Civic Intelligence

Sage Casey Foundation

990EZ • Fiscal year 2022 • EIN 83-2529183

Jan 01, 2022 to Dec 31, 2022 • Filed on Feb 29, 2024

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

73rd percentile

22%

Higher net margin than 73% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

94th percentile

148%

Faster asset growth than 94% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

16th percentile

-36%

Faster revenue growth than 16% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$6,378

Up $3,802 (+148%) from 2021

Net Assets

Up

$6,378

Up $3,802 (+148%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin73rd percentile

Revenue

Down

$17,170

Down $9,455 (-36%) from 2021

Expenses

Down

$13,368

Down $14,840 (-53%) from 2021

Net Income

Up

$3,802

Up $5,385 (+340%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth94th 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

2022

Assets$6,378
Liabilities-
Net Assets$6,378
Open 2022 Filing

Operations Trend

Revenue Growth16th 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

2022

Revenue$17,170
Expenses$13,368
Net Income$3,802
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 29, 2024
Return Version
2022v5.0
Gross Receipts
$17,170
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-$12,659
TO PROVIDE SCHOLARSHIPS AND SUPPORT TO CHILDREN AND LGBTQ CHILDREN IN OUR COMMUNITY.--
Compensation and Service Providers
Top Officer Pay78th 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
2024-02-29
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 768 licenses and fees 25 postage 100 supplies 9,516 bank fees 17 books, subscriptions, ref 119 telephone 293 meeting expense 155 total 10,993”

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 Appendix124 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/BOYAmt02576
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06378
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt017170
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03802
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02576
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06378
IRS990EZ/GrossReceiptsAmt017170
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02576
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06378
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02576
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06378
IRS990EZ/OccupancyRentUtltsAndMaintAmt0182
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/OtherExpensesTotalAmt010993
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SCHOLARSHIPS AND SUPPORT TO CHILDREN AND LGBTQ CHILDREN IN OUR COMMUNITY
IRS990EZ/PrintingPublicationsPostageAmt02193
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/ProgramServiceExpensesAmt012659
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013368
IRS990EZ/TotalProgramServiceExpensesAmt012659
IRS990EZ/TotalRevenueAmt017170
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0SAGECASEYFOUNDATION.COM
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt017170
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt026625
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt017789
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt013830
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02086
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt077500
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt077500
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt017170
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt026625
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt017789
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt013830
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02086
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt077500
IRS990ScheduleA/TotalSupportAmt077500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 768 LICENSES AND FEES 25 POSTAGE 100 SUPPLIES 9,516 BANK FEES 17 BOOKS, SUBSCRIPTIONS, REF 119 TELEPHONE 293 MEETING EXPENSE 155 TOTAL 10,993
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY K ELWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07072356087
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-29
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-02-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PRISCILLA ECKHARDT CPA
ReturnHeader/ReturnTs02024-02-29T19:59:46-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KIMBERLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ELWELL
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,378
Liabilities
-
Net assets
$6,378
Revenue
$17,170
Expenses
$13,368
Net income
$3,802
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