SUGAR BOWL (EIN 720272830) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1935

Legal Domicile

Principal Officer

JEFF HUNDLEY

Phone

5048282440

Tax Period

2024-07-01 to 2025-06-30

SUGAR BOWL, founded in 1935, is a mid-sized nonprofit in the Recreation & Sports sector that reported $25.3M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $24.3M left a modest 4% surplus.

Mission

HOSTING AND SPONSORING AMATEUR AND COLLEGIATE SPORTING EVENTS TO PROMOTE TOURISM.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,000,000

Program Service Revenue $19,801,399

Investment Income $2,847,413

Other Revenue $655,887

TOTAL REVENUE $25,304,699

Expense Breakdown

Grants Paid $12,618,380

Salaries & Benefits $3,801,390

Fundraising Expenses $0

Program Expenses $22,602,395

Other Expenses $7,845,396

TOTAL EXPENSES $24,265,166

Year-over-Year Comparison

	2024	2023	Change
Revenue	$25,304,699	$26,970,426	-0.1%
Expenses	$24,265,166	$20,597,232	+0.2%
Net Income	$1,039,533	$6,373,194	-0.8%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

125

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,532,059

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WALTER F BECKER JR	PRESIDENT	5.00	Officer Director	$0	$0	$0
DOROTHY DOTTIE REESE	PRESIDENT-ELECT	5.00	Officer Director	$0	$0	$0
RILEY BUSENLENER	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
SAM ZURIK III	TREASURER	5.00	Officer Director	$0	$0	$0
W SCOTT DUGGINS	SECRETARY	5.00	Officer Director	$0	$0	$0
LLOYD N FRISCHHERTZ	EXECUTIVE COMMITTEE CHAIR	5.00	Officer Director	$0	$0	$0
ALLISON BRIEDE BADON	EXECUTIVE COMMITTEE MEMBER	1.00	Director	$0	$0	$0
JOHN A JAY BATT	EXECUTIVE COMMITTEE MEMBER	1.00	Director	$0	$0	$0
THOMAS BERON	EXECUTIVE COMMITTEE MEMBER	1.00	Director	$0	$0	$0
GREGORY M BOWSER	EXECUTIVE COMMITTEE MEMBER	1.00	Director	$0	$0	$0
RICHARD C BRIEDE	EXECUTIVE COMMITTEE MEMBER	1.00	Director	$0	$0	$0
BRIAN CAPITELLI	EXECUTIVE COMMITTEE MEMBER	1.00	Director	$0	$0	$0
RALPH CAPITELLI	EXECUTIVE COMMITTEE MEMBER	1.00	Director	$0	$0	$0
STANLEY J COHN	EXECUTIVE COMMITTEE MEMBER	1.00	Director	$0	$0	$0
KURT W FROMHERZ	EXECUTIVE COMMITTEE MEMBER	1.00	Director	$0	$0	$0
MARLIN N GUSMAN JR	EXECUTIVE COMMITTEE MEMBER	1.00	Director	$0	$0	$0
HUDSON A HIGGINS	EXECUTIVE COMMITTEE MEMBER	1.00	Director	$0	$0	$0
BRIAN A JACKSON	EXECUTIVE COMMITTEE MEMBER	1.00	Director	$0	$0	$0
RAYMOND J JEANDRON III	EXECUTIVE COMMITTEE MEMBER	1.00	Director	$0	$0	$0
JAY H KERN	EXECUTIVE COMMITTEE MEMBER	1.00	Director	$0	$0	$0
ANNE TEAGUE LANDIS	EXECUTIVE COMMITTEE MEMBER	1.00	Director	$0	$0	$0
JASON W LOERZEL	EXECUTIVE COMMITTEE MEMBER	1.00	Director	$0	$0	$0
MONIQUE G MORIAL	EXECUTIVE COMMITTEE MEMBER	1.00	Director	$0	$0	$0
JAMES P WALDRON	EXECUTIVE COMMITTEE MEMBER	1.00	Director	$0	$0	$0
CAROLINE C ZATARAIN	EXECUTIVE COMMITTEE MEMBER	1.00	Director	$0	$0	$0
JEFFREY L HUNDLEY	CHIEF EXECUTIVE OFFICER	55.00	Officer	$1,001,141	$110,386	$1,111,527
JEFF ROSSI	CHIEF OPERATING OFFICER	55.00	Officer	$347,542	$72,990	$420,532
DEREK MOREL	EXECUTIVE VP FOR SALES & MARKETING	40.00	Highest	$324,653	$80,932	$405,585
JOHN SUDSBURY	VICE PRESIDENT, COMMUNICATIONS	40.00	Highest	$229,841	$45,395	$275,236
TIM SHAY	VICE PRESIDENT, FINANCE	40.00	Highest	$211,256	$59,898	$271,154
AUSTIN MARTIN	SENIOR DIRECTOR OF OPERATIONS	40.00	Highest	$153,713	$52,164	$205,877
RYAN BARTHOLOMEW	DIRECTOR OF MARKETING/FAN EXPERIENCE	40.00	Highest	$134,078	$30,632	$164,710

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$25,304,699	$24,265,166	$88,902,730	$1,039,533
2024	$26,970,426	$20,597,232	$85,640,137	$6,373,194
2023	$35,105,912	$34,079,787	$69,510,500	$1,026,125
2022	$18,207,173	$20,355,304	$66,510,603	$-2,148,131
2021	$10,828,287	$6,150,308	$77,028,466	$4,677,979
2020	$16,622,624	$26,343,850	$62,375,550	$-9,721,226
2019	$18,671,678	$22,801,822	$72,969,844	$-4,130,144
2018	$21,770,576	$15,741,966	$77,095,766	$6,028,610

SUGAR BOWL