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Nonprofiteer
← SAGE LEADERS

Form 990 for tax year 2023

Filed by SAGE LEADERS.

Totals

Total revenue
$848,108
Total expenses
$796,415
Contributions and grants received
$837,865
Grants paid
$0
Program service revenue
$0
Investment income
$10,243
Other revenue
$0
Total assets, end of year
$1,096,025
Total liabilities, end of year
$112,022
Net assets or fund balances, end of year
$984,003
Program services expenses (Part IX)
$525,431
Management and general expenses
$186,848
Fundraising expenses
$84,136
Program service expenses (Part III)
$525,431

Program services were 66.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $236,500

  • 1f · All other contributions, gifts and grants

    $601,365

  • 3 · Investment income

    total $10,439 · excluded $10,439

  • 7a · Gross sales of assets other than inventory

    securities $25,372

  • 7b · Less cost or other basis and sales expenses

    securities $25,568

  • 7c · Gain or loss

    securities -$196

  • 7d · Net gain or loss

    total -$196 · excluded -$196

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $529,799 · program services $345,360 · management and general $130,118 · fundraising $54,321

  • 8 · Pension plan contributions

    total $31,870 · program services $20,895 · management and general $7,703 · fundraising $3,272

  • 9 · Other employee benefits

    total $57,799 · program services $40,195 · management and general $12,404 · fundraising $5,200

  • 10 · Payroll taxes

    total $46,277 · program services $30,174 · management and general $11,364 · fundraising $4,739

  • 11b · Fees: legal

    total $7,901 · program services $7,901

  • 11c · Fees: accounting

    total $12,087 · management and general $12,087

  • 11g · Fees: other

    total $34,986 · program services $28,781 · fundraising $6,205

  • 12 · Advertising and promotion

    total $94 · fundraising $94

  • 13 · Office expenses

    total $4,321 · program services $1,073 · management and general $1,842 · fundraising $1,406

  • 14 · Information technology

    total $11,880 · program services $3,483 · management and general $3,166 · fundraising $5,231

  • 16 · Occupancy

    total $21,702 · program services $14,178 · management and general $5,212 · fundraising $2,312

  • 17 · Travel

    total $11,993 · program services $11,779 · management and general $163 · fundraising $51

  • 19 · Conferences, conventions and meetings

    total $2,046 · program services $1,500 · management and general $7 · fundraising $539

  • 24a · Other expenses: PARTICIPANT STIPENDS

    total $12,600 · program services $12,600

  • 24b · Other expenses: BANK FEES

    total $3,414 · program services $255 · management and general $2,473 · fundraising $686

  • 24c · Other expenses: LICENSES AND FEES

    total $3,383 · program services $3,200 · management and general $183

  • 24d · Other expenses: EVENT SUPPLIES

    total $2,825 · program services $2,769 · management and general $56

  • 24e · All other expenses

    total $1,438 · program services $1,288 · management and general $70 · fundraising $80

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $344,859 · end of year $255,492

  • 2 · Savings and temporary cash investments

    beginning of year $342,917 · end of year $444,394

  • 3 · Pledges and grants receivable

    beginning of year $274,000 · end of year $250,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $138

  • 10a · Land, buildings and equipment: cost or other basis

    $1,622

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,622

  • 11 · Investments: publicly traded securities

    end of year $146,139

  • 17 · Accounts payable and accrued expenses

    beginning of year $29,604 · end of year $112,022

  • 27 · Net assets without donor restrictions

    beginning of year $517,727 · end of year $359,003

  • 28 · Net assets with donor restrictions

    beginning of year $414,583 · end of year $625,000

Mission and programs · 2023

Mission

SAGE LEADERS CULTIVATES DEEP DEMOCRACY IN WASHINGTON STATE BY DEVELOPING BLACK, INDIGENOUS AND PEOPLE OF COLOR COMMUNITY LEADERS FOR CIVIC AND ELECTED LEADERSHIP.

  • THE COMMUNITY LEADERSHIP INSTITUTE (CLI) IS A 6-MONTH FELLOWSHIP THAT TRAINS EMERGING LEADERS IN ISSUES SUCH AS HOUSING, LAND USE, TRANSIT, CLIMATE AND ECONOMIC DEVELOPMENT. GRADUATES LEARN THE NUTS AND BOLTS OF LOCAL GOVERNMENT PROCESSES SUCH AS MUNICIPAL BUDGETING, PARLIAMENTARY PROCEDURES, AND LAWMAKING, AS WELL AS ADVOCACY, STORYTELLING AND COMMUNICATION SKILLS. IN 2023, CLI GRADUATED 12 MEMBERS FROM THEIR INAUGURAL 2022-2023 CLARK COUNTY COHORT FOR RESIDENTS OF THE VANCOUVER, WA AREA. 11 OF THE 12 PARTICIPANTS IDENTIFY AS BIPOC AND 80% OF THESE PARTICIPANTS HAVE APPLIED TO OR BEEN ACCEPTED TO PUBLIC OR COMMUNITY CENTERED BOARDS.

    Expenses $260,768

  • IN 2023 WE HIRED A MANAGER FOR OUR LOCAL ELECTED LEADERSHIP INSTITUTE (LELI), WHICH WAS FIRST HELD IN 2021, AND IS A SUPPORT GROUP FOR PROGRESSIVE BIPOC LEADERS SERVING IN LOCAL ELECTED OFFICE AT THE CITY OR COUNTY LEVEL IN WASHINGTON STATE. THIS MANAGER HAS FOCUSED ON CURRICULUM DEVELOPMENT AND RECRUITMENT FOR A NEW COHORT IN 2024.

    Expenses $78,691

  • IN 2023, OUR 8 POLITICAL LEADERSHIP COUNCIL (PLC) MEMBERS VETTED AND ENDORSED 27 BIPOC CANDIDATES FROM 6 DIFFERENT COUNTIES IN WASHINGTON STATE. PLC MEMBERS ARE GRASSROOTS COMMUNITY LEADERS WHO HAVE COMPLETED OUR COMMUNITY LEADERSHIP INSTITUTE. BY PARTICIPATING IN THE PLC, MEMBERS GAIN DIRECT EXPOSURE TO CAMPAIGNS AND HAVE AN OPPORTUNITY TO BUILD RELATIONSHIPS WITH LOCAL CANDIDATES. OF THE 27 CANDIDATES ENDORSED, 19 OF THEM WON THEIR RACE. WE ALSO RAN OUR BIPOC CANDIDATE COHORT, WHICH IS A PEER SUPPORT GROUP THAT OFFERS TRAINING RESOURCES FOR PROGRESSIVE CIVIC LEADERS INTERESTED IN RUNNING FOR OFFICE. IN 2023, 12 BIPOC CANDIDATES FROM ACROSS WASHINGTON STATE CONVENED 8 SESSIONS, EACH FOCUSING ON A KEY ASPECT OF CAMPAIGNING.

    Expenses $130,569

  • ALL OTHER PROGRAMS

    Expenses $55,403

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Christina Shimizu

    CO-EXEC DIRE

    Total calculated
    $119,013
    From this org
    $0
    From related orgs
    $119,013
    Other
    $0
    Hours/week
    14

  • Sarah Cherin

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Jennell Hicks

    BOARD MEMBER

    Total calculated
    $0

  • Tiffany Mendoza

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Stefan Moritz

    BOARD MEMBER

    Total calculated
    $0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.0
Source object
202413169349304436

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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