Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year
(or fiscal year beginning in)
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(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf .... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 0 | 0 | 256,222 | 5,000 | 104,105 | 365,326 |
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | 0 | 0 | 256,222 | 5,000 | 104,105 | 365,326 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | 365,326 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 0 | 0 | 256,222 | 5,000 | 104,105 | 365,326 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 0 | 0 | 256,222 | 5,000 | 104,105 | 365,326 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2023 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2023 |
(iii) Distributable Amount for 2023 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2023 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2023: | ||||
| a From 2018....... | ||||
| b From 2019....... | ||||
| c From 2020....... | ||||
| d From 2021....... | ||||
| e From 2022....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2023 distributable amount | ||||
|
i
Carryover from 2018 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2023 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2023 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2024. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2019..... | ||||
| b Excess from 2020..... | ||||
| c Excess from 2021..... | ||||
| d Excess from 2022..... | ||||
| e Excess from 2023..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| Part III - Line 1, Unusual Grant Lists | | Name of the Contributor:, Date of Grant:, Year:, Amount:, Description:| Donor, 12 17 2021, "2021", $0, coverage toward emergency funds based on an overlap in services regarding a relevant student.| |
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| Return Reference | Explanation |
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| Part VI, Section B, Line 11b | The 990 is reviewed in tandem with our Executive Board members prior to submission. |
| Part VI, Section B, Line 12c | All individuals are required to provide any major conflict of interests with the organization including political donations to statewide officials. As of now there are no conflict of interests that have risen amongst the board of directors. |
| Part VI, Section B, Line 15 | | Name of the Person:, The process used to establish compensation of the person who served in:|, The year in which this process was last undertaken:| Christopher Scott, Our executive directors compensation is decided upon by the board of directors and our contract liasons at the department of children and families. All compensation is approved via the Board., 2023| Tyler Fabian, Tyler serves as the Secretary of the Board and received $17 an hour to do specific clerical duties. This was voted in by the Board of Directors as he serves on the board and any board employees who earn compensation for work must be approved by a Board of Directors vote., 2023| Board of Directors, Our board does not receive any compensation solely for serving on the board. As such all board members receive $0 for serving on the board. Only employees such as Tyler Fabian earn income which is solely related to his work providing clerical duties to SUN Scholars Inc., 2023| |
| Part VI, Section C, Line 19 | All statements are made public via our board reports and minutes which are publicly available on sun scholars inc.s website www.sunscholarsinc.org or by request. The only info redacted are line items on bank statements that have student or client information. |
| Part VII, List Of Officers | | Employee Name:, Description:| Lino Pena Martinez, Board members are not paid for serving on the board. Lino is our Board President.| Ria Esteves, Ria was paid $400 to cover for our Director Chris Scott while out on sick leave for 1 week due to contracting Covid-19. Ria provided staff supervision case management and stepped in to ensure all on-the-ground activities were functioning in the absence of Chris.| Tyler Fabian, Tyler serves as our Secretary of the Board and handles major clerical duties throughout the year. Ty is compensated at $17 an hour for between 8 and 12 hours per week. Ty is an alumni of the SUN Scholars Inc. program.| Whitney Rodriguez, Salary: $46,887.91 Whitney provided student support coordianting services working with a caseload of 15-25 students at any given time. Whitney has been our longest standing student support coordinator and is paid slightly higher than other SSCs due to her long standing career at SUN Scholars Inc. Whitney is an alumni of the SUN Scholars Inc. program from 2019.| Alan Abutin, Alan became a full-time employee at SUN in 2023. Alan is responsible for overseeing 15-25 students at any given time and meets at a weekly basis. Alan is an alumni of the 2020 class of SUN Scholars Inc.| Christopher Scott, Chris Scott is the highest paid employee at $73,886 and serves as our Director. He is responsible for program management development grant writing the Robert & Anthony Dudchik SUN Memorial Fund Program our flagship DCF college program events staff management and organizational management. Chriss salary is roughly 58% below the median pay of other Executive Director positions in Connecticut child welfare non-profits.| Danaija Lewis, Upon Stephanie leaving Danaija Lewis fulfilled the role of student support coordinator. We had the two staff have their employment overlap for 1 month to ensure proper transitioning of cases and training was met.| Megan Butler, Megan served as our Town Fair Tire Foundation Fellow to builld curriculum and academic roadmaps over the course of just under 2 years of fellowship at SUN.| Stephanie Cooper, $17,483.68 paid as a full-time employee. Stephanie left mid-way through the year. Stephanie provided student support coordianting services working with a caseload of 15-25 students at any given time. Stephanie is an alumni of the 2020 class of SUN Scholars Inc.| Maria Kelley, Maria served at SUN as a program support assistant over the summer at SUN Scholars Inc. Maria is an alumni of the 2023 class of SUN Scholars Inc.| |
| Part IX, line 24e | | Description:, Amount:| Calendly, $153.00| Casebooks Case Management Software, $2376.00| Check Keeper Accounting Platform, $165.00| DocuSign Annual Purchase, $303.00| Bloomerang Donor Software, $1964.00| Jotform, $234.00| POLIS Tutoring Platform for SUN Students, $5015.00| SquareSpace Web Hosting and Domain for www.sunscholarsinc.org, $489.00| Zoom Web Conferencing, $132.00| SUN Workshops And Student Group Activities, $9170.00| Wifi - Comcast Business, $2778.00| Student Public Speaking Program, $3400.00| Student Professional Development Certification at Tunxis CC, $807.00| Staff Professional Development, $1431.00| Graduation Event May 2023 at the Society Room, $5854.00| Graduation Event Gifts for Graduates May 2023, $218.00| Holiday Workshop for SUN Students, $669.00| Student Workshop Food, $452.00| YWCA Co-Design ENGP Programming, $7000.00| Cell Phones for Staff through ATT, $3029.00| SUN Workshops at Innovation Lab, $202.00| Legal Filings for 990 and Secretary of State in CT, $281.00| Payroll Processing through Paychex, $4833.00| Robert & Anthony Dudchik SUN Fund to Florida see complete pulication, $11525.00| Innovation Lab equipment technology furniture and supplies, $11326.00| Mileage Reimbursement for Staff meeting with students in their communities and at colleges, $4624.00| Rent at 39 Russ Street Hartford 2 floors, $34071.00| Technology for staff - laptops chargers and ipad, $2291.00| Junk Removal at SUN Office from 1-800 Junk, $163.00| Robert & Anthony Dudchik Fund Resources for Planning Peru Trip, $1577.00| |
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