Civic Intelligence

Sages Educational and Research Foundation

990 • Fiscal year 2016 • EIN 95-4689582

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 10, 2017

Organization ProfileN/A
11300 W Olympic BlvdLos Angeles, CA 90064

(310) 437-0544

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

4th percentile

0.00x

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

20th percentile

-7.2%

Higher net margin than 20% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

46th percentile

1.0%

Faster asset growth than 46% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

17th percentile

-15%

Faster revenue growth than 17% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$10,672,500

Up $108,825 (+1.0%) from 2015

Net Assets

Up

$10,672,500

Up $108,825 (+1.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin20th percentile

Revenue

Down

$735,892

Down $133,123 (-15%) from 2015

Expenses

Up

$789,142

Up $147,183 (+23%) from 2015

Net Income

Down

-$53,250

Down $280,306 (-123%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $8,094,717Liabilities 2010: $0Net Assets 2010: $8,094,7172010Assets 2011: $7,823,658Liabilities 2011: $0Net Assets 2011: $7,823,6582011Assets 2012: $8,902,551Liabilities 2012: $0Net Assets 2012: $8,902,5512012Assets 2013: $10,228,181Liabilities 2013: $0Net Assets 2013: $10,228,1812013Assets 2014: $10,999,006Liabilities 2014: $0Net Assets 2014: $10,999,0062014Assets 2015: $10,563,675Liabilities 2015: $0Net Assets 2015: $10,563,6752015Assets 2016: $10,672,500Liabilities 2016: $0Net Assets 2016: $10,672,5002016Assets 2017: $12,147,683Liabilities 2017: $0Net Assets 2017: $12,147,6832017Assets 2018: $11,092,055Liabilities 2018: $1,146Net Assets 2018: $11,090,9092018Assets 2019: $13,366,962Liabilities 2019: $0Net Assets 2019: $13,366,9622019Assets 2020: $14,362,418Liabilities 2020: $1Net Assets 2020: $14,362,4172020Assets 2021: $15,627,791Liabilities 2021: $0Net Assets 2021: $15,627,7912021Assets 2022: $13,637,749Liabilities 2022: $0Net Assets 2022: $13,637,7492022Assets 2023: $14,551,079Liabilities 2023: $0Net Assets 2023: $14,551,0792023Assets 2024: $15,028,961Liabilities 2024: $5,600Net Assets 2024: $15,023,3612024

Highlighted filing

2016

Assets$10,672,500
Liabilities$0
Net Assets$10,672,500
Open 2016 Filing

Operations Trend

Revenue Growth17th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2010: $1,492,180Expenses 2010: $503,243Net Income 2010: $988,9372010Revenue 2011: $201,127Expenses 2011: $472,186Net Income 2011: -$271,0592011Expenses 2012: $508,6662012Revenue 2013: $1,898,246Expenses 2013: $572,617Net Income 2013: $1,325,6292013Revenue 2014: $1,359,931Expenses 2014: $589,105Net Income 2014: $770,8262014Revenue 2015: $869,015Expenses 2015: $641,959Net Income 2015: $227,0562015Revenue 2016: $735,892Expenses 2016: $789,142Net Income 2016: -$53,2502016Revenue 2017: $1,445,462Expenses 2017: $711,501Net Income 2017: $733,9612017Revenue 2018: $902,010Expenses 2018: $880,259Net Income 2018: $21,7512018Revenue 2019: $1,919,491Expenses 2019: $910,968Net Income 2019: $1,008,5232019Revenue 2020: $893,328Expenses 2020: $739,071Net Income 2020: $154,2572020Revenue 2021: $1,401,377Expenses 2021: $724,659Net Income 2021: $676,7182021Revenue 2022: $1,224,016Expenses 2022: $1,077,761Net Income 2022: $146,2552022Revenue 2023: $766,447Expenses 2023: $1,108,255Net Income 2023: -$341,8082023Revenue 2024: $1,741,895Expenses 2024: $1,312,819Net Income 2024: $429,0762024

Highlighted filing

2016

Revenue$735,892
Expenses$789,142
Net Income-$53,250
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 10, 2017
Return Version
2016v3.0
Gross Receipts
$1,404,754
Mission and Program Overview

Mission

The mission of the foundation is to advance endoscopic, laparoscopic and emerging minimal access surgical methods and to maintain the highest possible quality of care by supporting reproducible scientific research, graduate and postgraduate education, and public information.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$10,563,675$10,672,500▲ $108,825
Investments in Publicly Traded Securities$10,446,532$10,327,607▼ $118,925
Cash and Non-Interest-Bearing Accounts$80,949$232,042▲ $151,093
Pledges and Grants Receivable-$76,650-
Savings and Temporary Cash Investments$36,193$36,201▲ $8
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$10,563,675$10,672,500▲ $108,825
Other Assets Total$1$0▼ $1
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,563,675$10,672,500▲ $108,825
Total Liabilities and Net Assets / Fund Balance$10,563,675$10,672,500▲ $108,825
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Desmond H Birkett MDPresident
Stephen W Unger MDVice President
David Duppler MdDirector
Edward H Phillips MdDirector
Gary Vitale MdDirector
Jo Buyske MdDirector
John HunterMDDirector
Nathaniel J Soper MdDirector
Steve Eubanks MdDirector
Steven D Wexner MdDirector
Barry A Salky MDSecretary
Michael R Marohn MdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$289,495
Program Service Revenue
$0
Investment Income
$444,444
Other Revenue
$1,953
All Other Contributions
$255,995
Change in Net Assets
$-53,250
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$620,084
Other Expenses$169,058
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$608,000--$608,000
Fees for Services Management$75,500--$75,500
Fees for Service Investment Mgmnt Fees-$65,343-$65,343
Grants to Domestic Individuals$12,084--$12,084
Advertising$6,041--$6,041
Office Expenses-$3,371-$3,371
Travel-$2,800-$2,800
Fees for Services Accounting-$2,215-$2,215
Conferences and Meetings-$1,285-$1,285
Other Expenses-$1,000-$1,000
All Other Expenses-$178-$178
Fees for Services Legal-$75-$75
Total Functional Expenses$701,625$87,517$0$789,142
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
SagesLos Angeles, CA501c6Medical Research Grants$608,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$29,500
Fundraising Direct Expenses$27,547
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Award Luncheon$63,000$29,500$13,759$15,741
Total Events$63,000$29,500$27,547$1,953
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“The day to day operations of the Foundation are administered by BSC Management Company. BSC also oversees the fundraising activities”

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“The members are made up of the Board of Directors. Advisory members are non voting.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Accounting manager and ex director review the 990”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Before any meeting members are required to disclose any possible conflicts of interest. This information is disclosed in all marketing and other publications relating to the organization.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Upon request”

Filing and Contact Details

Filer

Filer Name
Sages Educational and Research
EIN
95-4689582
Phone
3104370544
Address
11300 W OLYMPIC BLVD, LOS ANGELES, CA 90064

Signing Officer

Name
Michael R Marohn Md
Title
Treasurer
Signed
2017-11-10
Discuss with paid preparer
Yes

Organization Details

Formed
1997
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
19

Preparer

Firm
Dyann M Shepard CPA
Address
8125 Castenada Lane, Atascadero, CA 93422
Preparer
Dyann M Shepard
Phone
8054660947
Supplemental Narrative

Additional Explanations

Client Note 1

“Client Note 1 - SALE of SECURITIESThe American College of Surgeons(ACS) offers a Joint Investment Program to like kind 501c3 organizations where the organization may pool their investment funds with those of the American College of Surgeons. The ACS summary of investment activity as reported to Sages Foundation for 2015 is available upon request.RELATED ORGANIZATION"SAGES" is the acronym for "Society of American Gastrointestinal and Endoscopic Surgeons, Inc" and is used through out this return in lieu of the complete name.”

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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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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,672,500
Liabilities
$0
Net assets
$10,672,500
Revenue
$735,892
Expenses
$789,142
Net income
-$53,250
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.0$0.01$15.0$1.74$1.31$0.43
2023Summary only. Only limited summary data is available for this year.$14.6$0.00$14.6$0.77$1.11$0.34
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.6$0.00$13.6$1.22$1.08$0.15
2021Summary only. Only limited summary data is available for this year.$15.6$0.00$15.6$1.40$0.72$0.68
2020Summary only. Only limited summary data is available for this year.$14.4$0.00$14.4$0.89$0.74$0.15
2019Summary only. Only limited summary data is available for this year.$13.4$0.00$13.4$1.92$0.91$1.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$0.00$11.1$0.90$0.88$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.1$0.00$12.1$1.45$0.71$0.73
2016Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.74$0.79$0.05
2015Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$0.87$0.64$0.23
2014Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$1.36$0.59$0.77
2013Summary only. Only limited summary data is available for this year.$10.2$0.00$10.2$1.90$0.57$1.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.90$0.00$8.90$0.51
2011Summary only. Only limited summary data is available for this year.$7.82$0.00$7.82$0.20$0.47$0.27
2010Summary only. Only limited summary data is available for this year.$8.09$0.00$8.09$1.49$0.50$0.99