2016-05-11T18:00:00-05:00 2015-06-30 CONDON O'MEARA MCGINTY & DONNELLY L ONE BATTERY PARK PLAZA NEW YORK NY 100041405 990 2014-07-01 132947657 Services and Advocacy for Gay Lesbian Bisexual and Transgender Elders Inc % NCHENG LLC SERV 2127412247 305 SEVENTH AVENUE 6TH FL NEW YORK NY 10001 DR CHARLES MIDDLETON TREASURER 2127412247 2016-05-11 true JAMES J REILLY P00183769 2126617777 2014 2016-08-17 19:52:53Z DR CHARLES MIDDLETON 300 SEVENTH AVENUE 6TH FL NEW YORK NY 10001 9191520 false X WWW.SAGEUSA.ORG X 1978 NY SERVICES & ADVOCACY FOR GLBT ELDERS (SAGE IS THE COUNTRY'S LARGEST & OLDEST ORGANIZATION DEVOTED TO IMPROVING THE LIVES OF LESBIAN, GAY, BISEXUAL & TRANSGENDER (LGBT) OLDER ADULTS. 19 19 69 321 0 6059265 8098957 220043 262610 6905 6958 -199654 230412 6086559 8598937 248075 684660 0 0 3307793 4166364 0 0 1207417 2792192 3013554 6348060 7864578 -261501 734359 8114445 9176157 814351 1143293 7300094 8032864 SEE SCHEDULE O. false false 4442585 499660 262610 SEE SCHEDULE O. 1502077 185000 SEE SCHEDULE O. 5944662 true true false true false false false false false false true false false false true false true false false false false false false false true false false true false true false false false false false false false false true false false false false false false false false true 105 0 true 69 true false false false false false true true false false false false X 19 19 false true false false false false false true false false false true true true true true true true true false AL AK AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X NCHENG LLC 2127850100 40 WALL STREET 32ND FL NEW YORK NY 10005 X WILLIAM WEINBERGER CO-CHAIR 1.0 X X 0 0 ELIZABETH SCHWARTZ CO-CHAIR 1.0 X X 0 0 DR CHARLES R MIDDLETON TREASURER 1.0 X X 0 0 DR KEVIN WILLIAMS SECRETARY, CHAIR OF NOMINATING 1.0 X X 0 0 DAVID CANTER-MCMILLIAN CHAIR OF DEVELOPMENT COMMITTEE 1.0 X X 0 0 CHRIS KANN BOARD MEMBER 1.0 X 0 0 DAMIAN PARDO BOARD MEMBER 1.0 X 0 0 DAWN FISCHER BOARD MEMBER 1.0 X 0 0 WALLY PATAWARAN BOARD MEMBER 1.0 X 0 0 VICKI RAYMONT BOARD MEMBER 1.0 X 0 0 JASON YOUNG BOARD MEMBER 1.0 X 0 0 DOUGLAS E HARRIS BOARD MEMBER 1.0 X 0 0 REGGIE STANLEY BOARD MEMBER 1.0 X 0 0 GEORGE ZUBER BOARD MEMBER 1.0 X 0 0 LAURIE PETER BOARD MEMBER 1.0 X 0 0 ROSALYN RICHTER BOARD MEMBER 1.0 X 0 0 FRANK STARK BOARD MEMBER 1.0 X 0 0 ROY WESLEY BOARD MEMBER 1.0 X 0 0 PATRICK WILEY BOARD MEMBER 1.0 X 0 0 MICHAEL ADAMS EXECUTIVE DIRECTOR 35.0 X 232262 14129 TRACY WELSH COO & CFO 35.0 X 180680 12066 CATHERINE THURSTON SENIOR DIRECTOR OF PROGRAMS 35.0 X 122824 13606 535766 0 39801 3 false true false insperity 19001 crescent springs drive KINGWOOD TX 773393802 prof. employer org. 4127957 1 45017 387620 3332237 4334083 155551 8098957 PROGRAM INCOME AND SERVICE FEES 624100 262610 262610 262610 9097 9097 0 0 0 0 0 205890 208029 -2139 -2139 -2139 600036 387620 384554 215482 215482 0 0 OTHER 900099 14930 14930 14930 8598937 277540 222440 684660 684660 0 0 0 448389 340357 23933 84099 0 2923850 2219900 155952 547998 84865 64185 4581 16099 709260 526663 40453 142144 0 0 0 260521 189718 70803 14212 14212 0 150 150 659829 332108 227578 100143 43242 35972 6755 515 413770 277814 23972 111984 62160 26837 18904 16419 0 725243 621758 27003 76482 132968 80159 32210 20599 0 245430 197754 12617 35059 0 0 254067 233729 3420 16918 41726 34739 1448 5539 PROGRAMMING EXPENSES 67490 67490 BAD DEBT 18281 16360 1921 STAFF TRAINING 6585 5491 707 387 OTHER 67880 5328 45653 16899 7864578 5944662 712499 1207417 1440484 577739 150607 532704 1248140 2961469 0 0 0 0 0 0 0 0 0 0 173608 236889 6310645 2150767 4356798 4159878 479790 428323 0 0 0 0 0 0 265018 279155 8114445 9176157 319750 676845 0 0 184886 184886 0 0 0 0 0 0 0 0 0 0 309715 281562 814351 1143293 X 5515504 5918836 1784590 2114028 0 0 7300094 8032864 8114445 9176157 734359 -1589 X false true X true true true X 7343025 8695057 7979383 6059265 8098957 38175687 0 0 7343025 8695057 7979383 6059265 8098957 38175687 4116459 34059228 44671 26701 29490 9760 9097 119719 0 28034 17326 50382 6755 14930 117427 38412833 2019997 0.88666 0.85383 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14212 14212 7850216 7864428 543221 135805 510771 473823 379855 543221 1907670 2861505 21612 4729 14762 14212 55315 127693 118456 94964 135805 476918 715377 4479496 640705 3838791 458566 253532 205034 517283 401230 116053 855300 855300 4159878 0 CAPITAL LEASE PAYABLE 7985 DEFERRED LEASE LIABILITY 123414 DEFERRED COMPENSATION LIABILIT 99163 SECURITY DEPOSIT - TENANT 51000 281562 9048242 -1589 451044 449455 8598787 150 150 8598937 8315472 451044 451044 7864428 150 150 7864578 PART XI - LINE 4B 4B. GROSS UP OF INVESTMENT INCOME: 150. PART XII - LINE 4B 4B. GROSS UP OF INVESTMENT FEES: 150. X X X X X X X true annual gala 482238 192686 289552 87738 19260 85939 toys party 233228 106571 126657 37000 17959 51362 4 272190 88363 183827 21000 22727 41569 987656 387620 600036 145738 59946 178870 384554 215482 true CENTER ON HALSTED 3656 NORTH HALSTED CHICAGO IL 60613 510178807 501(C)(3) 15000 CONTRACTUAL PASS-THROUGH. GLBT COMMUNITY CENTER OF COLORADO 1301 E COLFAX AVENUE DENVER CO 80218 840738879 501(C)(3) 7500 CONTRACTUAL PASS-THROUGH. HUNTER COLLEGE 695 PARK AVENUE NEW YORK NY 10065 133598671 501(C)(3) 21400 CONTRACTUAL PASS-THROUGH. NATIONAL ASIAN PACIFIC CENTER ON AGING 1511 THIRD AVENUE SEATTLE WA 98101 521266741 501(C)(3) 24000 CONTRACTUAL PASS-THROUGH. NATIONAL HISPANIC COUNCIL ON AGING 734 15TH STREET NW WASHINGTON DC 20005 521306347 501(C)(3) 48000 CONTRACTUAL PASS-THROUGH. NATIONAL INDIAN COUNCIL ON AGING 10501 MONTGOMERY BLVD ALBUQUERQUE NM 87111 860321646 501(C)(3) 24000 CONTRACTUAL PASS-THROUGH. SOUTHEAST ASIA RESOURCE ACTION CENTER 1628 16TH STREET NW WASHINGTON DC 20009 521161473 501(C)(3) 48000 CONTRACTUAL PASS-THROUGH. STATEN ISLAND LGBT COMMUNITY CENTER 56 BAY ST 4TH FL STATEN ISLAND NY 10301 133556132 501(C)(3) 68408 CONTRACTUAL PASS-THROUGH. THE PRIDE CENTER AT EQUALITY PARK 2040 N DIXIE HWY WILTON MANORS FL 33305 650431045 501(c)(3) 23000 CONTRACTUAL PASS-THROUGH. GRIOT CIRCLE 25 FLATBUSH AVENUE 5TH FL BROOKLYN NY 11217 113364328 501(C)(3) 123953 CONTRACTUAL PASS-THROUGH. WILLIAM WAY CENTER 1315 SPRUCE STREET PHILADELPHIA PA 19107 237429170 501(C)(3) 18000 CONTRACTUAL PASS-THROUGH. CHASE BREXTON HEALTH 1111 N CHARLES STREET BALTIMORE MD 21201 521638592 501(C)(3) 180000 THE INSTITUTE FOR FAMILY HEALTHINC 16 EAST 16TH STREET NEW YORK NY 10003 133273402 501(C)(3) 25000 THE LGBT COMMUNITY CENTER OF THE DESERT 611 S PALM CANYON DRIVE PALM SPRINGS CA 92264 330937301 501(C)(3) 15000 14 PART I - LINE 2 SAGE CONTROLS THE USE OF GRANT FUNDS TO OTHER 501(C)(3) ORGANIZATIONS THROUGH SUB-CONTRACTS OR MEMORANDA OF UNDERSTANDING TO PARTNER ORGANIZATIONS WHICH HAVE DEMONSTRATED AN ABILITY TO PRODUCE EXPECTED PROGRAM DELIVERABLES AS WELL AS A CAPACITY TO MANAGE SUCH FUNDS IN A FISCALLY RESPONSIBLE MANNER. ADDITIONAL GRANT FUNDS MAY BE DENIED OR PRIOR FUNDS ASKED TO BE RETURNED IF ORGANIZATIONS CANNOT DELIVER EXPECTED RESULTS. X X X X X X false false false false false false false false false MICHAEL ADAMS EXECUTIVE DIRECTOR 232262 9290 4839 246391 TRACY WELSH COO & CFO 160680 20000 7227 4839 192746 X 5 155551 FMV false false false PART III - LINE 1 Services AND Advocacy for GLBT Elders (SAGE) is the country's largest and oldest organization dedicated to improving the lives of lesbian, gay, bisexual and transgender (LGBT) older adults. Our mission is to lead in addressing issues related to LGBT aging. PART III - line 4A DIRECT SERVICES: SAGE offers innovative services and programs to LGBT older people nationwide-throughout New York City and through our national affiliate program, SAGENet. From arts and culture, to health and wellness, and much more, SAGE's innovative services and programs support thousands of LGBT older people in communities around the country. Additionally, SAGE's leading programs-such as SAGEWorks, our employment program for LGBT older people-are often expanded into various sites around the country. SAGE trains aging providers and LGBT organizations on the best ways to support LGBT older people in their long-term care settings. Our premier LGBT cultural competence training-part of SAGE's National Resource Center on LGBT Aging-draws from the best minds in the field and has been shown to improve knowledge and skills among trainees. SAGE also retains a training corps of nearly 40 cultural competence experts throughout the US. Through its National Resource Center on LGBT Aging (NRC), SAGE trains aging providers on how to engage LGBT older people in their facilities and settings. In 2015, seven of our publications were each downloaded more than 1,500. Additionally, the NRC trained more than 4,100 people at 661 agencies. SAGE creates online consumer resources to LGBT older people around to country to assist them in making better choices about their health, retirement, caregiving options and more. SAGE's online outlets reached several million people in 2015, with nearly half a million pageviews on our primary website alone. PART III - LINE 4B PUBLIC OUTREACH: SAGE advocates at the federal, state and local level for public policies that will improve economic security, community support, and health and wellness among a growing population of LGBT older people. In Washington, DC, our federal program ensures that policymakers in Congress and the administration support LGBT older adults in all the relevant policy areas. Additionally, SAGE works with local advocates around the country to develop their local and state policy agendas-and to make them a reality. SAGE builds the capacity of local SAGE affiliates nationwide to provide services and to engage in policy advocacy that improves their lives. In the process, we build a national, grassroots movement for LGBT aging. From rural to urban settings, in every region of the country, SAGENet leaders are creating local supports for LGBT older people in their communities, training their aging service networks, and reaching out to government leaders to discuss the policies that affect them as LGBT elders. SAGE coordinates 20 local SAGE affiliates around the country that provide services to LGBT older adults in their communities and engage in advocacy with their local and state officials. Through SAGENet, SAGE and its affiliates engaged more than 10,000 people in 2015. SAGE partners with leaders in the aging field and the LGBT movement to broaden our collective reach, strengthen our political power and inform one another's approaches to improving the lives of LGBT older people. SAGE recognizes the tremendous value of partnership and coalition building, and this value is evident across all of our activities, including a historic Diverse Elders Coalition for elders of color and LGBT elders, partner organizations guiding our national training and more. SAGE develops consumer resources that equip aging providers with critical knowledge and skills, and LGBT older people with the information they need to make informed choices about their futures. Through our main website, as well as our sister site for the National Resource Center on LGBT Aging, visitors will find hundreds of multi-media resources that explain the many issues facing LGBT older people. PART VI, SECTION A - LINE 3 DURING THE 2015 FISCAL YEAR, SAGE HAS ENTERED INTO AN EMPLOYMENT MANAGEMENT AGREEMENT WITH A PROFESSIONAL EMPLOYER ORGANIZATION ("PEO") THAT PROVIDES A COMPREHENSIVE PERSONNEL MANAGEMENT SYSTEM ENCOMPASSING A BROAD RANGE OF SERVICES, INCLUDING BENEFITS AND PAYROLL ADMINISTRATION, HEALTH, WORKER'S COMPENSATION INSURANCE PROGRAMS, PERSONNEL RECORDS MANAGEMENT, EMPLOYER LIABILITY MANAGEMENT, ETC. PART VI, SECTION A - LINE 8B MINUTES ARE FORMALLY TAKEN AT THE audit committee and the finance COMMITTEE LEVEL. ANY MATERIAL ACTION TAKEN BY A COMMITTEE MEMBER AFFECTING THE ORGANIZATION OR ITS POLICIES ARE REPORTED OUT TO THE FULL BOARD AT EVERY BOARD MEETING BY THE CHAIR OF THE COMMITTEE AND THEN CAPTURED WITHIN THE BOARD MEETING MINUTES AND DOCUMENTED. PART VI, SECTION B - LINE 11B AFTER THE 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND THE chief executive officer, IT IS THEN SENT TO THE AUDIT COMMITTEE AND THE FULL BOARD TO REVIEW AND APPROVE. PART VI, SECTION B - LINE 12C SAGE HAS AN ESTABLISHED CONFLICT OF INTEREST POLICY. BOARD MEMBERS ARE REQUIRED TO COMPLETE AN ANNUAL QUESTIONNAIRE THAT DISCLOSES A BUSINESS OR FAMILY RELATIONSHIP WITH ANY OTHER OFFICER, DIRECTOR, TRUSTEE OR KEY EMPLOYEE OF THE ORGANIZATION. BOARD MEMBERS ARE ALSO ASKED TO DISCLOSE IF THEY OR ANY FAMILY MEMBER HAS HAD ANY BUSINESS TRANSACTION WITH THE ORGANIZATION OR ARE EMPLOYED BY THE ORGANIZATION. ANY POSSIBLE CONFLICT MUST BE BROUGHT TO THE ATTENTION OF AT LEAST ONE OF THE BOARD CO-CHAIRS AND THE chief executive officer. THE BOARD CHAIR OF SAGE'S NOMINATING AND GOVERNANCE COMMITTEE ALSO SCREENS FOR POSSIBLE CONFLICTS OF INTEREST FOR ALL POTENTIAL NEW BOARD MEMBERS. PART VI, SECTION B - LINE 15A & 15B THE EXECUTIVE COMMITEE OF THE BOARD IS AUTHORIZED AND DESIGNATED BY THE BOARD OF DIRECTORS AS THE "APPROVAL BODY" FOR THE COMPENSATION OF THE chief executive officer AND THE SENIOR DIRECTOR FOR FINANCE AND OPERATIONS. A COMPENSATION POLICY HAS BEEN ESTABLISHED BY THE EXECUTIVE COMMITEE FOR THESE POSITIONS. THE POLICY INCLUDES USING IMPARTIAL DECISION MAKERS, COMPARABILITY DATA AND CONCURRENT DOCUMENTATION. ONCE ESTABLISHED, A CO-CHAIR WILL NEGOTIATE THE PACKAGE WITH THE INDIVIDUAL WHICH IS THEN PRESENTED TO THE APPROVAL BODY FOR RATIFICATION. PART VI, SECTION C - LINE 19 SAGE'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC VIA THE ORGANIZATION'S WEBSITE AND ANNUAL REPORT AND CAN BE OBTAINED UPON REQUEST.