2026-06-17T17:28:26-05:00 2024-10-31 330851248 OLIVA & ASSOCIATES CPAS 4350 EXECUTIVE DR STE 350 SAN DIEGO CA 92121 990 2023-11-01 472196367 SAGE PATIENT ADVOCATES SAGE 8584146593 12515 SEMILLON BLVD SAN DIEGO CA 92131 GENEVIEVE KANDEL CHIEF FINANCIAL OFFICER 8584146593 2026-06-17 1 0 SHELLY M QUARISA P00730188 8585540800 2026-06-17 2023 2025-03-06 01:10:19Z GENEVIEVE KANDEL 12515 SEMILLON BLVD SAN DIEGO CA 92131 198215 0 X N/A X 2014 CA 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. 2 0 0 0 0 0 104610 196635 0 0 2674 1580 0 0 107284 198215 37280 38769 0 0 0 0 0 0 0 251950 210063 289230 248832 -181946 -50617 509637 416642 47763 5385 461874 411257 X 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. 0 0 248832 38769 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. 248832 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X STEPHEN KANDEL 8584146593 12515 SEMILLON BLVD SAN DIEGO CA 92131 X STEPHEN KANDEL PRESIDENT 60.00 X X 0 0 0 GENEVIEVE KANDEL CHIEF FINANCIAL OFFICER 10.00 X X 0 0 0 0 0 0 0 0 0 0 0 196635 196635 1580 1580 198215 0 0 1580 38769 38769 9268 9268 3763 3763 482 482 3381 3381 1872 1872 32234 32234 1101 1101 PROGRAM TRAVEL 142036 142036 PHYSICIAN APPRECIATION 9002 9002 EDUCATION MATERIAL 2091 2091 POSTAGE & SHIPPING 2003 2003 2830 2830 248832 248832 0 0 30087 51697 479550 364945 2354 2354 0 0 509637 416642 47763 5385 47763 5385 X 0 0 0 0 461874 411257 461874 411257 509637 416642 -50617 0 X 0 0 0 X 247663 183873 172766 104610 196635 905547 247663 183873 172766 104610 196635 905547 719555 185992 4882 2169 417 2674 1580 11722 917269 0.20280 0.23520 X 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 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2354 2354 0 0 CREDIT CARDS PAYABLE 5385 5385 1 COLUMBIA UNIVERSITY 630 WEST 168TH STREET NEW YORK NY 10032 135598093 20000 0 CANCER RESEARCH VANDERBILT 2220 PIERCE AVENUE NASHVILLE TN 37232 352528741 10000 0 CANCER RESEARCH CHOLANGIO CARCINOMA FOUNDATION 5526 WEST 13400 SOUTH 510 HERRIMAN UT 84096 205776861 5182 0 CANCER RESEARCH PART I, LINE 2: 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. 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