Civic Intelligence

Sage Casey Foundation

990EZ • Fiscal year 2018 • EIN 83-2529183

Jan 01, 2018 to Dec 31, 2018 • Filed on May 14, 2019

Organization Profilesagecaseyfoundation.com
1137 Copeland Creek DriveRohnert Park, CA 94928

(707) 235-6087

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

71st percentile

16%

Higher net margin than 71% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$326

No earlier filing loaded for comparison.

Net Assets

$326

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin71st percentile

Revenue

$2,086

No earlier filing loaded for comparison.

Expenses

$1,760

No earlier filing loaded for comparison.

Net Income

$326

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2018: $326Net Assets 2018: $3262018Assets 2019: $3,236Net Assets 2019: $3,2362019Assets 2020: $4,159Net Assets 2020: $4,1592020Assets 2021: $2,576Net Assets 2021: $2,5762021Assets 2022: $6,378Net Assets 2022: $6,3782022

Highlighted filing

2018

Assets$326
Liabilities-
Net Assets$326
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30K$20K$10K$0-$10KRevenue 2018: $2,086Expenses 2018: $1,760Net Income 2018: $3262018Revenue 2019: $13,830Expenses 2019: $10,920Net Income 2019: $2,9102019Revenue 2020: $17,789Expenses 2020: $16,866Net Income 2020: $9232020Revenue 2021: $26,625Expenses 2021: $28,208Net Income 2021: -$1,5832021Revenue 2022: $17,170Expenses 2022: $13,368Net Income 2022: $3,8022022

Highlighted filing

2018

Revenue$2,086
Expenses$1,760
Net Income$326
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 14, 2019
Return Version
2018v3.1
Gross Receipts
$2,086
Mission and Program Overview

Mission

To provide scholarships and support to children and lgbtq children in our community

To provide scholarships and support to children and lgbtq children in our community.

Program Services

DescriptionGrantsExpenses
IN 2018, THE FOUNDATION PROVIDED SCHOLARSHIPS FOR TWO CHILDREN TO ATTEND SUMMER MUSIC CAMP. APPLICANTS WERE SELECTED BASED ON QUALITIES THAT EMBIDIED THE SAME TRAITS AND CHARACTERISTICS AS THOSE OF SAGE CASEY SCHMITT, WHOM OUR FOUNDATION IS NAMES AFTER.$1,760-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kasey S HillierPresident-$0--
Nicholas M PulleySecretary-$0--
Kimberly K ElwellTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Sage Casey Foundation
EIN
83-2529183
Phone
7072356087
Address
1137 Copeland Creek Drive, Rohnert Park, CA 94928

Signing Officer

Name
Kimberly K Elwell
Title
Treasurer
Signed
2019-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Gl Henderson Accounting & Tax
Address
8038 Mason Drive, Rohnert Park, CA 94928
Preparer
Gina L Henderson
Phone
7078241688
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Music Scholarships $1760”

Raw XML Appendix115 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Kim Elwell
IRS990EZ/BooksInCareOfDetail/PhoneNum07072356087
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01137 Copeland Creek Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Rohnert Park
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094928
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0326
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02086
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0326
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0326
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt02086
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0326
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0326
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kasey S Hillier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Nicholas M Pulley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kimberly K Elwell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01760
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SCHOLARSHIPS AND SUPPORT TO CHILDREN AND LGBTQ CHILDREN IN OUR COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IN 2018, THE FOUNDATION PROVIDED SCHOLARSHIPS FOR TWO CHILDREN TO ATTEND SUMMER MUSIC CAMP. APPLICANTS WERE SELECTED BASED ON QUALITIES THAT EMBIDIED THE SAME TRAITS AND CHARACTERISTICS AS THOSE OF SAGE CASEY SCHMITT, WHOM OUR FOUNDATION IS NAMES AFTER.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01760
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01760
IRS990EZ/TotalProgramServiceExpensesAmt01760
IRS990EZ/TotalRevenueAmt02086
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0sagecaseyfoundation.com
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02086
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02086
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt02086
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02086
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02086
IRS990ScheduleA/TotalSupportAmt02086
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Music Scholarships $1760
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kimberly K Elwell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAGE CASEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAGE
ReturnHeader/Filer/EIN0832529183
ReturnHeader/Filer/PhoneNum07072356087
ReturnHeader/Filer/USAddress/AddressLine1Txt01137 Copeland Creek Drive
ReturnHeader/Filer/USAddress/CityNm0Rohnert Park
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094928
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GL HENDERSON ACCOUNTING & TAX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08038 Mason Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rohnert Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094928
ReturnHeader/PreparerPersonGrp/PhoneNum07078241688
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gina L Henderson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-14T06:01:14-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$326
Liabilities
-
Net assets
$326
Revenue
$2,086
Expenses
$1,760
Net income
$326
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$6.38$6.38$17.2$13.4$3.80
2021Detailed filing. Detailed filing data is available for this year.$2.58$2.58$26.6$28.2$1.58
2020Detailed filing. Detailed filing data is available for this year.$4.16$4.16$17.8$16.9$0.92
2019Detailed filing. Detailed filing data is available for this year.$3.24$3.24$13.8$10.9$2.91
2018Detailed filing. Detailed filing data is available for this year.$0.33$0.33$2.09$1.76$0.33