Sugar Bush Foundation

Analysis

Sugar Bush Foundation is a registered charity in United States, based in Athens, OH. It received its IRS tax-exemption ruling in October 2007, 19 years ago. The IRS classifies it as a supporting organisation under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2024, Sugar Bush Foundation reported income of $303k and spending of $419k, spending 138% of what it took in. Across the 5 years on record, from June 2020 to June 2024, income fell from $394k to $303k (-23%), an average of -6.3% a year. The sharpest change came in the year to June 2024, when income rose by 40%. Over the whole period it spent 136% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, Sugar Bush Foundation sits at the 60th percentile: it is larger than about 60% of them. Against every charity in United States with reported income it ranks in the 62nd percentile, and in the 62nd percentile within OH. Charities of a similar size with the same main cause include Healthcare Financial Management Educational Foundation ($303k), Homeless Not Hopeless Inc ($303k) and Community Literacy Centers Inc ($303k).

Compensation of current officers, directors and key employees was $60k (14% of expenses). At year end it held assets of $5.0m against liabilities of $0, net assets of $5.0m.

Data notes from the register: Spending has exceeded income in each of the last three reported years, so the charity has been drawing on reserves or other funds.