Sugar Land Heritage Foundation

Nonprofit profile at a glance

EIN
263623352
IRS 990-EZ coverage
2010–2025
Forms available
Form 990 2012, Form 990-EZ 2025
Location
Sugar Land, TX, USA
Phone
2814640261
Rating
50
Verdict
MIXED
Rating confidence
Moderate
Sector
History Museums

Reported finances

Revenue
$108,598
Expenses
$86,989
Assets
$162,027
Liabilities
$26,983

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

15 people listed

Executive titles in this filing

  • CAROLYN GILLIGAN (PRESIDENT)

People named in this filing

  • ROY CORDES JR (DIRECTOR)
  • BRIDGET YEUNG (VICE PRESIDE)
  • BETH WOLF (SECRETARY)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The foundation exists to research, collect, preserve, and communicate the history, culture, and values of the sugar land community. To help guide

What it reported doing in 2025

Opening a museum that reserves and commerorates the history of sugar land.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 28
  • Transparency & Controls: 82
  • Sustainability: 65
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 25.3%; rating input score 25
  • Program expense ratio: 31.6%; rating input score 32

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 19.9%; rating input score 71; 71st percentile among comparable filings
  • Total-asset coverage ratio: 1.86; rating input score 77; 77th percentile among comparable filings
  • Liabilities to assets ratio: 0.17; rating input score 17; 17th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: -13% per year; rating input score 0; 13th percentile among comparable filings
  • Revenue growth: -5.2% per year; rating input score 0; 8th percentile among comparable filings
  • Asset growth: -1.2% per year; rating input score 0; 23rd percentile among comparable filings

Details

  • Where the money goes: 25.3% of revenue deployed · 31.6% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $28K in reported program spending
  • Leadership: top reported pay $0 · 15 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 15 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 25/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 32/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 17/100.