Sugarloaf Region Charitable Trust
Nonprofit profile at a glance
- EIN
- 010393339
- IRS 990-EZ coverage
- 2010–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2021
- Location
- Carabaset Vly, ME, USA
- Rating
- 70
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $35,698
- Expenses
- $34,373
- Assets
- $51,699
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
8 people listed
People named in this filing
- Marci White (Employee Seat)
- Barb Larson (Employee Seat)
- Chris Parks (Appointed Community Member)
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
Provide grants to local organizations
What it reported doing in 2025
Sugarloaf Region Charitable Trust grants are awarded to charitable organizations for special projects that have a clear and measurable impact and to projects whose use of the grant monies will create programs that will become self-sufficient.
Operating model
- Revenue model
- Donor-supported. 100% of the money available for current operations came from contributions and gifts.
- Distribution model
- Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.
The verdict
SUPPORTED - The filed numbers largely add up and program spending has grown recently. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 59
- Transparency & Controls: 82
- Sustainability: 48
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 94.6%; rating input score 95
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 3.7%; rating input score 51; 51st percentile among comparable filings
- Total-asset coverage ratio: 1.5; rating input score 58; 58th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 2.6% per year; rating input score 100; 55th percentile among comparable filings
- Revenue growth: 0.5% per year; rating input score 100; 52nd percentile among comparable filings
- Asset growth: 3% per year; rating input score 100; 49th percentile among comparable filings
Details
- Where the money goes: 94.6% of revenue deployed
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 8 people listed
- Consistency: 5 of 5 current checks pass
- Schedules: 2 filed schedules
- Filing history: 5 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.
- Review — Sustainability: Operating margin scored 51/100.
- Review — Sustainability: Total-asset coverage ratio scored 58/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.