Civic Intelligence

Sage Holistic Health & Wellness Center

EIN 82-2549962 • 501(c)3 • Santa Ana, CA

Profile

Our mission is to build community through education and counseling programs and services for physical, mental and spiritual holistic health and wellness.

2050 N Tustin AvenueSanta Ana, CA 92705

www.sagewellnessctr.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

95th percentile

1.61x

Higher debt load relative to assets than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

86th percentile

0.19x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

55th percentile

4.5%

Higher net margin than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

92nd percentile

97%

Faster asset growth than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

22%

Faster revenue growth than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$40,810

Up $20,123 (+97%) from 2023

Liabilities

Up

$65,598

Up $10,649 (+19%) from 2023

Net Assets

Up

-$24,788

Up $9,474 (+28%) from 2023

Operations
Liabilities / Revenue86th percentileNet Margin55th percentile

Revenue

Up

$353,417

Up $62,970 (+22%) from 2023

Expenses

Up

$337,560

Up $53,837 (+19%) from 2023

Net Income

Up

$15,857

Up $9,133 (+136%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0-$50KAssets 2019: $7,246Liabilities 2019: $20,3872019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $0Liabilities 2021: $1,618Net Assets 2021: -$1,6182021Assets 2022: $8,274Liabilities 2022: $49,329Net Assets 2022: -$41,0552022Assets 2023: $20,687Liabilities 2023: $54,949Net Assets 2023: -$34,2622023Assets 2024: $40,810Liabilities 2024: $65,598Net Assets 2024: -$24,7882024

Highlighted filing

2024

Assets$40,810
Liabilities$65,598
Net Assets-$24,788
Open 2024 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2019: $77,164Expenses 2019: $89,223Net Income 2019: -$12,0592019Revenue 2020: $197,333Expenses 2020: $183,578Net Income 2020: $13,7552020Revenue 2021: $251,012Expenses 2021: $252,630Net Income 2021: -$1,6182021Revenue 2022: $310,143Expenses 2022: $329,286Net Income 2022: -$19,1432022Revenue 2023: $290,447Expenses 2023: $283,723Net Income 2023: $6,7242023Revenue 2024: $353,417Expenses 2024: $337,560Net Income 2024: $15,8572024

Highlighted filing

2024

Revenue$353,417
Expenses$337,560
Net Income$15,857
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$40,810
Liabilities
$65,598
Net assets
-$24,788
Revenue
$353,417
Expenses
$337,560
Net income
$15,857
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.66$0.25$3.53$3.38$0.16
2023Summary only. Only limited summary data is available for this year.$0.21$0.55$0.34$2.90$2.84$0.07
2022Summary only. Only limited summary data is available for this year.$0.08$0.49$0.41$3.10$3.29$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.02$0.02$2.51$2.53$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$1.97$1.84$0.14
2019Summary only. Only limited summary data is available for this year.$0.07$0.20$0.77$0.89$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 30, 2025
Return Version
2024v5.0
Gross Receipts
$353,522
Mission and Program Overview

Mission

Our Mission is to build community through education and counseling programs and services for physical, mental, and spiritual holistic health and wellness.

Our mission is to build community through education and counseling programs and services for physical, mental and spiritual holistic health and wellness.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$20,687$40,810▲ $20,123
Rtn Earn Endowment Incm Other Fnds$-34,262$-24,788▲ $9,474
Total Assets$20,687$40,810▲ $20,123
Liabilities
Other Liabilities$39,329$39,329→ $0
Accounts Payable and Accrued Expenses$15,620$26,269▲ $10,649
Total Liabilities$54,949$65,598▲ $10,649
Net Assets / Fund Balance
Total Net Assets Fund Balance$-34,262$-24,788▲ $9,474
Total Liabilities and Net Assets / Fund Balance$20,687$40,810▲ $20,123
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Emily CelisPresident
Becky Flora-doppmannDirector
Cynthis Berg-smithDirector
Marissa BastidaDirector
Joseph CelisVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$315,266
Investment Income
$5,171
Other Revenue
$32,980
Change in Net Assets
$15,857
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$232,917
Other Expenses$104,643
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$201,666--$201,666
Occupancy-$30,904-$30,904
All Other Expenses$15,080$4,439-$19,519
Other Employee Benefits$15,824--$15,824
Payroll Taxes$15,427--$15,427
Office Expenses-$6,159-$6,159
Fees for Services Accounting-$5,916-$5,916
Other Expenses$6,456$5,892-$5,892
Interest$3,825$1,548-$5,373
Insurance-$3,381-$3,381
Advertising$2,674--$2,674
Fees for Services Legal-$938-$938
Total Functional Expenses$278,383$59,177$0$337,560
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$203
Fundraising Direct Expenses$105
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sba Eidl$31,729
Office Loan - Emily$7,600
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Emily celis joseph celis president v. President husband and wife”

Form 990, Page 6, Part VI, Line 11B

“Board of directors review tax filing before submission.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Sage Holistic Health & Wellness
EIN
82-2549962
Phone
7143913853
Address
2050 N TUSTIN AVENUE, SANTA ANA, CA 92705

Signing Officer

Name
Emily Celis
Title
President
Phone
7144031022
Signed
2025-05-30

Organization Details

Principal Officer
Emily Celis
Formed
2017
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
9

Preparer

Firm
A J Holt Inc
Address
4209 W MAGNOLIA BLVD, BURBANK, CA 91505-2726
Preparer
William a Holt Ea
Phone
8188454228
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Build community through education and counseling programs and services for physical, mental and spiritual holistic health and wellness.”

Form 990, Part XI, Line 9

“Interest not recorded on books -5,171 prior year adj to equity -1,212 total -6,383”

Raw XML Appendix330 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EMILY CELIS JOSEPH CELIS PRESIDENT V. PRESIDENT HUSBAND AND WIFE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD OF DIRECTORS REVIEW TAX FILING BEFORE SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
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IRS990/TotalLiabilitiesBOYAmt054949
IRS990/TotalLiabilitiesEOYAmt065598
IRS990/TotalLiabilitiesGrp/BOYAmt054949
IRS990/TotalLiabilitiesGrp/EOYAmt065598
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-34262
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-24788
IRS990/TotalOtherProgSrvcExpenseAmt0278383
IRS990/TotalProgramServiceExpensesAmt0278383
IRS990/TotalProgramServiceRevenueAmt0315266
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0353319
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0353417
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt020687
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt040810
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt02050 N TUSTIN AVE
IRS990/USAddress/CityNm0SANTA ANA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092705
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.SAGEWELLNESSCTR.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0EMILY CELIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07144031022
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAGE HOLISTIC HEALTH & WELLNESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CENTER
ReturnHeader/Filer/BusinessNameControlTxt0SAGE
ReturnHeader/Filer/EIN0822549962
ReturnHeader/Filer/PhoneNum07143913853
ReturnHeader/Filer/USAddress/AddressLine1Txt02050 N TUSTIN AVENUE
ReturnHeader/Filer/USAddress/CityNm0SANTA ANA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092705
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954112352
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0A J HOLT INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04209 W MAGNOLIA BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURBANK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0915052726
ReturnHeader/PreparerPersonGrp/PhoneNum08188454228
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM A HOLT EA
ReturnHeader/ReturnTs02025-06-02T19:17:26-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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