SAGE OF SOUTH FLORIDA INC: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SAGE OF SOUTH FLORIDA INC (EIN 65-0516222)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-30
- IRS object ID
- 202432129349200543
- Schema version
- 2023v5.1
- 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 | 2024-07-30T14:58:59-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263553406 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sterling Accounting LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2435 N Dixie Hwy | AddressLine1Txt |
| City | Wilton Manors | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650516222 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sage of South Florida Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAGE | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 70516 | AddressLine1Txt |
| City | Fort Lauderdale | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33307 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Patrick S Vida | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9546347219 | PhoneNum |
| Signature | 2024-07-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey Sterling | PreparerPersonNm |
| PTIN | P00523676 | PTIN |
| Phone | 9546679829 | PhoneNum |
| Preparation | 2024-07-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | www.sagewebsite.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $92,248 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $50,562 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $25,108 | ProgramServiceRevenueAmt |
| Membership Dues | $12,800 | MembershipDuesAmt |
| Investment Income | $3,778 | InvestmentIncomeAmt |
| Total Revenue | $92,248 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $3,984 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $7,789 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $2,076 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $49,593 | OtherExpensesTotalAmt |
| Total Expenses | $63,442 | TotalExpensesAmt |
| Excess Or Deficit For Year | $28,806 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $105,260 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $7,683 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $141,749 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,414 | BOYAmt |
| EOY | $142,592 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1 | BOYAmt |
| EOY | $1 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,515 | BOYAmt |
| EOY | $995 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,930 | BOYAmt |
| EOY | $143,588 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,670 | BOYAmt |
| EOY | $1,839 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,260 | BOYAmt |
| EOY | $141,749 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Advocacy and Outreach for Seniors | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| Newsletter published monthly reaching members, sponsors,non-members and LGBTQ community at large keeping them informed of health, daily living topics and issues and activities. | $5,375 |
| Monthly lunch & learn attended by members and non-members w/guest speakers to reduce isolation and discuss topics of interest including safety, health insurance and senior issues. | $7,729 |
| Monthly social and community events to encourage networking support groups and reduce unhealthy isolation of our members, their family and the LGBTQ community. | $27,392 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $40,496 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Patrick S Vida | ||||
| President | 25.00 | $0 | $0 | $0 |
| James Amon | ||||
| Director | 10.00 | $0 | $0 | $0 |
| Ken Goodman | ||||
| Secretary | 10.00 | $0 | $0 | $0 |
| Allen K Churchman | ||||
| Treasurer | 30.00 | $0 | $0 | $0 |
| Michael Vita | ||||
| Asst Secretary | 10.00 | $0 | $0 | $0 |
| Lisa Peters | ||||
| Vice President | 10.00 | $0 | $0 | $0 |
| Marilyn Lamkay | ||||
| Director | 10.00 | $0 | $0 | $0 |
| Lee Lawson | ||||
| Director | 10.00 | $0 | $0 | $0 |
| Kathy Macchio | ||||
| Director | 10.00 | $0 | $0 | $0 |
| Paul McNamara | ||||
| Director | 10.00 | $0 | $0 | $0 |
| Sal Orlando | ||||
| Director | 10.00 | $0 | $0 | $0 |
| Jefy Gaines | ||||
| Director | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Patrick S Vida | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2040 N Dixie Hwy Suite 225 | AddressLine1Txt |
| City | Fort Lauderdale | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 333052255 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9546347219 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,079 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76,205 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,754 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,723 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,362 | CurrentTaxYearAmt |
| Total | $194,123 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,310 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,788 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,989 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,597 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,108 | CurrentTaxYearAmt |
| Total | $70,792 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,389 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $79,993 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,743 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,320 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $88,470 | CurrentTaxYearAmt |
| Total | $264,915 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $264,915 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,296 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,109 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,906 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,363 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,778 | CurrentTaxYearAmt |
| Total | $15,452 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,296 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,109 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,906 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,363 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,778 | CurrentTaxYearAmt |
| Total | $15,452 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,685 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $83,102 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,649 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,683 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $92,248 | CurrentTaxYearAmt |
| Total | $280,367 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.94490 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93160 | PublicSupportPY509Pct |
| Investment Income CY | 0.06000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.07000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Description of other expenses Part I line 16 | Description AmountAwards and Certificates 365Charitable Donations 2,700Insurance - Liabilibity, D and O 1,510Newsletter 5,375Office Supplies 3,022Program Costs 35,121Scholarship Awards 1,500 |
| Other changes in net assets or fund balances Part I line 20 | Description AmountUnrealized Gain 7,683 |
| Description of other assets Part II line 24 | Category Beginning of Year End of YearPrepaid Expenses 1,080 895Security Deposit 100 100Accounts Receivables 335 0 |
| Description of total liabilities Part II line 26 | Category Beginning of Year End of YearPrepaid Income 0 169Lifetime Memberships 3,670 1,670 |