Sugarloaf Region Charitable Trust

Sugarloaf Region Charitable Trust experienced a deficit in its latest fiscal year after a strong surplus in the prior period.

EIN: 10393339 · Carabaset Vly, ME · Updated: 2026-03-28

$35KRevenue
$50KAssets
75/100Mission Score (Good)
Sugarloaf Region Charitable Trust Financial Summary
MetricValue
Total Revenue$35K
Total Expenses$46K
Program Spending80%
CEO/Top Officer Pay$35,124
Net Assets$85K
Transparency Score75/100

Is Sugarloaf Region Charitable Trust Legit?

Some Concerns

LimitedFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
3 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Sugarloaf Region Charitable Trust directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Sugarloaf Region Charitable Trust

Sugarloaf Region Charitable Trust (EIN: 10393339) is a nonprofit organization based in Carabaset Vly, ME. The organization reported total revenue of $35K and total assets of $50K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Sugarloaf Region Charitable Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

41Years Operating
MicroSize Classification
2Years of Filings
StableRevenue Trajectory

Sugarloaf Region Charitable Trust is a micro nonprofit that has been operating for 41 years, with 2 years of IRS 990 filings on record (2023–2024). Revenue has grown at a compound annual rate of -55.4%.

Key Financial Metrics (2024)

From the most recent IRS 990 filing on record:

Total Revenue$36K
Total Expenses$46K
Surplus / Deficit$-9,782
Total Assets$85K
Net Assets$85K
Operating Margin-26.9%
Months of Reserves22.1 months

Financial Health Grade: B

In 2024, Sugarloaf Region Charitable Trust reported a deficit of $10K with expenses exceeding revenue, holds 22.1 months of operating reserves (strong position).

Financial Trends

Over 2 years of filings (2023–2024), Sugarloaf Region Charitable Trust's revenue has declined at a compound annual growth rate (CAGR) of -55.4%.

YearRevenue ChangeExpense ChangeAsset Change
2024-55.4%+60.0%-10.3%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1985

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Sugarloaf Region Charitable Trust demonstrates a mixed financial picture based on its recent IRS 990 filings. In the 202403 period, the organization reported expenses exceeding revenue by nearly $10,000 ($46,175 in expenses vs. $36,393 in revenue), indicating a deficit spending year. This contrasts with the prior period (202303) where revenue significantly outpaced expenses ($81,647 vs. $28,865), leading to a substantial surplus. The organization's assets have also seen a decline from $94,851 in 202303 to $85,067 in 202403, which aligns with the deficit spending observed in the latest period. While the financial stability shows some fluctuation, a significant positive is the reported 0% officer compensation in both periods, suggesting that leadership is not drawing salaries from the organization, which can be a strong indicator of volunteer-driven efforts and efficient use of funds for its mission. The absence of liabilities in both filings also points to a healthy balance sheet without outstanding debts. However, without a detailed breakdown of expenses, it's challenging to fully assess spending efficiency across programs, administration, and fundraising. The organization's transparency is good in terms of filing its 990s, but the lack of NTEE code information makes it harder to benchmark against similar organizations.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Sugarloaf Region Charitable Trust with a Mission Score of 75 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

According to IRS 990 filings, Sugarloaf Region Charitable Trust allocates its expenses as follows: admin: 15%, programs: 80%, fundraising: 5%. With 80% 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:

$36KTotal Revenue
$46KTotal Expenses
$85KTotal Assets
$85KNet Assets

Executive Compensation Analysis

Executive compensation is reported as 0% in both available filings, indicating that officers are not compensated, which is highly favorable for a small organization of this size ($35,124 latest revenue, $85,067 latest 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 Sugarloaf Region Charitable Trust's IRS 990 filings:

Strengths

The following positive indicators were identified for Sugarloaf Region Charitable Trust:

Frequently Asked Questions about Sugarloaf Region Charitable Trust

Is Sugarloaf Region Charitable Trust a legitimate charity?

Based on AI analysis of IRS 990 filings, Sugarloaf Region Charitable Trust (EIN: 10393339) some concerns. Mission Score: 75/100. 3 red flags identified, 3 strengths noted.

How does Sugarloaf Region Charitable Trust spend its money?

Sugarloaf Region Charitable Trust directs 80% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Sugarloaf Region Charitable Trust tax-deductible?

Sugarloaf Region Charitable Trust is registered as a tax-exempt nonprofit (EIN: 10393339). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the Sugarloaf Region Charitable Trust CEO make?

Sugarloaf Region Charitable Trust's highest-compensated officer earns $35,124 annually. The organization reported $35K in total revenue. Executive compensation data is disclosed in IRS 990 filings.

What percentage of Sugarloaf Region Charitable Trust's spending goes to programs?

Sugarloaf Region Charitable Trust directs 80% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

Where is Sugarloaf Region Charitable Trust located?

Sugarloaf Region Charitable Trust is headquartered in Carabaset Vly, Maine and files with the IRS under EIN 10393339.

How many years of IRS 990 filings does Sugarloaf Region Charitable Trust have?

Sugarloaf Region Charitable Trust has 2 years of IRS 990 filings on record at NonprofitSpending. Additional filing years may become available as the IRS releases new data. The most recent filing shows $35K in total revenue.

Is Sugarloaf Region Charitable Trust a good charity?

The organization shows potential as a good charity, particularly due to its 0% officer compensation, suggesting a strong volunteer ethos. However, the recent deficit spending in 202403 ($46,175 expenses vs. $36,393 revenue) warrants closer examination of its financial sustainability.

How has the organization's financial health changed over the past two years?

The organization's financial health has fluctuated. It had a strong surplus in 202303 (revenue $81,647, expenses $28,865) but experienced a deficit in 202403 (revenue $36,393, expenses $46,175), leading to a decrease in assets from $94,851 to $85,067.

What is the significance of 0% officer compensation?

0% officer compensation is a significant positive indicator, suggesting that the organization's leadership is likely volunteer-based and that all funds are directed towards its mission and operational costs rather than executive salaries. This is particularly impactful for a smaller charity.

Filing History

IRS 990 filing history for Sugarloaf Region Charitable Trust showing financial trends over 2 years of public records:

Over 2 years of IRS 990 filings (2023–2024), Sugarloaf Region Charitable Trust's revenue has declined by 55.4%, moving from $82K to $36K. Total assets decreased by 10.3% over the same period, from $95K to $85K. Total functional expenses rose by 60%, from $29K to $46K. In its most recent filing year (2024), Sugarloaf Region Charitable Trust reported a deficit of $10K, with expenses exceeding revenue.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2024 $36K $46K $85K $0
2023 $82K $29K $95K $0 View 990

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Sugarloaf Region Charitable Trust:

2024 Filing 2023 Filing

Data Sources and Methodology

This transparency report for Sugarloaf Region Charitable Trust 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.

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