Civic Intelligence

Sage Casey Foundation

990EZ • Fiscal year 2021 • EIN 83-2529183

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization ProfileSAGECASEYFOUNDATION.COM
PO Box 1952Rohnert Park, CA 94927-1952

(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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

28th percentile

-5.9%

Higher net margin than 28% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

11th percentile

-38%

Faster asset growth than 11% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

75th percentile

50%

Faster revenue growth than 75% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$2,576

Down $1,583 (-38%) from 2020

Net Assets

Down

$2,576

Down $1,583 (-38%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin28th percentile

Revenue

Up

$26,625

Up $8,836 (+50%) from 2020

Expenses

Up

$28,208

Up $11,342 (+67%) from 2020

Net Income

Down

-$1,583

Down $2,506 (-272%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

2021

Assets$2,576
Liabilities-
Net Assets$2,576
Open 2021 Filing

Operations Trend

Revenue Growth75th percentile

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

2021

Revenue$26,625
Expenses$28,208
Net Income-$1,583
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.0
Gross Receipts
$26,625
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
IN 2019, THE FOUNDATION PROVIDED TWO SCHOLARSHIPS FOR CHILDREN TO ATTEND-$26,349
TO PROVIDE SCHOLARSHIPS AND SUPPORT TO CHILDREN AND LGBTQ CHILDREN IN OUR COMMUNITY.--
Compensation and Service Providers
Top Officer Pay77th 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
PO BOX 1952, ROHNERT PARK, CA 94927-1952

Signing Officer

Name
Kimberly K Elwell
Title
Treasurer
Phone
7072356087
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
L H Harris Certified Public Accountant
Address
1260 NORTH DUTTON AVENUE SUITE 160, SANTA ROSA, CA 95401
Preparer
Priscilla Eckhardt CPA
Phone
7075462727
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 1,362 music scholarships 2,040 licenses and fees 5 postage 783 supplies 22,210 small tools & equipment 1,071 total 27,471”

Form 990-ez, Part III

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

Form 990-ez, Part III, Line 31

“In 2019, the foundation provided two scholarships for children to attend”

Raw XML Appendix120 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/PersonNm0KIMBERLY K ELWELL
IRS990EZ/BooksInCareOfDetail/PhoneNum07072356087
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1952
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROHNERT PARK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0949271952
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04159
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02576
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt026625
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1583
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04159
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02576
IRS990EZ/GrossReceiptsAmt026625
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04159
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02576
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04159
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02576
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
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/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt027471
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SCHOLARSHIPS AND SUPPORT TO CHILDREN AND LGBTQ CHILDREN IN OUR COMMUNITY
IRS990EZ/PrintingPublicationsPostageAmt0737
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SCHOLARSHIPS AND SUPPORT TO CHILDREN AND LGBTQ CHILDREN IN OUR COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1IN 2019, THE FOUNDATION PROVIDED TWO SCHOLARSHIPS FOR CHILDREN TO ATTEND
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026349
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028208
IRS990EZ/TotalProgramServiceExpensesAmt026349
IRS990EZ/TotalRevenueAmt026625
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0SAGECASEYFOUNDATION.COM
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt026625
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt017789
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt013830
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02086
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt060330
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt060330
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt026625
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt017789
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt013830
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02086
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt060330
IRS990ScheduleA/TotalSupportAmt060330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 1,362 MUSIC SCHOLARSHIPS 2,040 LICENSES AND FEES 5 POSTAGE 783 SUPPLIES 22,210 SMALL TOOLS & EQUIPMENT 1,071 TOTAL 27,471
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROVIDE SCHOLARSHIPS AND SUPPORT TO CHILDREN AND LGBTQ CHILDREN IN OUR COMMUNITY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IN 2019, THE FOUNDATION PROVIDED TWO SCHOLARSHIPS FOR CHILDREN TO ATTEND
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY K ELWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07072356087
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAGE CASEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAGE
ReturnHeader/Filer/EIN0832529183
ReturnHeader/Filer/PhoneNum07072356087
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1952
ReturnHeader/Filer/USAddress/CityNm0ROHNERT PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0949271952
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680277084
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0L H HARRIS CERTIFIED PUBLIC ACCOUNTANT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01260 NORTH DUTTON AVENUE SUITE 160
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA ROSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095401
ReturnHeader/PreparerPersonGrp/PhoneNum07075462727
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PRISCILLA ECKHARDT CPA
ReturnHeader/ReturnTs02022-11-14T12:10:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KIMBERLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ELWELL
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,576
Liabilities
-
Net assets
$2,576
Revenue
$26,625
Expenses
$28,208
Net income
-$1,583
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