SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRANSGENDER ELDERS INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRANSGENDER ELDERS INC (EIN 13-2947657)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-03-26
- IRS object ID
- 202600859349300115
- Schema version
- 2024v5.5
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-26T08:09:53-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 S WARNER ROAD SUITE 310 | AddressLine1Txt |
| City | KING OF PRUSSIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132947657 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SERVICES AND ADVOCACY FOR GAY LESBIAN | BusinessNameLine1Txt |
| Business Name Line2 | BISEXUAL AND TRANSGENDER ELDERS INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SERV | BusinessNameControlTxt |
| Phone | 2127412247 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 SEVENTH AVENUE 15TH FLOOR 15T | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES KRIS MORDECAI | PersonNm |
| Person Title | INTERIM COO/CFO | PersonTitleTxt |
| Phone | 2127412247 | PhoneNum |
| Signature | 2026-03-23 | 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 | WILLIAM A LOUGHERY | PreparerPersonNm |
| PTIN | P01603932 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Preparation | 2026-03-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LYNN FARIA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 SEVENTH AVENUE 15TH FLOOR 15TH | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $25,109,153 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SAGEUSA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE COUNTRY'S LARGEST AND OLDEST ORGANIZATION DEDICATED TO IMPROVING THE LIVES OF LGBTQ+ ELDERS | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 143 | TotalEmployeeCnt |
| Total Volunteers | 800 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,669,304 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,748,999 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $859,670 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $744,867 | CYProgramServiceRevenueAmt |
| PY Investment Income | $423,355 | PYInvestmentIncomeAmt |
| CY Investment Income | $488,400 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,374 | PYOtherRevenueAmt |
| CY Other Revenue | -$364,211 | CYOtherRevenueAmt |
| PY Total Revenue | $17,964,703 | PYTotalRevenueAmt |
| CY Total Revenue | $21,618,055 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $492,053 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $319,123 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,022,512 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,691,501 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $128,265 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $177,024 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,528,963 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,438,447 | PYOtherExpensesAmt |
| CY Other Expenses | $7,190,906 | CYOtherExpensesAmt |
| PY Total Expenses | $23,081,277 | PYTotalExpensesAmt |
| CY Total Expenses | $22,378,554 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,116,574 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$760,499 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $32,111,242 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,141,255 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,270,824 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,770,742 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $20,840,418 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,370,513 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SERVICES AND ADVOCACY FOR GAY, LESBIAN, BISEXUAL, AND TRANSGENDER ELDERS, INC. (SAGE) IS THE COUNTRY'S LARGEST AND OLDEST ORGANIZATION DEDICATED TO IMPROVING THE LIVES OF LGBTQ+ OLDER ADULTS. IN PARTNERSHIP WITH OUR CONSTITUENTS AND ALLIES, SAGE WORKS TO ACHIEVE A HIGH QUALITY OF LIFE FOR LGBTQ+ OLDER PEOPLE, SUPPORTS AND ADVOCATES FOR THEIR RIGHTS, FOSTERS A GREATER UNDERSTANDING OF AGING IN ALL COMMUNITIES, AND PROMOTES POSITIVE IMAGES OF LGBTQ+ LIFE IN LATER YEARS. WE FULFILL OUR MISSION THROUGH ADVOCACY AND BY PROVIDING DIRECT SERVICES, TRAINING, EDUCATION, AND TECHNICAL ASSISTANCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $16,627,821 | ExpenseAmt |
| Grant | $274,505 | GrantAmt |
| Revenue | $744,867 | RevenueAmt |
| Desc | SERVICES AND PROGRAMS: SAGE OFFERS INNOVATIVE SERVICES AND PROGRAMS FOR LGBTQ+ OLDER PEOPLE AND THEIR PEERS ACROSS NEW YORK CITY AND SOUTH FLORIDA, AND NATIONWIDE THROUGH THE CAPACITY-BUILDING WORK OF OUR SAGECOLLAB MEMBER ORGANIZATIONS. FROM ARTS AND CULTURE TO HOUSING, FINANCIAL WELLNESS, HEALTHY AGING, AND OVERALL WELLBEING, SAGE PROVIDES BOTH IN PERSON AND VIRTUAL PROGRAMS INCLUDING SAGEYOU AND SAGECENTS THAT SUPPORT THOUSANDS OF LGBTQ+ OLDER ADULTS AND THEIR PEERS IN COMMUNITIES AROUND THE COUNTRY. TO MEET THE NEEDS OF SPECIFIC COMMUNITIES, SAGE OFFERS PROGRAMMING DESIGNED TO SUPPORT TRANSGENDER AND NON-BINARY OLDER ADULTS, VETERANS, AND PEOPLE AGING WITH HIV. THE AGENCY'S FRIENDLY VISITOR VOLUNTEER PROGRAM, A LIFELINE FOR MANY LGBTQ+ ELDERS IN NEW YORK CITY, ALSO OPERATES IN SOUTH FLORIDA. IN ADDITION, SAGECARE, OUR PREMIER LGBTQ+ CULTURAL COMPETENCY TRAINING PROGRAM EQUIPS AGING-SERVICES PROVIDERS, LONG-TERM CARE FACILITIES, AND OTHER ORGANIZATIONS WITH BEST PRACTICES FOR EFFECTIVELY SUPPORTING AND ENGAGING LGBTQ+ OLDER ADULTS AND THEIR PEERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,004,771 | ExpenseAmt |
| Grant | $44,618 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | PUBLIC OUTREACH: SAGE ADVOCATES AT THE FEDERAL, STATE AND LOCAL LEVELS FOR PUBLIC POLICIES TO IMPROVE THE AGING EXPERIENCE AND ACCESS TO AGING SERVICES AMONG THE GROWING POPULATION OF LGBTQ+ OLDER PEOPLE AND OLDER PEOPLE LIVING WITH HIV. OUR FEDERAL POLICY PROGRAM WORKS TO ENSURE THAT POLICYMAKERS IN CONGRESS AND THE ADMINISTRATION ENACT POLICIES THAT ADDRESS THE NEEDS OF LGBTQ+ OLDER PEOPLE AND OLDER PEOPLE LIVING WITH HIV. ADDITIONALLY, SAGE WORKS WITH LGBTQ+ ORGANIZATIONS AND ADVOCATES AROUND THE COUNTRY TO DEVELOP AND ACHIEVE THEIR LOCAL AND STATE POLICY AGENDAS. SAGE BUILDS THE CAPACITY OF COMMUNITY-BASED ORGANIZATIONS NATIONWIDE TO PROVIDE SERVICES AND TO ENGAGE IN POLICY ADVOCACY THAT IMPROVES THE LIVES OF THEIR LOCAL CONSTITUENTS, BUILDING A NATIONAL LGBTQ+ AGING MOVEMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $18,632,592 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 174 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 143 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRIS MORDECAI | PersonNm |
| Phone | 2127412247 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 SEVENTH AVENUE 15TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| MICHAEL ADAMS | |||||||
| CHIEF EXECUTIVE OFFICER | 35.00 | Yes (X) | $437,463 | $0 | $71,223 | ||
| DAVID RIVERA-GARCIA | |||||||
| EXECUTIVE VP/CFO (UNTIL 03/25) | 35.00 | Yes (X) | $284,858 | $0 | $34,939 | ||
| LYNN FARIA | |||||||
| EXECUTIVE VICE PRESIDENT | 35.00 | Yes (X) | $283,251 | $0 | $35,185 | ||
| JAMES KRIS MORDECAI | |||||||
| INTERIM COO/CFO | 35.00 | Yes (X) | $194,387 | $0 | $20,631 | ||
| JB STARK | |||||||
| CHIEF DEV. & COMMUNICATIONS OFC. | 35.00 | $216,313 | $0 | $11,000 | Yes (X) | ||
| MICHELE GIORDANO | |||||||
| EXECUTIVE DIRECTOR SAGEVENTURE | 35.00 | $209,363 | $0 | $7,903 | Yes (X) | ||
| CHRISTINA DACOSTA | |||||||
| CHIEF EXPERIENCE OFFICER | 35.00 | $173,019 | $0 | $40,668 | Yes (X) | ||
| MARSHA BONNER | |||||||
| CHIEF PEOPLE & CULTURE OFFICER | 35.00 | $166,822 | $0 | $27,902 | Yes (X) | ||
| HECTOR VARGAS | |||||||
| ACTING CHIEF NAT'L INITIATIVES OFC. | 35.00 | $144,108 | $0 | $7,433 | Yes (X) | ||
| RUTH EISENBERG | |||||||
| CO-CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KEVIN WILLIAMS | |||||||
| CO-CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SCOTT BENNETT | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DAVID DE FIGUEIREDO | |||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| STACI ALEXANDER | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| BANDAR ALTURKMANI | |||||||
| BOARD MEMBER (UNTIL 05/25) | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| LUANN BOYLAN | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DARRELL BURKS | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| LORRAINE CARLSON | |||||||
| BOARD MEMBER (UNTIL 04/25) | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JONATHAN CARTER | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| RAHUL CULAS | |||||||
| BOARD MEMBER (UNTIL 04/25) | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MARC ELOVITZ | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JEFFREY ERDMAN | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| WILLIAM BILL ERHARDT | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DAWN FISCHER | |||||||
| BOARD MEMBER (UNTIL 10/24) | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| GRANT GINDER | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| KELLY HAMILTON | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| VICKI HOOD | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ROY JIMENEZ | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ZAK KARIM | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MARA KEISLING | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| BRUCE LEDERMAN | |||||||
| BOARD MEMBER (UNTIL 10/24) | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MICHAEL LOMBARDO | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| WILLARD MCCLOUD III | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| LOREN OSTROW | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| CATALINA RODRIGUEZ | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JOSUE SANTIAGO | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MADY SCHUMAN | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ELLIOTT SERNEL | |||||||
| BOARD MEMBER (UNTIL 10/24) | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MARK SEXTON | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| LEE SIDER | |||||||
| BOARD MEMBER (UNTIL 07/24) | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SUE WILDER | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,109,584 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $256,884 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 34 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE SEVENTH AVENUE CONDO | |||||
| 515 MADISON AVENUE 15TH FLOOR | NEW YORK | NY | 10022 | UTILITIES AND RENT SPACE | $251,707 |
| BOSTON DIGITAL CONSULTING LLC | |||||
| 480 PLEASANT STREET | WATERTOWN | MA | 02186 | DIGITAL CONSULTING | $226,343 |
| SHEPPARD MULLIN RICHTER & HAMPTON LLP | |||||
| 333 SOUTH HOPE STREET | LOS ANGELES | CA | 90071 | LEGAL SERVICES | $149,368 |
| CAREY FORWARD LLC | |||||
| 29L ATLANTIC AVENUE 122 | OCEAN VIEW | DE | 19970 | CONSULTING | $108,548 |
| HEARME IN 30 | |||||
| 1 ROCKEFELLER PLZ STE 1040 | NEW YORK | NY | 10020 | DIGITAL SERVICES | $102,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,579,496 | FundraisingAmt |
| Government Grants | $7,545,074 | GovernmentGrantsAmt |
| All Other Contributions | $11,624,429 | AllOtherContributionsAmt |
| Noncash Contributions | $5,220 | NoncashContributionsAmt |
| Total Contributions | $20,748,999 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM INCOME AND SERVICE FEES | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $744,867 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $744,867 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $744,867 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $205,846 | TotalRevenueColumnAmt |
| Exclusion | $205,846 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $26,400 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $26,400 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,400 | TotalRevenueColumnAmt |
| Exclusion | $26,400 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,051,060 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,768,506 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $282,554 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $282,554 | TotalRevenueColumnAmt |
| Exclusion | $282,554 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $329,120 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,579,496 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $722,592 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$393,472 | TotalRevenueColumnAmt |
| Exclusion | -$393,472 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS | 561439 | $2,111 | $2,111 |
| DEVELOPERS FEE | 531390 | $750 | $750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,861 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,618,055 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $744,867 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $124,189 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,505 | TotalAmt |
| Program Services | $274,505 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,618 | TotalAmt |
| Program Services | $44,618 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,549,253 | TotalAmt |
| Program Services | $1,188,699 | ProgramServicesAmt |
| Management And General | $225,871 | ManagementAndGeneralAmt |
| Fundraising | $134,683 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,267,772 | TotalAmt |
| Program Services | $8,443,107 | ProgramServicesAmt |
| Management And General | $466,372 | ManagementAndGeneralAmt |
| Fundraising | $1,358,293 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $378,083 | TotalAmt |
| Program Services | $311,333 | ProgramServicesAmt |
| Management And General | $16,988 | ManagementAndGeneralAmt |
| Fundraising | $49,762 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,609,188 | TotalAmt |
| Program Services | $1,315,038 | ProgramServicesAmt |
| Management And General | $88,352 | ManagementAndGeneralAmt |
| Fundraising | $205,798 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $887,205 | TotalAmt |
| Program Services | $723,565 | ProgramServicesAmt |
| Management And General | $51,261 | ManagementAndGeneralAmt |
| Fundraising | $112,379 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,026 | TotalAmt |
| Program Services | $238,172 | ProgramServicesAmt |
| Management And General | $4,255 | ManagementAndGeneralAmt |
| Fundraising | $7,599 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,773 | TotalAmt |
| Management And General | $97,773 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,000 | TotalAmt |
| Program Services | $90,000 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,024 | TotalAmt |
| Fundraising | $177,024 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,958 | TotalAmt |
| Management And General | $25,958 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,168,665 | TotalAmt |
| Program Services | $2,104,319 | ProgramServicesAmt |
| Management And General | $25,958 | ManagementAndGeneralAmt |
| Fundraising | $38,388 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,606 | TotalAmt |
| Program Services | $202,851 | ProgramServicesAmt |
| Management And General | $2,398 | ManagementAndGeneralAmt |
| Fundraising | $26,357 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $562,064 | TotalAmt |
| Program Services | $260,266 | ProgramServicesAmt |
| Management And General | $1,555 | ManagementAndGeneralAmt |
| Fundraising | $300,243 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $393,680 | TotalAmt |
| Program Services | $375,015 | ProgramServicesAmt |
| Management And General | $6,701 | ManagementAndGeneralAmt |
| Fundraising | $11,964 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $451,773 | TotalAmt |
| Program Services | $422,682 | ProgramServicesAmt |
| Management And General | $10,443 | ManagementAndGeneralAmt |
| Fundraising | $18,648 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,548 | TotalAmt |
| Program Services | $179,096 | ProgramServicesAmt |
| Management And General | $10,195 | ManagementAndGeneralAmt |
| Fundraising | $35,257 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,481 | TotalAmt |
| Program Services | $22,304 | ProgramServicesAmt |
| Management And General | $67,475 | ManagementAndGeneralAmt |
| Fundraising | $3,702 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,685 | TotalAmt |
| Program Services | $321,785 | ProgramServicesAmt |
| Fundraising | $10,900 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $787,615 | TotalAmt |
| Program Services | $750,273 | ProgramServicesAmt |
| Management And General | $13,405 | ManagementAndGeneralAmt |
| Fundraising | $23,937 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,769 | TotalAmt |
| Program Services | $95,039 | ProgramServicesAmt |
| Management And General | $1,698 | ManagementAndGeneralAmt |
| Fundraising | $3,032 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| INDIV., RESPITE & OTHER | $802,267 | $802,267 | ||
| REPAIRS AND MAINTENANCE | $262,959 | $250,492 | $4,475 | $7,992 |
| EQUIPMENT MAINTENANCE | $97,046 | $92,445 | $1,652 | $2,949 |
| STAFF TRAINING | $46,106 | $15,657 | $30,393 | $56 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,885 | TotalAmt |
| Program Services | $109,064 | ProgramServicesAmt |
| Management And General | $63,821 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,378,554 | TotalAmt |
| Program Services | $18,632,592 | ProgramServicesAmt |
| Management And General | $1,216,999 | ManagementAndGeneralAmt |
| Fundraising | $2,528,963 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,243,787 | BOYAmt |
| EOY | $1,938,139 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,237,200 | BOYAmt |
| EOY | $1,188,058 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,346,523 | BOYAmt |
| EOY | $8,843,619 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $411,712 | BOYAmt |
| EOY | $348,964 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $378,119 | BOYAmt |
| EOY | $405,230 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $16,927,067 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,964,810 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,730,919 | BOYAmt |
| EOY | $10,962,257 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,170,129 | BOYAmt |
| EOY | $5,823,495 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,592,853 | BOYAmt |
| EOY | $1,631,493 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,111,242 | BOYAmt |
| EOY | $31,141,255 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,874,188 | BOYAmt |
| EOY | $2,024,377 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $838,457 | BOYAmt |
| EOY | $375,871 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,962,386 | BOYAmt |
| EOY | $6,720,801 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,595,793 | BOYAmt |
| EOY | $1,649,693 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,270,824 | BOYAmt |
| EOY | $10,770,742 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,967,732 | BOYAmt |
| EOY | $14,946,927 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,872,686 | BOYAmt |
| EOY | $5,423,586 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,840,418 | BOYAmt |
| EOY | $20,370,513 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,111,242 | BOYAmt |
| EOY | $31,141,255 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$760,499 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $290,594 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $22,412,309 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,439,777 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,868,081 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,669,304 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,748,999 | CurrentTaxYearAmt |
| Total | $95,138,470 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,412,309 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,439,777 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,868,081 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,669,304 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,748,999 | CurrentTaxYearAmt |
| Total | $95,138,470 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,230,798 | SubstantialContributorsTotAmt |
| Public Support Total170 | $93,907,672 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,222 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,068 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $150,165 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $399,621 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $232,246 | CurrentTaxYearAmt |
| Total | $823,322 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,559 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,505 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,018 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $120,742 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,861 | CurrentTaxYearAmt |
| Total | $203,685 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $96,165,477 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,741,126 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97650 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95970 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | REALIZED GAIN ON INVESTMENTS - 2020 AMOUNT: $ -1,614. 2021 AMOUNT: $ -1,438. FUNDRAISING INCOME - 2021 AMOUNT: $ 1. OTHER - 2020 AMOUNT: $ 48,173. 2021 AMOUNT: $ 10,942. 2022 AMOUNT: $ 24,018. 2023 AMOUNT: $ 120,742. 2024 AMOUNT: $ 2,861. | ExplanationTxt |
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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $29,673 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $125,509 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $155,182 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $22,223,372 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $22,378,554 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $991,368 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $3,991,368 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,987,052 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $137,457 | CurrentYearMinus3Amt |
| Current Year Minus2 | $174,784 | CurrentYearMinus2Amt |
| Current Year Minus1 | $143,269 | CurrentYearMinus1Amt |
| Current Year | $155,182 | CurrentYearAmt |
| Total | $610,692 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $247,842 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $997,842 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,496,763 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $28,339 | CurrentYearMinus3Amt |
| Current Year Minus2 | $53,085 | CurrentYearMinus2Amt |
| Current Year Minus1 | $24,270 | CurrentYearMinus1Amt |
| Current Year | $29,673 | CurrentYearAmt |
| Total | $135,367 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,638,897 | BeginningYearBalanceAmt |
| Contributions | $4,868,283 | ContributionsAmt |
| Other Expenditures | $5,660,305 | OtherExpendituresAmt |
| End Year Balance | $5,846,875 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,497,403 | BeginningYearBalanceAmt |
| Contributions | $460,602 | ContributionsAmt |
| Other Expenditures | $2,319,108 | OtherExpendituresAmt |
| End Year Balance | $6,638,897 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,904,062 | BeginningYearBalanceAmt |
| Contributions | $2,349,025 | ContributionsAmt |
| Other Expenditures | $755,684 | OtherExpendituresAmt |
| End Year Balance | $8,497,403 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,356,396 | BeginningYearBalanceAmt |
| Contributions | $1,547,666 | ContributionsAmt |
| End Year Balance | $6,904,062 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,612,311 | BeginningYearBalanceAmt |
| Contributions | $1,744,085 | ContributionsAmt |
| End Year Balance | $5,356,396 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,153,616 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,740,539 | DepreciationAmt |
| Book Value | $10,413,077 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $398,885 | OtherCostOrOtherBasisAmt |
| Depreciation | $88,497 | DepreciationAmt |
| Book Value | $310,388 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,373,366 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,135,054 | DepreciationAmt |
| Book Value | $238,312 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,200 | OtherCostOrOtherBasisAmt |
| Depreciation | $720 | DepreciationAmt |
| Book Value | $480 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,962,257 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SECURITY DEPOSITS | $26,379 |
| DEFERRED COMPENSATION ASSETS | $576,908 |
| OPERATING RIGHT-OF-USE ASSETS | $1,028,206 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,631,493 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $576,908 |
| OPERATING LEASE LIABILITY | $1,072,785 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,649,693 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $23,191,746 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $290,594 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $560,505 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $851,099 | RevenueNotReportedAmt |
| Revenue Subtotal | $22,340,647 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$722,592 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$722,592 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $21,618,055 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $23,661,651 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $560,505 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $722,592 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,283,097 | ExpensesNotReportedAmt |
| Expenses Subtotal | $22,378,554 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $22,378,554 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE BOARD-DESIGNATED FUNDS CONSIST OF THE FOLLOWING EIGHT FUNDS: WORKING CAPITAL RESERVE: THE WORKING CAPITAL RESERVE IS INTENDED TO PROVIDE CASH NEEDED TO ENSURE SAGE IS ABLE TO MAINTAIN A MINIMUM CASH ON HAND TARGET IN ITS OPERATING ACCOUNT. THIS RESERVE OFFSETS SHORT-TERM NEGATIVE CASH FLOW. OPERATING RESERVE: THE OPERATING RESERVE IS INTENDED TO BE AN INTERNAL SOURCE OF FUNDS FOR SITUATIONS SUCH AS A SUDDEN INCREASE IN EXPENSES, ONE-TIME UNBUDGETED EXPENSES, UNANTICIPATED LOSS IN FUNDING, OR UNINSURED LOSSES. BUILDING AND CAPITAL ASSET RESERVE: THE BUILDING AND CAPITAL ASSET RESERVE IS INTENDED TO PROVIDE A READY SOURCE OF FUNDS FOR REPAIR OR ACQUISITION OF BUILDINGS, LEASEHOLD IMPROVEMENTS AND FURNITURE, FIXTURES AND EQUIPMENT NECESSARY FOR THE EFFECTIVE OPERATION OF SAGE AND ITS PROGRAMS. STRATEGIC PLAN AND OPPORTUNITY RESERVE: THE STRATEGIC PLAN AND OPPORTUNITY RESERVE IS INTENDED TO PROVIDE FUNDS TO MEET INITIATIVES UNDER THE STRATEGIC PLAN OR SPECIAL TARGETS OF OPPORTUNITY OR NEED THAT FURTHERS THE MISSION OF THE ORGANIZATION. THE STRATEGIC PLAN AND OPPORTUNITY RESERVE IS ALSO INTENDED AS A SOURCE OF INTERNAL FUNDS FOR THE ORGANIZATIONAL CAPACITY BUILDING SUCH AS STAFF DEVELOPMENT, RESEARCH AND DEVELOPMENT, OR INVESTMENT IN INFRASTRUCTURE THAT WILL BUILD LONG-TERM CAPACITY AND ENHANCE REVENUE. BOARD-DESIGNATED ENDOWMENT: THE BOARD DESIGNATED ENDOWMENT FUND IS ESTABLISHED BY THE BOARD AND IS EXPENDED AT THE DISCRETION OF THE BOARD. LOAN RESERVE: THE LOAN RESERVE IS INTENDED TO SET ASIDE $25,000 PER YEAR FOR 40 YEARS IN ORDER TO BE ABLE TO REPAY THE NEW YORK STATE HOUSING TRUST FUND CORPORATION LOAN AT MATURITY. SPECIAL INITIATIVES RESERVE: THE BOARD DESIGNATED RESERVES HELD FOR SPECIFIC ACTIVITIES, BASED ON BOARD-APPROVED BUDGETS. DIVERSE ELDERS COALITION RESERVE: THE BOARD DESIGNATED RESERVES FOR THE CASH PORTION OF THE FISCALLY SPONSORED ORGANIZATION. |
| PART X, LINE 2: | SAGE BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2025, IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES, WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DIRECT SPECIAL FUNDRAISING EVENT EXPENSES -722,592. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT SPECIAL FUNDRAISING EVENT EXPENSES 722,592. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | GRANTS TO RECIPIENTS IN THE REGION | TypeOfActivitiesConductedTxt |
| Specific Services Provided | PASS-THROUGH GRANT FUNDS- GLOBAL EQUITY PROGRAM | SpecificServicesProvidedTxt |
| Region Total Expenditures | $44,618 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $44,618 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $44,618 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| COSTA RICA | PROGRAM SERVICES | $37,690 | ACH | $0 | FMV |
| EL SALVADOR | PROGRAM SERVICES | $6,928 | ACH | $0 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SAGE MONITORS ALL GRANT FUNDS OUTSIDE THE UNITED STATES THROUGH ITS REGULAR ACOCUNTING POLICIES AND FINANCIAL CONTROLS | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE AVALON CONSULTING GROUP INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1011 BAY RIDGE AVE UNIT 323 | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DIRECT MAILING FUNDRAISING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $177,024 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $177,024 | TotalRetainedByContractorsAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SAGE AWARDS | Event1Nm |
| Gross Receipts Event1 | $1,214,887 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,049,262 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $165,625 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $30,072 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $261,475 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $90,594 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $24,481 | OtherDirectExpensesEvent1Amt |
| Event2 | TOYS PARTY | Event2Nm |
| Gross Receipts Event2 | $332,579 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $226,786 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $105,793 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $111,960 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $8,635 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $97,158 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $5,903 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $361,150 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $303,448 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $57,702 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $19,800 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $48,468 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $7,908 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $16,138 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,908,616 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,579,496 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $329,120 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $161,832 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $318,578 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $195,660 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $46,522 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $722,592 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$393,472 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | DIRECT MAILING FUNDRAISING | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| OUTRIGHT ACTION INTERNATIONAL | ||||||||
| 216 EAST 45TH STREET 17 FL | NEW YORK | NY | 10017 | 943139952 | 501(C)(3) | $202,195 | $0 | CONTRIBUTION |
| NATIONAL HISPANIC COUNCIL ON AGING | ||||||||
| 2201 12TH STREET NW SUITE 101 | WASHINGTON | DC | 20009 | 521306347 | 501(C)(3) | $9,000 | $0 | CONTRIBUTION |
| NATIONAL CAUCUS AND CENTER ON BLACK AGING INC | ||||||||
| 1220 L STREET NORTHWEST SUITE 800 | WASHINGTON | DC | 20005 | 237455377 | 501(C)(3) | $9,000 | $0 | CONTRIBUTION |
| NATIONAL INDIAN COUNCIL ON AGING | ||||||||
| 8500 MENAUL BLVD NE STE B-470 | ALBUQUERQUE | NM | 87112 | 860321646 | 501(C)(3) | $9,000 | $0 | CONTRIBUTION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SAGE MAINTAINS RECORDS TO SUBSTANTIATE THE AMOUNT OF EACH GRANT. SAGE'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS ARE DETERMINED BY THE AGREED UPON TERMS IN EACH FUNDER AGREEMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL ADAMS | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $437,463 | $0 | $0 | $0 | $0 | $0 | $60,073 | $0 | $11,150 | $0 | $508,686 | $0 | $0 | $0 |
| DAVID RIVERA-GARCIA | ||||||||||||||
| EXECUTIVE VP/CFO (UNTIL 03/25) | $284,858 | $0 | $0 | $0 | $0 | $0 | $25,340 | $0 | $9,599 | $0 | $319,797 | $0 | $0 | $0 |
| LYNN FARIA | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $283,251 | $0 | $0 | $0 | $0 | $0 | $25,586 | $0 | $9,599 | $0 | $318,436 | $0 | $0 | $0 |
| JAMES KRIS MORDECAI | ||||||||||||||
| INTERIM COO/CFO | $194,387 | $0 | $0 | $0 | $0 | $0 | $9,481 | $0 | $11,150 | $0 | $215,018 | $0 | $0 | $0 |
| JB STARK | ||||||||||||||
| CHIEF DEV. & COMMUNICATIONS OFC. | $216,313 | $0 | $0 | $0 | $0 | $0 | $11,000 | $0 | $0 | $0 | $227,313 | $0 | $0 | $0 |
| MICHELE GIORDANO | ||||||||||||||
| EXECUTIVE DIRECTOR SAGEVENTURE | $209,363 | $0 | $0 | $0 | $0 | $0 | $7,903 | $0 | $0 | $0 | $217,266 | $0 | $0 | $0 |
| CHRISTINA DACOSTA | ||||||||||||||
| CHIEF EXPERIENCE OFFICER | $173,019 | $0 | $0 | $0 | $0 | $0 | $14,579 | $0 | $26,089 | $0 | $213,687 | $0 | $0 | $0 |
| MARSHA BONNER | ||||||||||||||
| CHIEF PEOPLE & CULTURE OFFICER | $166,822 | $0 | $0 | $0 | $0 | $0 | $7,543 | $0 | $20,359 | $0 | $194,724 | $0 | $0 | $0 |
| HECTOR VARGAS | ||||||||||||||
| ACTING CHIEF NAT'L INITIATIVES OFC. | $144,108 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,433 | $0 | $151,541 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINES 4A-B | FormAndLineReferenceDesc |
| Explanation | IN ACCORDANCE WITH THE AGREEMENT WITH FOLLOWING EMPLOYEES, A SEVERANCE PAYMENT WAS MADE TO THEM UPON TERMINATION OF THEIR EMPLOYMENT: MARSHA BONNER, CHIEF PEOPLE & CULTURE OFFICER - $82,400 HECTOR VARGAS, ACTING CHIEF NAT'L INITIATIVES OFC. - $20,000 THESE AMOUNTS ARE A ONE-TIME PAYMENT INTENDED TO SUPPORT THE TRANSITION FOLLOWING THE EMPLOYEES DEPARTURE. THE SEVERANCE WAS NOT CONTINGENT ON PERFORMANCE OR REVENUE METRICS AND WAS CALCULATED BASED ON TENURE AND CONTRACTUAL TERMS. NO ADDITIONAL DEFERRED COMPENSATION OR NONQUALIFIED RETIREMENT PLAN BENEFITS WERE ASSOCIATED WITH THESE PAYMENTS. FOLLOWING ARE THE EMPLOYEES THAT PARTICIPATED IN THE 457B PLAN AND RECEIVED FOLLOWING EMPLOYER CONTRIBUTIONS IN 2024: MICHAEL ADAMS, CHIEF EXECUTIVE OFFICER - $44,683 LYNN FARIA, EXECUTIVE VICE PRESIDENT - $15,000 DAVID RIVERA-GARCIA, EXECUTIVE VP/CFO (UNTIL 03/25) - $14,000 CHRISTINA DACOSTA, CHIEF EXPERIENCE OFFICER - $5,000 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE CONSISTS OF THE CO-CHAIRS OF THE BOARD, THE CHAIR OF EACH OF THE FINANCE, DEVELOPMENT, NOMINATING AND GOVERNANCE, STRATEGIC PLANNING, AND DIVERSITY, EQUITY & INCLUSION COMMITTEES, AND ANY ADDITIONAL DIRECTORS SELECTED BY THE BOARD. THE EXECUTIVE COMMITTEE IS DELEGATED THE AUTHORITY TO ACT ON BEHALF OF THE FULL BOARD SUBJECT TO THE LIMITATIONS LISTED IN THE EXECUTIVE COMMITTEE CHARTER, THE BYLAWS, AND APPLICABLE LAW. THE EXECUTIVE COMMITTEE IS EMPOWERED TO ACT ON BEHALF OF THE BOARD ON MATTERS THAT ARISE BETWEEN SCHEDULED BOARD MEETINGS OR WHEN IT IS NOT PRACTICAL OR FEASIBLE FOR THE BOARD TO MEET. HOWEVER, THE EXECUTIVE COMMITTEE DOES NOT HAVE THE POWER OR AUTHORITY TO ACT ON BEHALF OF THE BOARD WITH RESPECT TO THE FOLLOWING MATTERS: CHANGING THE CERTIFICATE OF INCORPORATION OR BYLAWS; AMENDING SAGE'S MISSION; ELECTING BOARD MEMBERS; CHANGING THE MEMBERSHIP OF ANY COMMITTEE OF THE BOARD; ADOPTING AN AGREEMENT OF MERGER OR CONSOLIDATION; AUTHORIZING THE SALE OR LEASE OF SUBSTANTIALLY ALL OF SAGE'S PROPERTY AND ASSETS; AUTHORIZING THE DISSOLUTION OF SAGE; AND APPOINTING OR TERMINATING THE CEO. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND REVIEWED BY THE EXECUTIVE VP/CHIEF FINANCIAL OFFICER AND THE CHIEF EXECUTIVE OFFICER. BEFORE FILING WITH THE IRS, THE 990 IS PROVIDED TO THE AUDIT COMMITTEE AND TO THE FULL BOARD. |
| FORM 990, 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 HAVE 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. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE OF THE BOARD IS AUTHORIZED AND DESIGNATED BY THE BOARD OF DIRECTORS AS THE "APPROVAL BODY" FOR THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER. A COMPENSATION POLICY HAS BEEN ESTABLISHED BY THE EXECUTIVE COMMITTEE FOR THIS POSITION. THE POLICY INCLUDES USING IMPARTIAL DECISION MARKERS, COMPARABILITY DATA AND CONCURRENT DOCUMENTATION. ONCE ESTABLISHED, A BOARD CO-CHAIR WILL NEGOTIATE THE PACKAGE WITH THE INDIVIDUAL WHICH IS THEN PRESENTED TO THE APPROVAL BODY FOR RATIFICATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | SAGE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAGE CROTONA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 SEVENTH AVENUE 15TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 821137303 | EIN |
| Primary Activities | REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |