Civic Intelligence

The Sage Foundation Inc C/O Steven a Denning

990PF • Fiscal year 2021 • EIN 06-1478711

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization Profile
16 Khakum DriveGreenwich, CT 06831

(203) 629-8600

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $100M-$250M nonprofits • Source year 2021

Net Margin

94th percentile

78%

Higher net margin than 94% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $100M-$250M nonprofits • Source year 2021

Asset Growth

81st percentile

24%

Faster asset growth than 81% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

86th percentile

96%

Faster revenue growth than 86% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$187,118,207

Up $35,628,872 (+24%) from 2020

Net Assets

Up

$187,118,207

Up $35,628,872 (+24%) from 2020

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin94th percentile

Revenue

Up

$48,990,518

Up $24,055,397 (+96%) from 2020

Expenses

Down

$10,774,970

Down $1,570,904 (-13%) from 2020

Net Income

Up

$38,215,548

Up $25,626,301 (+204%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200M$150M$100M$50M$0Assets 2011: $83,657,773Liabilities 2011: $02011Assets 2012: $91,332,982Liabilities 2012: $02012Assets 2013: $96,241,663Liabilities 2013: $02013Assets 2014: $89,788,291Liabilities 2014: $02014Assets 2015: $98,360,537Liabilities 2015: $02015Assets 2019: $135,811,994Liabilities 2019: $02019Assets 2020: $151,489,335Liabilities 2020: $1Net Assets 2020: $151,489,3352020Assets 2021: $187,118,207Liabilities 2021: $0Net Assets 2021: $187,118,2072021Assets 2022: $175,965,806Liabilities 2022: $0Net Assets 2022: $175,965,8062022Assets 2024: $171,938,948Liabilities 2024: $0Net Assets 2024: $171,938,9482024

Highlighted filing

2021

Assets$187,118,207
Liabilities$0
Net Assets$187,118,207
Open 2021 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150M$100M$50M$0-$50MRevenue 2011: $130,271,590Expenses 2011: $11,386,567Net Income 2011: $118,885,0232011Revenue 2012: $2,602,078Expenses 2012: $5,894,444Net Income 2012: -$3,292,3662012Revenue 2013: $10,981,923Expenses 2013: $7,711,845Net Income 2013: $3,270,0782013Revenue 2014: $17,327,070Expenses 2014: $9,121,109Net Income 2014: $8,205,9612014Revenue 2015: $18,575,458Expenses 2015: $18,790,247Net Income 2015: -$214,7892015Revenue 2019: $26,986,289Expenses 2019: $7,928,309Net Income 2019: $19,057,9802019Revenue 2020: $24,935,121Expenses 2020: $12,345,874Net Income 2020: $12,589,2472020Revenue 2021: $48,990,518Expenses 2021: $10,774,970Net Income 2021: $38,215,5482021Revenue 2022: $16,838,962Expenses 2022: $24,243,106Net Income 2022: -$7,404,1442022Revenue 2024: $6,140,284Expenses 2024: $16,225,011Net Income 2024: -$10,084,7272024

Highlighted filing

2021

Revenue$48,990,518
Expenses$10,774,970
Net Income$38,215,548
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERTA B DenningChairman-$0--
STEVEN A DENNINGSecretary-$0--
RICHARD GOLDAsst Sec-$0--
ALAN H RAPPAPORTDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Sage Foundation Inc
EIN
06-1478711
In Care Of
% STEVEN A DENNING
Phone
2036298600
Address
16 KHAKUM DRIVE, GREENWICH, CT 06831

Signing Officer

Name
Rich Gold
Title
Officer
Phone
2036184623
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
121 RIVER STREET, HOBOKEN, NJ 07030
Preparer
Jessica Perna
Phone
2015515000
Raw XML Appendix343 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERTA B Denning
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt016 KHAKUM DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GREENWICH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006831
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0STEVEN A DENNING
IRS990PF/StatementsRegardingActyGrp/PhoneNum02036298600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NOT APPLICABLE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0STEVEN A DENNING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt09122647
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0general operating purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHMENT A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHMENT A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010007
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09122647
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09122647
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017063136
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt07940489
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05898681
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07759333
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt07940489
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05717525
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05717525
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09122647
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05717525
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt013658014
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0STEVEN A DENNING
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt016 KHAKUM DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0GREENWICH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd006831
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0898051
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0898051
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc016,887 Shares of Accolade Inc
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02022-02-19
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0733937
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11308212
OtherDecreasesSchedule/OtherDecreasesDetail/Amt2544527
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FMV TO COST ON DONATED SECURITIES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1BOOK TO TAX ADJUSTMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2PRIOR PERIOD ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PASS-THRU ENTITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0613854
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0613854
OtherIncomeSchedule2/OtherIncomeDetail/Desc0passthrough entities
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-73780
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-109585
TaxesSchedule/TaxesDetail/Amt058688
TaxesSchedule/TaxesDetail/Amt1870000
TaxesSchedule/TaxesDetail/Amt2105000
TaxesSchedule/TaxesDetail/CategoryTxt0PASS-THRU ENTITY FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2CT TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt058688
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rich Gold
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02036184623
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SAGE FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O STEVEN A DENNING
ReturnHeader/Filer/BusinessNameControlTxt0SAGE
ReturnHeader/Filer/EIN0061478711
ReturnHeader/Filer/InCareOfNm0% STEVEN A DENNING
ReturnHeader/Filer/PhoneNum02036298600
ReturnHeader/Filer/USAddress/AddressLine1Txt016 KHAKUM DRIVE
ReturnHeader/Filer/USAddress/CityNm0GREENWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006831
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0121 RIVER STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOBOKEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007030
ReturnHeader/PreparerPersonGrp/PhoneNum02015515000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jessica Perna
ReturnHeader/ReturnTs02022-11-15T14:26:50-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Rich
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Gold
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$187,118,207
Liabilities
$0
Net assets
$187,118,207
Revenue
$48,990,518
Expenses
$10,774,970
Net income
$38,215,548
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$172$0.00$172$6.14$16.2$10.1
2023Detailed filing. Detailed filing data is available for this year.
2022Detailed filing. Detailed filing data is available for this year.$176$0.00$176$16.8$24.2$7.40
2021Detailed filing. Detailed filing data is available for this year.$187$0.00$187$49.0$10.8$38.2
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$151$0.00$151$24.9$12.3$12.6
2019Summary only. Only limited summary data is available for this year.$136$0.00$27.0$7.93$19.1
2015Summary only. Only limited summary data is available for this year.$98.4$0.00$18.6$18.8$0.21
2014Summary only. Only limited summary data is available for this year.$89.8$0.00$17.3$9.12$8.21
2013Summary only. Only limited summary data is available for this year.$96.2$0.00$11.0$7.71$3.27
2012Summary only. Only limited summary data is available for this year.$91.3$0.00$2.60$5.89$3.29
2011Summary only. Only limited summary data is available for this year.$83.7$0.00$130$11.4$119