5%, from $405K to $419K. In its most recent filing year (2024), Sugar Bush Foundation reported a deficit of $116K, with expenses exceeding revenue.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2024 | $303K | $419K | $5.0M | $0 | — | — |
| 2023 | $217K | $428K | $5.1M | $0 | — | View 990 |
| 2022 | $255K | $439K | $5.3M | $0 | — | View 990 |
| 2021 | $376K | $411K | $5.5M | $0 | — | View 990 |
| 2020 | $394K | $405K | $5.5M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2024: Revenue of $303K, expenses of $419K, and assets of $5.0M (revenue +40.1% year-over-year).
- 2023: Revenue of $217K, expenses of $428K, and assets of $5.1M (revenue -15.1% year-over-year).
- 2022: Revenue of $255K, expenses of $439K, and assets of $5.3M (revenue -32.0% year-over-year).
- 2021: Revenue of $376K, expenses of $411K, and assets of $5.5M (revenue -4.7% year-over-year).
- 2020: Revenue of $394K, expenses of $405K, and assets of $5.5M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Sugar Bush Foundation:
Data Sources and Methodology
This transparency report for Sugar Bush Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.