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SAGA INNOVATIONS: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SAGA INNOVATIONS (EIN 47-2168942)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-04-13
IRS object ID
202601039349301315
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-04-13T12:29:14-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042571780PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1AAFCPAS INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 WASHINGTON STREETAddressLine1Txt
CityWESTBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01581ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472168942EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAGA INNOVATIONS INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSAGABusinessNameControlTxt
Phone3392034700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 LAUDHOLM RDAddressLine1Txt
CityNEWTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02458ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALAN SAFRANPersonNm
Person TitleCEOPersonTitleTxt
Phone3392034700PhoneNum
Signature2026-04-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNICHOLE REILLY CPAPreparerPersonNm
PTINP01633587PTIN
Phone5083669100PhoneNum
Preparation2026-04-12PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerALAN SAFRANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 LAUDHOLM RDAddressLine1Txt
CityNEWTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02458ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$18,740,783GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SAGAEDUCATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2014FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionSAGA INNOVATIONS IS A NONPROFIT ORGANIZATION BASED IN BOSTON, MA DEDICATED TO TRANSFORMING AMERICAN PUBLIC EDUCATION. SAGA DRIVES THE EXPANSION OF NATIONALLY RECOGNIZED INNOVATION OF HIGH-DOSAGE, INTENSIVE DAILY TUTORING WHERE TUTORING IS A PART OF THE REGULAR SCHOOL DAY FOR STUDENTS AS A SCHEDULED CLASS PERIOD. WE PARTNER WITH DISTRICT PUBLIC SCHOOLS TO PROVIDE STUDENTS THE OPPORTUNITY TO WORK WITH A QUALIFIED, ENGAGING TUTOR WHO TAILORS INSTRUCTION TO THE NEEDS OF TWO STUDENTS AT A TIME.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee481TotalEmployeeCnt
Total Volunteers17TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$8,361,519PYContributionsGrantsAmt
CY Contributions Grants$12,956,394CYContributionsGrantsAmt
PY Program Service Revenue$8,759,378PYProgramServiceRevenueAmt
CY Program Service Revenue$5,124,504CYProgramServiceRevenueAmt
PY Investment Income$801,042PYInvestmentIncomeAmt
CY Investment Income$659,885CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$17,921,939PYTotalRevenueAmt
CY Total Revenue$18,740,783CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$23,805,055PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$20,925,712CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$433,424CYTotalFundraisingExpenseAmt
PY Other Expenses$5,634,545PYOtherExpensesAmt
CY Other Expenses$4,500,536CYOtherExpensesAmt
PY Total Expenses$29,439,600PYTotalExpensesAmt
CY Total Expenses$25,426,248CYTotalExpensesAmt
PY Revenues Less Expenses-$11,517,661PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$6,685,465CYRevenuesLessExpensesAmt
Total Assets BOY$20,968,981TotalAssetsBOYAmt
Total Assets EOY$13,941,671TotalAssetsEOYAmt
Total Liabilities BOY$1,665,731TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,323,886TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$19,303,250NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$12,617,785NetAssetsOrFundBalancesEOYAmt
MissionWE LEVERAGE THE PROVEN POWER OF HIGH-IMPACT TUTORING (HIT) TO TRANSFORM PUBLIC EDUCATION AND IMPROVE OUTCOMES FOR UNDERSERVED STUDENTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$21,564,815ExpenseAmt
Revenue$5,124,504RevenueAmt
DescIN FY25, SAGA HAD A PRESENCE WITH PROGRAMS IN NEW YORK, CHICACO, AND MARYLAND WHILE EXPANDING ITS SERVICE SCOPE.Desc
Total Program Service Expenses$21,564,815TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document84IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee481EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3392034700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 LAUDHOLM RDAddressLine1Txt
CityNEWTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02458ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
ALAN SAFRAN
CHIEF EXECUTIVE OFFICER40.00Yes (X)Yes (X)$338,196$0$7,520
ANTONIO GUTIERREZ
CPPAO (UNTIL 4/15/25)40.00Yes (X)Yes (X)$212,196$0$4,371
MELANIE DUKES
TREASURER0.50Yes (X)Yes (X)$0$0$0
JARED TAILLEFER
CLERK0.50Yes (X)Yes (X)$0$0$0
KARINE APOLLON
DIRECTOR0.50Yes (X)$0$0$0
KARL REID
DIRECTOR0.50Yes (X)$0$0$0
PHYLLIS LOCKETT
DIRECTOR0.50Yes (X)$0$0$0
ALEX CORTEZ
DIRECTOR (UNTIL 11/1/24)0.50Yes (X)$0$0$0
JENNIE MAGIERA
DIRECTOR0.50Yes (X)$0$0$0
JULIA QUINN
DIRECTOR0.50Yes (X)$0$0$0
KASSIE DAVIS
DIRECTOR0.50Yes (X)$0$0$0
MICHAEL LEVINE
DIRECTOR0.50Yes (X)$0$0$0
TONY LUCKETT
DIRECTOR0.50Yes (X)$0$0$0
WENDY LEE HAINES
DIRECTOR0.50Yes (X)$0$0$0
MONIVETT ACEVEDO
CHIEF FINANCIAL OFFICER40.00Yes (X)$186,955$0$17,366
CHRISTOPHER DUPUIS
CHIEF DIRECT PROGRAMS OFFICER40.00Yes (X)$186,227$0$7,550
TIFFANI BIBB
CHIEF PEOPLE AND CULTURE OFFICER40.00Yes (X)$171,367$0$19,100
YESSICA CANCEL
PRESIDENT40.00$298,520$0$19,223Yes (X)
SEAN KELLY
VP ENGINEERING40.00$214,098$0$9,907Yes (X)
THOMAS FISCHABER
CHIEF TECHNOLOGY OFFICER40.00$193,002$0$19,333Yes (X)
JEFFREY WARD
PRINCIPAL SOFTWARE ENGINEER40.00$170,810$0$17,686Yes (X)
R BRENT MILNE
VP PRODUCT R&D40.00$176,103$0$11,210Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,147,474TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$133,266TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K33IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
RGI EVENTS & PUBLIC RELATIONS LLC
3716 RIVERWOOD ROADALEXANDRIAVA22314EVENT PLANNING SERVICES$270,223
WHITEBOARD ADVISORS LLC
1000 POTOMAC ST NW SUITE 150WASHINGTONDC20007COMMUNICATIONS, ADVOCACY AND COALITION-B$230,684
ADP
PO BOX 830272PHILADELPHIAPA191820272PAYROLL PROCESSING$230,667
SUMMIT 360
1060 LONE OAK ROAD SUITE 140EAGANMN55121IT/TECH EQUIPMENT MANAGEMENT SERVICES$214,068
AMAZON WEB SERVICES INC
410 TERRY AVENUENORTH SEATTLEWA981095210SERVER HOSTING SERVICES$191,222
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K9CntrctRcvdGreaterThan100KCnt
Government Grants$7,122,293GovernmentGrantsAmt
All Other Contributions$5,834,101AllOtherContributionsAmt
Total Contributions$12,956,394TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM SERVICE FEESDesc
Business611710BusinessCd
Total Revenue Column$5,124,504TotalRevenueColumnAmt
Related Or Exempt Func Income$5,124,504RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$5,124,504TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$659,885TotalRevenueColumnAmt
Exclusion$659,885ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,740,783TotalRevenueColumnAmt
Related Or Exempt Func Income$5,124,504RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$659,885ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,187,485TotalAmt
Program Services$217,980ProgramServicesAmt
Management And General$854,979ManagementAndGeneralAmt
Fundraising$114,526FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$16,548,152TotalAmt
Program Services$14,808,365ProgramServicesAmt
Management And General$1,553,127ManagementAndGeneralAmt
Fundraising$186,660FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$182,191TotalAmt
Program Services$157,836ProgramServicesAmt
Management And General$21,646ManagementAndGeneralAmt
Fundraising$2,709FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,608,168TotalAmt
Program Services$1,468,347ProgramServicesAmt
Management And General$121,184ManagementAndGeneralAmt
Fundraising$18,637FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,399,716TotalAmt
Program Services$1,186,592ProgramServicesAmt
Management And General$189,202ManagementAndGeneralAmt
Fundraising$23,922FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$60,839TotalAmt
Management And General$60,839ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$42,900TotalAmt
Management And General$42,900ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,397,417TotalAmt
Program Services$1,206,930ProgramServicesAmt
Management And General$157,462ManagementAndGeneralAmt
Fundraising$33,025FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$353,055TotalAmt
Program Services$283,856ProgramServicesAmt
Management And General$61,432ManagementAndGeneralAmt
Fundraising$7,767FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$84,598TotalAmt
Program Services$68,017ProgramServicesAmt
Management And General$14,720ManagementAndGeneralAmt
Fundraising$1,861FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$164,381TotalAmt
Program Services$132,162ProgramServicesAmt
Management And General$28,603ManagementAndGeneralAmt
Fundraising$3,616FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$467,233TotalAmt
Program Services$375,655ProgramServicesAmt
Management And General$81,299ManagementAndGeneralAmt
Fundraising$10,279FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$69,481TotalAmt
Program Services$55,863ProgramServicesAmt
Management And General$12,089ManagementAndGeneralAmt
Fundraising$1,529FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$121,107TotalAmt
Program Services$97,370ProgramServicesAmt
Management And General$21,073ManagementAndGeneralAmt
Fundraising$2,664FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
SOFTWARE, SUBSCRIPTIONS$981,918$789,462$170,854$21,602
PROGRAM SUPPLIES$547,260$547,260
PROFESSIONAL DEVELOPMEN$167,336$134,539$29,116$3,681
PAYROLL FEES AND BACKGR$43,011$34,581$7,484$946

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$25,426,248TotalAmt
Program Services$21,564,815ProgramServicesAmt
Management And General$3,428,009ManagementAndGeneralAmt
Fundraising$433,424FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,083,712BOYAmt
EOY$1,472,559EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$7,089,137BOYAmt
EOY$7,152,823EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,146,791BOYAmt
EOY$3,179,731EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,497,648BOYAmt
EOY$1,701,385EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$294,772BOYAmt
EOY$193,654EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$355,677LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$114,158LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$125,995BOYAmt
EOY$241,519EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$7,727,283BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$3,643BOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$20,968,981BOYAmt
EOY$13,941,671EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,662,088BOYAmt
EOY$1,323,886EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,643BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,665,731BOYAmt
EOY$1,323,886EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$16,613,250BOYAmt
EOY$9,284,399EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,690,000BOYAmt
EOY$3,333,386EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,303,250BOYAmt
EOY$12,617,785EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$20,968,981BOYAmt
EOY$13,941,671EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$6,685,465ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$17,819,185CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,384,266CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,385,866CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,361,519CurrentTaxYearMinus1YearAmt
Current Tax Year$12,956,394CurrentTaxYearAmt
Total$88,907,230TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$17,819,185CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,384,266CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,385,866CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,361,519CurrentTaxYearMinus1YearAmt
Current Tax Year$12,956,394CurrentTaxYearAmt
Total$88,907,230TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$32,473,958SubstantialContributorsTotAmt
Public Support Total170$56,433,272PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$243CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,635CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$540,858CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$801,042CurrentTaxYearMinus1YearAmt
Current Tax Year$659,885CurrentTaxYearAmt
Total$2,016,663TotalAmt
FieldValueIRS element (for citing)
Total Support$90,923,893TotalSupportAmt
Gross Receipts Rltd Activities$35,465,650GrossReceiptsRltdActivitiesAmt
Public Support CY1700.62070PublicSupportCY170Pct
Public Support PY1700.60970PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$355,677OtherCostOrOtherBasisAmt
Depreciation$114,158DepreciationAmt
Book Value$241,519BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$241,519TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$18,740,783TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$18,740,783RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$18,740,783TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$25,426,248TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$25,426,248ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$25,426,248TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationSAGA ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC 740, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. SAGA HAS NOT TAKEN ANY TAX POSITIONS WHICH WOULD HAVE A MATERIAL EFFECT, INDIVIDUALLY OR IN THE AGGREGATE, UPON SAGA'S FINANCIAL STATEMENTS AT JUNE 30, 2025. SAGA BELIEVES IT HAS NOT TAKEN ANY SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD JEOPARDIZE SAGA'S TAX-EXEMPT STATUS. SAGA'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ALAN SAFRAN
CHIEF EXECUTIVE OFFICER$337,196$0$1,000$0$0$0$6,784$0$736$0$345,716$0$0$0
YESSICA CANCEL
PRESIDENT$298,520$0$0$0$0$0$5,144$0$14,079$0$317,743$0$0$0
SEAN KELLY
VP ENGINEERING$209,157$0$4,941$0$0$0$4,388$0$5,519$0$224,005$0$0$0
ANTONIO GUTIERREZ
CPPAO (UNTIL 4/15/25)$211,196$0$1,000$0$0$0$4,003$0$368$0$216,567$0$0$0
THOMAS FISCHABER
CHIEF TECHNOLOGY OFFICER$192,252$0$750$0$0$0$3,954$0$15,379$0$212,335$0$0$0
MONIVETT ACEVEDO
CHIEF FINANCIAL OFFICER$186,205$0$750$0$0$0$3,854$0$13,512$0$204,321$0$0$0
CHRISTOPHER DUPUIS
CHIEF DIRECT PROGRAMS OFFICER$185,227$0$1,000$0$0$0$3,811$0$3,739$0$193,777$0$0$0
TIFFANI BIBB
CHIEF PEOPLE AND CULTURE OFFICER$170,617$0$750$0$0$0$3,568$0$15,532$0$190,467$0$0$0
JEFFREY WARD
PRINCIPAL SOFTWARE ENGINEER$166,573$0$4,237$0$0$0$3,607$0$14,079$0$188,496$0$0$0
R BRENT MILNE
VP PRODUCT R&D$173,575$0$2,528$0$0$0$0$0$11,210$0$187,313$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 7FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION PROVIDED NON-FIXED PAYMENTS. THERE IS DISCRETION ON DETERMINING THE EMPLOYEE'S MERIT AND ON WHETHER A PERCENTAGE OR AN AMOUNT IS PAID. NO PAYMENTS WERE MADE BASED ON THE AMOUNT OF REVENUES EARNED EITHER BY SAGA OR A RELATED PARTY.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD OF DIRECTORS WAS PROVIDED A COPY OF THE IRS 990 PRIOR TO FILING AND WERE GIVEN AN OPPORTUNITY TO COMMENT AND ASK QUESTIONS.
FORM 990, PART VI, SECTION B, LINE 12CEACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, AND D. UNDERSTANDS THAT SAGA INNOVATIONS, INC. IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES.
FORM 990, PART VI, SECTION B, LINE 15ATHE BOARD OF DIRECTORS APPROVED THE COMPENSATION FOR BOTH ALAN SAFRAN AND ANTONIO GUTIERREZ. BOTH INDIVIDUALS RECUSED THEMSELVES FROM THE VOTE WHICH INVOLVED THEIR SALARY.
FORM 990, PART VI, SECTION C, LINE 19FOR FURTHER INFORMATION, PLEASE CONTACT THE ORGANIZATION AT THE MAILING ADDRESS ON PAGE ONE OF THE FORM 990.
FORM 990, PART XII, LINE 2C:THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.