SAGE PATIENT ADVOCATES: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SAGE PATIENT ADVOCATES (EIN 47-2196367)
- Tax period
- 2023-11-01 to 2024-10-31
- Filed
- 2026-06-17
- IRS object ID
- 202631689349300723
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-17T17:28:26-05:00 | ReturnTs |
| Tax Period End | 2024-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330851248 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLIVA & ASSOCIATES CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4350 EXECUTIVE DR STE 350 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472196367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAGE PATIENT ADVOCATES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAGE | BusinessNameControlTxt |
| Phone | 8584146593 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12515 SEMILLON BLVD | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GENEVIEVE KANDEL | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 8584146593 | PhoneNum |
| Signature | 2026-06-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHELLY M QUARISA | PreparerPersonNm |
| PTIN | P00730188 | PTIN |
| Phone | 8585540800 | PhoneNum |
| Preparation | 2026-06-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GENEVIEVE KANDEL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12515 SEMILLON BLVD | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $198,215 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2014 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SAGE PATIENT ADVOCATES SUPPORTS PATIENTS IN THEIR BATTLE WITH SERIOUS ILLNESS. ALTHOUGH WE DO NOT PROVIDE MEDICAL ADVICE, SAGE MAY HELP A PATIENT IDENTIFY PHYSICIANS, GENETIC/PERSONALIZED MEDICINE EXPERTS TO CONSULT WITH AND OFTEN, WE ASSIST THE PATIENT SECURE APPOINTMENTS WITH THOSE PROFESSIONALS. WE OFTEN HELP THE PATIENT FORMULATE QUESTIONS FOR THE PATIENT'S MEDICAL ADVISORS, AND WE, ALSO MAY ATTEND CONSULTATIONS WITH THE PATIENT, IN PERSON, BY PHONE OR TELEMEDICINE CONSULTS.SAGE'S PHILOSOPHY IS THAT A SECOND OPINION OR EVEN MULTIPLE SECOND OPINIONS, MAY BE BENEFIDCIAL TO THE PATIIENT. WE ALSO ENCOURAGE PATIENTS TO BECOME MORE KNOWLEDGEABLE ABOUT AND CONSIDER SUPPORTIVE CARE SERVICES, IF APPROPRIATE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 2 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $104,610 | PYContributionsGrantsAmt |
| CY Contributions Grants | $196,635 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,674 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,580 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $107,284 | PYTotalRevenueAmt |
| CY Total Revenue | $198,215 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $37,280 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $38,769 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $251,950 | PYOtherExpensesAmt |
| CY Other Expenses | $210,063 | CYOtherExpensesAmt |
| PY Total Expenses | $289,230 | PYTotalExpensesAmt |
| CY Total Expenses | $248,832 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$181,946 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$50,617 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $509,637 | TotalAssetsBOYAmt |
| Total Assets EOY | $416,642 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $47,763 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,385 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $461,874 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $411,257 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SAGE PATIENT ADVOCATES SUPPORTS PATIENTS IN THEIR BATTLE WITH SERIOUS ILLNESS. ALTHOUGH WE DO NOT PROVIDE MEDICAL ADVICE, SAGE MAY HELP A PATIENT IDENTIFY PHYSICIANS, GENETIC/PERSONALIZED MEDICINE EXPERTS TO CONSULT WITH AND OFTEN, WE ASSIST THE PATIENT SECURE APPOINTMENTS WITH THOSE PROFESSIONALS. WE OFTEN HELP THE PATIENT FORMULATE QUESTIONS FOR THE PATIENT'S MEDICAL ADVISORS, AND WE ALSO MAY ATTEND CONSULTATIONS WITH THE PATIENT, IN PERSON, BY PHONE OR TELEMEDICINE CONSULTS.SAGE'S PHILOSOPHY IS THAT A SECOND OPINION OR EVEN MULTIPLE SECOND OPINIONS, MAY BE BENEFIDCIAL TO THE PATIIENT. WE ALSO ENCOURAGE PATIENTS TO BECOME MORE KNOWLEDGEABLE ABOUT AND CONSIDER SUPPORTIVE CARE SERVICES, IF APPROPRIATE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $248,832 | ExpenseAmt |
| Grant | $38,769 | GrantAmt |
| Desc | SAGE PATIENT ADVOCATES SUPPORTS PATIENTS IN THEIR BATTLE WITH SERIOUS ILLNESS. ALTHOUGH WE DO NOT PROVIDE MEDICAL ADVICE, SGE MAY HELP A PATIENT IDENTIFY PHYSICIANS, GENETIC/PERSONALIZED MEDICINE EXPERTS TO CONSULT WITH AND OFTEN, WE ASSISTTHE PATIENT SECURE APPOINTMENTS WITH THOSE PROFESSIONALS. WE OFTEN HELP THE PATIENT FORMULATE QUESTIONS FOR THE PATIENT'S MEDICAL ADVISORS, AND WE, ALSO MAY ATTEND CONSULTATIONS WITH THE PATIENT, IN PERSON, BY PHONE OR TELEMEDICINE CONSULTS. | Desc |
| Total Program Service Expenses | $248,832 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 2 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN KANDEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8584146593 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12515 SEMILLON BLVD | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (2 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| STEPHEN KANDEL | ||||||
| PRESIDENT | 60.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GENEVIEVE KANDEL | ||||||
| CHIEF FINANCIAL OFFICER | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $196,635 | AllOtherContributionsAmt |
| Total Contributions | $196,635 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,580 | TotalRevenueColumnAmt |
| Exclusion | $1,580 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $198,215 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,580 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,769 | TotalAmt |
| Program Services | $38,769 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,268 | TotalAmt |
| Program Services | $9,268 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,763 | TotalAmt |
| Program Services | $3,763 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $482 | TotalAmt |
| Program Services | $482 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,381 | TotalAmt |
| Program Services | $3,381 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,872 | TotalAmt |
| Program Services | $1,872 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,234 | TotalAmt |
| Program Services | $32,234 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,101 | TotalAmt |
| Program Services | $1,101 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| PROGRAM TRAVEL | $142,036 | $142,036 |
| PHYSICIAN APPRECIATION | $9,002 | $9,002 |
| EDUCATION MATERIAL | $2,091 | $2,091 |
| POSTAGE & SHIPPING | $2,003 | $2,003 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,830 | TotalAmt |
| Program Services | $2,830 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,832 | TotalAmt |
| Program Services | $248,832 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,087 | BOYAmt |
| EOY | $51,697 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $479,550 | BOYAmt |
| EOY | $364,945 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,354 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,354 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $509,637 | BOYAmt |
| EOY | $416,642 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,763 | BOYAmt |
| EOY | $5,385 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,763 | BOYAmt |
| EOY | $5,385 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $461,874 | BOYAmt |
| EOY | $411,257 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $461,874 | BOYAmt |
| EOY | $411,257 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $509,637 | BOYAmt |
| EOY | $416,642 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$50,617 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $247,663 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $183,873 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $172,766 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $104,610 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $196,635 | CurrentTaxYearAmt |
| Total | $905,547 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $247,663 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $183,873 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $172,766 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $104,610 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $196,635 | CurrentTaxYearAmt |
| Total | $905,547 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $719,555 | SubstantialContributorsTotAmt |
| Public Support Total170 | $185,992 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,882 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,169 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $417 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,674 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,580 | CurrentTaxYearAmt |
| Total | $11,722 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $917,269 | TotalSupportAmt |
| Public Support CY170 | 0.20280 | PublicSupportCY170Pct |
| Public Support PY170 | 0.23520 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | UNDER 26 CFR 1.170A-9(F)(3)(III), SAGE MUST PROVE THAT UNDER THE FACTS AND CIRCUMSTANCES IT SHOULD BE CONSIDERED A PUBLIC CHARITY. WHILE SAGE'S PERCENTAGE OF FUNDS RECEIVED FROM PUBLIC DONATIONS IS AT AN AGGREGATE OF APPROXIMATELY TWENTY FOUR PERCENT (24%) FOR THE LAST FIVE YEARS, A MAJORITY OF FUNDS WERE FROM LARGE UNRELATED THIRD-PARTY DONORS WHOSE DONATIONS EXCEEDED 2% OF SAGE'S TOTAL SUPPORT. THESE DONATIONS ARE FROM UNRELATED THIRD-PARTY DONORS, WHO DO NOT RECEIVE ANY DIRECT BENEFIT FROM MAKING SUCH DONATIONS TO SAGE. THESE DONORS GENUINELY BELIEVE IN THE CAUSE OF SAGE, AND AS SUCH WHILE THE LARGEST DONATIONS ARE EXCLUDED FROM THE SCHEDULE A, A MAJORITY OF SAGE'S FUNDS (I.E., ~95%) ARE DONATED BY UNRELATED THIRD-PARTY INDIVIDUALS. SAGE'S BOARD CONSISTS OF THE FOUNDER AND HIS WIFE WHO DO NOT RECEIVE ANY SERVICES OR BENEFITS FROM THEIR WORK FOR SAGE IN ASSISTING INDIVIDUALS WITH TERMINAL ILLNESS. SAGE HAS NOT ISSUED GRANTS TO ANY RELATED INDIVIDUALS AND TRULY WORK TOWARDS THE BROAD INTEREST OF THE PUBLIC IN AIDING TERMINALLY ILL INDIVIDUALS AND THEIR FAMILIES. SAGE CONTINUES TO STAY ABREAST OF MEDICAL BREAKTHROUGHS WITHIN THE FIELD TO ENSURE THAT IT IS EQUIPPED TO ASK THOUGHTFUL AND MEANINGFUL QUESTIONS ON BEHALF OF PATIENTS SERVED BY SAGE. SAGE IS OPERATING WITH PUBLIC SUPPORT TO SERVE THE PUBLIC GOOD IN COMBATING CANCER. AS SUCH, SAGE REQUESTED AND WAS GRANTED RECLASSIFICATION AS A PUBLIC CHARITY UNDER THE FACTS AND CIRCUMSTANCES TEST AS DESCRIBED IN 26 CFR 1.170A-9(F)(3) AND (4) BY THE IRS IN ITS LETTER DATED JUNE 17, 2025 | FactsAndCircumstancesTestTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,354 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,354 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARDS PAYABLE | Desc |
| Amt | $5,385 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,385 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| COLUMBIA UNIVERSITY | |||||||
| 630 WEST 168TH STREET | NEW YORK | NY | 10032 | 135598093 | $20,000 | $0 | CANCER RESEARCH |
| VANDERBILT | |||||||
| 2220 PIERCE AVENUE | NASHVILLE | TN | 37232 | 352528741 | $10,000 | $0 | CANCER RESEARCH |
| CHOLANGIO CARCINOMA FOUNDATION | |||||||
| 5526 WEST 13400 SOUTH 510 | HERRIMAN | UT | 84096 | 205776861 | $5,182 | $0 | CANCER RESEARCH |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | IT IS SAGE'S GENERAL PRACTICE TO ENTER INTO GRANT AGREEMENTS WITH ALL RECIPIENT ORGANIZATIONS AND SAGE DOES NOT GRANT FUNDS TO ORGANIZATIONS THAT ARE NOT EXEMPT UNDER 501(C)(3) OF THE CODE. SUCH GRANT AGREEMENTS REQUIRE THE RECIPIENT TO MAINTAIN RECORDS OF ALL RECEIPTS AND EXPENDITURES AND MAKE ITS BOOKS AND RECORDS AVAILABLE TO SAGE FOR INSPECTION AT REASONABLE TIMES, AND THE RECIPIENT AGREES TO ALLOW SAGE TO MONITOR AND CONDUCT AN EVALUATION OF OPERATIONS CONDUCTED WITH THE USE OF THE GRANT FUNDS, AND TO ALLOW SAGE TO REVIEW FINANCIAL AND OTHER RECORDS AND MATERIALS FINANCED BY THE GRANT FUNDS. SUCH GRANT AGREEMENTS ALSO REQUIRE THE RECIPIENT TO RETURN ANY FUNDS NOT SPENT OR COMMITTED FOR PURPOSES DESCRIBED IN SECTION 170(C)(2)(B) OF THE CODE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | SAGE'S BOARD CONSISTS OF THE FOUNDER AND HIS WIFE WHO DO NOT RECEIVE ANY SERVICES OR BENEFITS FROM THEIR WORK FOR SAGE IN ASSISTING INDIVIDUALS WITH TERMINAL ILLNESS. SAGE HAS NOT ISSUED GRANTS TO ANY RELATED INDIVIDUALS AND TRULY WORK TOWARDS THE BROAD INTEREST OF THE PUBLIC IN AIDING TERMINALLY ILL INDIVIDUALS AND THEIR FAMILIES. |
| FORM 990, PART VI, SECTION B, LINE 11B | DRAFT OF RETURN IS PROVIDED TO OFFICERS AND BOARD MEMBERS FOR REVIEW AND APPROVAL BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY REQUIRES DISCLOSURE FORMS TO BE SUBMITTED: (A) ANNUALLY, BEFORE THE ANNUAL MEETING; AND (B) WHERE APPROPRIATE, AS SOON AS A POSSIBLE POTENTIAL CONFLICT OF INTEREST ARISES, BUT IN ALL EVENTS PRIOR TO ANY ACTION ON GRANTS AND TRANSACTIONS INVOLVING A POTENTIAL CONFLICT OF INTEREST. THE CONFLICT OF INTEREST POLICY REQUIRES ANNUAL COMPLIANCE STATEMENTS THAT AFFIRM APPLICABLE PERSONS AFFIRM, AMONG OTHER THINGS THAT THEY: (A) HAVE RECEIVED A COPY OF THE POLICY; (B) HAVE READ AND UNDERSTAND THE POLICY; (C) HAVE AGREED TO COMPLY WITH THE POLICY; AND (D) EITHER ARE NOT AWARE OF ANY POTENTIAL CONFLICTS OF INTERESTS, OR HAVE DISCLOSED ANY SUCH TRANSACTION. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL INFORMATION IS AVAILABLE UPON REQUEST |
| FORM 990 PART VI, LINE 19 | SAGE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. SAGE WILL HONOR SUCH REQUESTS BY MAILING, WITHIN 2 WEEKS OF RECEIVING A REQUEST, A COPY OF ITS APPLICATION FOR TAX EXEMPTION AND ANNUAL INFORMATION RETURNS, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS (AS APPLICABLE/AS REQUESTED) TO THE REQUESTER |