Civic Intelligence

Sagewood Residents Wine Society

EIN 88-2184048 • 501(c)7 • Phoenix, AZ

Profile

Social club exempt under section 501(c)(7)

4555 E Mayo BlvdPhoenix, AZ 85050

n/A

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

59th percentile

0.00x

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

501(c)7 • <$500k nonprofits • Source year 2024

Net Margin

78th percentile

17%

Higher net margin than 78% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2024

Asset Growth

94th percentile

77%

Faster asset growth than 94% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

32nd percentile

-8.4%

Faster revenue growth than 32% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$11,526

Up $5,013 (+77%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$11,526

Up $5,013 (+77%) from 2023

Operations
Liabilities / Revenue59th percentileNet Margin78th percentile

Revenue

Down

$28,943

Down $2,657 (-8.4%) from 2023

Expenses

Down

$23,930

Down $7,548 (-24%) from 2023

Net Income

Up

$5,013

Up $4,891 (+4009%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth94th percentile

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

$15K$10K$5.0K$0Assets 2023: $6,513Liabilities 2023: $0Net Assets 2023: $6,5132023Assets 2024: $11,526Liabilities 2024: $0Net Assets 2024: $11,5262024

Highlighted filing

2024

Assets$11,526
Liabilities$0
Net Assets$11,526
Open 2024 Filing

Operations Trend

Revenue Growth32nd percentile

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

$40K$30K$20K$10K$0Revenue 2023: $31,600Expenses 2023: $31,478Net Income 2023: $1222023Revenue 2024: $28,943Expenses 2024: $23,930Net Income 2024: $5,0132024

Highlighted filing

2024

Revenue$28,943
Expenses$23,930
Net Income$5,013
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,526
Liabilities
$0
Net assets
$11,526
Revenue
$28,943
Expenses
$23,930
Net income
$5,013
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$28.9$23.9$5.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.51$0.00$6.51$31.6$31.5$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Gross Receipts
$28,943
Mission and Program Overview

Mission

Social club exempt under section 501(c)(7)

Program Services

DescriptionGrantsExpenses
WINETASTING EVENTS$0$0
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE HARKNESSPresidentPT$0--
BILL SEFTONVice President-$0--
LEONARD FRANKELTreasurer-$0--
CHRIS SEYERSecretary-$0--
HOWARD PIFERMember At Large-$0--
JUDI MORIMember At Large-$0--
Filing and Contact Details

Filer

Filer Name
Sagewood Residents Wine Society
EIN
88-2184048
Phone
6028404111
Address
4555 E MAYO BLVD, PHOENIX, AZ 85050

Signing Officer

Name
Leonard Frankel
Title
Treasurer
Phone
6028404111
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Howard M Kesselman Plc
Address
PO BOX 746, PRESCOTT, AZ 86302
Preparer
Howard Kesselman
Phone
6027704009
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: cost of events. Amount: 21,584. Description: operating expense. Amount: 2,346. Total to form 990-ez, line 16: 23,930.”

Raw XML Appendix122 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0LEONARD FRANKEL
IRS990EZ/BooksInCareOfDetail/PhoneNum06028404111
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04565 E MAYO BLVD 6331
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PHOENIX
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085050
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06513
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011526
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt05013
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06513
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011526
IRS990EZ/GrossReceiptsAmt028943
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt06900
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06513
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011526
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06513
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011526
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHANIE HARKNESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BILL SEFTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LEONARD FRANKEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRIS SEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HOWARD PIFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JUDI MORI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER AT LARGE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt023930
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SOCIAL CLUB EXEMPT UNDER SECTION 501(C)(7)
IRS990EZ/ProgramServiceRevenueAmt022043
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WINETASTING EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt023930
IRS990EZ/TotalRevenueAmt028943
IRS990EZ/TypeOfOrganizationOtherDesc0CLUB
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: COST OF EVENTS. AMOUNT: 21,584. DESCRIPTION: OPERATING EXPENSE. AMOUNT: 2,346. TOTAL TO FORM 990-EZ, LINE 16: 23,930.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LEONARD FRANKEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06028404111
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAGEWOOD RESIDENTS WINE SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0SAGE
ReturnHeader/Filer/EIN0882184048
ReturnHeader/Filer/PhoneNum06028404111
ReturnHeader/Filer/USAddress/AddressLine1Txt04555 E MAYO BLVD
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085050
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452411503
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOWARD M KESSELMAN PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 746
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PRESCOTT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd086302
ReturnHeader/PreparerPersonGrp/PhoneNum06027704009
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOWARD KESSELMAN
ReturnHeader/ReturnTs02025-05-14T12:01:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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